Monte Willis › F-1
Monte Willis: statement of financial affairs
Data last updated: F-1 statements filed through Oct 13, 2026 (read Oct 14, 2026)
- Period
- 2025-01-01 – 2025-12-31
- Filed
- 2026-01-01
- Office
- City Council Member, City of Walla Walla
- Original
- the statement on the PDC's site
Income 3
| Source | For | Whose | Amount |
|---|---|---|---|
| Willis & Toews, PLLC Walla Walla, WA | ATTORNEY - LAWYER | Filer | $30,000–$59,999 |
| State of Washington Olympia, WA | ACCOUNTING MANAGER | Spouse | $100,000–$199,999 |
| City of Walla Walla Walla Walla, WA | CITY COUNCIL MEMBER | Filer, Spouse | $0–$29,999 |
Accounts and investments 7
| Held at / in | What | Whose | Value |
|---|---|---|---|
| Banner Bank | Business Checking | Filer | $30,000–$59,999 |
| TIAA-CREF | Stock, Bonds, Annuities etc. | Spouse | $750,000–$999,999 |
| Minnick Hayner Profit Sharing Plan DA Davidson | Stock, bonds etc. | Filer | $60,000–$99,999 |
| TIAA-CREF | Stocks, bonds, annuities etc. | Filer | $60,000–$99,999 income $0–$29,999 |
| Stocks, mutual funds, EFT's, bonds funds, REIT's, ect. | Bank of America BAC | Filer | $0–$29,999 income $0–$29,999 |
| Coca-Cola KO | $0–$29,999 income $0–$29,999 | ||
| Alexandria Real Estate ARE | $0–$29,999 income $0–$29,999 | ||
| General Mills GIS | $0–$29,999 income $0–$29,999 | ||
| Hormel Foods Corp HRL | $0–$29,999 income $0–$29,999 | ||
| Magna International Inc. MGA | $0–$29,999 income $0–$29,999 | ||
| Mircosoft Corp MSFT | $0–$29,999 income $0–$29,999 | ||
| Pfizer Inc. PFE | $0–$29,999 income $0–$29,999 | ||
| Public Storage PSA | $0–$29,999 income $0–$29,999 | ||
| Target Corp TGT | $0–$29,999 income $0–$29,999 | ||
| United Parcel Service Inc. UPS | $0–$29,999 income $0–$29,999 | ||
| VF Corp VFC | $0–$29,999 income $0–$29,999 | ||
| Wendys Co WEN | $0–$29,999 income $0–$29,999 | ||
| ISH COR MSCI ETF IEFA | $0–$29,999 income $0–$29,999 | ||
| ISH CORE EM MKT IEMG | $0–$29,999 income $0–$29,999 | ||
| ISH CR TL US BD AGG | $0–$29,999 income $0–$29,999 | ||
| ISH S&P 100 OEF | $0–$29,999 income $0–$29,999 | ||
| ISH TIPS BOND TIP | $0–$29,999 income $0–$29,999 | ||
| ISHARES MSC EAFE SCZ | $0–$29,999 income $0–$29,999 | ||
| ISHRS CR US REIT USRT | $0–$29,999 income $0–$29,999 | ||
| VNG FTSE ALL WLD VEU | $0–$29,999 income $0–$29,999 | ||
| VNG GROWTH INDEX VUG | $0–$29,999 income $0–$29,999 | ||
| VNG MID CAP VO | $0–$29,999 income $0–$29,999 | ||
| VNG SML CAP VAL VBR | $0–$29,999 income $0–$29,999 | ||
| VNG TTL INTL BND BDNX | $0–$29,999 income $0–$29,999 | ||
| VNG VALUE INDEX VTV | $0–$29,999 income $0–$29,999 | ||
| AB GOVERNMENT MONEY MARKET A AEAXX | $100,000–$199,999 income $0–$29,999 | ||
| AMERICAN HIGH-INCOME TRUAT A AHITX | $0–$29,999 income $0–$29,999 | ||
| Advanced Mirco Devices AMD | $0–$29,999 | ||
| American Water Works AWK | $0–$29,999 income $0–$29,999 | ||
| Atmos Energy Corp ATO | $0–$29,999 income $0–$29,999 | ||
| Bayerische Motoren Werke ADR BAMXF | $0–$29,999 income $0–$29,999 | ||
| Broadcom Inc. AVGO | $30,000–$59,999 income $0–$29,999 | ||
| Cencora Inc. COR | $0–$29,999 income $0–$29,999 | ||
| Charles River Laboratories CRL | $0–$29,999 | ||
| Cisco Systems Inc. CSCO | $0–$29,999 income $0–$29,999 | ||
| Colgate Palmolive Co. CL | $0–$29,999 income $0–$29,999 | ||
| Comcast Corp CMCSA | $0–$29,999 income $0–$29,999 | ||
| Corning Inc. GLW | $0–$29,999 income $0–$29,999 | ||
| Crown Castle Inc. CCI | $0–$29,999 income $0–$29,999 | ||
| Digital Realty Trust Inc. DLR | $0–$29,999 income $0–$29,999 | ||
| Dow Inc. DOW | $0–$29,999 income $0–$29,999 | ||
| Ecolab Inc. ECL | $0–$29,999 income $0–$29,999 | ||
| Emerson Electric Co. EMR | $0–$29,999 income $0–$29,999 | ||
| Fedex Corp. FDX | $0–$29,999 income $0–$29,999 | ||
| Illumina Inc. ILMN | $0–$29,999 | ||
| Kenvue Inc. KVUE | $0–$29,999 income $0–$29,999 | ||
| KKR & Co. Inc. KKR | $0–$29,999 income $0–$29,999 | ||
| Littlefuse Inc. LFUS | $0–$29,999 income $0–$29,999 | ||
| Medtronic PLC MDT | $0–$29,999 income $0–$29,999 | ||
| Merck & Co. Inc. MRK | $0–$29,999 income $0–$29,999 | ||
| Mondelez International Inc. MDLZ | $0–$29,999 income $0–$29,999 | ||
| Pentair PLC PNR | $0–$29,999 income $0–$29,999 | ||
| Prologis Inc. PLD | $0–$29,999 income $0–$29,999 | ||
| Southwest Airlines Co. LUV | $0–$29,999 income $0–$29,999 | ||
| Taiwan Semiconductor MFG ADR TSM | $0–$29,999 income $0–$29,999 | ||
| Tapestry Inc. TPR | $0–$29,999 income $0–$29,999 | ||
| Totalenergies SE TTE | $0–$29,999 income $0–$29,999 | ||
| Toyota Motor Corp NEW TM | $0–$29,999 income $0–$29,999 | ||
| Walt Disney Co. DIS | $0–$29,999 income $0–$29,999 | ||
| Waste Management Inc. WM | $0–$29,999 income $0–$29,999 | ||
| West Pharmaceutical SVCS INc. WST | $0–$29,999 income $0–$29,999 | ||
| Zoetis Inc. ZTS | $0–$29,999 income $0–$29,999 | ||
| ISH CORE DIV DGRO | $0–$29,999 income $0–$29,999 | ||
| SCHW EMRG MKTS SCHE | $0–$29,999 income $0–$29,999 | ||
| VNG FTSE WLD SC VSS | $0–$29,999 income $0–$29,999 | ||
| VNGURD INTL DVND VIGI | $0–$29,999 income $0–$29,999 | ||
| WT US SC DIV FD DES | $0–$29,999 income $0–$29,999 | ||
| Energy Transfer LP ET | $0–$29,999 income $0–$29,999 | ||
| American AMCAP A AMCPX | $60,000–$99,999 | ||
| AMERICAN INTL GROWTH & INC A IGAAX | $30,000–$59,999 income $0–$29,999 | ||
| AMERICAN INVEST CO OF AMER A AIVSX | $60,000–$99,999 | ||
| AMERICAN NEW WORLD A NEWFX | $30,000–$59,999 income $0–$29,999 | ||
| AMERICAN SMALLCAP WORLD A SMCWX | $30,000–$59,999 | ||
| AMERICAN WASH MUTUAL INV A AWSHX | $100,000–$199,999 | ||
| AMERN TAX-EX BOND OF AMER A AFTEX | $0–$29,999 income $0–$29,999 | ||
| AMERICAN BOND FUND OF AMER A ABNDX | $60,000–$99,999 income $0–$29,999 | ||
| PGIM JENNISON EMG MKTS EQ OP A PDEAX | $0–$29,999 income $0–$29,999 | ||
| ASML HOLDINGS NV ASML | $0–$29,999 income $0–$29,999 | ||
| Capital World Bond Fund WFBFX | $0–$29,999 income $0–$29,999 | ||
| American Mortgage A MFAAX | $0–$29,999 income $0–$29,999 | ||
| Artisan Mid Cap Fund APHMX | $0–$29,999 | ||
| DFA Intl Small Company DFISX | $0–$29,999 income $0–$29,999 | ||
| Dodge & Cox Intl Stock DODFX | $0–$29,999 income $0–$29,999 | ||
| EV Income of Boston R6 EIBRX | $0–$29,999 income $0–$29,999 | ||
| Federated Instl Hi-Yld BD R6 FIHLX | $0–$29,999 income $0–$29,999 | ||
| Invesco Comstock A ACSTX | $0–$29,999 income $0–$29,999 | ||
| JPMorgan Emerging Markets Equity A JFAMX | $0–$29,999 income $0–$29,999 | ||
| MFS Emerging Markets Debt Fund R6 MEDHX | $0–$29,999 income $0–$29,999 | ||
| MFS International Growth R6 MGRDX | $0–$29,999 income $0–$29,999 | ||
| NYLI MacKay High Yield Corp BD A MHCAX | $0–$29,999 income $0–$29,999 | ||
| PIMCO Intl Bond (USD-Hedged) PFORX | $0–$29,999 income $0–$29,999 | ||
| TCW Emerg Mkts Income Plan P TGEPX | $0–$29,999 income $0–$29,999 | ||
| Generation Income Properties, Inc. GIPR | $0–$29,999 income $0–$29,999 | ||
| Modiv, inc. MDV | $0–$29,999 income $0–$29,999 | ||
| Air Products and Chemicals, Inc. APD | $0–$29,999 income $0–$29,999 | ||
| ASE Industrial Holding Co. Ltd ADR ASX | $0–$29,999 income $0–$29,999 | ||
| Benton Dickinson & CO BDX | $0–$29,999 income $0–$29,999 | ||
| Bristol-Myers Squibb Co. BMY | $0–$29,999 income $0–$29,999 | ||
| Conagra Brands, Inc. CAG | $0–$29,999 income $0–$29,999 | ||
| Grail, Inc. GRAL | $0–$29,999 | ||
| Genuine Parts Co. GPC | $0–$29,999 income $0–$29,999 | ||
| iShares Russel Mid-Cap Growth ETF IWP | $0–$29,999 income $0–$29,999 | ||
| The J.M. Smucker Co. SJM | $0–$29,999 income $0–$29,999 | ||
| Manulife Financial Corp. MFC | $0–$29,999 income $0–$29,999 | ||
| Nike, Inc. NKE | $0–$29,999 income $0–$29,999 | ||
| NiSource, Inc. NI | $0–$29,999 income $0–$29,999 | ||
| Parker Hannifin Corp. PH | $0–$29,999 income $0–$29,999 | ||
| PepsiCo, Inc. PEP | $0–$29,999 income $0–$29,999 | ||
| Roche Holdings AG Basel ADR RHHBY | $0–$29,999 income $0–$29,999 | ||
| Salesforce, Inc. CRM | $0–$29,999 income $0–$29,999 | ||
| Schlumberger NV SLB | $0–$29,999 income $0–$29,999 | ||
| Trinet Group, Inc. TNET | $0–$29,999 income $0–$29,999 | ||
| Vanguard EM MRK GV BD VWOB | $0–$29,999 income $0–$29,999 | ||
| Vanguard FTSE DEV MKT VEA | $0–$29,999 income $0–$29,999 | ||
| Vanguard Large Cap VV | $0–$29,999 income $0–$29,999 | ||
| Vanguard S&P 500 VOO | $0–$29,999 income $0–$29,999 | ||
| Vanguard SML CAP IDX VB | $0–$29,999 income $0–$29,999 | ||
| Wallgreesn Boots Alliance, Inc. WBA | $0–$29,999 income $0–$29,999 | ||
| Whirlpool Corp. WHR | $0–$29,999 income $0–$29,999 | ||
| Workday, Inc. CL A WDAY | $0–$29,999 | ||
| WT US MC DIV FD DON | $0–$29,999 income $0–$29,999 | ||
| AMCOR, PLC AMCR | $0–$29,999 income $0–$29,999 | ||
| Stanely Black and Decker, Inc. SWK | $0–$29,999 income $0–$29,999 | ||
| Truist Financial Corp TFC | $0–$29,999 income $0–$29,999 | ||
| Thermal Fisher Scientific, Inc. TMO | $0–$29,999 income $0–$29,999 | ||
| US Bancorp USB | $0–$29,999 income $0–$29,999 | ||
| Cottonwood Residential OP LP | REIT | Filer | $200,000–$499,999 income $0–$29,999 |
| Edward Jones | Certificates of Deposit | Spouse | $30,000–$59,999 |
Businesses 1
| Business | Role | Whose |
|---|---|---|
| Willis & Toews, PLLC Law Firm | owner | Filer |
Real estate 4
| Where | Whose | Assessed value | Mortgages and liens |
|---|---|---|---|
| Walla Walla, WA | Filer | $500,000–$749,999 | Banner Bank ($0–$29,999) |
| Walla Walla, WA | Filer | $100,000–$199,999 | — |
| Walla Walla, WA · sold this period | Filer | $200,000–$499,999 | — |
| Walla Walla, WA · bought this period | Filer | $100,000–$199,999 | — |
Street addresses are on the PDC's copy; we show the city only.
Other debts 1
| Owed to | Whose | Owed now | Terms |
|---|---|---|---|
| Banner Bank | Filer | $30,000–$59,999 | Line of Credit |
Values are the F-1's brackets (exact for gifts). Includes a spouse's or domestic partner's interests.