Michelle White Bowman
Fidelity Freedom Index 2040 Commingled Pool Class C × 2 Baillie Gifford Sustainable Multi-Asset Fund × 2 Berenberg Limited Volatility Equity Fund × 2 Fidelity Freedom Index 2035 Commingled Pool Class C × 2 Berenberg Managed Volatility Equity Fund × 2 Vanguard Target Retirement 2035 × 2 view in graph
36trades · $1.4M est.
$6.4Mest. assets · Annual (2026)
Since nomination
Nominee 278 (04/04/2025) vs Annual (2026)Divested
11 positions · $371K est.| Asset | Account | Owner | Value at nomination |
|---|---|---|---|
| Fidelity Freedom Index 2040 Commingled Pool Class C | Spouse's assets | Spouse | $100K – $250K |
| Fidelity Freedom Index 2035 Commingled Pool Class C | Spouse's assets | Spouse | $50K – $100K |
| Nordea Diversified Returns Strategy Fund | Spouse's assets | Spouse | $15K – $50K |
| LGIM Diversified Fund | Spouse's assets | Spouse | $15K – $50K |
| Partners Group Generation Fund | Spouse's assets | Spouse | $1K – $15K |
| Baillie Gifford Sustainable Multi-Asset Fund | Spouse's assets | Spouse | $1K – $15K |
| Berenberg Managed Volatility Equity Fund | Spouse's assets | Spouse | $1K – $15K |
| Berenberg Limited Volatility Equity Fund | Spouse's assets | Spouse | $1K – $15K |
| LGIM Private Markets Access | Spouse's assets | Spouse | $1K – $15K |
| LGIM Pre-Retirement Annuity Fund | Spouse's assets | Spouse | $1K – $15K |
| JPM UK Liquidity | Spouse's assets | Spouse | $1K – $15K |
Still holds
19 positions · $6.4M est.| Asset | Account | Owner | At nomination | Latest value |
|---|---|---|---|---|
| Family Trust | Other assets | — | $1M – $5M | $1M – $5M |
| MIO Special Situations Fund (underlying assets are not ascertainable) | Spouse's assets | Spouse | $500K – $1M | $500K – $1M |
| State Street Global Advisors Target Retirement 2035 Fund | Spouse's assets | Spouse | $250K – $500K | $500K – $1M |
| State Street Target Retirement 2035 SL Class | Spouse's assets | Spouse | $100K – $250K | $500K – $1M |
| Apple Stock | Spouse's assets | Spouse | $250K – $500K | $250K – $500K |
| Principal LifeTime Hybrid 2035 CIT | Employment assets | Self | $100K – $250K | $250K – $500K |
| Apple Stock | Other assets | — | $100K – $250K | $100K – $250K |
| Vanguard Target Retirement 2035 | Employment assets | Self | $50K – $100K | $50K – $100K |
| U.S. credit union cash accounts | Other assets | — | $15K – $50K | $15K – $50K |
| IShares Core S&P Total US Stock Market ETF | Spouse's assets | Spouse | $1K – $15K | $1K – $15K |
| HSA: U.S. bank (cash) | Spouse's assets | Spouse | $1K – $15K | $1K – $15K |
| U.S. bank cash accounts #1 | Other assets | — | $1K – $15K | $1K – $15K |
| IBM Stock | Other assets | — | $1K – $15K | $1K – $15K |
| US Savings Bonds (Series E, EE) | Other assets | — | $1K – $15K | $1K – $15K |
| U.S. bank cash account #1 | Other assets | — | $1K – $15K | $1K – $15K |
| U.S. bank cash account #4 | Other assets | — | $1K – $15K | $1K – $15K |
| U.S. bank cash accounts #2 | Other assets | — | $1K – $15K | $1K – $15K |
| U.S. bank cash accounts #3 | Other assets | — | $1K – $15K | $1K – $15K |
| U.S. bank cash accounts #2 | Other assets | — | $1K – $15K | $1K – $15K |
New positions
1 position · $75K est.| Asset | Account | Owner | Latest value |
|---|---|---|---|
| L&G World Equity Index (Unhedged) | Spouse's assets | Spouse | $50K – $100K |
Positions are matched between the two reports by exact name, first within the same account, then across accounts, then by ticker; rows matching nothing are listed as divested or new. Estimates are band midpoints.
Stock trades
| Asset | Type | Amount | Owner | Traded | Disclosed |
|---|---|---|---|---|---|
| Fidelity Freedom Index 2040 Commingled Pool Class C | Sell | $100K – $250K | — | Oct 3, 2025 | filing ↗ |
| Fidelity Freedom Index 2035 Commingled Pool Class C | Sell | $100K – $250K | — | Oct 3, 2025 | filing ↗ |
| State Street Target Retirement 2035 SL Class | Buy | $100K – $250K | — | Oct 3, 2025 | filing ↗ |
| JPM UK Liquidity | Sell | $1K – $15K | — | Mar 4, 2025 | filing ↗ |
| LGIM Pre-Retirement Annuity Fund | Sell | $1K – $15K | — | Mar 4, 2025 | filing ↗ |
| LGIM Private Markets Access | Sell | $1K – $15K | — | Mar 4, 2025 | filing ↗ |
| Berenberg Limited Volatility Equity Fund | Sell | $1K – $15K | — | Mar 4, 2025 | filing ↗ |
| Berenberg Managed Volatility Equity Fund | Sell | $1K – $15K | — | Mar 4, 2025 | filing ↗ |
| Baillie Gifford Sustainable Multi-Asset Fund | Sell | $1K – $15K | — | Mar 4, 2025 | filing ↗ |
| LGIM Diversified Fund | Sell | $15K – $50K | — | Mar 4, 2025 | filing ↗ |
| Nordea Diversified Returns Strategy Fund | Sell | $15K – $50K | — | Mar 4, 2025 | filing ↗ |
| Partners Group Generation Fund | Sell | $1K – $15K | — | Mar 4, 2025 | filing ↗ |
| L&G World Equity Index (Unhedged) | Buy | $50K – $100K | — | Mar 4, 2025 | filing ↗ |
| Fidelity Freedom Index 2040 Commingled Pool Class C | Buy | $50K – $100K | — | Jun 2, 2023 | filing ↗ |
| Fidelity Freedom Index 2035 Commingled Pool Class C | Buy | $50K – $100K | — | Jun 2, 2023 | filing ↗ |
| Vanguard Target Retirement 2040 Select | Sell | $50K – $100K | — | Jun 2, 2023 | filing ↗ |
| Vanguard Target Retirement 2035 Select | Sell | $50K – $100K | — | Jun 2, 2023 | filing ↗ |
| Berenberg Limited Volatility Equity Fund | Buy | $1K – $15K | — | Jan 12, 2023 | filing ↗ |
| Berenberg Managed Volatility Equity Fund | Buy | $1K – $15K | — | Jan 11, 2022 | filing ↗ |
| Baillie Gifford Sustainable Multi-Asset Fund | Buy | $1K – $15K | — | Jan 11, 2022 | filing ↗ |
| abrdn Global Absolute Return Strategies | Buy | $1K – $15K | — | Jan 11, 2022 | filing ↗ |
| Standard Life Global Absolute | Sell | $1K – $15K | — | Jan 11, 2022 | filing ↗ |
| Baillie Gifford Diversified Growth Fund | Sell | $1K – $15K | — | Jan 11, 2022 | filing ↗ |
| LGIM Global Equity Fixed Weight (30:70) | Sell | $15K – $50K | — | Jan 11, 2022 | filing ↗ |
| LGIM MSCI Minimum Volatility Equity Index Fund | Sell | $1K – $15K | — | Jan 11, 2022 | filing ↗ |
| LGIM FTSE Global Developed Small Cap Equity Index Fund | Sell | $1K – $15K | — | Jan 11, 2022 | filing ↗ |
| Vanguard Target Retirement 2035 | Buy | $1K – $15K | — | Feb 22, 2021 | filing ↗ |
| Vanguard Target Retirement 2035 | Buy | $1K – $15K | — | Feb 20, 2021 | filing ↗ |
| Vanguard Target Retirement 2040 Select | Sell | $50K – $100K | — | Nov 20, 2020 | filing ↗ |
| Vanguard Target Retirement 2035 Select | Sell | $50K – $100K | — | Nov 20, 2020 | filing ↗ |
| Vanguard Target Retirement Fund 2035 VTTHX | Sell | $1K – $15K | — | Apr 14, 2020 | filing ↗ |
| State Street Target Retirement 2035 NL ClassA (Biweekly) | Buy | $15K – $50K | — | — | filing ↗ |
| JPM UK Liquidity (Quarterly) | Buy | $1K – $15K | — | — | filing ↗ |
| LGIM Diversified (Quarterly) | Sell | $1K – $15K | — | — | filing ↗ |
| Berenberg Limited Volatility Equity (Quarterly) | Buy | $1K – $15K | — | — | filing ↗ |
| State Street Target Retirement 2035 (biweekly) | Buy | $15K – $50K | — | — | filing ↗ |
Asset holdings
Annual (2026) · filed —All positions
31 positions| Asset | Owner | Value | Income |
|---|---|---|---|
| Farmers & Drovers Bank 401k | Self | — | — |
| Principal LifeTime Hybrid 2035 CIT | Self | $250K – $500K | — |
| Kansas Public Employees Retirement System 457 | Self | — | — |
| Vanguard Target Retirement 2035 | Self | $50K – $100K | — |
| Stand Together Chamber of Commerce (Non- profit) | Spouse | — | salary, bonus |
| IRA Rollover | Spouse | — | — |
| Apple Stock | Spouse | $250K – $500K | — |
| IShares Core S&P Total US Stock Market ETF | Spouse | $1K – $15K | — |
| Koch Industries, defined benefit plan (value not readily ascertainable) | Spouse | — | — |
| McKinsey & Company 401(k) | Spouse | — | — |
| State Street Global Advisors Target Retirement 2035 Fund | Spouse | $500K – $1M | — |
| MIO Special Situations Fund (underlying assets are not ascertainable) | Spouse | $500K – $1M | — |
| JPM UK Pension GBP | Spouse | — | — |
| L&G World Equity Index (Unhedged) | Spouse | $50K – $100K | — |
| Stand Together Chamber of Commerce 401(k) | Spouse | — | — |
| State Street Target Retirement 2035 SL Class | Spouse | $500K – $1M | — |
| HSA: U.S. bank (cash) | Spouse | $1K – $15K | cash distribution · $8.6K |
| U.S. credit union cash accounts | — | $15K – $50K | Interest · $1K – $2.5K |
| U.S. bank cash accounts #1 | — | $1K – $15K | — |
| U.S. brokerage account | — | — | — |
| Apple Stock | — | $100K – $250K | Dividends · $201 – $1K |
| IBM Stock | — | $1K – $15K | — |
| US Savings Bonds (Series E, EE) | — | $1K – $15K | — |
| U.S. bank cash account #1 | — | $1K – $15K | — |
| Family Trust | — | $1M – $5M | — |
| Residential Real Estate, Council Grove, Kansas | — | — | — |
| Farmland/Undeveloped Land, Council Grove, Kansas | — | — | — |
| U.S. bank cash accounts #2 | — | $1K – $15K | — |
| U.S. bank cash accounts #3 | — | $1K – $15K | Interest · $201 – $1K |
| U.S. bank cash accounts #2 | — | $1K – $15K | — |
| U.S. bank cash account #4 | — | $1K – $15K | — |
Values and income are the ranges the filer discloses, normalized to one form. Hover a value for the string as filed. Rows marked *** carry that marker in the filing itself, with no legend: each one is a foreign-domiciled issuer or a Reg S note.