Karin Frost Blakley: statement of financial affairs

Data last updated: F-1 statements filed through Oct 13, 2026 (read Oct 14, 2026)

Period: 2024-05-05 – 2025-05-04
Filed: 2025-05-16
Office: Candidate for City Council Member, City of Newcastle
Original: the statement on the PDC's site

Income 1

Source	For	Whose	Amount
Karin Frost Blakley P.S. Lynnwood, WA	FINANCIAL ADVISOR	Filer	$200,000–$499,999

Accounts and investments 6

Held at / in	What	Whose	Value
HomeStreet	Checking	Filer	$60,000–$99,999 income $0–$29,999
	Checking		$30,000–$59,999
	Money Market		$0–$29,999 income $0–$29,999
	savings		$0–$29,999 income $0–$29,999
	Savings		$0–$29,999 income $0–$29,999
	Checking		$0–$29,999
	Checking		$0–$29,999
BECU	Savings	Filer	$0–$29,999
Brighthouse Financial	Life	Filer	$30,000–$59,999
Allianz	Annuity	Filer	$60,000–$99,999
Investments	American Balanced ABLAX	Filer	$0–$29,999 income $0–$29,999
	American Mutual Fund AMRMX		$0–$29,999 income $0–$29,999
	Capital World Growth CWGIX		$0–$29,999 income $0–$29,999
	Principal Cap Appre. CMNWX		$0–$29,999 income $0–$29,999
	Growth Fund of Am. AGTHX		$0–$29,999 income $0–$29,999
	Avis CAR		$0–$29,999 income $0–$29,999
	Cisco CSCO		$0–$29,999 income $0–$29,999
	Gilead GILD		$0–$29,999 income $0–$29,999
	Microsoft MSFT		$30,000–$59,999 income $0–$29,999
	Moderna MRNA		$0–$29,999 income $0–$29,999
	Oracle ORCL		$0–$29,999 income $0–$29,999
	Travel Plus Leisure TNL		$0–$29,999 income $0–$29,999
	Wyndham WH		$0–$29,999 income $0–$29,999
Retirement	AB Small Cap QUAYX	Filer	$0–$29,999
	AB Discover CHCYX		$0–$29,999
	AB Large Cap APGYX		$30,000–$59,999
	Allspring Mid Cap WFMIX		$0–$29,999
	Amazon AMZN		$0–$29,999
	Aristotle Floating Rate PLFDX		$0–$29,999
	Blackrock Real Est. BIREX		$0–$29,999
	Blackrock Eg. Div MADVX		$0–$29,999
	Blackrock HY BHYIX		$30,000–$59,999
	Bluerock To. In. TIPWX		$0–$29,999
	Capital Inc. CAIFX		$0–$29,999
	Catalyst Millburn MBXIX		$0–$29,999
	Columbia ETF REVS		$0–$29,999
	Col. Sel. LC CSVSX		$0–$29,999
	Colu. Selig. Tech CCIZX		$0–$29,999
	Dis. Mid Value JVMIX		$0–$29,999
	Div. Growth PRDGX		$0–$29,999
	Dodge & Cox Int. DODFX		$0–$29,999
	Fin. Services PRISX		$30,000–$59,999
	First Trust VI ladder BUFR		$30,000–$59,999
	First Trust Vest Ladder BUFQ		$30,000–$59,999
	First Trust WCM Foc. WCMGX		$30,000–$59,999
	Floating Rate CSHIX		$0–$29,999
	TRPrice Growth PRGFX		$0–$29,999
	Harbor Cap. App. HACAX		$0–$29,999
	Horizon Multi Fac. HSMNX		$0–$29,999
	Intrinsic Val. NINLX		$0–$29,999
	iShares Rus mid IWP		$0–$29,999
	Mac. Balanced IYBIX		$30,000–$59,999
	Leader Tot. Return LCTIX		$30,000–$59,999
	Loomis Growth LSGRX		$30,000–$59,999
	Loomis Inv. Bond LSIIX		$30,000–$59,999
	MFS Blended Res. BRXIX		$30,000–$59,999
	MFS Int MIEKX		$0–$29,999
	Microsoft MSFT		$0–$29,999
	Mirova Global ESGYX		$30,000–$59,999
	Natixis US NESYX		$30,000–$59,999
	Pacer US Cash Cows COWZ		$0–$29,999
	Pimco Stocksplus PTOPX		$30,000–$59,999
	Pimcoi Stocksplus PIUHX		$30,000–$59,999
	Pimco US Small PCKPX		$0–$29,999
	Royce Small RYPNX		$0–$29,999
	Sands Capital Select CFSIX		$30,000–$59,999
	TRowe S&T PRSCX		$30,000–$59,999
	TRowe Cap App PRWCX		$0–$29,999
	Vaneck Trust MOAT		$0–$29,999

Businesses 2

Business	Role	Whose
Karin Frost Blakley P.S. Financial Advising	owner	Filer
Calliope Holdings LLC Family LLC	owner	Filer

Real estate 1

Where	Whose	Assessed value	Mortgages and liens
Newcastle	Filer	$1,000,000 or more	Truist ($100,000–$199,999)

Street addresses are on the PDC's copy; we show the city only.

Other debts 2

Owed to	Whose	Owed now	Terms
Estate of Thomas Sinclair	Filer	$100,000–$199,999	Monthly
BECU	Filer	$60,000–$99,999	Monthly

Values are the F-1's brackets (exact for gifts).