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Dave Shepherd

SCHOOL DIRECTOR · SULTAN SD 311

← Washington filings

Filed May 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
StocksFidelity Investmentsinvestmentfiler$1,000,000 or moreNot reported
StocksFidelity Investmentsinvestmentspouse$200,000 – $499,999Not reported
Berkshire Hathaway Inc · BRKBBrokerage and retirementstocksfiler$60,000 – $99,999Not reported
Invesco QQQ TR Unit Ser 1 · QQQBrokerage and retirementstocksfiler$60,000 – $99,999$60,000 – $99,999
Scgwab YS Briad Market ETF · SCHBBrokerage and retirementstocksfiler$60,000 – $99,999$30,000 – $59,999
Vanguard S&P 500 ETF · VOOBrokerage and retirementstocksfiler$100,000 – $199,999$0 – $29,999
Vanguard S&P 500 Value ETF · VOOVBrokerage and retirementstocksfiler$100,000 – $199,999$0 – $29,999
Vanguard Total Index ETF · VTIBrokerage and retirementstocksfiler$100,000 – $199,999$0 – $29,999
Vanguard Value ETF · VTVBrokerage and retirementstocksfiler$30,000 – $59,999Not reported
Vanguard Growth ETF · VUGBrokerage and retirementstocksfiler$30,000 – $59,999Not reported
Nvidia Corp · NVDABrokerage and retirementstocksfiler$0 – $29,999Not reported
IShares Trust DJ Index ETF · IYWBrokerage and retirementstocksfiler$30,000 – $59,999Not reported
Vanguard Index Value ETF · VTVRetirement and Brokerage Accountsstocksfiler, spouse$100,000 – $199,999$0 – $29,999
S&P 500 ETF · SPLGRetirement and Brokerage Accountsstocksfiler, spouse$0 – $29,999Not reported
First Solar Inc · FSLRRetirement and Brokerage Accountsstocksfiler, spouse$0 – $29,999Not reported

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