Ask me anything.

Congress.wiki Alpha

Color Theme:

About How Congress Works Support Us Roadmap Privacy Policy Terms of Service

This is not an official government website.

Copyright © 2026 PLEJ LC. All rights reserved.

Margaret Flanagan - Annual Financial Disclosure · Congress.wiki

SenateAnnual Report

Margaret Flanagan

MN

Filed August 10, 2025

View Original Document

Transactions

0

Assets

48

Liabilities

0

Details

Report Title: Annual Report for 2025 - Flanagan, Margaret
Submission Method: Electronic

Assets

48 assets

American Century Investments - MN DFL Simple IRA

IRA

Self

Value

Not disclosed

American United Life Insurance Company - Children's Defense Fund 403(b)

401K and Other Non-Federal Retirement Accounts

Self

Value

Not disclosed

BAGPX - Blackrock 60/40 Target Allocation Fund- Investor

Mutual FundsExcepted Investment Fund

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

Value

$100,001 - $250,000

Blaze Credit Union (Checking, Savings) (Roseville, MN)

Bank Accounts, Money Market Accounts and CDs

SpouseIncome: None($0 - $200)

Value

$15,001 - $50,000

Bremer Bank National Association (Checking) (St. Paul, MN)

Bank Accounts, Money Market Accounts and CDs

JointIncome: Interest($201 - $1,000)

Value

$100,001 - $250,000

CALF - Pacer US Small Cap Cash Cows ETF

Exchange Traded Funds (ETF)Excepted Investment Fund

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

Value

$1,001 - $15,000

CALF - Pacer US Small Cap Cash Cows ETF (duplicate holding)

Exchange Traded Funds (ETF)Excepted Investment Fund

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

Value

$1,001 - $15,000

COWZ - Pacer US Cash Cows 100 ETF

Exchange Traded Funds (ETF)Excepted Investment Fund

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

Value

$1,001 - $15,000

COWZ - Pacer US Cash Cows 100 ETF (duplicate holding)

Exchange Traded Funds (ETF)Excepted Investment Fund

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

Value

$15,001 - $50,000

DGRO - iShares Core Dividend Growth ETF

Exchange Traded Funds (ETF)Excepted Investment Fund

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

Value

$15,001 - $50,000

Empower - Health Care Savings Plan (Money Market Account) (Denver, CO)

Bank Accounts, Money Market Accounts and CDs

SelfIncome: None($0 - $200)

Value

$1,001 - $15,000

Empower - Minnesota State Retirement System

401K and Other Non-Federal Retirement Accounts

Self

Value

Not disclosed

Empower - The Minneapolis Foundation 403(b)

401K and Other Non-Federal Retirement Accounts

Spouse

Value

Not disclosed

Empower - The Mitchell Hamline School of Law 403(b)

401K and Other Non-Federal Retirement Accounts

Spouse

Value

Not disclosed

FGPGX - American Funds Growth Portfolio - Class 529-F-2

Mutual FundsExcepted Investment Fund

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

Value

$1,001 - $15,000

Fidelity - American Public Media Group - Retirement Savings

401K and Other Non-Federal Retirement Accounts

Spouse

Value

Not disclosed

FPPPX - American Funds Preservation Portfolio Class 529-

Mutual FundsExcepted Investment Fund

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

Value

$1,001 - $15,000

GIBIX - Guggenheim Total Return Bond Fund- Institutional

Mutual FundsExcepted Investment Fund

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

Value

$1,001 - $15,000

ICOW - Pacer Developed Markets International Cash Cows 10

Exchange Traded Funds (ETF)Excepted Investment Fund

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

Value

$1,001 - $15,000

ICOW - Pacer Developed Markets International Cash Cows 10 (duplicate holding)

Exchange Traded Funds (ETF)Excepted Investment Fund

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

Value

$15,001 - $50,000

IVV - iShares Core S&P 500 ETF

Exchange Traded Funds (ETF)Excepted Investment Fund

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

Value

$15,001 - $50,000

IVV - iShares Core S&P 500 ETF (held in IRA)

Exchange Traded Funds (ETF)Excepted Investment Fund

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

Value

$100,001 - $250,000

Life Insurance (Provider: Northwestern Mutual) - Whole

Whole/Universal Insurance

SpouseIncome: Dividends($201 - $1,000)

Value

$1,001 - $15,000

Minnesota 529 Plan (VCSP/CollegeAmerica)

529 College Savings Plan

Self

Value

Not disclosed

Minnesota Target Retirement 2045

Mutual FundsExcepted Investment Fund

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

Value

$100,001 - $250,000

PDBZX - PGIM Total Return Bond Fund Class Z

Mutual FundsExcepted Investment Fund

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

Value

$1,001 - $15,000

Pershing - Roth IRA

IRA

Spouse

Value

Not disclosed

PONPX - Pimco Income Fund Class I-2

Mutual FundsExcepted Investment Fund

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

Value

$1,001 - $15,000

PTIAX - Performance Trust Strategic Bond Fund Institutio

Mutual FundsExcepted Investment Fund

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

Value

$1,001 - $15,000

QUAL - iShares MSCI USA Quality Factor ETF

Exchange Traded Funds (ETF)Excepted Investment Fund

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

Value

$15,001 - $50,000

Raymond James Bank (IRA Cash Accounts) (St. Petersburg, FL)

Bank Accounts, Money Market Accounts and CDs

SelfIncome: None($0 - $200)

Value

$1,001 - $15,000

RFFTX - American Funds 2035 Target Date Retirement Fund Cl

Mutual FundsExcepted Investment Fund

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

Value

$1,001 - $15,000

The Wealth Group - Beneficiary IRA

IRA

Self

Value

Not disclosed

The Wealth Group - Beneficiary Roth IRA

IRA

Self

Value

Not disclosed

TLXIX - Nuveen Lifecycle Index 2045 Fund R6

Mutual FundsExcepted Investment Fund

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

Value

$15,001 - $50,000

TWEIX - American Century Equity Income Investor Class

Mutual FundsExcepted Investment Fund

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

Value

$1,001 - $15,000

University of Missouri Retirement Fund (Defined Benefit Pension Plan)

Defined Benefit Pension

SpouseIncome: None($0 - $200)

Value

$15,001 - $50,000

USAA Federal Savings Bank (Certificate of Deposit) (San Antonio, TX)

Bank Accounts, Money Market Accounts and CDs

SpouseIncome: Interest($201 - $1,000)

Value

$1,001 - $15,000

USAA Federal Savings Bank (Checking, Savings) (San Antonio, TX)

Bank Accounts, Money Market Accounts and CDs

SpouseIncome: None($0 - $200)

Value

$1,001 - $15,000

US Bank (Checking, Savings) (Saint Paul, MN)

Bank Accounts, Money Market Accounts and CDs

SpouseIncome: None($0 - $200)

Value

$1,001 - $15,000

Vanguard - The Management Center 403(b)

401K and Other Non-Federal Retirement Accounts

Self

Value

Not disclosed

VGT - Vanguard Information Tech ETF

Exchange Traded Funds (ETF)Excepted Investment Fund

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

Value

$15,001 - $50,000

VGT - Vanguard Information Tech ETF (duplicate holding)

Exchange Traded Funds (ETF)Excepted Investment Fund

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

Value

$1,001 - $15,000

VTIVX - Vanguard Target Retirement 2045 Fund (held by Self)

Mutual FundsExcepted Investment Fund

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

Value

$15,001 - $50,000

VTIVX - Vanguard Target Retirement 2045 Fund (held by Spouse)

Mutual FundsExcepted Investment Fund

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

Value

$250,001 - $500,000

VTTHX - Vanguard Target Retirement 2035 Fund

Mutual FundsExcepted Investment Fund

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

Value

$15,001 - $50,000

VXF - Vanguard Extended Market ETF

Exchange Traded Funds (ETF)Excepted Investment Fund

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

Value

$15,001 - $50,000

Wells Fargo (Checking) (Portland, OR)

Bank Accounts, Money Market Accounts and CDs

SelfIncome: None($0 - $200)

Value

$1,001 - $15,000