Congress Holdings

All members

Ann Wagner

U.S. Representative, Missouri district 2 (MO02)

Latest disclosure July 2, 2026: Periodic transaction report, filing 20034915.

Everything below is as of the disclosure date of the filing it came from, not live. Members report trades up to 45 days after they happen.

Holdings

From Annual report (FD Original) for 2025, filing 10075727.

As of May 13, 2026, the date it was filed.

Source Original filing (PDF, House Clerk)

Sorted by the lower bound of the disclosed value band, largest band first.

TickerAssetOwnerValue bandSource
VUG Fidelity Trust ⇒ Vanguard Growth ETF (VUG) EF Joint $1,000,001 - $5,000,000 p. 7
VTV Fidelity Trust ⇒ Vanguard Value ETF (VTV) EF Joint $1,000,001 - $5,000,000 p. 8
DODGX Fidelity Trust ⇒ Dodge & Cox Stock Fund - Class I (DODGX) MF Joint $500,001 - $1,000,000 p. 5
VOT Fidelity Trust ⇒ Vanguard Mid-Cap Growth ETF (VOT) EF Joint $500,001 - $1,000,000 p. 8
EVERX Fidelity IRA ⇒ Bow River Capital Evergreen Fund Class I (EVERX) MF Member $250,001 - $500,000 p. 2
none Fidelity Trust ⇒ American Expr Natl Bank CD GS Joint $250,001 - $500,000 p. 4
BGEGX Fidelity Trust ⇒ Baillie Gifford Emerging Market Fund- Institutional Class (BGEGX) MF Joint $250,001 - $500,000 p. 4
CIVIX Fidelity Trust ⇒ Causeway International Value Fund - Institutional Class (CIVIX) MF Joint $250,001 - $500,000 p. 4
DODFX Fidelity Trust ⇒ Dodge & Cox International Stock Fund - Class I (DODFX) MF Joint $250,001 - $500,000 p. 5
FZDXX Fidelity Trust ⇒ Fidelity Money Market Fund: Premium Class (FZDXX) MF Joint $250,001 - $500,000 p. 5
SCZ Fidelity Trust ⇒ iShares MSCI EAFE Small-Cap ETF (SCZ) EF Joint $250,001 - $500,000 p. 6
FLMVX Fidelity Trust ⇒ JPMorgan Mid Cap Value Fund Class L (FLMVX) MF Joint $250,001 - $500,000 p. 6
SRRIX Fidelity Trust ⇒ Stone Ridge Reinsurance Risk Premium Interval Fund (SRRIX) MF Joint $250,001 - $500,000 p. 7
VV Fidelity Trust ⇒ Vanguard Large-Cap ETF (VV) EF Joint $250,001 - $500,000 p. 7
VOE Fidelity Trust ⇒ Vanguard Mid-Cap Value ETF (VOE) EF Joint $250,001 - $500,000 p. 8
VBK Fidelity Trust ⇒ Vanguard Small-Cap Growth ETF (VBK) EF Joint $250,001 - $500,000 p. 8
VCMIX Fidelity Trust ⇒ Versus Capital Multi-Manager Real Estate Income Fund LLC Class I Shares (VCMIX) MF Joint $250,001 - $500,000 p. 8
WCMIX Fidelity Trust ⇒ WCM Focused International Growth Fund Insti Cl (WCMIX) MF Joint $250,001 - $500,000 p. 8
ICSCX Fidelity Trust ⇒ William Blair Small Cap Value Fund Class I (ICSCX) MF Joint $250,001 - $500,000 p. 8
BIGIX Fidelity Trust ⇒ Wm. Blair Funds International Growth Fund Cl I (BIGIX) MF Joint $250,001 - $500,000 p. 8
TAKNX Fidelity IRA ⇒ Carlyle Tactical Private Credit Fund N (TAKNX) MF Member $100,001 - $250,000 p. 2
VFSUX Fidelity IRA ⇒ Vanguard Short-Term Investment Grade Fund Admiral Shrs (VFSUX) MF Member $100,001 - $250,000 p. 2
none Fidelity Trust ⇒ Ashwaubenon WI GS Joint $100,001 - $250,000 p. 4
none Fidelity Trust ⇒ ATHERTON MICH CMNTY SCH DIST GO UNLTD 4% 05/01/2026 TAX BLDG AND SITE BDS SER. 2020 I GS Joint $100,001 - $250,000 p. 4
none Fidelity Trust ⇒ BMO Harris Bank CD FDIC INS GS Joint $100,001 - $250,000 p. 4
none Fidelity Trust ⇒ Connecticut St 3.31% GS Joint $100,001 - $250,000 p. 5
none Fidelity Trust ⇒ Dallas TX ISD 5.00% 2/15/2031 GS Joint $100,001 - $250,000 p. 5
none Fidelity Trust ⇒ DORT FINL CREDIT 4.4% GS Joint $100,001 - $250,000 p. 5
none Fidelity Trust ⇒ Floyd County IN 4.00% 12/30/2031 GS Joint $100,001 - $250,000 p. 5
none Fidelity Trust ⇒ Fort Dodge IA GO Corp Purp Bds GS Joint $100,001 - $250,000 p. 5
none Fidelity Trust ⇒ Fremont IN Cmnty Schs Gen Oblig Bds 4.00% 1/15/2032 GS Joint $100,001 - $250,000 p. 5
GERIX Fidelity Trust ⇒ Goldman Sachs Emerging Mkts Equity Insight Fd Inst (GERIX) MF Joint $100,001 - $250,000 p. 5
none Fidelity Trust ⇒ Johnson City TN 5.00% 6/1/2031 GS Joint $100,001 - $250,000 p. 6
none Fidelity Trust ⇒ Logan Rogersville MO Reorg No R 08 Sch 4.00% 3/1/2033 GS Joint $100,001 - $250,000 p. 6
none Fidelity Trust ⇒ New York NY 1.216% GS Joint $100,001 - $250,000 p. 6
OANEX Fidelity Trust ⇒ Oakmark International Small Cap Fund Institutional Class (OANEX) MF Joint $100,001 - $250,000 p. 6
none Fidelity Trust ⇒ Orlando FL Utils GS Joint $100,001 - $250,000 p. 6
none Fidelity Trust ⇒ Pecos Barstow Toyah TX Indpt 4% 02/15/30 GS Joint $100,001 - $250,000 p. 6
none Fidelity Trust ⇒ Putnam County Fla Sch Dist GS Joint $100,001 - $250,000 p. 7
none Fidelity Trust ⇒ Redwood Area Schs M 5%30 Go Utx Due 2/1/2030 GS Joint $100,001 - $250,000 p. 7
none Fidelity Trust ⇒ SOUTH MADISON IND CMNTY SCH CORP GO 4% 07/15/2029 BDS SER. 2023 GS Joint $100,001 - $250,000 p. 7
none Fidelity Trust ⇒ Synchrony Bank 4.9% GS Joint $100,001 - $250,000 p. 7
none Fidelity Trust ⇒ Teays Valley OH 5.00% 12/1/2033 GS Joint $100,001 - $250,000 p. 7
none Fidelity Trust ⇒ UNIV WA 2.211% 27 PUB EDUC GS Joint $100,001 - $250,000 p. 7
VMGMX Fidelity Trust ⇒ Vanguard Mid-Cap Growth Index Fd Admiral (VMGMX) MF Joint $100,001 - $250,000 p. 8
VNQ Fidelity Trust ⇒ Vanguard Real Estate ETF (VNQ) EF Joint $100,001 - $250,000 p. 8
VWSUX Fidelity Trust ⇒ Vanguard Ultra-Short-Term Tax-Exempt Fund Admiral Shares (VWSUX) MF Joint $100,001 - $250,000 p. 8
none Fidelity Trust ⇒ Washington Subn San Dist MD 4.00% 12/1/2032 GS Joint $100,001 - $250,000 p. 8
VSCPX Enterprise Holdings 401k & Profit Sharing Plan - administered by Fidelity ⇒ Vanguard Small-Cap Index Fund Insti Plus (VSCPX) MF Spouse $50,001 - $100,000 p. 1
VFSUX Fidelity Inherited IRA ⇒ Vanguard Short-Term Investment Grade Fund Admiral Shrs (VFSUX) MF Member $50,001 - $100,000 p. 2
VTV Fidelity IRA ⇒ Vanguard Value ETF (VTV) EF Member $50,001 - $100,000 p. 3
DODFX Fidelity Roth IRA ⇒ Dodge & Cox International Stock Fund - Class I (DODFX) MF Spouse $50,001 - $100,000 p. 3
VUG Fidelity Roth IRA ⇒ Vanguard Growth ETF (VUG) EF Spouse $50,001 - $100,000 p. 3
IRFIX Fidelity Trust ⇒ Cohen & Steers International Realty Fund Class I (IRFIX) MF Joint $50,001 - $100,000 p. 4
BSBIX Fidelity Health Savings Account ⇒ Baird Short Term Bond Fund Institutional Class (BSBIX) MF Spouse $15,001 - $50,000 p. 1
FEUPX Fidelity Health Savings Account ⇒ EuroPacific Growth Fund - Class F-3 (FEUPX) MF Spouse $15,001 - $50,000 p. 1
VV Fidelity Health Savings Account ⇒ Vanguard Large-Cap ETF (VV) EF Spouse $15,001 - $50,000 p. 2
VTV Fidelity Inherited IRA ⇒ Vanguard Value ETF (VTV) EF Member $15,001 - $50,000 p. 2
WCMIX Fidelity Inherited IRA ⇒ WCM Focused International Growth Fund Insti Cl (WCMIX) MF Member $15,001 - $50,000 p. 2
OANEX Fidelity IRA ⇒ Oakmark International Small Cap Fund Institutional Class (OANEX) MF Member $15,001 - $50,000 p. 2
VCMIX Fidelity IRA ⇒ Versus Capital Real Estate Fund LLC (VCMIX) MF Member $15,001 - $50,000 p. 3
BGEGX Fidelity Roth IRA ⇒ Baillie Gifford Emerging Market Fund- Institutional Class (BGEGX) MF Spouse $15,001 - $50,000 p. 3
OANEX Fidelity Roth IRA ⇒ Oakmark International Small Cap Fund Institutional Class (OANEX) MF Spouse $15,001 - $50,000 p. 3
VMGMX Fidelity Roth IRA ⇒ Vanguard Mid-Cap Growth Index Fd Admiral (VMGMX) MF Spouse $15,001 - $50,000 p. 3
VTV Fidelity Roth IRA ⇒ Vanguard Value ETF (VTV) EF Spouse $15,001 - $50,000 p. 3
WCMIX Fidelity Roth IRA ⇒ WCM Focused International Growth Fund Insti Cl (WCMIX) MF Spouse $15,001 - $50,000 p. 3
ICSCX Fidelity Roth IRA ⇒ William Blair Small Cap Value Fund Class I (ICSCX) MF Spouse $15,001 - $50,000 p. 3
none Fidelity Trust ⇒ COLORADO ST BRD CMNTY COLLEGES 3% 11/01/2026 &OCCUPATIONAL ED REV REV REF BDS SER. 2012-A GS Joint $15,001 - $50,000 p. 5
none Fidelity Trust ⇒ FORT WAYNE IND REDEV AUTH LEASE RENT REV 5% 08/01/2026 REV REF BDS HARRISON SQUARE PROJ SER. 2014 GS Joint $15,001 - $50,000 p. 5
VBR Fidelity Trust ⇒ Vanguard Small-Cap Value ETF (VBR) EF Joint $15,001 - $50,000 p. 8
FZDXX Fidelity Health Savings Account ⇒ Fidelity Money Market Fund: Premium Class (FZDXX) MF Spouse $1,001 - $15,000 p. 1
FZDXX Fidelity Health Savings Account ⇒ Fidelity Money Market Fund: Premium Class (FZDXX) MF Member $1,001 - $15,000 p. 2
VO Fidelity Health Savings Account ⇒ Vanguard Mid-Cap ETF (VO) EF Spouse $1,001 - $15,000 p. 2
VB Fidelity Health Savings Account ⇒ Vanguard Small-Cap ETF (VB) EF Spouse $1,001 - $15,000 p. 2
BGEGX Fidelity Inherited IRA ⇒ Baillie Gifford Emerging Market Fund- Institutional Class (BGEGX) MF Member $1,001 - $15,000 p. 2
OANEX Fidelity Inherited IRA ⇒ Oakmark International Small Cap Fund Institutional Class (OANEX) MF Member $1,001 - $15,000 p. 2
FDRXX Fidelity IRA ⇒ Fidelity Cash Reserves (FDRXX) MF Member $1,001 - $15,000 p. 2
FDRXX Fidelity Roth IRA ⇒ Fidelity Cash Reserves (FDRXX) MF Spouse $1,001 - $15,000 p. 3
FLMVX Fidelity Roth IRA ⇒ JPMorgan Mid Cap Value Fund Class L (FLMVX) MF Spouse $1,001 - $15,000 p. 3
VBK Fidelity Roth IRA ⇒ Vanguard Small-Cap Growth ETF (VBK) EF Spouse $1,001 - $15,000 p. 3
AAIEX Fidelity Trust ⇒ American Beacon Intl Equity Fund Inst Class (AAIEX) MF Joint None p. 4
STSIX Fidelity Trust ⇒ American Beacon Stephens Small Cap Growth Fd Inst Cl (STSIX) MF Joint None p. 4
none Fidelity Trust ⇒ CARMEL IND 2002 SCH BLDG CORP FIRST MTG 5% 01/15/2025 BDS SER. 2020 GS Joint None p. 4
none Fidelity Trust ⇒ CENTRE CNTY PA HOSP AUTH REV HOSP REV 5% 11/15/2046 BDS MT NITTANYMED GS Joint None p. 4
HLMEX Fidelity Trust ⇒ Harding Loevner Institutional Emerging Markets Portfolio Institutional Class (HLMEX) MF Joint None p. 5
none Fidelity Trust ⇒ LA PORTE IND MULTI SCH BLDG CORP AD 3% 07/15/2025 VALOREM PPTY TAX FIRST MTG BDS SER. 2017 A GS Joint None p. 6
IYMIX Fidelity Trust ⇒ Macquarie Mid Cap Growth Fund Institutional (IYMIX) MF Joint None p. 6
none Fidelity Trust ⇒ MARION IOWA GO CORP PURP BDS SER. 2017A 2% 06/01/2025 GS Joint None p. 6
none Fidelity Trust ⇒ PUTNAM CNTY TENN GO SCH REF BDS SER. 5% 04/01/2025 2017 GS Joint None p. 6
none Fidelity Trust ⇒ ROCKETT TEX SPL UTIL DIST WTR SYS REV REV 3% 07/10/2025 REF BDS SER. 2017 GS Joint None p. 7
TQAIX Fidelity Trust ⇒ T. Rowe Price Integrated U.S. Small-Cap Growth Equity Fund - Class I (TQAIX) MF Joint None p. 7
TRLGX Fidelity Trust ⇒ T. Rowe Price Large-Cap Growth Fund Class I (TRLGX) MF Joint None p. 7
none Fidelity Trust ⇒ TEXAS ST UNIV SYS FING REV REV AND REF 5% 03/15/2025 BDS SER. 2017 A GS Joint None p. 7

29 other assets on this report (bank accounts, real property, retirement plans, private businesses and similar) are not securities and are not listed here. They are on the filing.

Transactions

Every row on this member's periodic transaction reports filed in 2025 and 2026.

Sorted by the lower bound of the disclosed amount band, largest band first, then by transaction date, newest first. Each row links to the page of the filing it came from.

TickerAssetOwnerTypeTransaction dateAmount bandFiled
none KKR Private Equity Conglomerate LLC Class I HN Joint P June 22, 2026 $250,001 - $500,000 July 2, 2026
filing 20034915, p. 1
none PARTNERS GROUP PRIVATE EQUITY MASTER FD LLC UNIT CL I HN Joint S (partial) April 29, 2026 $250,001 - $500,000 May 4, 2026
filing 20034462, p. 1
none CENTRE CNTY PA HOSP AUTH REV HOSP REV 5% 11/15/2046 BDS MT NITTANYMED GS Joint S October 21, 2025 $250,001 - $500,000 November 4, 2025
filing 20033403, p. 1
none Ashwaubenon WI GS Joint S April 28, 2026 $100,001 - $250,000 May 4, 2026
filing 20034462, p. 1
none ATHERTON MICH CMNTY SCH DIST GO UNLTD 4% 05/01/2026 TAX BLDG AND SITE BDS SER. 2020 I GS Joint S April 10, 2026 $100,001 - $250,000 May 4, 2026
filing 20034462, p. 1
none Teays Valley OH 5.00% 12/1/2033 GS Joint P December 18, 2025 $100,001 - $250,000 January 2, 2026
filing 20033718, p. 1
none Floyd County IN 4.00% 12/30/2031 GS Joint P December 5, 2025 $100,001 - $250,000 January 2, 2026
filing 20033718, p. 1
none Fremont IN Cmnty Schs Gen Oblig Bds 4.00% 1/15/2032 GS Joint P December 5, 2025 $100,001 - $250,000 January 2, 2026
filing 20033718, p. 1
none Logan Rogersville MO Reorg No R 08 Sch 4.00% 3/1/2033 GS Joint P December 4, 2025 $100,001 - $250,000 January 2, 2026
filing 20033718, p. 1
none PARTNERS GROUP PRIVATE EQUITY MASTER FD LLC UNIT CL I HN Joint S June 10, 2026 $15,001 - $50,000 July 2, 2026
filing 20034915, p. 1

Type is printed as on the filing: P purchase, S sale, S (partial) partial sale, E exchange. Owner as on the filing: Spouse (SP), Joint (JT), Dependent child (DC); blank means the member.

2 report(s) are scanned paper filings and are not itemised: April 16, 2025, February 14, 2025.

Filings on record

Everything the House Clerk lists for this member in the 2024–2026 indexes, newest first.

Discussion

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