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Frederic Clark - Annual Financial Disclosure · Congress.wiki

HouseAnnual Report

Frederic Clark

WI-07

Filed November 6, 2025

View Original Document

Transactions

0

Assets

19

Liabilities

1

Details

Report Title: Candidate Report
Submission Method: Electronic
Signed By: Frederic Clark
Signed Date: November 5, 2025

Assets

19 assets

Fidelity Roth IRA ⇒ Fidelity Large Cap Growth Index Fund (FSPGX)

Mutual FundsExcepted Investment Fund

SelfIncome: Tax-Deferred

Value

$1K - $15K

Liabilities

1 liability

UW Credit Union

Home Equity Line of Credit

Self

Amount

$15K - $50K

Fidelity Roth IRA ⇒ Fidelity Total Market Index Fund (FSKAX)

Mutual FundsExcepted Investment Fund

SelfIncome: Tax-Deferred

Value

$15K - $50K

Fidelity Roth IRA ⇒ US Treasury CDs

Government Securities and Agency Debt

SelfIncome: Tax-Deferred

Value

$1K - $15K

Rental Property Madison

Real Property

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

Value

$250K - $500K

TIAA CREF Retirement Account ⇒ CREF Growth Account - R1 (QCGRRX)

Mutual FundsExcepted Investment Fund

SelfIncome: Tax-Deferred

Value

$15K - $50K

TIAA CREF Retirement Account ⇒ Nuveen ESG Large-Cap Growth ETF (NULG)

Exchange Traded Funds (ETF)Excepted Investment Fund

SelfIncome: Tax-Deferred

Value

$15K - $50K

Wisconsin Retirement System Deferred Compensation Account ⇒ American Funds EuroPacific Growth A (AEPGX)

Mutual FundsExcepted Investment Fund

SelfIncome: Tax-Deferred

Value

$1K - $15K

Wisconsin Retirement System Deferred Compensation Account ⇒ BlackRock Future Climate and Sustainable Economy ETF (BECO)

Exchange Traded Funds (ETF)Excepted Investment Fund

SelfIncome: Tax-Deferred

Value

$15K - $50K

Wisconsin Retirement System Deferred Compensation Account ⇒ Calvert US Mid-Cap Core Responsible Index Fund - Class R6 (CMCRX)

Mutual FundsExcepted Investment Fund

SelfIncome: Tax-Deferred

Value

$1K - $15K

Wisconsin Retirement System Deferred Compensation Account ⇒ CIT: BlackRock Mid Cap Equity Index Fund Class R (WBRMEX)

Mutual FundsExcepted Investment Fund

SelfIncome: Tax-Deferred

Value

$15K - $50K

Wisconsin Retirement System Deferred Compensation Account ⇒ CIT: BlackRock Russell 2000 Index Fund Class R (WBRREX)

Mutual FundsExcepted Investment Fund

SelfIncome: Tax-Deferred

Value

$1K - $15K

Wisconsin Retirement System Deferred Compensation Account ⇒ CIT: BlackRock U.S. Debt Index Fund Class R (WBRURX)

Mutual FundsExcepted Investment Fund

SelfIncome: Tax-Deferred

Value

$1K - $15K

Wisconsin Retirement System Deferred Compensation Account ⇒ CIT: Stable Value Fund R1 (WSVABX)

Mutual FundsExcepted Investment Fund

SelfIncome: Tax-Deferred

Value

$1K - $15K

Wisconsin Retirement System Deferred Compensation Account ⇒ Dodge & Cox Income Fund - Class X (DOXIX)

Mutual FundsExcepted Investment Fund

SelfIncome: Tax-Deferred

Value

$1K - $15K

Wisconsin Retirement System Deferred Compensation Account ⇒ Fidelity Contrafund K6 (FLCNX)

Mutual FundsExcepted Investment Fund

SelfIncome: Tax-Deferred

Value

$1K - $15K

Wisconsin Retirement System Deferred Compensation Account ⇒ JPMorgan U.S. Value Fund Class R6 (VGINX)

Mutual FundsExcepted Investment Fund

SelfIncome: Tax-Deferred

Value

$1K - $15K

Wisconsin Retirement System Deferred Compensation Account ⇒ T. Rowe Price Institutional Mid-Cap Equity Growth Fund (PMEGX)

Mutual FundsExcepted Investment Fund

SelfIncome: Tax-Deferred

Value

$1K - $15K

Wisconsin Retirement System Deferred Compensation Account ⇒ Vanguard Index Trust 500 Index Fund (VFINX)

Mutual FundsExcepted Investment Fund

SelfIncome: Tax-Deferred

Value

$15K - $50K

Wisconsin Retirement System Deferred Compensation Account ⇒ Vanguard Wellington Fund Admiral Shares (VWENX)

Mutual FundsExcepted Investment Fund

SelfIncome: Tax-Deferred

Value

$1K - $15K