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Map Members Committees Legislation Money Nominations Watch Schedule Daily Record Special Rules Subpoenas House Ethics Foreign Influence Agencies Regulations Office Spending US Code

Steve Daines - Annual Financial Disclosure · Congress.wiki

SenateAnnual Report

Steve Daines

MT

Filed April 30, 2026

View Original Document

Transactions

33

Assets

33

Liabilities

0

Details

Report Title: Annual Report for Calendar 2025
Submission Method: Electronic

Transactions

33 transactions

VGSTXVanguard Star Fund - Investor Shares

PurchaseMutual Funds

December 23, 2025Self

n/a

$1K - $15K

VWENXVANGUARD WELLINGTON FUND - Admiral Shares

PurchaseMutual Funds

December 23, 2025Self

n/a

$1K - $15K

Assets

33 assets

Ag Land Belgrade (Belgrade, MT)

Other

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

Value

$1M - $5M

American Bank (Bozeman, MT) - Checking, Savings

Other

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

Value

$100K - $250K

VWENXVANGUARD WELLINGTON FUND - Admiral Shares

PurchaseMutual Funds

December 23, 2025Self

n/a

$1K - $15K

VGSTXVanguard Star Fund - Investor Shares

PurchaseMutual Funds

December 23, 2025Self

n/a

$1K - $15K

VGSTXVanguard Star Fund - Investor Shares

PurchaseMutual Funds

December 23, 2025Self

n/a

$1K - $15K

VGELXVanguard Energy Fund - Admiral Shares

PurchaseMutual Funds

December 23, 2025Self

n/a

$1K - $15K

VPMAXVanguard PRIMECAP Fund - Admiral Shares

Sale (Partial)Mutual Funds

December 23, 2025Self

n/a

$15K - $50K

VPMAXVanguard PRIMECAP Fund - Admiral Shares

PurchaseMutual Funds

December 17, 2025Self

n/a

$15K - $50K

VPMAXVanguard PRIMECAP Fund - Admiral Shares

PurchaseMutual Funds

December 17, 2025Self

n/a

$1K - $15K

VGIAXVanguard Growth and Income Fund - Admiral Shares

PurchaseMutual Funds

December 17, 2025Self

n/a

$1K - $15K

VGIAXVanguard Growth and Income Fund - Admiral Shares

PurchaseMutual Funds

December 17, 2025Self

n/a

$1K - $15K

VSGAXVanguard Small-Cap Growth Index Fund - Admiral Shares

Sale (Full)Mutual Funds

November 25, 2025Self

n/a

$15K - $50K

VTTHXVanguard Target Retirement 2035 Fund - Investor Shares

Sale (Partial)Mutual Funds

November 25, 2025Self

n/a

$100K - $250K

VDADXVanguard Dividend Appreciation Index Fund - Admiral Shares

Sale (Full)Mutual Funds

November 12, 2025Self

n/a

$50K - $100K

VHYAXVanguard High Dividend Yield Index Fund - Admiral Shares

Sale (Full)Mutual Funds

November 12, 2025Self

n/a

$100K - $250K

VDIGXVanguard Dividend Growth Fund - Investor Shares

Sale (Full)Mutual Funds

November 12, 2025Self

n/a

$100K - $250K

VGIAXVanguard Growth and Income Fund - Admiral Shares

PurchaseMutual Funds

November 6, 2025Self

n/a

$100K - $250K

VQNPXVanguard Growth and Income Fund - Investor Shares

Sale (Full)Mutual Funds

November 6, 2025Self

n/a

$100K - $250K

VTTHXVanguard Target Retirement 2035 Fund - Investor Shares

Sale (Partial)Mutual Funds

September 29, 2025Self

n/a

$50K - $100K

VHYAXVanguard High Dividend Yield Index Fund - Admiral Shares

PurchaseMutual Funds

September 29, 2025Self

n/a

$100K - $250K

VTTHXVanguard Target Retirement 2035 Fund - Investor Shares

Sale (Partial)Mutual Funds

August 28, 2025Self

n/a

$50K - $100K

VFIAXVanguard 500 Index Fund - Admiral Shares

PurchaseMutual Funds

August 28, 2025Self

n/a

$50K - $100K

VDADXVanguard Dividend Appreciation Index Fund - Admiral Shares

PurchaseMutual Funds

August 28, 2025Self

n/a

$50K - $100K

VGSTXVanguard Star Fund - Investor Shares

PurchaseMutual Funds

August 20, 2025Self

n/a

$15K - $50K

VDIGXVanguard Dividend Growth Fund - Investor Shares

PurchaseMutual Funds

August 20, 2025Self

n/a

$50K - $100K

VQNPXVanguard Growth and Income Fund - Investor Shares

PurchaseMutual Funds

August 20, 2025Self

n/a

$50K - $100K

VMSAXVanguard Multi-Sector Income Bond Fund - Admiral Shares

PurchaseMutual Funds

August 20, 2025Self

n/a

$50K - $100K

VWENXVANGUARD WELLINGTON FUND - Admiral Shares

PurchaseMutual Funds

August 20, 2025Self

n/a

$50K - $100K

VEGBXVanguard Emerging Markets Bond Fund - Admiral Shares

PurchaseMutual Funds

August 20, 2025Self

n/a

$50K - $100K

VGELXVanguard Energy Fund - Admiral Shares

PurchaseMutual Funds

August 20, 2025Self

n/a

$15K - $50K

VTTHXVanguard Target Retirement 2035 Fund - Investor Shares

PurchaseMutual Funds

August 20, 2025Self

n/a

$250K - $500K

VPMAXVanguard PRIMECAP Fund - Admiral Shares

PurchaseMutual Funds

April 4, 2025Self

n/a

$50K - $100K

VTTHXVanguard Target Retirement 2035 Fund - Investor Shares

PurchaseMutual Funds

April 4, 2025Self

n/a

$50K - $100K

Cultivate MD Capital Accelerator Fund (Grand Rapids, MI) - Private Equity Fund

Other

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

Value

$100K - $250K

Gen 1 (Office Building, Bozeman, MT)

Other

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

Value

$500K - $1M

Gen 2 (Office Building, Bozeman, MT)

Other

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

Value

$1M - $5M

Gen 3 (Office Building, Bozeman, MT)

Other

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

Value

$1M - $5M

Gen 7 (Office Building, Bozeman, MT)

Other

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

Value

$1M - $5M

Genesis (Genesis Business Park, Bozeman, MT) - Commercial real estate (LLC)

Other

Joint

Value

Not disclosed

Gen Lot 20 (Lot 20, Genesis Business Park)

Other

JointIncome: None

Value

$250K - $500K

Gen Lot 3 (Lot 3, Genesis Business Park)

Other

JointIncome: None

Value

$250K - $500K

Residential/Agricultural Property (Belgrade, MT) - Barley crop sales

Other

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

Value

$1M - $5M

Residential Lot (Bozeman, MT)

Other

JointIncome: None

Value

$500K - $1M

SI - Shoulder Innovations, Inc. Common Stock

Corporate Securities (Bonds and Notes)

SelfIncome: Other (Dividend equivalent)($0 - $0)

Value

$15K - $50K

Vanguard Federal Money Market Fund (Monroe, WI)

Other

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

Value

$100K - $250K

Vanguard Federal Money Market Fund (Monroe, WI)

Other

JointIncome: Dividends($201 - $1K)

Value

$100K - $250K

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

Other

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

Value

$500K - $1M

Vanguard IRA

Other

Self

Value

Not disclosed

VCPAX Vanguard Core Plus Bond Admiral CL

Mutual Funds

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

Value

$100K - $250K

VDADX - Vanguard Dividend Appreciation Index Fund - Admiral Shares

Mutual Funds

SelfIncome: Dividends($201 - $1K)

Value

Not disclosed

VEGBX - Vanguard Emerging Markets Bond Fund - Admiral Shares

Mutual Funds

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

Value

$100K - $250K

VFIAX - Vanguard 500 Index Fund - Admiral Shares

Mutual Funds

SelfIncome: Dividends, Capital Gains($201 - $1K)

Value

$100K - $250K

VGELX - Vanguard Energy Fund - Admiral Shares

Mutual Funds

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

Value

$50K - $100K

VGIAX - Vanguard Growth and Income Fund - Admiral Shares

Mutual Funds

SelfIncome: Dividends, Capital Gains($5K - $15K)

Value

$100K - $250K

VGSTX - Vanguard Star Fund Investor Shares

Mutual Funds

SelfIncome: Capital Gains($5K - $15K)

Value

$50K - $100K

VHYAX

Mutual Funds

SelfIncome: Dividends($100K - $1M)

Value

Not disclosed

VMSAX - Vanguard Multi-Sector Income Bond Fund - Admiral Shares

Mutual Funds

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

Value

$100K - $250K

VPMAX - Vanguard PRIMECAP Fund - Admiral Shares

Mutual Funds

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

Value

$100K - $250K

VQNPX - Vanguard Growth and Income Fund - Investor Shares

Mutual Funds

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

Value

Not disclosed

VSGAX - Vanguard Small-Cap Growth Index Fund Admiral Share

Mutual Funds

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

Value

Not disclosed

VTINX

Mutual Funds

SelfIncome: Dividends, Capital Gains($5K - $15K)

Value

$100K - $250K

VTTHX - Vanguard Target Retirement 2035 Fund Investor Shares

Mutual Funds

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

Value

$100K - $250K

VWENX - VANGUARD WELLINGTON FUND - Admiral Shares

Mutual Funds

SelfIncome: Dividends, Capital Gains($5K - $15K)

Value

$100K - $250K

Yellowstone Bank (Bozeman, MT) - Checking, Savings

Other

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

Value

$100K - $250K