| WA PERS / Department of Retirement Systems | PERS 2 | Filer | $30,000–$59,999 |
| Rockett Financial | Annuity | Filer | $0–$29,999 |
| Bank of the Pacific | Simple IRA | Filer | $0–$29,999 |
| Merrill Lynch | IRA | Filer | $0–$29,999 |
| Brokerage | | $60,000–$99,999 |
| Merrill Lynch | IRA | Spouse | $0–$29,999 |
| Bank of the Pacific | IRA | Spouse | $0–$29,999 |
| Kruse Woods | IRA | Spouse | $60,000–$99,999 |
| Securities | JANUS HENDERSON BALANCED JABAX | Filer | $0–$29,999 income $0–$29,999 |
| NOKIA CORP SPON ADR NOK | | $0–$29,999 income $0–$29,999 |
| AMERICAN BALANCED FD CL 147. BALFX | | $0–$29,999 income $0–$29,999 |
| LKCM BALANCED FUND LKBAX | | $0–$29,999 income $0–$29,999 |
| DODGE & COX BALANCED DODBX | | $0–$29,999 income $0–$29,999 |
| VANGUARD MEGA CAP 300 MGV | | $0–$29,999 income $0–$29,999 |
| GLAXOSMITHKLINE PLC ADR GSK | | $0–$29,999 income $0–$29,999 |
| DUTCH BROS INC BROS | | $0–$29,999 income $0–$29,999 |
| GOLDMAN SACHS ETF TRUST GSLC | | $0–$29,999 income $0–$29,999 |
| ISHARES CORE S&P MID-CAP 1 IJH | | $0–$29,999 income $0–$29,999 |
| BIOXCEL THERAPEUTICS INC 1 BTAI | | $0–$29,999 income $0–$29,999 |
| VANGUARD SMALL CAP VB | | $0–$29,999 income $0–$29,999 |
| VIR BIOTECH INC REG SHS VIR | | $0–$29,999 income $0–$29,999 |
| ISHARES S&P 100 OEF | | $0–$29,999 income $0–$29,999 |
| VANGUARD 500 INDEX FUND VOO | | $0–$29,999 income $0–$29,999 |
| ISHARES EDGE MSCI 82 USMV | | $0–$29,999 income $0–$29,999 |
| ISHARES TR RUSSELL 2000 IWM | | $0–$29,999 income $0–$29,999 |
| ISHARES CORE S&P SMALL IJR | | $0–$29,999 income $0–$29,999 |
| ISHARES IBOXX $ LQD | | $0–$29,999 income $0–$29,999 |
| CREDIT SUISSE COMMODITY CRSOX | | $0–$29,999 income $0–$29,999 |
| GOLDMAN SACHS ABSOLUTE GJRTX | | $0–$29,999 income $0–$29,999 |
| VANGUARD TOTAL INTERNATL BNDX | | $0–$29,999 income $0–$29,999 |
| VANGUARD FTSE EMERGING VWO | | $0–$29,999 income $0–$29,999 |
| ISH USD HIGH YIELD USHY | | $0–$29,999 income $0–$29,999 |
| VANGUARD SHORT-TERM VCSH | | $0–$29,999 income $0–$29,999 |
| ISHARES CORE U.S. AGG | | $0–$29,999 income $0–$29,999 |
| ISHARES RUSSELL MIDCAP IWR | | $0–$29,999 income $0–$29,999 |
| VANGUARD FTSE DEVELOPED VEA | | $0–$29,999 income $0–$29,999 |
| ALASKA AIR GROUP INC COM ALK | | $0–$29,999 income $0–$29,999 |
| ARK INNOVATION ETF ARKK | | $0–$29,999 income $0–$29,999 |
| ARTISAN GLOBAL VALUE 23 ARTGX | | $0–$29,999 income $0–$29,999 |
| SOUTHWEST AIRLNS CO LUV | | $0–$29,999 income $0–$29,999 |
| TESLA INC TSLA | | $0–$29,999 income $0–$29,999 |
| AMG YACKTMAN FUND YACKX | | $0–$29,999 income $0–$29,999 |
| Personal | Zillow Z | Filer | $0–$29,999 income $0–$29,999 |
| Air BnB ABNB | | $0–$29,999 income $0–$29,999 |
| Bank of America | Checking | Filer | $200,000–$499,999 income $0–$29,999 |
| Savings | | $60,000–$99,999 income $0–$29,999 |