David Loebsack Net Worth & Financial Disclosure

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Annual financial disclosure for 2008, filed May 15, 2008. Includes 19 assets.

Year:

2013 2012 2011 2010 2009 2008

Est. Net Worth

$759K

2008 annual disclosure

Total Assets

$412K - $1.1M

19 assets

Total Liabilities

0 liabilities

Total Trades

From PTR filings

Trade Volume

N/A

Midpoint of disclosed ranges

Net Worth Over Time

Assets by Category

Mutual Funds$584K (18)

Bank & Cash$175K (1)

All Assets (19)

Asset	Type	Owner	Value	Income
Vanguard Prime Money Market	Mutual Funds	Spouse	$15,001 - $50,000	Dividends $1 - $200
Vanguard Long-Term Bond Index	Mutual Funds	Spouse	$1,001 - $15,000	Dividends $1 - $200
Vanguard Short Term Bond Index Fund	Mutual Funds	Spouse	$15,001 - $50,000	Dividends $1,001 - $2,500
Vanguard Extended Market Index Fund	Mutual Funds	Spouse	$1,001 - $15,000	Dividends $1 - $200
Vanguard Intermediate-Term Bond Index Fund	Mutual Funds	Spouse	$15,001 - $50,000	Dividends $201 - $1,000
Vanguard VBS Stock Holdings	Mutual Funds	Spouse	$15,001 - $50,000	Dividends $1,001 - $2,500
TIAA Traditional	Mutual Funds	Self	$15,001 - $50,000	Interest $1,001 - $2,500
CREF Stock	Mutual Funds	Self	$1,001 - $15,000	Capital Gains $1,001 - $2,500
CREF Growth	Mutual Funds	Self	$15,001 - $50,000	Capital Gains $2,501 - $5,000
CREF Equity Index	Mutual Funds	Self	$1,001 - $15,000	Capital Gains $1,001 - $2,500
CREF Global Equities	Mutual Funds	Self	$1,001 - $15,000	Capital Gains $201 - $1,000
TIAA Real Estate	Mutual Funds	Self	$100,001 - $250,000	Capital Gains $15,001 - $50,000
CREF Money Market	Mutual Funds	Self	$1,001 - $15,000	Capital Gains $1 - $200
TC Lifecycle Fund 2020	Mutual Funds	Self	$50,001 - $100,000	Capital Gains $1,001 - $2,500
TC Lifecycle Fund 2025	Mutual Funds	Self	$15,001 - $50,000	None
CREF Bond Market	Mutual Funds	Self	$50,000 - $50,000	Capital Gains $1 - $200
CREF Inflation-Linked Bond	Mutual Funds	Self	N/A	Capital Gains $201 - $1,000
Vanguard Prime Money Market	Mutual Funds	Spouse	$1,001 - $15,000	Dividends/Capital Gains $201 - $1,000
Mount Vernon Bank Account	Bank & Cash	Spouse	$100,001 - $250,000	None

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Methodology: Net worth is calculated from annual financial disclosures filed under the STOCK Act. Congress members report asset values and liabilities in ranges (e.g., $1,001–$15,000), not exact amounts. The “estimated net worth” shown is the midpoint of total assets minus the midpoint of total liabilities. Actual values may differ. Stock trading data comes from separate Periodic Transaction Reports (PTRs).