ROSEN JONATHAN S

CITY COUNCIL MEMBER · CITY OF NORTH BEND

Filed Apr 15, 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 / asset	Category	Reported owner	Value range	Income range
SavingsUS Bank	bank account	filer	$100,000 – $199,999	$0 – $29,999
checkingUS Bank	bank account	filer	$100,000 – $199,999	Not reported
savingsChase Bank	bank account	filer	$0 – $29,999	$0 – $29,999
Life InsuranceValley Forge Life Insurance	insurance	spouse	$1,000,000 or more	Not reported
IRATD Ameritrade	investment	filer	$100,000 – $199,999	$0 – $29,999
IRATD Ameritrade	investment	spouse	$30,000 – $59,999	$0 – $29,999
Starbucks · SBUXpersonal	stocks	filer	$60,000 – $99,999	$0 – $29,999
Johnson and Johnson · JNJpersonal	stocks	filer	$100,000 – $199,999	$0 – $29,999
Merck · MRKpersonal	stocks	filer	$30,000 – $59,999	$0 – $29,999
microsoft · MSFTpersonal	stocks	filer	$60,000 – $99,999	$0 – $29,999
Unilever · UNpersonal	stocks	filer	$100,000 – $199,999	$0 – $29,999
Schwab Index Fund · SWTSXpersonal	stocks	filer	$0 – $29,999	$0 – $29,999
Costco · COStpersonal	stocks	filer	$0 – $29,999	$0 – $29,999
Cisco · CSCOpersonal	stocks	filer	$0 – $29,999	$0 – $29,999
Alaska Airlines · ALK	stocks	filer	$0 – $29,999	$0 – $29,999

Open original PDC disclosure ↗