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Colleen Goertz
Washington financial-affairs disclosure
← Washington filingsFiled May 19, 2024 · Period May 6, 2023 – May 5, 2024
Reported accounts & holdings
| Account / asset | Category | Reported owner | Value range | Income range |
|---|---|---|---|---|
| CheckingWashington Federal | bank account | filer, spouse | $30,000 – $59,999 | $0 – $29,999 |
| LifeProtective | insurance | spouse | $60,000 – $99,999 | Not reported |
| 401K/profit sharingEdward Jones Retirement Plan | self investment | spouse | $1,000,000 or more | Not reported |
| Amazon · AMZNjoint brokerage | stocks | filer, spouse | $0 – $29,999 | Not reported |
| Ford · Fjoint brokerage | stocks | filer, spouse | $0 – $29,999 | $0 – $29,999 |
| Monolithic Power Systems · MPWRjoint brokerage | stocks | filer, spouse | $0 – $29,999 | $0 – $29,999 |
| Tax Free BondsEdward Jones | self investment | filer, spouse | $0 – $29,999 | Not reported |
| Mutual FundsEdward Jones | self investment | filer, spouse | $100,000 – $199,999 | $0 – $29,999 |
| IRAEdward Jones | self investment | spouse | $200,000 – $499,999 | Not reported |
| IRAEdward Jones | self investment | filer | $100,000 – $199,999 | Not reported |