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Beth Doglio

Washington financial-affairs disclosure

← Washington filings

Filed Apr 7, 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
Mutual fundsMorgan Stanleyinvestmentfiler$0 – $29,999Not reported
IRA - mutual funds, stocksMorgan Stanleyinvestmentfiler$100,000 – $199,999Not reported
Roth IRA - stocks, bondsMorgan Stanleyinvestmentfiler$30,000 – $59,999Not reported
403B - Mutual fundsMorgan Stanleyinvestmentfiler$200,000 – $499,999Not reported
SEP, mutual funds, stocksMorgan Stanleyinvestmentfiler$60,000 – $99,999Not reported
Stocks, cashMorgan Stanleyinvestmentspouse$200,000 – $499,999Not reported
IRA - stocksMorgan Stanleyinvestmentspouse$60,000 – $99,999Not reported
IRA - stocksMorgan Stanleyinvestmentspouse$200,000 – $499,999Not reported
Roth IRA - StocksMorgan Stanleyinvestmentspouse$30,000 – $59,999Not reported
401-k stocks, mutual fundsThe Standardinvestmentspouse$500,000 – $749,999Not reported
UMPTA Ian and Aspen Mutual FundsMorgan Stanleyinvestmentfiler, spouse$0 – $29,999Not reported
Aspen - 529Morgan Stanleyinvestmentfiler, spouse$100,000 – $199,999Not reported
PERS 2State of Washingtoninvestmentfiler$0 – $29,999Not reported
Deferred CompState of Washingtoninvestmentfiler$100,000 – $199,999Not reported
CheckingTwin Star Credit Unionbank accountspouse$0 – $29,999$0 – $29,999
CheckingTwin Star Credit Unionbank accountfiler$60,000 – $99,999Not reported
AnnuityTIAA CREFinvestmentfiler$30,000 – $59,999Not reported

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