| owner | ticker | location | asset name | asset type | row number | description | income type | value range | income range | asset subtype |
|---|
| Joint | — | — | Landus Cooperative | Farm/Ranch | 1 | Landus Cooperative (New Hartford, IA) | Dividends | $1,001 - $15,000 | $201 - $1,000 | — |
| Self | — | — | Grassley Family Farms, L.L.C. | Business Entity | 2 | Company: Grassley Family Farms, L.L.C. (New Hartford, Iowa) Description: L.L.C. created to hold farmland owned by Senator Grassley | — | -- | — | Limited Liability Company (LLC) |
| Self | — | — | Farmstead where Senator Grassley was born | Farm/Ranch | 2.1 | Farmstead where Senator Grassley was born (New Hartford, IA) (New Hartford, IA) | None | $1,001 - $15,000 | None (or less than $201) | — |
| Self | — | — | Farmland - all located in Butler County, Iowa, Beaver Township | Farm/Ranch | 2.2 | Sec. 24, Rng. 15-72 A (New Hartford, Iowa) (New Hartford, IA) Filer comment: Combined Income for all farmland. Income and cash rent. | Rent/Royalties | $50,001 - $100,000 | $100,001 - $1,000,000 | — |
| Self | — | — | Farmland - all located in Butler County, Iowa, Beaver Township | Farm/Ranch | 2.3 | Sec. 16, Rng. 15-118 A (New Hartford, IA) Filer comment: See 3.2 for Net Income for all farmland. Land being sold under long-term contract. | Rent/Royalties | $100,001 - $250,000 | $50,001 - $100,000 | — |
| Self | — | — | Farmland - all located in Butler County, Iowa, Beaver Township | Farm/Ranch | 2.4 | Sec. 16, Rng. 15-40 A (New Hartford, IA) Filer comment: See 3.3 for Net Income for all farmland being sold under long-term contract. | Rent/Royalties | $100,001 - $250,000 | None (or less than $201) | — |
| Self | — | — | Farmland - all located in Butler County, Iowa, Beaver Township | Farm/Ranch | 2.5 | Sec. 15, Rng. 15-43 A (New Hartford, IA) Filer comment: See 3.2 for Net Income for all farmland. | Rent/Royalties | $50,001 - $100,000 | None (or less than $201) | — |
| Self | — | — | Farmland - all located in Butler County, Iowa, Beaver Township | Farm/Ranch | 2.6 | Sec. 15, Rng. 15-87 A (New Hartford, IA) Filer comment: See 3.3 for Net Income for all farmland being sold under long-term contract. | Rent/Royalties | $100,001 - $250,000 | None (or less than $201) | — |
| Self | — | — | Farmland - all located in Butler County, Iowa, Beaver Township | Farm/Ranch | 2.7 | Sec. 34 & 35, Rng. 18-120 A (New Hartford, IA) Filer comment: See 3.2 for Net Income for all farmland. | Rent/Royalties | $100,001 - $250,000 | None (or less than $201) | — |
| Self | — | — | Farmland - all located in Butler County, Iowa, Beaver Township | Farm/Ranch | 2.8 | Sec. 34, Rng. 15-118 A (New Hartford, IA) Filer comment: See 3.2 for Net Income for all farmland. | Rent/Royalties | $100,001 - $250,000 | None (or less than $201) | — |
| Self | — | — | Farm Land-All located in Butler County, Iowa, Beaver Township | Farm/Ranch | 2.9 | Sec. 34, Rng. 15-114 A (New Hartford, IA) Filer comment: See 3.2 for Net Income for all farmland. | Rent/Royalties | $100,001 - $250,000 | None (or less than $201) | — |
| Self | — | — | Grandchildren 529 Account | Education Savings Plans | 3 | Institution: Iowa-managed by Vangard | — | -- | — | 529 College Savings Plan |
| Self | — | — | Moderate Growth Aged Based 19 and Older Money Market | Mutual Funds | 3.1 | — | Excepted Investment Fund | $50,001 - $100,000 | None (or less than $201) | Mutual Fund |
| Self | — | — | Conservative Income Portfolio | Mutual Funds | 3.2 | Filer comment: Value of asset is under the reporting threshold. This asset will be removed from the next report. | Excepted Investment Fund | None (or less than $1,001) | None (or less than $201) | Mutual Fund |
| Spouse | — | — | Grandchildren 529 College Savings | Education Savings Plans | 4 | Institution: Iowa-managed by Vangard | — | -- | — | 529 College Savings Plan |
| Spouse | — | — | Moderate Growth Aged Based 19 and Older Money Market | Mutual Funds | 4.1 | — | Excepted Investment Fund | $50,001 - $100,000 | None (or less than $201) | Mutual Fund |
| Spouse | — | — | Conservative Income Portfolio | Mutual Funds | 4.2 | Filer comment: Value of asset is under the reporting threshold. This asset will be removed from the next report. | Excepted Investment Fund | None (or less than $1,001) | None (or less than $201) | Mutual Fund |
| Self | — | — | New York Life Insurance | Life Insurance | 5 | Provider: New York Life Insurance | Dividends | $1,001 - $15,000 | None (or less than $201) | Whole |
| Self | — | — | New York Life Insurance | Life Insurance | 6 | Provider: New York Life Insurance | Dividends | $15,001 - $50,000 | $201 - $1,000 | Whole |
| Self | — | — | AuguStar Financial | Life Insurance | 7 | Provider: AuguStar Financial Filer comment: Formerly named Ohio National Life Insurance. | Dividends | $15,001 - $50,000 | $201 - $1,000 | Whole |
| Self | — | — | AuguStar Financial | Life Insurance | 8 | Provider: AuguStar Financial Filer comment: Formerly named Ohio National Life Insurance. | Dividends | $1,001 - $15,000 | $201 - $1,000 | Whole |
| Spouse | — | — | Metlife Insurance Company | Annuity | 9 | Provider: Metlife Insurance Company | Interest | $1,001 - $15,000 | None (or less than $201) | Fixed |
| Joint | — | Waterloo, IA | Community Bank & Trust (formerly Communiy National Bank) | Bank Deposit | 10 | Type: Checking | Interest | $50,001 - $100,000 | None (or less than $201) | — |
| Self | — | Waterloo, Iowa | Community Bank & Trust (formerly Communiy National Bank) | Bank Deposit | 11 | Type: Checking | Interest | $50,001 - $100,000 | None (or less than $201) | — |
| Spouse | — | — | BARBARA IRA RJ | Brokerage/Managed Account | 12 | — | — | -- | — | — |
| Spouse | — | ST PETERSBURG, FL | RAYMOND JAMES BANK DEPOSIT PROGRAM | Bank Deposit | 12.1 | Type: Brokerage Sweep Account | Interest | $15,001 - $50,000 | None (or less than $201) | — |
| Spouse | — | — | GSFTX - Columbia Dividend Income Fund Institutional Class | Mutual Funds | 12.2 | — | Excepted Investment Fund | $250,001 - $500,000 | None (or less than $201) | Mutual Fund |
| Spouse | — | — | IGFFX - American Funds International Growth and Income Fun | Mutual Funds | 12.3 | — | Excepted Investment Fund | $250,001 - $500,000 | None (or less than $201) | Mutual Fund |
| Spouse | — | — | PMDIX - Principal Small-MidCap Dividend Income Fund Instit | Mutual Funds | 12.4 | Filer comment: Full Redemption 11-3-2025 | Excepted Investment Fund | None (or less than $1,001) | None (or less than $201) | Mutual Fund |
| Spouse | — | — | SOPYX - ClearBridge Dividend Strategy Fund Class I | Mutual Funds | 12.5 | — | Excepted Investment Fund | $250,001 - $500,000 | None (or less than $201) | Mutual Fund |
| Spouse | — | — | HHDFX - Hamlin High Dividend Equity Fd Inst Cl | Mutual Funds | 12.6 | — | Excepted Investment Fund | $250,001 - $500,000 | None (or less than $201) | Mutual Fund |
| Spouse | — | — | BMCIX - BLACKROCK HIGH EQUITY INCOME FUND - Institutional | Mutual Funds | 12.7 | — | Excepted Investment Fund | $100,001 - $250,000 | None (or less than $201) | Mutual Fund |
| Joint | — | — | GRASSLEY FREEDOM | Brokerage/Managed Account | 13 | — | — | -- | — | — |
| Joint | — | — | ALTVX-AllianceBern Muni Income Natl Adv (NASDAQ) | Mutual Funds | 13.1 | — | Excepted Investment Fund | $100,001 - $250,000 | $201 - $1,000 | Mutual Fund |
| Joint | — | — | MQGIX - MFS International Growth I (NASDAQ) | Mutual Funds | 13.2 | — | Excepted Investment Fund | $50,001 - $100,000 | $201 - $1,000 | Mutual Fund |
| Joint | — | — | MRFIX - MFS Research Fund Class I | Mutual Funds | 13.3 | — | Excepted Investment Fund | $250,001 - $500,000 | $5,001 - $15,000 | Mutual Fund |
| Joint | — | — | PRINX - T. Rowe Price Summit Municipal Inc (NASDAQ) | Mutual Funds | 13.4 | — | Excepted Investment Fund | $100,001 - $250,000 | $5,001 - $15,000 | Mutual Fund |
| Joint | — | ST PETERSBURG, FL | RAYMOND JAMES BANK DEPOSIT PROGRAM | Bank Deposit | 13.5 | Type: Brokerage Sweep Account | Interest | $15,001 - $50,000 | None (or less than $201) | — |
| Joint | — | — | ARSIX - ASTON/River Road Small Cap Value I (NASDAQ) | Mutual Funds | 13.6 | — | Excepted Investment Fund | $50,001 - $100,000 | $1,001 - $2,500 | Mutual Fund |
| Joint | — | — | MYSIX-Victory Trivalent International Sm-Cp Y | Mutual Funds | 13.7 | — | Excepted Investment Fund | $15,001 - $50,000 | $1,001 - $2,500 | Mutual Fund |
| Joint | — | — | PRCOX - T. Rowe Price U.S. Equity Research Fund | Mutual Funds | 13.8 | — | Excepted Investment Fund | $250,001 - $500,000 | $1,001 - $2,500 | Mutual Fund |
| Joint | — | — | WIAEX - Wasatch Small Cap Growth Fund Institutional Class | Mutual Funds | 13.9 | — | Excepted Investment Fund | $50,001 - $100,000 | None (or less than $201) | Mutual Fund |
| Joint | — | — | TROSX - T. Rowe Price Overseas Stock Fund | Mutual Funds | 13.10 | — | Excepted Investment Fund | $50,001 - $100,000 | $1,001 - $2,500 | Mutual Fund |
| Joint | — | — | MADVX - Blackrock Eq Dividend I | Mutual Funds | 13.11 | — | Excepted Investment Fund | $100,001 - $250,000 | $5,001 - $15,000 | Mutual Fund |
| Joint | — | — | JMIEX - Jpmorgan Emerging Markets Equity Fund Class L | Mutual Funds | 13.12 | — | Excepted Investment Fund | $50,001 - $100,000 | $201 - $1,000 | Mutual Fund |
| Joint | — | — | WFMIX - Allspring Special Mid Cap Value Fund Insti Class | Mutual Funds | 13.13 | — | Excepted Investment Fund | $100,001 - $250,000 | $2,501 - $5,000 | Mutual Fund |
| Joint | — | — | JMGRX - Janus Henderson Enterprise Fund - I Shares | Mutual Funds | 13.14 | — | Excepted Investment Fund | $100,001 - $250,000 | $1,001 - $2,500 | Mutual Fund |
| Joint | — | — | PBCKX - Principal Funds Inc. Blue Chip Fd Inst Cl | Mutual Funds | 13.15 | — | Excepted Investment Fund | $100,001 - $250,000 | $1,001 - $2,500 | Mutual Fund |
| Self | — | — | CHUCK SEP IRA | Brokerage/Managed Account | 14 | — | — | -- | — | — |
| Self | — | — | CAIFX-American Funds Capital Inc Bldr F2 (NASDAQ) | Mutual Funds | 14.1 | — | Excepted Investment Fund | $50,001 - $100,000 | None (or less than $201) | Exchange Traded Fund/Note |
| Self | — | — | SVAIX-Federated Strategic Value Dividend Instl (NASDAQ) | Mutual Funds | 14.2 | — | Excepted Investment Fund | $15,001 - $50,000 | None (or less than $201) | Mutual Fund |
| Self | — | — | EPSYX - Mainstay Epoch Global Equity Yield Fund Class I | Mutual Funds | 14.3 | — | Excepted Investment Fund | $15,001 - $50,000 | None (or less than $201) | Mutual Fund |
| Self | — | — | PPSIX - Principal Preferred Securities Inst | Mutual Funds | 14.4 | — | Excepted Investment Fund | $15,001 - $50,000 | None (or less than $201) | Mutual Fund |
| Self | — | ST PETERSBURG, FL | RAYMOND JAMES BANK DEPOSIT PROGRAM | Bank Deposit | 14.5 | Type: Brokerage Sweep Account | Interest | $1,001 - $15,000 | None (or less than $201) | — |
| Self | — | — | IGFFX-American Funds Intl Gr and Inc F2 | Mutual Funds | 14.6 | — | Excepted Investment Fund | $15,001 - $50,000 | None (or less than $201) | Mutual Fund |
| Self | — | — | GSFTX-Columbia Dividend Income Z | Mutual Funds | 14.7 | — | Excepted Investment Fund | $50,001 - $100,000 | None (or less than $201) | Mutual Fund |
| Self | — | — | HHDFX-Hamlin High Dividend Equity Instl | Mutual Funds | 14.8 | — | Excepted Investment Fund | $15,001 - $50,000 | None (or less than $201) | Mutual Fund |
| Self | — | — | BIICX-BlackRock Multi-Asset Income Instl | Mutual Funds | 14.9 | — | Excepted Investment Fund | $50,001 - $100,000 | None (or less than $201) | Mutual Fund |
| Self | — | — | VYM - Vanguard High Dividend Yield ETF | Mutual Funds | 14.10 | — | Excepted Investment Fund | $15,001 - $50,000 | None (or less than $201) | Exchange Traded Fund/Note |
| Self | — | — | GLIFX - Lazard Global Listed Infrastructure Portfolio Inst | Mutual Funds | 14.11 | — | Excepted Investment Fund | $15,001 - $50,000 | None (or less than $201) | Mutual Fund |
| Self | — | — | VDIGX - Vanguard Dividend Growth Fund Investor Shares | Mutual Funds | 14.12 | — | Excepted Investment Fund | $50,001 - $100,000 | None (or less than $201) | Mutual Fund |
| Self | — | — | VIG - Vanguard Div Appreciation ETF | Mutual Funds | 14.13 | — | Excepted Investment Fund | $50,001 - $100,000 | None (or less than $201) | Exchange Traded Fund/Note |
| Self | — | — | BMCIX - BLACKROCK HIGH EQUITY INCOME FUND - Institutional | Mutual Funds | 14.14 | Filer comment: Purchased 5-6-25 | Excepted Investment Fund | $15,001 - $50,000 | None (or less than $201) | Mutual Fund |
| Joint | — | — | GRASSLEY CAPITAL ACCESS JOINT | Brokerage/Managed Account | 15 | — | — | -- | — | — |
| Joint | — | — | NEA-Nuveen AMT-Free Quality Municipal Income Fund | Mutual Funds | 15.1 | — | Excepted Investment Fund | $1,001 - $15,000 | None (or less than $201) | Exchange Traded Fund/Note |
| Joint | — | ST PETERSBURG, FL | RAYMOND JAMES BANK DEPOSIT PROGRAM | Bank Deposit | 15.2 | Type: Brokerage Sweep Account | Interest | $15,001 - $50,000 | None (or less than $201) | — |
| Self | — | — | AXA EQUITABLE LIFE INS ACCUMULATOR | Annuity | 16 | Provider: AXA | — | -- | — | Variable Annuity |
| Self | — | — | AXA INTL VALUE VOLATILITY | Mutual Funds | 16.1 | — | Excepted Investment Fund | $15,001 - $50,000 | None (or less than $201) | Mutual Fund |
| Self | — | — | EQ/CORE BOND INDEX | Mutual Funds | 16.2 | — | Excepted Investment Fund | $1,001 - $15,000 | None (or less than $201) | Mutual Fund |
| Self | — | — | AXA MID CAP VALUE VOLAT | Mutual Funds | 16.3 | — | Excepted Investment Fund | $15,001 - $50,000 | None (or less than $201) | Mutual Fund |
| Self | — | — | EQ/EQUITY 500 INDEX | Mutual Funds | 16.4 | — | Excepted Investment Fund | $100,001 - $250,000 | None (or less than $201) | Mutual Fund |
| Spouse | — | — | Barbara Grassley RJ Account | Brokerage/Managed Account | 17 | — | — | -- | — | — |
| Spouse | — | — | AMRMX - American Funds American Mutual A | Mutual Funds | 17.1 | — | Excepted Investment Fund | $50,001 - $100,000 | $1,001 - $2,500 | Mutual Fund |
