Amy J Klobuchar — 2025 financial disclosure
| Report type | Annual |
| Filing year | 2025 |
| Chamber | senate |
| QCBMIX - CREF Core Bond Account - R3 | $15,001 - $50,000 · Excepted Investment Fund · None (or less than $201) |
| TCYIX - Nuveen Lifecycle 2025 Fund - Class R6 | $250,001 - $500,000 · Excepted Investment Fund · None (or less than $201) |
| United States Senate Federal Credit Union | $1,001 - $15,000 · Dividends, Interest · None (or less than $201) |
| Wells Fargo | $1,001 - $15,000 · None · None (or less than $201) |
| TruStone Financial | $50,001 - $100,000 · Dividends · $201 - $1,000 |
| Fidelity Investments IRA | -- |
| FBAQX - Fidelity Advisor Balanced Fund - Class M | $100,001 - $250,000 · Excepted Investment Fund · None (or less than $201) |
| FAGOX - Fidelity Advisor Growth Opportunities Fund Class M | $100,001 - $250,000 · Excepted Investment Fund · None (or less than $201) |
| FOVMX - Fidelity Overseas Fund - Fidelity Advisor Overseas Fund: Class M | $15,001 - $50,000 · Excepted Investment Fund · None (or less than $201) |
| FIAPX - Fidelity Equity Dividend Income Fund - Fidelity Advsior Equity Dividend Income Fund: Class M | $100,001 - $250,000 · Excepted Investment Fund · None (or less than $201) |
| FAEGX - Fidelity Advisor Equity Growth Fund Class M | $100,001 - $250,000 · Excepted Investment Fund · None (or less than $201) |
| FTBRX - Fidelity Advisor Limited Term Bond Fund Class M | $100,001 - $250,000 · Excepted Investment Fund · None (or less than $201) |
| State Street Russell Small Cap Index Non-Lending Series Fund Class K | $250,001 - $500,000 · Excepted Investment Fund · None (or less than $201) |
| State Street Russell Small Cap Index Non-Lending Series Fund Class K | $250,001 - $500,000 · Excepted Investment Fund · None (or less than $201) |
| SIUSX - Guggenheim Investment Grade Bond Fund Class A | $15,001 - $50,000 · Excepted Investment Fund · None (or less than $201) |
| State Street S&P 500 Index Series Fund Class K | $15,001 - $50,000 · Excepted Investment Fund · None (or less than $201) |
| State Street S&P MidCap Index Non-Lending Series Fund Class M | $15,001 - $50,000 · Excepted Investment Fund · None (or less than $201) |
| Parnassus Sustainable Core Equity CIT | $15,001 - $50,000 · Excepted Investment Fund · None (or less than $201) |
| TRSSX - T.Rowe Price Institutional Small-Cap Stock Fund | $1,001 - $15,000 · Excepted Investment Fund · None (or less than $201) |
| T. Rowe Price U.S. Mid-Cap Value Equity Trust Class D | $15,001 - $50,000 · Excepted Investment Fund · None (or less than $201) |
| Large Cap Value I1 | $15,001 - $50,000 · Excepted Investment Fund · None (or less than $201) |
| Great Gray Trust T. Rowe Price Retirement 2035 Trust I1 | $50,001 - $100,000 · Excepted Investment Fund · None (or less than $201) |
| Great Gray Trust T. Rowe Price Retirement 2040 Trust I1 | $15,001 - $50,000 · Excepted Investment Fund · None (or less than $201) |
| State Street U.S. Bond Index Non-Lending Series Class M | $15,001 - $50,000 · Excepted Investment Fund · None (or less than $201) |
| Great Gray Trust T. Rowe Price Retirement 2050 Tr I1 | $15,001 - $50,000 · Excepted Investment Fund · None (or less than $201) |
| Schwab One Account | -- |
| SNSXX - Schwab US Treasury Money | $1,001 - $15,000 · Dividends, Interest · None (or less than $201) |
| Vanguard - Stinson LLP Retirement Plan | -- |
| VTHRX - Vanguard Target Retirement 2030 Fund - Investor Shares | $1,001 - $15,000 · Excepted Investment Fund · None (or less than $201) |
| VWNEX - Vanguard Windsor Fund - Admiral Shares | $1,001 - $15,000 · Excepted Investment Fund · None (or less than $201) |
| VFORX - Vanguard Target Retirement 2040 Fund - Investor Shares | $15,001 - $50,000 · Excepted Investment Fund · None (or less than $201) |
| VTTSX - Vanguard Target Retirement 2060 Fund - Investor Shares | $1,001 - $15,000 · Excepted Investment Fund · None (or less than $201) |
| PCCOX - T. Rowe Price U.S. Equity Research Fund - T. Rowe Price U.S. Equity Research Fund-I Class | $1,001 - $15,000 · Excepted Investment Fund · None (or less than $201) |
| TFTIX - Nuveen Lifecycle 2050 Fund - Class R6 | $1,001 - $15,000 · Excepted Investment Fund · None (or less than $201) |
| VIPIX - Vanguard Inflation-Protected Securities Fund - Institutional Shares | $1,001 - $15,000 · Excepted Investment Fund · None (or less than $201) |
| Great Gray Trust Fidelity Institutional AM® Core Fixed Income Class N | $100,001 - $250,000 · Excepted Investment Fund · None (or less than $201) |
| Great Gray T. Rowe Price Retirement 2030 Tr II | $15,001 - $50,000 · Excepted Investment Fund · None (or less than $201) |
| William Blair Large Cap Growth CIT 5 | $1,001 - $15,000 · Excepted Investment Fund · None (or less than $201) |
| T. Rowe Price Investment Contract Pol ICP | $100,001 - $250,000 · Excepted Investment Fund · None (or less than $201) |
| Great Gray T. Rowe Price Retirement 2030 Trust I1 | $15,001 - $50,000 · Excepted Investment Fund · None (or less than $201) |
The complete record
| party | Democrat |
| state | MN |
| office | Klobuchar, Amy (Senator) |
| source | SENATE_EFD_AFD |
| chamber | senate |
| filing id | senate-annual-7a00461b-7b24-40b3-88da-3c15b9a40835 |
| report url | https://efdsearch.senate.gov/search/view/annual/7a00461b-7b24-40b3-88da-3c15b9a40835/ |
| scraped at | 2026-06-15T10:30:08.044Z |
| asset count | 40 |
| bioguide id | K000367 |
| filing date | 2026-05-15 |
| filing year | 2025 |
| member last | Klobuchar |
| member name | Amy J Klobuchar |
| report type | Annual |
| member first | Amy J |
| content parsed | true |
| report subtype | annual |
| state district | — |
| liability count | 4 |
assets (40)
| owner | ticker | location | asset name | asset type | row number | description | income type | value range | income range | asset subtype |
|---|---|---|---|---|---|---|---|---|---|---|
| Spouse | — | — | QCBMIX - CREF Core Bond Account - R3 | Mutual Funds | 1 | — | Excepted Investment Fund | $15,001 - $50,000 | None (or less than $201) | Mutual Fund |
| Spouse | — | — | TCYIX - Nuveen Lifecycle 2025 Fund - Class R6 | Mutual Funds | 2 | — | Excepted Investment Fund | $250,001 - $500,000 | None (or less than $201) | Mutual Fund |
| Joint | — | Washington, DC | United States Senate Federal Credit Union | Bank Deposit | 3 | Type: Certificate of Deposit, Checking, IRA Cash Accounts, Savings | Dividends, Interest | $1,001 - $15,000 | None (or less than $201) | — |
| Spouse | — | Minneapolis, MN | Wells Fargo | Bank Deposit | 4 | Type: Checking | None | $1,001 - $15,000 | None (or less than $201) | — |
| Joint | — | Minneapolis, MN | TruStone Financial | Bank Deposit | 5 | Type: Certificate of Deposit, Checking, IRA Cash Accounts, Money Market Account, Savings | Dividends | $50,001 - $100,000 | $201 - $1,000 | — |
| Spouse | — | — | Fidelity Investments IRA | Retirement Plans | 6 | — | — | -- | — | IRA |
| Spouse | — | — | FBAQX - Fidelity Advisor Balanced Fund - Class M | Mutual Funds | 6.1 | — | Excepted Investment Fund | $100,001 - $250,000 | None (or less than $201) | Mutual Fund |
| Spouse | — | — | FAGOX - Fidelity Advisor Growth Opportunities Fund Class M | Mutual Funds | 6.2 | — | Excepted Investment Fund | $100,001 - $250,000 | None (or less than $201) | Mutual Fund |
| Spouse | — | — | FOVMX - Fidelity Overseas Fund - Fidelity Advisor Overseas Fund: Class M | Mutual Funds | 6.3 | — | Excepted Investment Fund | $15,001 - $50,000 | None (or less than $201) | Mutual Fund |
| Spouse | — | — | FIAPX - Fidelity Equity Dividend Income Fund - Fidelity Advsior Equity Dividend Income Fund: Class M | Mutual Funds | 6.4 | — | Excepted Investment Fund | $100,001 - $250,000 | None (or less than $201) | Mutual Fund |
| Spouse | — | — | FAEGX - Fidelity Advisor Equity Growth Fund Class M | Mutual Funds | 6.5 | — | Excepted Investment Fund | $100,001 - $250,000 | None (or less than $201) | Mutual Fund |
| Spouse | — | — | FTBRX - Fidelity Advisor Limited Term Bond Fund Class M | Mutual Funds | 6.6 | — | Excepted Investment Fund | $100,001 - $250,000 | None (or less than $201) | Mutual Fund |
| Spouse | — | — | State Street Russell Small Cap Index Non-Lending Series Fund Class K | Mutual Funds | 7 | — | Excepted Investment Fund | $250,001 - $500,000 | None (or less than $201) | Mutual Fund |
| Spouse | — | — | State Street Russell Small Cap Index Non-Lending Series Fund Class K | Mutual Funds | 8 | — | Excepted Investment Fund | $250,001 - $500,000 | None (or less than $201) | Mutual Fund |
| Self | — | — | SIUSX - Guggenheim Investment Grade Bond Fund Class A | Mutual Funds | 9 | — | Excepted Investment Fund | $15,001 - $50,000 | None (or less than $201) | Mutual Fund |
| Spouse | — | — | State Street S&P 500 Index Series Fund Class K | Mutual Funds | 10 | — | Excepted Investment Fund | $15,001 - $50,000 | None (or less than $201) | Mutual Fund |
| Spouse | — | — | State Street S&P MidCap Index Non-Lending Series Fund Class M | Mutual Funds | 11 | — | Excepted Investment Fund | $15,001 - $50,000 | None (or less than $201) | Mutual Fund |
| Spouse | — | — | Parnassus Sustainable Core Equity CIT | Mutual Funds | 12 | — | Excepted Investment Fund | $15,001 - $50,000 | None (or less than $201) | Mutual Fund |
| Spouse | — | — | TRSSX - T.Rowe Price Institutional Small-Cap Stock Fund | Mutual Funds | 13 | — | Excepted Investment Fund | $1,001 - $15,000 | None (or less than $201) | Mutual Fund |
| Spouse | — | — | T. Rowe Price U.S. Mid-Cap Value Equity Trust Class D | Mutual Funds | 14 | — | Excepted Investment Fund | $15,001 - $50,000 | None (or less than $201) | Mutual Fund |
| Spouse | — | — | Large Cap Value I1 | Mutual Funds | 15 | Filer comment: The Putnam Advisory Company, LLC sub-advises Wilmington Trust funds. | Excepted Investment Fund | $15,001 - $50,000 | None (or less than $201) | Mutual Fund |
| Spouse | — | — | Great Gray Trust T. Rowe Price Retirement 2035 Trust I1 | Mutual Funds | 16 | — | Excepted Investment Fund | $50,001 - $100,000 | None (or less than $201) | Mutual Fund |
| Spouse | — | — | Great Gray Trust T. Rowe Price Retirement 2040 Trust I1 | Mutual Funds | 17 | — | Excepted Investment Fund | $15,001 - $50,000 | None (or less than $201) | Mutual Fund |
| Spouse | — | — | State Street U.S. Bond Index Non-Lending Series Class M | Mutual Funds | 18 | — | Excepted Investment Fund | $15,001 - $50,000 | None (or less than $201) | Mutual Fund |
| Spouse | — | — | Great Gray Trust T. Rowe Price Retirement 2050 Tr I1 | Mutual Funds | 19 | — | Excepted Investment Fund | $15,001 - $50,000 | None (or less than $201) | Mutual Fund |
| Spouse | — | — | Schwab One Account | Brokerage/Managed Account | 20 | — | — | -- | — | — |
| Spouse | — | — | SNSXX - Schwab US Treasury Money | Mutual Funds | 20.1 | — | Dividends, Interest | $1,001 - $15,000 | None (or less than $201) | Mutual Fund |
| Spouse | — | — | Vanguard - Stinson LLP Retirement Plan | Retirement Plans | 21 | — | — | -- | — | 401(k), 403(b), or other Defined Contribution Plan. |
| Spouse | — | — | VTHRX - Vanguard Target Retirement 2030 Fund - Investor Shares | Mutual Funds | 21.1 | — | Excepted Investment Fund | $1,001 - $15,000 | None (or less than $201) | Mutual Fund |
| Spouse | — | — | VWNEX - Vanguard Windsor Fund - Admiral Shares | Mutual Funds | 22 | — | Excepted Investment Fund | $1,001 - $15,000 | None (or less than $201) | Mutual Fund |
| Spouse | — | — | VFORX - Vanguard Target Retirement 2040 Fund - Investor Shares | Mutual Funds | 23 | — | Excepted Investment Fund | $15,001 - $50,000 | None (or less than $201) | Mutual Fund |
| Spouse | — | — | VTTSX - Vanguard Target Retirement 2060 Fund - Investor Shares | Mutual Funds | 24 | — | Excepted Investment Fund | $1,001 - $15,000 | None (or less than $201) | Mutual Fund |
| Spouse | — | — | PCCOX - T. Rowe Price U.S. Equity Research Fund - T. Rowe Price U.S. Equity Research Fund-I Class | Mutual Funds | 25 | — | Excepted Investment Fund | $1,001 - $15,000 | None (or less than $201) | Mutual Fund |
| Spouse | — | — | TFTIX - Nuveen Lifecycle 2050 Fund - Class R6 | Mutual Funds | 26 | — | Excepted Investment Fund | $1,001 - $15,000 | None (or less than $201) | Mutual Fund |
| Spouse | — | — | VIPIX - Vanguard Inflation-Protected Securities Fund - Institutional Shares | Mutual Funds | 27 | — | Excepted Investment Fund | $1,001 - $15,000 | None (or less than $201) | Mutual Fund |
| Spouse | — | — | Great Gray Trust Fidelity Institutional AM® Core Fixed Income Class N | Mutual Funds | 28 | — | Excepted Investment Fund | $100,001 - $250,000 | None (or less than $201) | Mutual Fund |
| Spouse | — | — | Great Gray T. Rowe Price Retirement 2030 Tr II | Mutual Funds | 29 | — | Excepted Investment Fund | $15,001 - $50,000 | None (or less than $201) | Mutual Fund |
| Spouse | — | — | William Blair Large Cap Growth CIT 5 | Mutual Funds | 30 | — | Excepted Investment Fund | $1,001 - $15,000 | None (or less than $201) | Mutual Fund |
| Spouse | — | — | T. Rowe Price Investment Contract Pol ICP | Mutual Funds | 31 | — | Excepted Investment Fund | $100,001 - $250,000 | None (or less than $201) | Mutual Fund |
| Spouse | — | — | Great Gray T. Rowe Price Retirement 2030 Trust I1 | Mutual Funds | 32 | — | Excepted Investment Fund | $15,001 - $50,000 | None (or less than $201) | Mutual Fund |
liabilities (4)
| debtor | comment | creditor | incurred | location | rate term | row number | amount range | liability type |
|---|---|---|---|---|---|---|---|---|
| Spouse | n/a | TruStone Financial Credit Union | 2021 | Minneapolis, MN | 2.375% (15 years) | 1 | $100,001 - $250,000 | Mortgage |
| Spouse | n/a | Nationwide / Maryland Supplemental Retirement Plan - 401(k) Plan | 2023 | Columbus, OH | 9.25% (4 years) | 2 | $15,001 - $50,000 | Other (Loan (Maryland Supplemental Retirement Plan - 401(k))) |
| Joint | n/a | New American Funding, LLC | 2024 | Austin, TX | 6.375% (15 years) | 3 | $250,001 - $500,000 | Mortgage |
| Joint | n/a | TruStone Financial Credit Union | 2025 | Plymouth, MN | 7.00-7.25% (10 years, on demand) | 4 | $100,001 - $250,000 | Home Equity Line of Credit |