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Sara Cate

REGENT/TRUSTEE · YAKIMA VALLEY COLLEGE

← Washington filings

Filed Apr 1, 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
checkingWashington State Employees Credit Unionbank accountfiler, spouse$0 – $29,999$0 – $29,999
SavingsWashington State Employees Credit Unionbank accountfiler, spouse$30,000 – $59,999$0 – $29,999
Certificate of depositWashington State Employees Credit Unionbank accountfiler, spouse$0 – $29,999$0 – $29,999
Life InsuranceAmeripriseinsurancefiler, spouse$1,000,000 or moreNot reported
SPS Advantage stocksAmeripriseself investmentfiler, spouse$200,000 – $499,999Not reported
Brokerage stocksAmeripriseself investmentfiler, spouse$200,000 – $499,999Not reported
RothAmeripriseself investmentfiler, spouse$0 – $29,999Not reported
SPS advantage annuity stocksAmeripriseself investmentfiler, spouse$200,000 – $499,999Not reported
stocksNorthwest Plan Servicesinvestmentfiler, spouse$1,000,000 or moreNot reported

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