Don Ufford Net Worth & Financial Disclosure

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Annual financial disclosure for 2025, filed September 25, 2025. Includes 24 assets and 1 liabilities.

Year:

2025

Est. Net Worth

$6.1M

2025 annual disclosure

Total Assets

$3M - $9.3M

24 assets

Total Liabilities

$15K - $50K

1 liabilities

Total Trades

From PTR filings

Trade Volume

N/A

Midpoint of disclosed ranges

Assets by Category

Other$3.6M (6)

Mutual Funds$1.5M (7)

Gov. Securities$583K (3)

Bank & Cash$416K (3)

ETFs$73K (3)

Stocks$16K (2)

All Assets (24)

Asset	Type	Owner	Value	Income
Bank	Bank & Cash	Self	$15,001 - $50,000	Interest $1 - $200
Bonds	Gov. Securities	Self	$15,001 - $50,000	Interest $1,001 - $2,500
Glacial Lakes Energy	Other	Self	$15,001 - $50,000	Dividends, Interest $5,001 - $15,000
Money Market	Bank & Cash	Self	$250,001 - $500,000	Interest $5,001 - $15,000
TSP C Fund	Other	Self	$1,001 - $15,000	Tax-Deferred
TSP G-fund	Gov. Securities	Self	$100,001 - $250,000	Tax-Deferred
Active Stable Value Fund	Other	Self	$1,000,001 - $5,000,000	Tax-Deferred
BlackRock LifePath Index Retirement Port Insti Cl(LIRIX)	Mutual Funds	Self	$100,001 - $250,000	Tax-Deferred
Deferred Compensation Account	Other	Self	$100,001 - $250,000	Capital Gains, Interest, Principal $50,001 - $100,000
Fidelity Growth Company Fund Retail Class(FDGRX)	Mutual Funds	Self	$50,001 - $100,000	Tax-Deferred
Vanguard Large Cap Index Fund Investor Shs(VLACX)	Mutual Funds	Self	$50,001 - $100,000	Tax-Deferred
Apple Inc. - Common Stock(AAPL)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
Cash	Bank & Cash	Self	$1,001 - $15,000	Interest $201 - $1,000
Fidelity Blue Chip Growth Fund(FBGRX)	Mutual Funds	Self	$1,001 - $15,000	Capital Gains, Dividends, Interest $1 - $200
Fidelity High Dividend ETF(FDVV)	ETFs	Self	$1,001 - $15,000	Capital Gains, Interest $1 - $200
Michigan MI	Other	Self	$15,001 - $50,000	None
Ford Motor Company Common Stock(F)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
Invesco NASDAQ 100 ETF(QQQM)	ETFs	Self	$15,001 - $50,000	Tax-Deferred
Municipal Bonds	Gov. Securities	Self	$250,001 - $500,000	Interest $15,001 - $50,000
UBS US Dividend Ruler Fund Class P(DVRUX)	Mutual Funds	Self	$250,001 - $500,000	Tax-Deferred
UBS US Quality Growth At Reasonable Price Fund Class P(QGRPX)	Mutual Funds	Self	$250,001 - $500,000	Tax-Deferred
UBS US Quality Growth At Reasonable Price Fund Class P(QGRPX)	Mutual Funds	Self	$250,001 - $500,000	Tax-Deferred
Vanguard Total Stock Market ETF(VTI)	ETFs	Self	$15,001 - $50,000	Tax-Deferred
Investment Club	Other	Self	$250,001 - $500,000	Capital Gains, Interest $15,001 - $50,000

Liabilities (1)

Creditor	Type	Amount	Rate	Term
Fifth Third Bank	mortgage	$15,001 - $50,000	—	—

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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).