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Beverley Wolff

CHARTER SCHOOL DIRECTOR · Pullman Community Montessori

← Washington filings

Filed Apr 4, 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
SavingsBanner Bankbank accountfiler$0 – $29,999Not reported
checkingBanner Bankbank accountfiler$0 – $29,999Not reported
Joint Advisory Solutions Fund ModelEdward Jones bank accountfiler$500,000 – $749,999$0 – $29,999
Roth IRA spouseEdward Jones bank accountfiler$60,000 – $99,999$0 – $29,999
Roth IRA filerEdward Jones bank accountfiler$60,000 – $99,999$0 – $29,999
Joint Advisory Solutions Fund ModelEdward Jones bank accountfiler$60,000 – $99,999$0 – $29,999
Joint Advisory Solutions Fund ModelEdward Jones bank accountfiler$200,000 – $499,999$0 – $29,999
CheckingWA FD Bankbank accountspouse$0 – $29,999Not reported
Retirement AccountTIAA-Crefinvestmentfiler$100,000 – $199,999Not reported
Retirement AccountTIAA-Crefinvestmentspouse$1,000,000 or moreNot reported

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