Tracy A. Klein: statement of financial affairs

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

Income 3

Source	For	Whose	Amount
Washington State University Vancouver, WA	PROFESSOR	Filer	$100,000–$199,999
Monterey Consultants Dayton, OH	NURSE	Filer	$0–$29,999
Holman Law PLLC Tacoma, WA	HEALTH CARE CONSULTANT	Filer	$0–$29,999

Held at / in	What	Whose	Value
Onpoint Credit Union	Savings	Filer	$0–$29,999 income $0–$29,999
	Checking		$30,000–$59,999 income $0–$29,999
Vanguard	Brokerage Savings	Filer	$100,000–$199,999 income $0–$29,999
Vanguard	Brokerage Savings	Spouse	$200,000–$499,999 income $0–$29,999
On Point Credit Union	Checking	Spouse	$0–$29,999 income $0–$29,999
TIAA Cref	Retirement Account WSU	Filer	$200,000–$499,999
PERS Oregon	Pension	Filer	$0–$29,999
Stock	IBM IBM	Filer	$30,000–$59,999 income $0–$29,999
Stock	Apple APL	Filer	$0–$29,999 income $0–$29,999
Stock	Apple APL	Spouse	$0–$29,999 income $0–$29,999
Stock	IIPR IIPR	Spouse	$0–$29,999 income $0–$29,999
Retirement fund	Cref Equity Index R3 QCEI	Spouse	$30,000–$59,999 income $0–$29,999
	Nuveen Quant Mid Cap Growth TRPWX		$30,000–$59,999 income $0–$29,999
	Nuveen S and P 500 Index TISPX		$100,000–$199,999 income $0–$29,999
	CREF Social Choice R3 QCSI		$0–$29,999 income $0–$29,999
	Vanguard FTSE VFTAX		$0–$29,999 income $0–$29,999
	Vanguard Healthcare VCHCX		$0–$29,999 income $0–$29,999
	Vanguard Cash Reserves VMRXX		$0–$29,999 income $0–$29,999
	Vanguard Communications VOX		$0–$29,999 income $0–$29,999
	Vanguard 500 Index VRIAX		$0–$29,999 income $0–$29,999
	APPLE APL		$0–$29,999 income $0–$29,999

Where	Whose	Assessed value	Mortgages and liens
Ocean Park, WA	Filer	$200,000–$499,999	On Point Credit Union ($60,000–$99,999)
Port Townsend, WA	Spouse	$500,000–$749,999	—

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

Owed to	Whose	Owed now	Terms
On Point Credit Union	Filer	$30,000–$59,999	10 years at 8%

Values are the F-1's brackets (exact for gifts). Includes a spouse's or domestic partner's interests.