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Lisa Rezac

Washington financial-affairs disclosure

← Washington filings

Filed May 19, 2024 · Period May 7, 2023 – May 6, 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
CheckingChase bank accountfiler$0 – $29,999Not reported
SavingsChase bank accountfiler$0 – $29,999Not reported
CheckingSofibank accountspouse$0 – $29,999Not reported
CheckingCharles Schwabbank accountspouse$0 – $29,999$0 – $29,999
Brokerage Account-Stocks and ETF’sCharles Schwabinvestmentspouse$200,000 – $499,999Not reported
Roth IRACharles Schwabinvestmentspouse$100,000 – $199,999Not reported
401K- Mutual FundPrincipal Financialinvestmentspouse$60,000 – $99,999Not reported
S & P 500 ETF · VOOpersonalstocksspouse$0 – $29,999$0 – $29,999

Open original PDC disclosure ↗