TERESA E BERNTSEN

STATE AGENCY DIRECTOR · LICENSING, DEPT OF

Filed Apr 11, 2024 · Period Jan 1, 2023 – Feb 1, 2024

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 / asset	Category	Reported owner	Value range	Income range
Broker slected investments-age related to childrenFidelity Investments	investment	spouse	$60,000 – $99,999	$0 – $29,999
Age rated retirement accountWA State Deferred Compensation	investment	spouse	$500,000 – $749,999	$30,000 – $59,999
Age rated retirement accountWA State DRS PERS 3 Define Contributions	investment	spouse	$200,000 – $499,999	Not reported
Age rated retirement accountWA State Deferred Compensation	investment	filer	$200,000 – $499,999	$60,000 – $99,999
Prepaid gauranteed tuition account unitsWA State GET Program	investment	spouse	$0 – $29,999	Not reported
Broker selected age rated education accountWA 529 Dream Ahead	investment	filer	$30,000 – $59,999	Not reported
Checking/SavingsWA State Employees Credit Union	bank account	spouse	$30,000 – $59,999	$0 – $29,999
State Street Global Advisors S&P 500 Index Fund · SVSPXRoth IRAs at TD Ameritrade	stocks	spouse	$60,000 – $99,999	Not reported
Combo long term care/lifePacific Life - Long Tern Care/Life	insurance	filer	$60,000 – $99,999	Not reported

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