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SenateAnnual Report

Zacharia P Wahls

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Filed August 9, 2025

View Original Document

Transactions

Assets

Liabilities

Details

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

Assets

18 assets

100% Equity - Zach Wahls LLC

Ownership Interest (Engaged in a Trade or Business)

SelfIncome: None($0 - $200)

Value

$0 - $1,000

12% Equity - RDT LLC (family tree farm)

Zacharia P Wahls - Annual Financial Disclosure · Congress.wiki

SenateAnnual Report

Zacharia P Wahls

View Profile

Filed August 9, 2025

View Original Document

Transactions

Assets

Liabilities

Details

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

Assets

18 assets

100% Equity - Zach Wahls LLC

Ownership Interest (Engaged in a Trade or Business)

SelfIncome: None($0 - $200)

Value

$0 - $1,000

12% Equity - RDT LLC (family tree farm)

Ownership Interest (Engaged in a Trade or Business)

SelfIncome: Dividends($2,501 - $5,000)

Value

$50,001 - $100,000

1,334 shares - FBB Biomed, Inc.

Stock (Not Publicly Traded)

SelfIncome: None($0 - $200)

Value

$1,001 - $15,000

50% Equity - Wahls Enterprises LLC (custom playing cards)

Ownership Interest (Engaged in a Trade or Business)

SelfIncome: Dividends($1,001 - $2,500)

Value

$15,001 - $50,000

Bank of America - Checking

Bank Accounts, Money Market Accounts and CDs

SpouseIncome: Interest($0 - $200)

Value

$1,001 - $15,000

GreenState Credit Union - Certificate of Deposit, Checking, Savings

Bank Accounts, Money Market Accounts and CDs

JointIncome: Interest($0 - $200)

Value

$50,001 - $100,000

GreenState Credit Union - Checking, Savings

Bank Accounts, Money Market Accounts and CDs

SelfIncome: Interest($0 - $200)

Value

$15,001 - $50,000

Iowa Public Employees Retirement System (IPERS) - Defined Benefit Pension

Pensions

SelfIncome: None($0 - $200)

Value

$15,001 - $50,000

Spouse Vanguard 403(b) Account - VASGX - Vanguard Lifestrategy Growth Fund

Mutual FundsExcepted Investment Fund

SpouseIncome: Dividends($0 - $200)

Value

$0 - $1,000

Spouse Vanguard 403(b) Account - VFFVX - Vanguard Target Retirement 2055 Fund

Mutual FundsExcepted Investment Fund

SpouseIncome: Dividends($0 - $200)

Value

$0 - $1,000

Spouse Vanguard Cash Plus Account

Bank Accounts, Money Market Accounts and CDs

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

Value

$15,001 - $50,000

Spouse Vanguard IRA - VFFVX - Vanguard Target Retirement 2055 Fund

Mutual FundsExcepted Investment Fund

SpouseIncome: None($0 - $200)

Value

$250,001 - $500,000

U.S. 5 Year Treasury

Government Securities and Agency Debt

JointIncome: Interest($5,001 - $15,000)

Value

$100,001 - $250,000

Vanguard Cash Plus Account

Bank Accounts, Money Market Accounts and CDs

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

Value

$1,001 - $15,000

VFFVX - Vanguard Target Retirement 2055 Fund

Mutual FundsExcepted Investment Fund

SpouseIncome: Dividends($2,501 - $5,000)

Value

$100,001 - $250,000

VITPX - Vanguard Institutional Total Stock Market Index (Iowa 529 Account)

Mutual FundsExcepted Investment Fund

JointIncome: None($0 - $200)

Value

$15,001 - $50,000

VTTSX - Vanguard Target Retirement 2060 Fund

Mutual FundsExcepted Investment Fund

SelfIncome: Dividends($2,501 - $5,000)

Value

$100,001 - $250,000

VTTSX - Vanguard Target Retirement 2060 Fund (Vanguard IRA)

Mutual FundsExcepted Investment Fund

SelfIncome: None($0 - $200)

Value

$500,001 - $1,000,000