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Katie Ya-yee Chang
CHARTER SCHOOL DIRECTOR · Catalyst Public Schools
← Washington filingsFiled May 24, 2024 · Period Oct 6, 2022 – Oct 5, 2023
Reported accounts & holdings
| Account / asset | Category | Reported owner | Value range | Income range |
|---|---|---|---|---|
| Rollover IRA:Charles Schwab | investment | filer | $200,000 – $499,999 | Not reported |
| Savings/CheckingWells Fargo | bank account | filer | $0 – $29,999 | Not reported |
| DFA Emerging Markets · DFCEXRollover IRA | stocks | filer | $0 – $29,999 | Not reported |
| DFA Global Real Estate · DFGEXRollover IRA | stocks | filer | $0 – $29,999 | Not reported |
| DFA International Small · DISVXRollover IRA | stocks | filer | $30,000 – $59,999 | Not reported |
| DFA International Value · DFIVXRollover IRA | stocks | filer | $100,000 – $199,999 | Not reported |
| DFA US Large Cap Value · DFLVXRollover IRA | stocks | filer | $200,000 – $499,999 | Not reported |
| Vanguard Short Inflation · VTIPRollover IRA | stocks | filer | $0 – $29,999 | $0 – $29,999 |
| DFA Emerging Markets Core · DFCEXRoth IRA | stocks | filer | $0 – $29,999 | Not reported |
| Schwab Cap · SFREXRoth IRA | stocks | filer | $0 – $29,999 | Not reported |
| Roth IRAJP Morgan Chase | investment | filer | $0 – $29,999 | Not reported |