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Ted R. Willhite
Washington financial-affairs disclosure
← Washington filingsFiled Apr 10, 2024 · Period Jan 1, 2023 – Dec 31, 2023
Reported accounts & holdings
| Account / asset | Category | Reported owner | Value range | Income range |
|---|---|---|---|---|
| Checking, savings, certificates of depositKeybank National Association | bank account | filer, spouse | $500,000 – $749,999 | $0 – $29,999 |
| Checking and SavingsNorth Cascades National Bank | bank account | filer, spouse | $0 – $29,999 | $0 – $29,999 |
| Willis Family TrustWells Fargo Bank, N.A. | bank account | spouse | $100,000 – $199,999 | $0 – $29,999 |
| IRATIAA-CREFF | investment | spouse | $200,000 – $499,999 | $0 – $29,999 |
| Fidelity Gov Funds · SPAXXRetirement IRA | stocks | filer | $30,000 – $59,999 | $0 – $29,999 |
| T-bill · 9122796WV7Retirement IRA | stocks | filer | $0 – $29,999 | $0 – $29,999 |
| T-bill · 912796XC8Retirement IRA | stocks | filer | $0 – $29,999 | $0 – $29,999 |
| Cash · CORERetirement IRA | stocks | filer | $30,000 – $59,999 | Not reported |
| T-bill · 912828K74Retirement IRA | stocks | filer | $500,000 – $749,999 | $0 – $29,999 |
| Adobe · ADBERetirement IRA | stocks | filer | $200,000 – $499,999 | $0 – $29,999 |
| Fidelity Small Cap Index · FSSNXRetirement IRA | stocks | filer | $30,000 – $59,999 | $0 – $29,999 |
| Tesla · TSLARetirement IRA | stocks | filer | $100,000 – $199,999 | $0 – $29,999 |
| Vanguard 500 Index Admiral · VFIAXRetirement IRA | stocks | filer | $200,000 – $499,999 | $0 – $29,999 |
| Apple · AAPLRetirement IRA | stocks | filer | $60,000 – $99,999 | $0 – $29,999 |
| Amazon · AMZNRetirement IRA | stocks | filer | $30,000 – $59,999 | $0 – $29,999 |
| Fidelity Contrafund · FCTNXRetirement IRA | stocks | filer | $30,000 – $59,999 | $0 – $29,999 |
| Joint Investment Account w/SpouseFidelity Brokerage Services | bank account | filer | $0 – $29,999 | $0 – $29,999 |
| PERSState of Washington Retirement | investment | spouse | $0 – $29,999 | $0 – $29,999 |
| PERSState of Washington Retirement | investment | filer | $0 – $29,999 | $0 – $29,999 |
| PERSState of Washington Retirement | investment | filer | $0 – $29,999 | Not reported |
| IRAWells Fargo Advisors | investment | filer | $1,000,000 or more | $0 – $29,999 |
| IRAFidelity Investment | investment | filer | $1,000,000 or more | $0 – $29,999 |
| PERSCity of Seattle | investment | spouse | $0 – $29,999 | $0 – $29,999 |
| CDUmpqua | investment | filer, spouse | $60,000 – $99,999 | $0 – $29,999 |
| CDGlacier Bank | investment | filer | $0 – $29,999 | $0 – $29,999 |
| CD'sKeybank National Association | investment | filer, spouse | $200,000 – $499,999 | $0 – $29,999 |
| Savings, checking,Keybank | bank account | filer | $200,000 – $499,999 | $0 – $29,999 |
| TIAA-CREFF · TIAA-CREFFRetirement | stocks | spouse | $200,000 – $499,999 | $0 – $29,999 |