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Richard H Bartheld
SUPERIOR COURT JUDGE · YAKIMA CO SUPERIOR COURT
← Washington filingsFiled Mar 28, 2024 · Period Jan 1, 2023 – Dec 31, 2023
Reported accounts & holdings
| Account / asset | Category | Reported owner | Value range | Income range |
|---|---|---|---|---|
| checkingBanner Bank | bank account | filer | $0 – $29,999 | Not reported |
| checkingBanner Bank | bank account | filer | $30,000 – $59,999 | Not reported |
| checkingBanner Bank | bank account | filer | $30,000 – $59,999 | Not reported |
| pensionPERS 2 | investment | filer | $200,000 – $499,999 | Not reported |
| pensionTERS 3 | investment | spouse | $200,000 – $499,999 | Not reported |
| deferred comp.Washington State Deferred Compensation | investment | filer | $200,000 – $499,999 | Not reported |
| Lord Abbett Fundamental EQ A · LDFVXMorgan Stanley investment account | stocks | filer | $0 – $29,999 | $0 – $29,999 |
| Fidelity Adv Grw Opport C · FACGXMorgan Stanley investment account | stocks | filer | $0 – $29,999 | $0 – $29,999 |
| Moderna Inc · MRNAMorgan Stanley self directed IRA account | stocks | filer | $0 – $29,999 | $0 – $29,999 |
| NVDIA Corp. · NVDAMorgan Stanley self directed IRA account | stocks | filer | $0 – $29,999 | $0 – $29,999 |
| Palo Alto Networks Inc · PANWMorgan Stanley self directed IRA account | stocks | filer | $0 – $29,999 | $0 – $29,999 |
| Vanguard Communicatn Svcs EFT · VOXMorgan Stanley self directed IRA account | stocks | filer | $0 – $29,999 | $0 – $29,999 |
| Amazon Com. Inc · AMZNMorgan Stanley self directed IRA account | stocks | filer | $0 – $29,999 | $0 – $29,999 |
| JP Morgan Chase & Co. · JPMMorgan Stanley self directed IRA account | stocks | filer | $0 – $29,999 | $0 – $29,999 |
| Snowflake Inc · SNOWMorgan Stanley self directed IRA account | stocks | filer | $0 – $29,999 | $0 – $29,999 |
| Blackrock Debt Strat Fund Inc · DSUMorgan Stanley self directed IRA account | stocks | filer | $0 – $29,999 | $0 – $29,999 |
| Fuller & Thaler Eq. Inst. · FTHSXMorgan Stanley self directed IRA | stocks | spouse | $0 – $29,999 | $0 – $29,999 |
| Vitus Kar Mid-Cap Core 1 · VIMCXMorgan Stanley self directed IRA | stocks | spouse | $0 – $29,999 | $0 – $29,999 |
| Ishares Edge Msci US Qlty FAC · QUALMorgan Stanley self directed IRA | stocks | spouse | $0 – $29,999 | $0 – $29,999 |
| Wisdomtree Intl · IQDGMorgan Stanley self directed IRA | stocks | spouse | $0 – $29,999 | $0 – $29,999 |
| AAM BAHL & Gaynor Inc · AFNIXMorgan Stanley self directed IRA | stocks | spouse | $0 – $29,999 | $0 – $29,999 |
| Blackrock Systmc Multi Strat 1 · BIMBXMorgan Stanley self directed IRA | stocks | spouse | $0 – $29,999 | $0 – $29,999 |
| BNY Mellon GLB Equity Inc 1 · DQEIXMorgan Stanley self directed IRA | stocks | spouse | $0 – $29,999 | $0 – $29,999 |
| DWS Real Assets Inst · AAAZXMorgan Stanley self directed IRA | stocks | spouse | $0 – $29,999 | $0 – $29,999 |
| E V Atlanta Cap SEL EQ 1 · ESEIXMorgan Stanley self directed IRA | stocks | spouse | $0 – $29,999 | $0 – $29,999 |
| Federated HRMS TTL RET BD IS · FTRBXMorgan Stanley self directed IRA | stocks | spouse | $0 – $29,999 | $0 – $29,999 |
| GQG Partners Emrg Mkts Eq Ins · GQGIXMorgan Stanley self directed IRA | stocks | spouse | $0 – $29,999 | $0 – $29,999 |
| John Hancock Bond 1 · JHBIXMorgan Stanley self directed IRA | stocks | spouse | $0 – $29,999 | $0 – $29,999 |
| Neuberger Berman LG SH Inst · NLSIXMorgan Stanley self directed IRA | stocks | spouse | $0 – $29,999 | $0 – $29,999 |
| Putnam Ultra Sht Dur Inc · PSDYXMorgan Stanley self directed IRA | stocks | spouse | $0 – $29,999 | $0 – $29,999 |
| T Rowe Price Global Stock Fund · PRGSXMorgan Stanley self directed IRA | stocks | spouse | $0 – $29,999 | $0 – $29,999 |
| checkingBanner Bank | bank account | spouse | $0 – $29,999 | Not reported |
| checkingSolarity Credit Union | bank account | spouse | $0 – $29,999 | Not reported |
| Tax Deferred AnnuityJackson National Life Insurance | investment | spouse | $0 – $29,999 | Not reported |
| 529 (a) college fund (four individual accounts)Morgan Stanley | self investment | filer | $0 – $29,999 | $0 – $29,999 |
| Money Market AccountMorgan Stanley | self investment | filer | $60,000 – $99,999 | $0 – $29,999 |
| IRA cash accountMorgan Stanley | self investment | filer | $0 – $29,999 | $0 – $29,999 |