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Erik C Nelson

SCHOOL DIRECTOR · LAKE CHELAN SD 129 *

← Washington filings

Filed Mar 29, 2024 · Period Jan 1, 2023 – Dec 31, 2023

Reported accounts & holdings

Amounts are reported ranges. Records may include a spouse or dependent and do not establish current ownership. Other financial schedules remain in the original filing.

Account / assetCategoryReported ownerValue rangeIncome range
stocks, mutual funds, etfsEdward Jonesinvestmentfiler, spouse$0 – $29,999$0 – $29,999
Roth IRAEdward Jonesinvestmentfiler, spouse$0 – $29,999$0 – $29,999
Spouse Roth IRAEdward Jonesinvestmentfiler, spouse$0 – $29,999$0 – $29,999
529 plans for kidsEdward Jonesinvestmentfiler, spouse$30,000 – $59,999$0 – $29,999
403binvesco 403binvestmentspouse$30,000 – $59,999Not reported
401kEmpowerinvestmentfiler$500,000 – $749,999Not reported
Amazon · AMZNRoth IRAstocksfiler, spouse$0 – $29,999Not reported
Becton Dickinson · BDXRoth IRAstocksfiler, spouse$0 – $29,999$0 – $29,999
Cara Therapeutics Inc · CARARoth IRAstocksfiler, spouse$0 – $29,999$0 – $29,999
Chevron · CVXRoth IRAstocksfiler, spouse$0 – $29,999$0 – $29,999
Coinbase · CoinRoth IRAstocksfiler, spouse$0 – $29,999Not reported
Lyft Inc · LyftRoth IRAstocksfiler, spouse$0 – $29,999Not reported
netflix · NflxRoth IRAstocksfiler, spouse$0 – $29,999Not reported
Nio Inc · nioRoth IRAstocksfiler, spouse$0 – $29,999Not reported
Paypal Holdings Inc · pyplRoth IRAstocksfiler, spouse$0 – $29,999Not reported
Pfizer Inc · pfeRoth IRAstocksfiler, spouse$0 – $29,999$0 – $29,999
Realty Income · oRoth IRAstocksfiler, spouse$0 – $29,999$0 – $29,999
Rivian · rivnRoth IRAstocksfiler, spouse$0 – $29,999Not reported
Roblox Corp · rblxRoth IRAstocksfiler, spouse$0 – $29,999Not reported
Roku Inc · rokuRoth IRAstocksfiler, spouse$0 – $29,999Not reported
Southwest Airlines · luvRoth IRAstocksfiler, spouse$0 – $29,999$0 – $29,999
Taiwan Semiconductor Man Co Ltd ADR · tsmRoth IRAstocksfiler, spouse$0 – $29,999$0 – $29,999
Tesla · tslaRoth IRAstocksfiler, spouse$0 – $29,999Not reported
Disney · disRoth IRAstocksfiler, spouse$0 – $29,999$0 – $29,999
Boeing · BARoth IRAstocksfiler, spouse$0 – $29,999$0 – $29,999
Estee Lauder · ELRoth IRAstocksfiler, spouse$0 – $29,999$0 – $29,999
Salesforce · crnRoth IRAstocksfiler, spouse$0 – $29,999$0 – $29,999
Truist Finl Corp · tfcRoth IRAstocksfiler, spouse$0 – $29,999$0 – $29,999
Spdr s&p etf tr · spyRoth IRAstocksfiler, spouse$0 – $29,999$0 – $29,999
Meta Platforms · metaRoth IRAstocksfiler, spouse$0 – $29,999$0 – $29,999
Nvidia copr · nvdaRoth IRAstocksfiler, spouse$0 – $29,999$0 – $29,999
zimmer biomet holdings · zbhRoth IRAstocksfiler, spouse$0 – $29,999$0 – $29,999
Zimvie Inc · zimvRoth IRAstocksfiler, spouse$0 – $29,999$0 – $29,999
limited partnershipEdward Jones Limited Partnershipself investmentfiler$60,000 – $99,999$0 – $29,999
Edward Jones General PartnershipEdward Jones Limited Partnershipself investmentfiler$200,000 – $499,999$0 – $29,999
Kenvue · kvuestocksspouse, filer$0 – $29,999$0 – $29,999
Wells Fargo · WFCstocksspouse, filer$0 – $29,999$0 – $29,999
Partnership interestEdward Jones General Partnershipself investmentfiler$200,000 – $499,999$0 – $29,999

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