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Lisa Won
PROFESSIONAL STAFF · Office of the State Actuary
← Washington filingsFiled Apr 5, 2024 · Period Jan 1, 2023 – Dec 31, 2023
Reported accounts & holdings
| Account / asset | Category | Reported owner | Value range | Income range |
|---|---|---|---|---|
| checkingWSECU | bank account | filer | $200,000 – $499,999 | Not reported |
| checking1st Security Bank | bank account | filer | $30,000 – $59,999 | Not reported |
| RetirementManulife Financial | investment | filer | $0 – $29,999 | Not reported |
| Retirement savingsTD Investment Services Inc | investment | filer, spouse | $30,000 – $59,999 | Not reported |
| Retirement savingsPrimerica | investment | filer, spouse | $60,000 – $99,999 | Not reported |
| StocksCharles Schwab | investment | spouse | $1,000,000 or more | Not reported |
| Deferred compensation/retirement savingsDepartment of Retirement Savings | investment | filer | $200,000 – $499,999 | Not reported |
| Retirement PlanDepartment of Retirement Savings | investment | filer | $200,000 – $499,999 | Not reported |
| savings, checkingTD Canada Trust | bank account | filer, spouse | $30,000 – $59,999 | Not reported |