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JOHN P LEY
Washington financial-affairs disclosure
← Washington filingsFiled May 23, 2024 · Period May 10, 2023 – May 9, 2024
Reported accounts & holdings
| Account / asset | Category | Reported owner | Value range | Income range |
|---|---|---|---|---|
| CheckingDelta Community Credit Union | bank account | filer | $0 – $29,999 | $0 – $29,999 |
| SavingsDelta Community Credit Union | bank account | filer | $30,000 – $59,999 | $0 – $29,999 |
| Savings #2Delta Community Credit Union | bank account | filer | $0 – $29,999 | $0 – $29,999 |
| checkingChase | bank account | filer | $0 – $29,999 | $0 – $29,999 |
| checkingRiverview Community Bank | bank account | filer | $100,000 – $199,999 | $0 – $29,999 |
| 401kFidelity Investments | investment | filer | $1,000,000 or more | Not reported |
| IRAFidelity Investments | investment | filer | $100,000 – $199,999 | Not reported |
| Mutual fund · VOOVanguard Investments | stocks | filer | $750,000 – $999,999 | $0 – $29,999 |
| Spyder indext · SPYVanguard Investments | stocks | filer | $200,000 – $499,999 | $0 – $29,999 |
| mutual fund · VMSXXVanguard Investments | stocks | filer | $0 – $29,999 | $0 – $29,999 |
| mutual fund · VTSAXVanguard Investments | stocks | filer | $30,000 – $59,999 | $0 – $29,999 |
| mutual fund · VWOVanguard Investments | stocks | filer | $0 – $29,999 | $0 – $29,999 |
| mutual fund · VFIAXIRA retirement | stocks | filer | $100,000 – $199,999 | Not reported |
| mutual fund · VTSAXIRA retirement | stocks | filer | $60,000 – $99,999 | Not reported |
| mutual fund · VMFXXIRA retirement | stocks | filer | $0 – $29,999 | Not reported |
| mutual fund · spyIRA retirement | stocks | filer | $30,000 – $59,999 | $0 – $29,999 |
| LLC corporationNW Safe Retirements, LLC | self investment | filer | $200,000 – $499,999 | $30,000 – $59,999 |
| IRA owned LLCSafe Haven Assets, LLC | other | filer | $1,000,000 or more | Not reported |
| Mutual FundDodge and Cox | investment | filer | $60,000 – $99,999 | $0 – $29,999 |
| stocks, bonds, securitiesEdward Jones | investment | filer | $100,000 – $199,999 | $0 – $29,999 |
| LLCOriskany Financial, LLC | self investment | filer | $200,000 – $499,999 | $100,000 – $199,999 |