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Simon Butterfield

SCHOOL DIRECTOR · REARDAN-EDWALL SD 9-412 *

← Washington filings

Filed May 22, 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
checkingNumerica credit unionbank accountfiler, spouse$200,000 – $499,999$0 – $29,999
life insurance life insurance through employerinsurancespouse$60,000 – $99,999$60,000 – $99,999
retirementmulticare life insuranceinsurancespouse$60,000 – $99,999$60,000 – $99,999
ira rolloverCapital Group American Fundsinvestmentspouse$0 – $29,999Not reported
ira rolloverOrion portfolio solutionsinvestmentfiler$200,000 – $499,999Not reported
ira rolloverAmeritrade Institutional investmentfiler$60,000 – $99,999Not reported
401kKadlec Regional Medical Centerinvestmentspouse$0 – $29,999Not reported
checkingbank accountfiler$200,000 – $499,999Not reported
checkingStcubank accountspouse$0 – $29,999Not reported

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