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Janice E. Ellis
SUPERIOR COURT JUDGE · SNOHOMISH CO SUPERIOR COURT
← Washington filingsFiled Apr 6, 2024 · Period Jan 1, 2023 – Jun 30, 2023
Reported accounts & holdings
| Account / asset | Category | Reported owner | Value range | Income range |
|---|---|---|---|---|
| CheckingU. S Bank | bank account | filer | $0 – $29,999 | Not reported |
| Savings (primary)U. S Bank | bank account | filer | $0 – $29,999 | $0 – $29,999 |
| Savings (secondary)U. S Bank | bank account | filer | $0 – $29,999 | $0 – $29,999 |
| Deferred Compensation Retirement AccountNationwide Retirement Solutions | investment | filer | $200,000 – $499,999 | Not reported |
| 401(k)Principal Financial Services | investment | filer | $100,000 – $199,999 | Not reported |
| PERS pensionState of Washington Department of Retirement Systems | investment | filer | $200,000 – $499,999 | Not reported |
| Not held in 2021 or 2022 [but can't delete information]: U. S. Treasury BillUBS | investment | filer | $0 – $29,999 | Not reported |
| American Funds Capital World Growth & Income (Mutual Fund Acct. FG 09884)UBS | investment | filer | $200,000 – $499,999 | $0 – $29,999 |
| American Funds Capital Income Builder Fund (Mutual Fund Acct. FG 09884)UBS | investment | filer | $100,000 – $199,999 | $0 – $29,999 |
| Kayne Anderson (Broker Directed Account FG 09885)UBS | investment | filer | $500,000 – $749,999 | $0 – $29,999 |
| Davis (Broker Directed Account FG 09886)UBS | investment | filer | $500,000 – $749,999 | $0 – $29,999 |
| Invesco (Capital) International (Broker Directed Account FG 09887)UBS | investment | filer | $200,000 – $499,999 | $0 – $29,999 |
| Invesco REIT (Broker Directed Account FG 09888)UBS | investment | filer | $200,000 – $499,999 | $0 – $29,999 |
| Black Rock (Broker Directed Account FG 18828)UBS | investment | filer | $500,000 – $749,999 | $0 – $29,999 |
| American Funds Income Fund of America (Broker Directed Account FG 09884)UBS | investment | filer | $200,000 – $499,999 | $0 – $29,999 |
| American Funds New World Fund (Mutual Fund Broker Directed Acct. FG 09984)UBS | investment | filer | $200,000 – $499,999 | $0 – $29,999 |
| Miller Howard (Mutual Fund Broker Directed Acct. FG 18829)UBS | investment | filer | $500,000 – $749,999 | $0 – $29,999 |
| Capital Global Group Growth SMA (Mutual Fund Broker Directed Acct. FG 33268)UBS | investment | filer | $200,000 – $499,999 | $0 – $29,999 |
| Altria Group · MOpersonal | stocks | filer | $100,000 – $199,999 | $0 – $29,999 |
| Kraft Heinz · KHCpersonal | stocks | filer | $60,000 – $99,999 | $0 – $29,999 |
| Mondelez International · MDLZpersonal | stocks | filer | $200,000 – $499,999 | $0 – $29,999 |
| Philip Morris International · PMpersonal | stocks | filer | $500,000 – $749,999 | $0 – $29,999 |
| Walt Disney Co · DISpersonal | stocks | filer | $30,000 – $59,999 | $0 – $29,999 |
| BlackRock (Mutual Fund Broker Directed Acct. FG 15565)UBS (for Ellis Children's - Grandchildren's Trust) | investment | filer | $200,000 – $499,999 | $0 – $29,999 |
| Altria Group · MOFor the Ellis Children's - Grandchildren's Trust | stocks | filer | $100,000 – $199,999 | $0 – $29,999 |
| Kraft Heinz · KHCFor the Ellis Children's - Grandchildren's Trust | stocks | filer | $0 – $29,999 | $0 – $29,999 |
| Mondelez International · MDLZFor the Ellis Children's - Grandchildren's Trust | stocks | filer | $100,000 – $199,999 | $0 – $29,999 |
| Philip Morris International · PMFor the Ellis Children's - Grandchildren's Trust | stocks | filer | $100,000 – $199,999 | $0 – $29,999 |
| Walt Disney Co · DISFor the Ellis Children's - Grandchildren's Trust | stocks | filer | $100,000 – $199,999 | $0 – $29,999 |