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David Barta

FIRE COMMISSIONER · KLICKITAT FIRE PROT DIST 07

← Washington filings

Filed Apr 14, 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
SavingsGesa Credit unionbank accountfiler$100,000 – $199,999$0 – $29,999
CheckingGesa Credit unionbank accountfiler$0 – $29,999$0 – $29,999
CheckingFirst Securitybank accountfiler$0 – $29,999Not reported
Bond ETFCharles Schwab & Co., Inc.investmentfiler$60,000 – $99,999$0 – $29,999
Money MarketCharles Schwab & Co., Inc.investmentfiler$30,000 – $59,999Not reported
bond fundThrivent Fundsinvestmentfiler$100,000 – $199,999$0 – $29,999
IRAThrivent Fundsinvestmentfiler$0 – $29,999$0 – $29,999
retirement fundWashington DRSinvestmentfiler$500,000 – $749,999Not reported
Boeing · BApersonal for retirementstocksfiler$0 – $29,999$0 – $29,999
Nuscale Power · SMRpersonal for retirementstocksfiler$0 – $29,999$0 – $29,999
Chevron · (No ticker)personal for retirementstocksfiler$0 – $29,999$0 – $29,999
Exxon · (No ticker)personal for retirementstocksfiler$0 – $29,999$0 – $29,999
United Airlines · UALpersonal for retirementstocksfiler$0 – $29,999$0 – $29,999

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