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Cynthia M Lummis - Annual Financial Disclosure · Congress.wiki

SenateAnnual Report

Cynthia M Lummis

WY

Filed August 8, 2025

View Original Document

Transactions

0

Assets

44

Liabilities

1

Details

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

Assets

44 assets

ANWFX - New Perspective Fund Class F-2 Shares

Mutual FundsExcepted Investment Fund

SelfIncome: Excepted Investment Fund($0 - $200)

Value

$15,001 - $50,000

Liabilities

1 liability

Ag Direct

Line of Credit

Self3.99% (7 years)

Amount

$15,001 - $50,000

Arp & Hammond Hardware Company

Stock (Not Publicly Traded)

SelfIncome: Dividends($0 - $200)

Value

$1,000,001 - $5,000,000

D.A. Davidson Investment Account

Brokerage Accounts

Self

Value

Not disclosed

D.A. Davidson Retirement Account

IRA

Self

Value

Not disclosed

DRISX - Foundry Partners Fundamental Small Cap Value Fund

Mutual FundsExcepted Investment Fund

SelfIncome: Excepted Investment Fund($0 - $200)

Value

$1,001 - $15,000

Equipoise LLC

Ownership Interest (Engaged in a Trade or Business)

Self

Value

Not disclosed

Equipoise LLC (commercial buildings)

Real Property

SelfIncome: None($0 - $200)

Value

$500,001 - $1,000,000

FPNIX - Fpa New Income

Mutual FundsExcepted Investment Fund

SelfIncome: Excepted Investment Fund($0 - $200)

Value

$15,001 - $50,000

FUNYX - Pioneer Fundamental Growth Fund Class Y

Mutual FundsExcepted Investment Fund

SelfIncome: Excepted Investment Fund($0 - $200)

Value

$1,001 - $15,000

HLGEX - Jpmorgan Mid Cap Growth Fund I Class

Mutual FundsExcepted Investment Fund

SelfIncome: Excepted Investment Fund($0 - $200)

Value

$50,001 - $100,000

IGFFX - International Growth and Income Fd Cl F-2 Shs

Mutual FundsExcepted Investment Fund

SelfIncome: Excepted Investment Fund($0 - $200)

Value

$15,001 - $50,000

IGFFX - International Growth and Income Fd Cl F-2 Shs (D.A. Davidson Investment Account)

Mutual FundsExcepted Investment Fund

SelfIncome: Excepted Investment Fund($201 - $1,000)

Value

$1,001 - $15,000

JVLIX - John Hancock Fds III Disciplined Value Fund

Mutual FundsExcepted Investment Fund

SelfIncome: Excepted Investment Fund($0 - $200)

Value

$1,001 - $15,000

Laramie River Ranch LLC

Ownership Interest (Engaged in a Trade or Business)

Self

Value

Not disclosed

Lummis Livestock Company LLC

Ownership Interest (Engaged in a Trade or Business)

Self

Value

Not disclosed

MQGIX - MFS International Growth Fund - Class I

Mutual FundsExcepted Investment Fund

SelfIncome: Excepted Investment Fund($0 - $200)

Value

$15,001 - $50,000

MQGIX - MFS International Growth Fund - Class I (D.A. Davidson Investment Account)

Mutual FundsExcepted Investment Fund

SelfIncome: Excepted Investment Fund($0 - $200)

Value

$1,001 - $15,000

PDBZX - PGIM Total Return Bond Fund Class Z

Mutual FundsExcepted Investment Fund

SelfIncome: Excepted Investment Fund($0 - $200)

Value

$15,001 - $50,000

PIMSX - Virtus Newfleet Multi-Sector Short Term Bond Fund

Mutual FundsExcepted Investment Fund

SelfIncome: Excepted Investment Fund($0 - $200)

Value

$15,001 - $50,000

PJFZX - PGIM Jennison Growth Fund Class Z

Mutual FundsExcepted Investment Fund

SelfIncome: Excepted Investment Fund($0 - $200)

Value

$15,001 - $50,000

PRVIX - T. Rowe Price Small-Cap Value Fund - I Class

Mutual FundsExcepted Investment Fund

SelfIncome: Excepted Investment Fund($0 - $200)

Value

$50,001 - $100,000

PRWCX - T. Rowe Price Capital Appreciation Fund

Mutual FundsExcepted Investment Fund

SelfIncome: Excepted Investment Fund($0 - $200)

Value

$50,001 - $100,000

Qualified Blind Trust

Excepted/Qualified Blind Trust

SelfIncome: Qualified Blind Trust($0 - $200)

Value

$500,001 - $1,000,000

RAIIX - Rainier International Discovery Series - Class I

Mutual FundsExcepted Investment Fund

SelfIncome: Excepted Investment Fund($0 - $200)

Value

$15,001 - $50,000

Ranch land owned by Laramie River Ranch LLC

Farms

SelfIncome: Rent/Royalties($15,001 - $50,000)

Value

$1,000,001 - $5,000,000

Ranch owned by Lummis Livestock Company

Farms

SelfIncome: None($0 - $200)

Value

$1,000,001 - $5,000,000

RPIFX - T. Rowe Price Institutional Floating Rate Fund

Mutual FundsExcepted Investment Fund

SelfIncome: Excepted Investment Fund($0 - $200)

Value

$1,001 - $15,000

SBPYX - Clearbridge Small Cap Growth Fd Cl I

Mutual FundsExcepted Investment Fund

SelfIncome: Excepted Investment Fund($0 - $200)

Value

$1,001 - $15,000

Sweetgrass Land Co. LLC

Ownership Interest (Engaged in a Trade or Business)

Self

Value

Not disclosed

Sweetgrass (sale of build-ready residential and commercial lots)

Real Property

SelfIncome: None($0 - $200)

Value

$1,000,001 - $5,000,000

THIIX - Thornburg Limited Term Income Fd Cl I Shs

Mutual FundsExcepted Investment Fund

SelfIncome: Excepted Investment Fund($0 - $200)

Value

$1,001 - $15,000

TRAIX - T. Rowe Price Capital Appreciation Fund - I Class

Mutual FundsExcepted Investment Fund

SelfIncome: Excepted Investment Fund($0 - $200)

Value

$100,001 - $250,000

TRBCX - T. Rowe Price Blue Chip Growth Fund Inc.

Mutual FundsExcepted Investment Fund

SelfIncome: Excepted Investment Fund($0 - $200)

Value

$1,001 - $15,000

VFIAX - Vanguard 500 Index Fd Admiral Shs

Mutual FundsExcepted Investment Fund

SelfIncome: Excepted Investment Fund($0 - $200)

Value

$50,001 - $100,000

VGIIX - Jpmorgan U.S. Value Fund Class I

Mutual FundsExcepted Investment Fund

SelfIncome: Excepted Investment Fund($0 - $200)

Value

$50,001 - $100,000

VMFXX

Mutual FundsExcepted Investment Fund

SelfIncome: Excepted Investment Fund($0 - $200)

Value

$100,001 - $250,000

VSMAX - Vanguard Small Cap Index Fd Admiral Shs

Mutual FundsExcepted Investment Fund

SelfIncome: Excepted Investment Fund($0 - $200)

Value

$15,001 - $50,000

VTV - Vanguard Value ETF

Mutual FundsExcepted Investment Fund

SelfIncome: Excepted Investment Fund($0 - $200)

Value

$1,001 - $15,000

VUSTX - Vanguard Long-Term Treasury Fund

Mutual FundsExcepted Investment Fund

SelfIncome: Excepted Investment Fund($0 - $200)

Value

$15,001 - $50,000

Wild Iris LLC

Ownership Interest (Engaged in a Trade or Business)

Self

Value

Not disclosed

Wild Iris LLC (commercial building)

Real Property

SelfIncome: Rent/Royalties($0 - $200)

Value

$500,001 - $1,000,000

WMFFX - Washington Mutual Investors Fund Cl F-2 Shs

Mutual FundsExcepted Investment Fund

SelfIncome: Excepted Investment Fund($0 - $200)

Value

$50,001 - $100,000

WOBDX - Jpmorgan Core Bond Fund I Class

Mutual FundsExcepted Investment Fund

SelfIncome: Excepted Investment Fund($0 - $200)

Value

$1,001 - $15,000

Wyoming Retirement System Public Employees Pension Plan

Defined Benefit Pension

SelfIncome: None($0 - $200)

Value

$15,001 - $50,000