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Janet M. Helson

SUPERIOR COURT JUDGE · KING CO SUPERIOR COURT

← Washington filings

Filed Apr 13, 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
CheckingBECUbank accountspouse, filer$0 – $29,999$0 – $29,999
SavingsBECUbank accountspouse, filer$30,000 – $59,999$0 – $29,999
LifeJohn Hancock Life Insurance Co.insurancefiler$60,000 – $99,999Not reported
Amazon.com, Inc. · AMZNEducational trust for college expensesstocksdependent$0 – $29,999$0 – $29,999
American Tower Corp · AMTEducational trust for college expensesstocksdependent$0 – $29,999$0 – $29,999
Apple Inc · AAPLEducational trust for college expensesstocksdependent$0 – $29,999$0 – $29,999
Fiserv Inc. · FISVEducational trust for college expensesstocksdependent$0 – $29,999$0 – $29,999
Idexx Laboratories · IDXXEducational trust for college expensesstocksdependent$0 – $29,999$0 – $29,999
Microsoft Corp · MSFTEducational trust for college expensesstocksdependent$0 – $29,999$0 – $29,999
Paypal Hldgs Inc. · PYPLEducational trust for college expensesstocksdependent$0 – $29,999$0 – $29,999
Servicenow Inc. · NOWEducational trust for college expensesstocksdependent$0 – $29,999$0 – $29,999
Veeva Systems Inc. · VEEVEducational trust for college expensesstocksdependent$0 – $29,999$0 – $29,999
VISA Inc. · VEducational trust for college expensesstocksdependent$0 – $29,999$0 – $29,999
Fidelity Government Cash Reserves · FDRXXEducational trust for college expensesstocksdependent$0 – $29,999$0 – $29,999
IRA/Roth IRA invested in stocks, bonds, fundsAssetmark Trust Company IRA and Roth IRAself investmentspouse$100,000 – $199,999$0 – $29,999
StocksWilliam Blair & Co. LLC (educational trust)self investmentdependent$100,000 – $199,999$0 – $29,999
Calvert Emerging Markets Equity I · CVMIXRetirementstocksspouse$0 – $29,999$0 – $29,999
Eventide Gilead I · ETILXRetirementstocksspouse$0 – $29,999$0 – $29,999
Pimco Total Return ESG Instl · PTSAXRetirementstocksspouse$0 – $29,999$0 – $29,999
Parnassus Mid Cap Instnl · PFPMXRetirementstocksspouse$0 – $29,999$0 – $29,999
Parnassus Core Equity Instl · PRILXRetirementstocksspouse$0 – $29,999$0 – $29,999
Pax World High Yield Bond Fund · PXHIXRetirementstocksspouse$0 – $29,999$0 – $29,999
Pax Global Environ Mts Instnl · PGINXRetirementstocksspouse$0 – $29,999$0 – $29,999
Pax Elevate Global Women's Leadership · PXWIXRetirementstocksspouse$0 – $29,999$0 – $29,999
Brown Advisory Sustainable Growth I · BAFWXRetirementstocksspouse$0 – $29,999$0 – $29,999
Calvert Intl Responsible Index I · CDHIXRetirementstocksspouse$0 – $29,999$0 – $29,999
Calvert US Large Cap Value Responsible Index I · CFJIXRetirementstocksspouse$0 – $29,999$0 – $29,999
Boston TR Walden Equity · WSEFXRetirementstocksspouse$0 – $29,999$0 – $29,999
DFA Global Sustainability · DGSFXRetirementstocksspouse$0 – $29,999$0 – $29,999
TIAA CREF SOCIAL CHOICE · TSBIXRetirementstocksspouse$0 – $29,999$0 – $29,999
Trillium ESG Global Equity · PORIXRetirementstocksspouse$0 – $29,999$0 – $29,999
Eventide Core Bond CL 1 · ETIRXRetirementstocksspouse$0 – $29,999$0 – $29,999
401(k) mutual fundsPrincipal Financial Groupinvestmentfiler$1,000,000 or moreNot reported
CheckingAmerica First Credit Unionbank accountspouse$0 – $29,999Not reported
SavingsAmerica First Credit Unionbank accountspouse$0 – $29,999$0 – $29,999
CheckingBECUbank accountdependent, filer$0 – $29,999Not reported
SavingsBECUbank accountdependent, filer$0 – $29,999$0 – $29,999

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