House · Republican · NE-2 · in the House since 2017 · Latest annual report · bacon.house.gov
From the annual report filed Sep 9, 2026 · Report
| Asset, as filed | Value | Investor |
|---|---|---|
| WLGAX Delaware Ivy Large Cap Growth Cl A [MF] | $250K – $500K | Self |
| Hay Field [FA] | $250K – $500K | Joint |
| Prudential Life Insurance (Universal) [WU] | $250K – $500K | Self |
| Athene Life Insurance (Whole) [WU] | $50K – $100K | Self |
| iShares Core S&P 500 ETF (IVV) [EF] | $50K – $100K | Spouse |
No trades reported.
Transactions an annual report lists for the year it covers, apart from trade reports. Not counted in the trades above.
| Traded | Company | Trade | Amount | Investor | Report |
|---|---|---|---|---|---|
| Aug 4, 2026 | Schwab US Dividend Equity ETF (SCHD) | Buy ×2 · ETF | $1K – $15K each | Self | 2025 Annual Report filed Sep 9, 2026 |
| Aug 4, 2026 | Vanguard Growth ETF (VUG) | Partial sale · ETF | $1K – $15K | Self | 2025 Annual Report filed Sep 9, 2026 |
| Aug 4, 2026 | Schwab U.S. Large-Cap ETF (SCHX) | Partial sale · ETF | $365 | Self | 2025 Annual Report filed Sep 9, 2026 |
| Aug 4, 2026 | Schwab US Dividend Equity ETF (SCHD) | Buy · ETF | $1K – $15K | Spouse | 2025 Annual Report filed Sep 9, 2026 |
From Don Bacon's filings with the House Clerk. Members report trades and holdings in ranges, not exact amounts. Holdings are the assets in the latest annual report; trades since then are not netted into them.
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