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Amy E. Falcone

CITY COUNCIL MEMBER · CITY OF KIRKLAND

← Washington filings

Filed Apr 14, 2024 · Period Jan 1, 2023 – Jan 10, 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 / assetCategoryReported ownerValue rangeIncome range
CheckingWells Fargo Bankbank accountfiler, spouse$60,000 – $99,999$0 – $29,999
SavingsWells Fargo Bankbank accountfiler, spouse$0 – $29,999$0 – $29,999
Rollover IRAVanguardinvestmentfiler$100,000 – $199,999$0 – $29,999
Traditional IRAVanguardinvestmentfiler$0 – $29,999$0 – $29,999
Roth IRAVanguardinvestmentfiler$0 – $29,999$0 – $29,999
Brokerage AccountVanguardinvestmentfiler$0 – $29,999$0 – $29,999
401(k)Fidelity Investmentsinvestmentspouse$750,000 – $999,999$0 – $29,999
Roth IRAFidelity Investmentsinvestmentspouse$0 – $29,999$0 – $29,999
Individual TODFidelity Investmentsinvestmentspouse$200,000 – $499,999$0 – $29,999
Health Savings AccountFidelity Investmentsinvestmentspouse$30,000 – $59,999Not reported
LifeEquiTrust Life Insurance Companyinsurancespouse$0 – $29,999$0 – $29,999

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