| STCU | Checking | Filer, Spouse | $200,000–$499,999 income $0–$29,999 |
| Hapo Community Credit Union | Checking | Filer, Spouse | $100,000–$199,999 income $0–$29,999 |
| Savings | | $60,000–$99,999 income $0–$29,999 |
| Checking | | $60,000–$99,999 income $0–$29,999 |
| Savings | | $100,000–$199,999 income $0–$29,999 |
| Key Bank | Checking | Spouse | $100,000–$199,999 income $0–$29,999 |
| New York Life | Life | Spouse | $30,000–$59,999 income $0–$29,999 |
| Wells Fargo | IRA | Filer | $200,000–$499,999 income $0–$29,999 |
| Wells Fargo | Educational Trust | Filer, Spouse | $200,000–$499,999 income $0–$29,999 |
| Wells Fargo | Brokerage | Spouse | $60,000–$99,999 income $0–$29,999 |
| IRA | | $0–$29,999 income $0–$29,999 |
| Prudential | Retirement | Spouse | $200,000–$499,999 income $0–$29,999 |
| American Northwest Retirement Plan Service | Retirement | Spouse | $750,000–$999,999 income $0–$29,999 |
| Stocks | Anehuser Busch BUD | Filer | $0–$29,999 income $0–$29,999 |
| Apple AAPL | | $0–$29,999 income $0–$29,999 |
| British Petroleum BP | | $0–$29,999 income $0–$29,999 |
| Carinval Cruise Lines CCL | | $0–$29,999 income $0–$29,999 |
| Chargepoint CHPT | | $0–$29,999 income $0–$29,999 |
| Cloudflare NET | | $0–$29,999 income $0–$29,999 |
| Coupang CPNG | | $0–$29,999 income $0–$29,999 |
| Datadog DDOG | | $0–$29,999 income $0–$29,999 |
| Delta Airlines DAL | | $0–$29,999 income $0–$29,999 |
| Dropbox DBX | | $0–$29,999 income $0–$29,999 |
| Enbridge ENB | | $0–$29,999 income $0–$29,999 |
| Newmont Corp NEM | | $0–$29,999 income $0–$29,999 |
| Peleton PTON | | $0–$29,999 income $0–$29,999 |
| Planet Fitness PLNT | | $0–$29,999 income $0–$29,999 |
| Real Real REAL | | $0–$29,999 income $0–$29,999 |
| Taiwan Semiconductors TSM | | $0–$29,999 income $0–$29,999 |
| Trade Desk TTD | | $0–$29,999 income $0–$29,999 |
| Stocks | Albemarle ALB | Spouse | $0–$29,999 income $0–$29,999 |
| Apple AAPL | | $0–$29,999 income $0–$29,999 |
| Bigg Digital BBKCF | | $0–$29,999 income $0–$29,999 |
| Brightcove BCOV | | $0–$29,999 income $0–$29,999 |
| Canoo GOEV | | $0–$29,999 income $0–$29,999 |
| Carnival Cruise Lines CCL | | $0–$29,999 income $0–$29,999 |
| Delta Airlines DAL | | $0–$29,999 income $0–$29,999 |
| DMC Global BOOM | | $0–$29,999 income $0–$29,999 |
| Fiverr FVRR | | $0–$29,999 income $0–$29,999 |
| Ford F | | $0–$29,999 income $0–$29,999 |
| General Electric GE | | $0–$29,999 income $0–$29,999 |
| Green Plans GPRE | | $0–$29,999 income $0–$29,999 |
| Guidewire Software | | $0–$29,999 income $0–$29,999 |
| Intel Corp INTC | | $0–$29,999 income $0–$29,999 |
| Nordstrom JNW | | $0–$29,999 income $0–$29,999 |
| Norwegian Cruise Lines NCLH | | $0–$29,999 income $0–$29,999 |
| Oatly OTLY | | $0–$29,999 income $0–$29,999 |
| Open Door OPEN | | $0–$29,999 income $0–$29,999 |
| Peleton PTON | | $0–$29,999 income $0–$29,999 |
| Pinterest PINS | | $0–$29,999 income $0–$29,999 |
| Quantumscape QS | | $0–$29,999 income $0–$29,999 |
| Schlumberger SLB | | $0–$29,999 income $0–$29,999 |
| Stem Holdings STMH | | $0–$29,999 income $0–$29,999 |
| Taiwan Semiconductor TSM | | $0–$29,999 income $0–$29,999 |
| Telefonica TEF | | $0–$29,999 income $0–$29,999 |
| Trade Desk TTD | | $0–$29,999 income $0–$29,999 |
| Voyager Digital VYGVF | | $0–$29,999 income $0–$29,999 |
| Wheels Up UP | | $0–$29,999 income $0–$29,999 |
| Zosano Pharm ZSAN | | $0–$29,999 income $0–$29,999 |
| 3-D Systems DDD | | $0–$29,999 income $0–$29,999 |
| Stocks | Berkshire Hathaway B BRKB | Spouse | $30,000–$59,999 income $0–$29,999 |
| Google GOOGL | | $30,000–$59,999 income $0–$29,999 |
| Amgen AMGN | | $0–$29,999 income $0–$29,999 |
| Rivian RIVN | | $0–$29,999 income $0–$29,999 |