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Steve Daines - Annual Financial Disclosure · Congress.wiki

SenateAnnual Report

Steve Daines

MT

Filed May 5, 2025

View Original Document

Transactions

4

Assets

22

Liabilities

0

Details

Report Title: Annual Report for Calendar 2024
Submission Method: Electronic

Transactions

4 transactions

VTINXVanguard Target Retirement Income Fund

PurchaseMutual Funds

December 30, 2024Self

n/a

$1K - $15K

VTINXVanguard Target Retirement Income Fund

Purchase

Assets

22 assets

Ag Land Belgrade (Agriculture land, Belgrade, MT)

Real Property

JointIncome: Rent/Royalties($5K - $15K)

Value

$1M - $5M

American Bank (Bozeman, MT) - Checking, Savings

Mutual Funds

December 30, 2024Self

n/a

$1K - $15K

VTTHXVanguard Target Retirement 2035 Fund

PurchaseMutual Funds

December 30, 2024Self

n/a

$1K - $15K

VGSTXVanguard Star Fund

PurchaseMutual Funds

July 31, 2024Self

n/a

$1K - $15K

Bank Accounts, Money Market Accounts and CDs

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

Value

$100K - $250K

Cultivate MD Capital Accelerator Fund (Grand Rapids, MI) - Venture capital fund

Hedge Funds & Private Equity Funds (non-EIF)

JointIncome: Capital Gains($15K - $50K)

Value

$100K - $250K

Gen 1 (Office Building, Bozeman, MT)

Real Property

JointIncome: Rent/Royalties($15K - $50K)

Value

$500K - $1M

Gen 2 (Office Building, Bozeman, MT)

Real Property

JointIncome: Rent/Royalties($100K - $1M)

Value

$1M - $5M

Gen 3 (Office Building, Bozeman, MT)

Real Property

JointIncome: Rent/Royalties($100K - $1M)

Value

$1M - $5M

Gen 7 (Office Building, Bozeman, MT)

Real Property

JointIncome: Rent/Royalties($100K - $1M)

Value

$1M - $5M

Genesis (Genesis Business Park, Bozeman, MT) - Limited Liability Company (LLC)

Ownership Interest (Engaged in a Trade or Business)

Joint

Value

Not disclosed

Gen Lot 20 (Lot 20, Genesis Business Park)

Real Property

JointIncome: None($0 - $200)

Value

$250K - $500K

Gen Lot 3 (Lot 3, Genesis Business Park)

Real Property

JointIncome: None($0 - $200)

Value

$250K - $500K

Residential/Agricultural Property (Belgrade, MT)

Real Property

JointIncome: Other (Barley crop sales)($2.5K - $2.5K)

Value

$1M - $5M

Residential Lot (Bozeman, MT)

Real Property

JointIncome: None($0 - $200)

Value

$500K - $1M

Vanguard Federal Money Market Fund (Monroe, WI)

Bank Accounts, Money Market Accounts and CDs

JointIncome: Dividends($15K - $50K)

Value

$100K - $250K

Vanguard Federal Money Market Fund (Settlement fund) (Monroe, WI)

Bank Accounts, Money Market Accounts and CDs

SelfIncome: Dividends($50K - $100K)

Value

$1M - $5M

Vanguard IRA

IRA

Self

Value

Not disclosed

VCPAX - Vanguard Core Plus Bond Admiral CL

Mutual Funds

SelfIncome: Dividends, Capital Gains($2.5K - $5K)

Value

$50K - $100K

VGSTX - Vanguard Star Fund Investor Shares

Mutual Funds

SelfIncome: Dividends, Capital Gains($1K - $2.5K)

Value

$15K - $50K

VHYAX

Mutual Funds

SelfIncome: Dividends($201 - $1K)

Value

$15K - $50K

VSGAX - Vanguard Small-Cap Growth Index Fund Admiral Share

Mutual Funds

SelfIncome: Dividends($0 - $200)

Value

$15K - $50K

VTINX

Mutual Funds

SelfIncome: Dividends, Capital Gains($2.5K - $5K)

Value

$100K - $250K

VTTHX - Vanguard Target Retirement 2035 Fund Investor Share

Mutual Funds

SelfIncome: Dividends, Capital Gains($1K - $2.5K)

Value

$50K - $100K

Yellowstone Bank (Bozeman, MT) - Checking, Savings

Bank Accounts, Money Market Accounts and CDs

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

Value

$100K - $250K