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Steven Greenstein
HOSPITAL COMMISSIONER · SAN JUAN CO PUBLIC HOSP DIST 2
← Washington filingsFiled Mar 25, 2024 · Period Jan 1, 2023 – Dec 31, 2023
Reported accounts & holdings
| Account / asset | Category | Reported owner | Value range | Income range |
|---|---|---|---|---|
| CheckingCharles Schwab Bank | bank account | filer | $0 – $29,999 | $0 – $29,999 |
| BrokerageCharles Schwab Bank | bank account | filer | $60,000 – $99,999 | $0 – $29,999 |
| BrokerageCharles Schwab & Co., Inc. | bank account | filer | $500,000 – $749,999 | $60,000 – $99,999 |
| Intelligent Portfolio ManagedCharles Schwab & Co., Inc. | bank account | filer | $0 – $29,999 | $0 – $29,999 |
| Trust Account with Sister & BrotherCharles Schwab & Co., Inc. | bank account | filer | $60,000 – $99,999 | $0 – $29,999 |
| PensionThe Prudential Insurance Company of America | investment | filer | $0 – $29,999 | $0 – $29,999 |
| 401KThe Prudential Insurance Company of America | investment | filer | $200,000 – $499,999 | Not reported |
| Costco · COSTPersonal Trust Account | stocks | filer | $500,000 – $749,999 | $100,000 – $199,999 |
| EATON VANCE CALIF MUNICI · EVMPersonal Trust Account | stocks | filer | $30,000 – $59,999 | Not reported |
| EATON VANCE TAX MAN GL D · EXGPersonal Trust Account | stocks | filer | $0 – $29,999 | Not reported |
| INVESCO CALIFORNIA VALUE · VCVPersonal Trust Account | stocks | filer | $30,000 – $59,999 | Not reported |
| ISHARES CORE S&P 500 · IVVPersonal Trust Account | stocks | filer | $30,000 – $59,999 | Not reported |
| CORNING INC · GLWPersonal Trust Account | stocks | filer | $30,000 – $59,999 | Not reported |
| BHP GROUP LTD · BHPPersonal Trust Account | stocks | filer | $0 – $29,999 | Not reported |
| WELLTOWER INC REIT · WELLPersonal Trust Account | stocks | filer | $0 – $29,999 | Not reported |
| SOUTH32 LTD · SOUHYPersonal Trust Account | stocks | filer | $0 – $29,999 | Not reported |
| AMERICAN EXPRESS CO · AXPPersonal Trust Account | stocks | filer | $30,000 – $59,999 | Not reported |
| RAYONIER INC. REIT · RYNPersonal Trust Account | stocks | filer | $0 – $29,999 | Not reported |
| CHORUS LTD · CHRYYPersonal Trust Account | stocks | filer | $0 – $29,999 | Not reported |
| CA WATER SERVICE GRP · CWTPersonal Trust Account | stocks | filer | $0 – $29,999 | Not reported |
| Duke Energy Corporation · DUKPersonal | stocks | filer | $0 – $29,999 | $0 – $29,999 |
| INVESCO FTSE RAFI · PDNPersonal | stocks | filer | $0 – $29,999 | $0 – $29,999 |
| INVESCO FTSE RAFI · PXFPersonal | stocks | filer | $0 – $29,999 | $0 – $29,999 |
| ISHARES BROAD USD HG YLDCRP BND E · USHYPersonal | stocks | filer | $0 – $29,999 | $0 – $29,999 |
| ISHARES CORE US REIT ETF · USRTPersonal | stocks | filer | $0 – $29,999 | $0 – $29,999 |
| SCHWAB FUNDAMENTAL US LARGE CO · FNDXPersonal | stocks | filer | $0 – $29,999 | $0 – $29,999 |
| SCHWAB FUNDAMENTAL US SMALL CO · FNDAPersonal | stocks | filer | $0 – $29,999 | $0 – $29,999 |
| SCHWAB INTERNATIONAL EQUITY ETF · SCHFPersonal | stocks | filer | $0 – $29,999 | $0 – $29,999 |
| SPDR PORTFOLIO TIPS ETF · SPIPPersonal | stocks | filer | $0 – $29,999 | $0 – $29,999 |
| VANECK VECTORS J.P. MORGAN EM L · EMLCPersonal | stocks | filer | $0 – $29,999 | $0 – $29,999 |
| VANGUARD MUNI BND TAX EXEMPT ET · VTEBPersonal | stocks | filer | $0 – $29,999 | $0 – $29,999 |
| XTRACKERS INTER REAL ESTETF · HAUZPersonal | stocks | filer | $0 – $29,999 | $0 – $29,999 |
| SavingsBECU | bank account | filer | $0 – $29,999 | Not reported |