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Don Ufford - Annual Financial Disclosure · Congress.wiki

HouseAnnual Report

Don Ufford

MI-11

Filed September 25, 2025

View Original Document

Transactions

0

Assets

21

Liabilities

1

Details

Report Title: Financial Disclosure Report
Submission Method: Electronic
Signed By: Don Ufford
Signed Date: September 24, 2025

Assets

21 assets

Active Stable Value Fund (inside 401K)

Corporate Securities (Bonds and Notes)

SelfIncome: Tax-Deferred

Value

$1M - $5M

Apple Inc. - Common Stock (AAPL)

Liabilities

1 liability

Fifth Third Bank

Home mortgage

Joint

Amount

$15K - $50K

Stocks (including ADRs)

SelfIncome: Dividends($201 - $1K)

Value

$1K - $15K

Bank

Bank Accounts, Money Market Accounts and CDs

SelfIncome: Interest($1 - $200)

Value

$15K - $50K

BlackRock LifePath Index Retirement Port Insti Cl (LIRIX)

Mutual Funds

SelfIncome: Tax-Deferred

Value

$100K - $250K

Bonds

Government Securities and Agency Debt

SelfIncome: Interest($1K - $2.5K)

Value

$15K - $50K

Cash

Bank Accounts, Money Market Accounts and CDs

SelfIncome: Interest($201 - $1K)

Value

$1K - $15K

Deferred Compensation Account

Other

SelfIncome: Capital Gains, Interest, Principal($50K - $100K)

Value

$100K - $250K

Fidelity Blue Chip Growth Fund (FBGRX)

Mutual Funds

SelfIncome: Capital Gains, Dividends, Interest($1 - $200)

Value

$1K - $15K

Fidelity Growth Company Fund Retail Class (FDGRX)

Mutual Funds

SelfIncome: Tax-Deferred

Value

$50K - $100K

Fidelity High Dividend ETF (FDVV)

Exchange Traded Funds (ETF)

SelfIncome: Capital Gains, Interest($1 - $200)

Value

$1K - $15K

Ford Motor Company Common Stock (F)

Stocks (including ADRs)

SelfIncome: Dividends($201 - $1K)

Value

$1K - $15K

Glacial Lakes Energy

Other

SelfIncome: Dividends, Interest($5K - $15K)

Value

$15K - $50K

Invesco NASDAQ 100 ETF (QQQM)

Exchange Traded Funds (ETF)

SelfIncome: Tax-Deferred

Value

$15K - $50K

Investment Club (Angel investments)

Other

SelfIncome: Capital Gains, Interest($15K - $50K)

Value

$250K - $500K

Michigan (529 portfolio)

529 Portfolio

SelfIncome: None

Value

$15K - $50K

Money Market

Bank Accounts, Money Market Accounts and CDs

SelfIncome: Interest($5K - $15K)

Value

$250K - $500K

Municipal Bonds

Government Securities and Agency Debt

SelfIncome: Interest($15K - $50K)

Value

$250K - $500K

UBS US Dividend Ruler Fund Class P (DVRUX)

Mutual Funds

SelfIncome: Tax-Deferred

Value

$250K - $500K

UBS US Quality Growth At Reasonable Price Fund Class P (QGRPX)

Mutual Funds

SelfIncome: Tax-Deferred

Value

$250K - $500K

Vanguard Large Cap Index Fund Investor Shs (VLACX)

Mutual Funds

SelfIncome: Tax-Deferred

Value

$50K - $100K

Vanguard Total Stock Market ETF (VTI)

Exchange Traded Funds (ETF)

SelfIncome: Tax-Deferred

Value

$15K - $50K