Steven R Jacobs › F-1
Steven R Jacobs: statement of financial affairs
Data last updated: F-1 statements filed through Oct 13, 2026 (read Oct 14, 2026)
- Period
- 2025-01-01 – 2026-03-09
- Filed
- 2026-04-15
- Office
- State Board/Commission Member, Health Care Facil Authority
- Original
- the statement on the PDC's site
Income 5
| Source | For | Whose | Amount |
|---|---|---|---|
| Central Washington Hospital and Clinics Wenatchee, WA | Consultant | Filer | $30,000–$59,999 |
| Central Washington Hospital and Clinics Wenatchee, WA | Registered Nurse | Spouse | $60,000–$99,999 |
| Washington State Health Care Facilities Authority Olympia, WA | STATE BOARD/COMMISSION MEMBER | Filer | $0–$29,999 |
| Social Security Administration Wilkes Barre, PA | Social Security | Filer | $30,000–$59,999 |
| Social Security Administration Wilkes-Barre, PA | Social Security | Spouse | $30,000–$59,999 |
Accounts and investments 6
| Held at / in | What | Whose | Value |
|---|---|---|---|
| Gesa Credit Union | Money Market | Filer | $0–$29,999 income $0–$29,999 |
| JPMorgan Chase Bank | Checking | Filer | $0–$29,999 |
| Merrill Lynch | ML Bank Deposit Program | Filer | $30,000–$59,999 income $0–$29,999 |
| Rollover/Boys IRA Mutual Fund Brown Adv Sustainable Growth Fd Cl Instl | $30,000–$59,999 income $0–$29,999 | ||
| Rollover/Boys IRA Mutual Fund Calvert US Lrg Cap Value Resonible Index Fd Cl I | $30,000–$59,999 income $0–$29,999 | ||
| Rollover/Boys IRA Mutual Fund Ishares Tips Bond ETF | $0–$29,999 income $0–$29,999 | ||
| Rollover/Boys IRA Mutual Fund Ishares Mbs Etf | $60,000–$99,999 income $0–$29,999 | ||
| Rollover/Boys IRA Mutual Fund IShares US Treasury Bond ETF | $30,000–$59,999 income $0–$29,999 | ||
| Rollover/Boys IRA Mutual Fund Ishares Inc Core Mcsi Emerging Mkts ETF | $30,000–$59,999 income $0–$29,999 | ||
| Rollover/Boys IRA Mutual Fund Ishares Tr Core Msci Eaf ETF | $30,000–$59,999 income $0–$29,999 | ||
| Rollover/Boys IRA Mutual Fund Vanguard Small Cap Value ETF | $0–$29,999 income $0–$29,999 | ||
| Rollover/Boys IRA Mutual Fund Vanguard Small Cap Growth Etf | $0–$29,999 income $0–$29,999 | ||
| Rollover/Boys IRA Mutual Fund Vanguard Value ETF | $100,000–$199,999 income $0–$29,999 | ||
| Rollover/Boys IRA Mutual Fund Vanguard Growth ETF | $100,000–$199,999 income $0–$29,999 | ||
| Rollover/Boys IRA Mutual Fund Vanguard Short-Term Corporate Bond | $30,000–$59,999 income $0–$29,999 | ||
| Rollover/Boys IRA Mutual Fund Vanguard Intermediate Term | $30,000–$59,999 income $0–$29,999 | ||
| Rollover/Boys IRA Mutual Fund Vanguard Total Internatl Bond ETF | $100,000–$199,999 income $0–$29,999 | ||
| Rollover/Boys IRA Mutual Fund Calvert Small Cap | $30,000–$59,999 income $0–$29,999 | ||
| Rollover/boys IRA IShares 20+Year | $30,000–$59,999 income $0–$29,999 | ||
| Rollover/Boys IRA Ishares Inc Shares ESG | $30,000–$59,999 income $0–$29,999 | ||
| Rollover/Boys IRA Nuveen ESG Large Cap Growth ETF | $60,000–$99,999 income $0–$29,999 | ||
| Rollover/Boys IRA Schwab Short Term US | $0–$29,999 income $30,000–$59,999 | ||
| Rollover IRA US Treasury Bond 3.000% 5/15/2042 | $0–$29,999 income $0–$29,999 | ||
| Rollover/Boys IRA AFLAC INC 121 shares | $0–$29,999 income $0–$29,999 | ||
| Rollover/Boys IRA APTIV Plc 83 shares | $0–$29,999 income $0–$29,999 | ||
| Rollover/Boys IRA Danaher Corp 19 shares | $0–$29,999 income $0–$29,999 | ||
| Rollover/Boys IRA Flex ltd 116 shares | $0–$29,999 income $0–$29,999 | ||
| Rollover/Boys IRA Intercontinental 61 shares | $0–$29,999 income $0–$29,999 | ||
| Rollover/Boys IRA Johnson and Johnson 57 shares | $0–$29,999 income $0–$29,999 | ||
| Rollover/Boys IRA Microsoft Corp 41 shares | $0–$29,999 income $0–$29,999 | ||
| Rollover/Boys IRA Monolithic Pwr Systems 5 shares | $0–$29,999 income $0–$29,999 | ||
| Rollover/Boys IRA Nextera Energy Inc 127 shares | $0–$29,999 income $0–$29,999 | ||
| Rollover/Boys IRA Nvidia 132 shares | $0–$29,999 income $0–$29,999 | ||
| Rollover/Boys IRA NX Semiconductors 25 shares | $0–$29,999 income $0–$29,999 | ||
| Rollover/Boys IRA Rockwell Automation 33 shares | $0–$29,999 income $0–$29,999 | ||
| Rollover/Boys IRA Tetra Tech 108 Shares | $0–$29,999 income $0–$29,999 | ||
| Rollover/Boys IRA Te Connectivity LTD 56 shares | $0–$29,999 income $0–$29,999 | ||
| Rollover/Boys IRA Visa Inc CL 23 shares | $0–$29,999 income $0–$29,999 | ||
| Rollover/Boys IRA Waste Management 52 shares | $0–$29,999 income $0–$29,999 | ||
| Rollover/Boys IRA CCM Community Impact Bond Fund | $100,000–$199,999 income $0–$29,999 | ||
| Rollover/Boys IRA Nuveen ESG Large Cap Value ETF | $60,000–$99,999 income $0–$29,999 | ||
| Cash IRA Bank of America NA RASP | $30,000–$59,999 income $0–$29,999 | ||
| US Treasury Note 4.625% 10/15/2026 | $0–$29,999 income $0–$29,999 | ||
| US Treasury Note 4.625% 9/30/2028 | $0–$29,999 income $0–$29,999 | ||
| US Treasury Note 4.625% 9/30/2030 | $0–$29,999 income $0–$29,999 | ||
| US Treasury Bond 4.750% 11/15/2043 | $0–$29,999 income $0–$29,999 | ||
| US Treasury Bond 3.625% 2/15/2053 | $0–$29,999 income $0–$29,999 | ||
| Palo Alto Networks Inc 33 shares | $0–$29,999 income $0–$29,999 | ||
| Veralto Corp 130 shares | $0–$29,999 income $0–$29,999 | ||
| Goldman Sachs Intl Equity ESG Fund | $0–$29,999 income $0–$29,999 | ||
| IShares ESG Aware MCSI | $0–$29,999 | ||
| Rollover/Boys IRA Blackrock Liquidity Fund | $0–$29,999 income $0–$29,999 | ||
| US Treasury Note 4.125% 10/31/2027 | $30,000–$59,999 income $0–$29,999 | ||
| US Treasury Note 3.875% 11/30/2027 | $0–$29,999 income $0–$29,999 | ||
| Federal Natl Mtg Assoc Bonds 6.625% 11/15/2030 | $0–$29,999 income $0–$29,999 | ||
| US Treasury Note 4.250% 02/28/2031 | $0–$29,999 income $0–$29,999 | ||
| US Treasury Note 4.625% 04/30/2031 | $0–$29,999 income $0–$29,999 | ||
| US Treasury Note 4.375% 05/15/2034 | $30,000–$59,999 income $0–$29,999 | ||
| US Treasury Bond 4.750% 11/15/2053 | $0–$29,999 income $0–$29,999 | ||
| Aecom 57 shares | $0–$29,999 income $0–$29,999 | ||
| Cadence Design Sys 27 shares | $0–$29,999 income $0–$29,999 | ||
| Jefferies Finl Group Inc 143 shares | $0–$29,999 income $0–$29,999 | ||
| GE Healthcare 80 shares | $0–$29,999 income $0–$29,999 | ||
| Hologic Inc 61 shares | $0–$29,999 income $0–$29,999 | ||
| Taiwan S Manufacturing ADR 29 shares | $0–$29,999 income $0–$29,999 | ||
| Rollover/Boys IRA Nuveen Core Impact Fund | $100,000–$199,999 income $0–$29,999 | ||
| Cash IRA CD City Natl Bank of Fl 4.650% 2/18/2025 | $0–$29,999 income $0–$29,999 | ||
| Cash IRA CD East-West Bk 4.350% 5/13/2025 | $0–$29,999 income $0–$29,999 | ||
| Cash IRA CD East-West Bk 4.050% 8/13/2025 | $0–$29,999 income $0–$29,999 | ||
| Cash IRA Bank of America NA Rasp | $0–$29,999 income $0–$29,999 | ||
| US Treasury Note 4.625% 09/30/2028 | $0–$29,999 income $0–$29,999 | ||
| US Treasury Bond 3.00% 05/15/2042 | $0–$29,999 income $0–$29,999 | ||
| US Treasury Note 4.875% 10/31/2028 | $0–$29,999 income $0–$29,999 | ||
| US Treasury Note 4.625% 04/30/2031 | $0–$29,999 income $0–$29,999 | ||
| Abbvie Inc 62 shares | $0–$29,999 income $0–$29,999 | ||
| Apple Inc 83 shares | $0–$29,999 income $0–$29,999 | ||
| Broadcom inc 41 shares | $0–$29,999 income $0–$29,999 | ||
| Cameco Corp 53 shares | $0–$29,999 income $0–$29,999 | ||
| Crowdstrike Hldgs 15 shares | $0–$29,999 income $0–$29,999 | ||
| Emerson Elec 55 shares | $0–$29,999 income $0–$29,999 | ||
| LPL Financial Holdings 16 shares | $0–$29,999 income $0–$29,999 | ||
| Medtronic Plc Shs 97 shares | $0–$29,999 income $0–$29,999 | ||
| Salesforce Inc 34 shares | $0–$29,999 income $0–$29,999 | ||
| Service Now Inc 55 shares | $0–$29,999 income $0–$29,999 | ||
| Shopify Inc Cl A 33 shares | $0–$29,999 income $0–$29,999 | ||
| Spotify Tech S.A. Reg 13 shares | $0–$29,999 income $0–$29,999 | ||
| Steris Plc Reg Shs 41 shares | $0–$29,999 income $0–$29,999 | ||
| Stryker Corp 20 shares | $0–$29,999 income $0–$29,999 | ||
| Waste Management 47 shares | $0–$29,999 income $0–$29,999 | ||
| Invesco Emerging Markets | $0–$29,999 income $0–$29,999 | ||
| Invesco Preferred ETF | $0–$29,999 income $0–$29,999 | ||
| Nomura Corporate Bond Fund | $0–$29,999 income $0–$29,999 | ||
| RBC Bluebay High Yield Bond Fund | $0–$29,999 income $0–$29,999 | ||
| Vaneck Fallen Angel High Yield Bond Fund | $0–$29,999 income $0–$29,999 | ||
| Vanguard Intermediate Index Fund | $30,000–$59,999 income $0–$29,999 | ||
| Xtrackers USD High Yield Corp Bond Fund | $0–$29,999 income $0–$29,999 | ||
| Cash IRA CD Zions BankCorp NA 4.25% 11/19/2025 | $30,000–$59,999 income $0–$29,999 | ||
| Cash IRACD Morgan Stanley Pvt Bk 4.250% 02/19/2026 | $30,000–$59,999 income $0–$29,999 | ||
| Cash IRA CD Merrick Bank 4.10% 04/13/2026 | $30,000–$59,999 income $0–$29,999 | ||
| Cash IRA Safra National Bank 3.950% 07/02/2026 | $30,000–$59,999 income $0–$29,999 | ||
| Agnico Eagle Mines LTD 12 shares | $0–$29,999 income $0–$29,999 | ||
| Alphabet Inc Share Cl A 54 shares | $0–$29,999 income $0–$29,999 | ||
| Amazon Com Inc 36 shares | $0–$29,999 income $0–$29,999 | ||
| Amphenol Corp Cl A 41 shares | $0–$29,999 income $0–$29,999 | ||
| Bank NY Mellon 42 shares | $0–$29,999 income $0–$29,999 | ||
| Blackrock Inc Reg Shs 6 shares | $0–$29,999 income $0–$29,999 | ||
| Boston Scientific 44 shares | $0–$29,999 income $0–$29,999 | ||
| Cencora 9 shares | $0–$29,999 income $0–$29,999 | ||
| Costco Wholesale Crp Del 8 shares | $0–$29,999 income $0–$29,999 | ||
| Dell Technologies 51 shares | $0–$29,999 income $0–$29,999 | ||
| Dicks Sporting Goods 12 shares | $0–$29,999 income $0–$29,999 | ||
| Eli Lilly & Co 8 shares | $0–$29,999 income $0–$29,999 | ||
| Entnergy Corp New 39 shares | $0–$29,999 income $0–$29,999 | ||
| Exxon Mobil Corp 68 shares | $0–$29,999 income $0–$29,999 | ||
| Goldman Sachs Group Inc 7 shares | $0–$29,999 income $0–$29,999 | ||
| Hilton Worldwide 10 shares | $0–$29,999 income $0–$29,999 | ||
| Home Depot Inc 12 shares | $0–$29,999 income $0–$29,999 | ||
| Howmet Aerospace Inc 22 shares | $0–$29,999 income $0–$29,999 | ||
| Johnson Controls Inter 36 shares | $0–$29,999 income $0–$29,999 | ||
| JP morgan Chase & Co 33 shares | $0–$29,999 income $0–$29,999 | ||
| Lander Estee Cos Inc A 48 shares | $0–$29,999 income $0–$29,999 | ||
| Live Nation Ent Inc 17 shares | $0–$29,999 income $0–$29,999 | ||
| Martin Marietta Matls 7 shares | $0–$29,999 income $0–$29,999 | ||
| Meta Platforms Inc 14 shares | $0–$29,999 income $0–$29,999 | ||
| Netflix Com Inc 54 shares | $0–$29,999 income $0–$29,999 | ||
| Parker Hannifer Corp 8 shares | $0–$29,999 income $0–$29,999 | ||
| Proctor & Gamble Co 20 shares | $0–$29,999 income $0–$29,999 | ||
| Progressive Crp Ohio 21 shares | $0–$29,999 income $0–$29,999 | ||
| Ross Stores Inc 30 shares | $0–$29,999 income $0–$29,999 | ||
| S & P Global Inc 9 shares | $0–$29,999 income $0–$29,999 | ||
| Tesla 11 shares | $0–$29,999 income $0–$29,999 | ||
| Thermo Fisher Scientific 6 shares | $0–$29,999 income $0–$29,999 | ||
| Union Pacific 22 shares | $0–$29,999 income $0–$29,999 | ||
| Verizon Communications 113 shares | $0–$29,999 income $0–$29,999 | ||
| Walmart 50 shares | $0–$29,999 income $0–$29,999 | ||
| Welltower Inc 26 shares | $0–$29,999 income $0–$29,999 | ||
| Wstn Digital Corp 16 shares | $0–$29,999 income $0–$29,999 | ||
| Merrill Lynch | ML Bank Deposit Program | Spouse | $30,000–$59,999 income $0–$29,999 |
| Mutual Funds Hartford World Bond Fund Cl C | $0–$29,999 income $0–$29,999 | ||
| Mutual Funds Ishares Core S&P US value Etf | $30,000–$59,999 income $0–$29,999 | ||
| Mutual Funds Pimco Income Fund Cl A | $0–$29,999 income $0–$29,999 | ||
| Inherited IRA Blackrock Capital Appreciaion Fd Inc A | $100,000–$199,999 income $0–$29,999 | ||
| Inherited IRA Blackrock Global Allocation Fd Inc A | $30,000–$59,999 income $0–$29,999 | ||
| Inherited IRA Calamos Growth and Income Fd Cl A | $30,000–$59,999 income $0–$29,999 | ||
| Inherited IRA Ishares Core S&P US Value ETF | $60,000–$99,999 income $0–$29,999 | ||
| Inherited IRA Pimco Income Fund Cl A | $60,000–$99,999 income $0–$29,999 | ||
| Inherited IRA The Oakmark Inv Cl | $60,000–$99,999 income $0–$29,999 | ||
| Roth IRA Bank of America NA | $0–$29,999 income $0–$29,999 | ||
| Roth IRA American Growth Fund of America Cl F2 | $60,000–$99,999 income $0–$29,999 | ||
| Roth IRA Bny Mellon Equity Income Fund Cl I | $0–$29,999 income $0–$29,999 | ||
| IRA Bank Of America NA RASP | $30,000–$59,999 income $0–$29,999 | ||
| IRA Aflac 50 shares | $0–$29,999 income $0–$29,999 | ||
| IRA Alphabet INC 108 shares | $30,000–$59,999 income $0–$29,999 | ||
| IRA Amazon Com 74 shares | $0–$29,999 income $0–$29,999 | ||
| IRA Apple Inc 166 shares | $30,000–$59,999 income $0–$29,999 | ||
| IRA Aptiv Plc 64 shares | $0–$29,999 income $0–$29,999 | ||
| IRA Blackrock Inc 12 shares | $0–$29,999 income $0–$29,999 | ||
| IRA Costco Wholesale 16 shares | $0–$29,999 income $0–$29,999 | ||
| IRA Danaher Corp 15 shares | $0–$29,999 income $0–$29,999 | ||
| IRA flex Ltd 89 shares | $0–$29,999 income $0–$29,999 | ||
| IRA Home Depot Inc 24 shares | $0–$29,999 income $0–$29,999 | ||
| IRA Intercontinental 47 shares | $0–$29,999 income $0–$29,999 | ||
| IRA JP Morgan Chase 66 shares | $0–$29,999 income $0–$29,999 | ||
| IRA Microsoft Corp 83 shares | $30,000–$59,999 income $0–$29,999 | ||
| IRA Nextera Energy 93 shares | $0–$29,999 income $0–$29,999 | ||
| IRA Nxp Semiconductors 20 shares | $0–$29,999 income $0–$29,999 | ||
| IRA Nvidia 267 shares | $30,000–$59,999 income $0–$29,999 | ||
| IRA Procter and Gamble 16 shares | $0–$29,999 income $0–$29,999 | ||
| IRA Union Pacific 46 shares | $0–$29,999 income $0–$29,999 | ||
| IRA Visa Inc Cl A 53 shares | $0–$29,999 income $0–$29,999 | ||
| IRA Walmart Inc 100 shares | $0–$29,999 income $0–$29,999 | ||
| IRA Waste Management 36 shares | $0–$29,999 income $0–$29,999 | ||
| Roth IRA Mutual Fund Virtus NFJ Dividend Value | $0–$29,999 income $0–$29,999 | ||
| IRA ConocoPhillips 35 shares | $0–$29,999 income $0–$29,999 | ||
| IRA Hilton Worldwide 21 shares | $0–$29,999 income $0–$29,999 | ||
| IRA Parker Hannifin Corp 16 shares | $0–$29,999 income $0–$29,999 | ||
| IRA TE Connectivity LTD 41 shares | $0–$29,999 income $0–$29,999 | ||
| IRA Tetra Tech Inc New 82 shares | $0–$29,999 income $0–$29,999 | ||
| Cash IRA Bank of America NA RASP | $30,000–$59,999 income $0–$29,999 | ||
| IRA Broadcom Inc 63 shares | $0–$29,999 income $0–$29,999 | ||
| IRA Johnson and Johnson 42 shares | $0–$29,999 income $0–$29,999 | ||
| IRA Monolithic Pwr Systems 4 shares | $0–$29,999 income $0–$29,999 | ||
| IRA Palo Alto Networks Inc 65 shares | $0–$29,999 income $0–$29,999 | ||
| IRA Progressive Corp Ohio 41 shares | $0–$29,999 income $0–$29,999 | ||
| IRA Mutual Fund PGIM Total Return Bond Fund | $200,000–$499,999 income $0–$29,999 | ||
| IRA Amphenol Corp CL A New 58 shares | $0–$29,999 income $0–$29,999 | ||
| IRA Boston Scientific 88 shares | $0–$29,999 income $0–$29,999 | ||
| IRA Eli Lilly & Co 16 shares | $0–$29,999 income $0–$29,999 | ||
| IRA Exxon Mobil Corp 139 shares | $0–$29,999 income $0–$29,999 | ||
| IRA Ferrari NV 11 shares | $0–$29,999 income $0–$29,999 | ||
| IRA Netflix Com Inc 110 shares | $0–$29,999 income $0–$29,999 | ||
| IRA Ross Stores Inc Com 60 shares | $0–$29,999 income $0–$29,999 | ||
| IRA S&P Global Inc 18 shares | $0–$29,999 income $0–$29,999 | ||
| IRA ServiceNow Inc 40 shares | $0–$29,999 income $0–$29,999 | ||
| IRA Tesla Inc 21 shares | $0–$29,999 income $0–$29,999 | ||
| IRA Veralto Corp 99 shares | $0–$29,999 income $0–$29,999 | ||
| IRA Welltower Inc 52 shares | $0–$29,999 income $0–$29,999 | ||
| IRA Abbvie 77 shares | $0–$29,999 | ||
| IRA Aecom 44 shares | $0–$29,999 | ||
| IRA Agnico Eagle Mines 23 shares | $0–$29,999 | ||
| IRA Cadence Designs 19 shares | $0–$29,999 | ||
| IRA Cencora 20 shares | $0–$29,999 | ||
| IRA GE Healthcare 63 shares | $0–$29,999 | ||
| IRA Hologic Inc 47 shares | $0–$29,999 | ||
| IRA Howmet Aerospace 45 shares | $0–$29,999 | ||
| IRA Jefferies Finl Group 99 shares | $0–$29,999 | ||
| IRA Johnson Controls Inter 74 shares | $0–$29,999 | ||
| IRA Martin Marietta Mills 13 shares | $0–$29,999 | ||
| IRA Taiwan s Manufacturing 22 shares | $0–$29,999 | ||
| IRA ServiceNow 40 shares | $0–$29,999 | ||
| IRA Veralto Corp 99 shares | $0–$29,999 | ||
| IRA Wstn Digital Corp Del 35 shares | $0–$29,999 | ||
| IRA Mutual Funds PGIM Short Dur High Yield Income Fd | $100,000–$199,999 | ||
| IRA Bank New York Mellon 84 shares | $0–$29,999 | ||
| IRA Cameco Corp 40 shares | $0–$29,999 | ||
| IRA Crowdstrike Hldgs Inc 12 shares | $0–$29,999 | ||
| IRA Dell Technologies 103 shares | $0–$29,999 | ||
| IRA Dicks Sporting Goods Inc 26 shares | $0–$29,999 | ||
| IRA Emerson Elec Co 43 shares | $0–$29,999 | ||
| IRA Entergy Corp New 77 shares | $0–$29,999 | ||
| IRA Goldman Sachs Group Inc 15 shares | $0–$29,999 | ||
| IRA Live Nation Ent Inc 35 shares | $0–$29,999 | ||
| IRA LPL Financial Holdings 12 shares | $0–$29,999 | ||
| IRA Medtronic Plc Shs 76 shares | $0–$29,999 | ||
| IRA Meta Platforms Inc 28 shares | $0–$29,999 | ||
| IRA Rockwell Automation 25 shares | $0–$29,999 | ||
| IRA Salesforce Inc 27 shares | $0–$29,999 | ||
| IRA Shopify Inc Cl A 25 shares | $0–$29,999 | ||
| IRA Spotify Tech SA Reg 10 shares | $0–$29,999 | ||
| IRA Steris Plc Reg Shs 31 shares | $0–$29,999 | ||
| IRA Stryker Corp 16 shares | $0–$29,999 | ||
| IRA Thermo Fisher Scientific 12 shares | $0–$29,999 | ||
| IRA Verizon Communications 228 shares | $0–$29,999 | ||
| IRA PGIM Total Return Bond Fund | $200,000–$499,999 | ||
| Cash IRA CD PNC Bank NA 4.20% 01/05/26 | $0–$29,999 | ||
| Cash IRA CD Merrick bank 4.10% 04/13/2026 | $0–$29,999 | ||
| IRA Lauder Est Cos Inc A 95 shares | $0–$29,999 | ||
| Virtus Ceredex large Cap value Fund | $30,000–$59,999 | ||
| IRA Hartford Schroders Intl Stock Fund | $30,000–$59,999 | ||
| IRA Vanguard Small Cap Fund | $0–$29,999 | ||
| IRA Vanguard FTSE Emerging Fund | $0–$29,999 | ||
| Fidelity | 401K Vanguard St Bond Idx IS | Filer | $0–$29,999 income $0–$29,999 |
| 401K Fidelity 500 Index | $0–$29,999 income $0–$29,999 | ||
| 401K Fidelity US bond Idx | $0–$29,999 income $0–$29,999 | ||
| Fidelity | 403b Vanguard Target Ret 2025 | Spouse | $0–$29,999 income $0–$29,999 |
| 403b Vanguard Growth Index Inst | $0–$29,999 income $0–$29,999 | ||
| 403b Principal Fixed Acct | $0–$29,999 income $0–$29,999 | ||
| Vanguard St Bond Index IS | $0–$29,999 income $0–$29,999 | ||
| 403b Fidelity US Bond Idx | $0–$29,999 income $0–$29,999 |
Businesses 1
| Business | Role | Whose |
|---|---|---|
| Chelan Douglas Land Trust 501(c)3 organization Paid by a government agency: 9 payment(s) listed | Secretary-Treasurer | Filer |
Real estate 2
| Where | Whose | Assessed value | Mortgages and liens |
|---|---|---|---|
| Leavenworth, WA | Filer, Spouse | $1,000,000 or more | Gesa Credit Union ($0–$29,999) |
| Leavenworth, WA | Spouse | $200,000–$499,999 | — |
Street addresses are on the PDC's copy; we show the city only.
Other debts 1
| Owed to | Whose | Owed now | Terms |
|---|---|---|---|
| Gesa Credit Union | Filer | $0–$29,999 | monthly |
Values are the F-1's brackets (exact for gifts). Includes a spouse's or domestic partner's interests.