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Kari Isaacson
Washington financial-affairs disclosure
← Washington filingsFiled May 24, 2024 · Period May 10, 2023 – May 9, 2024
Reported accounts & holdings
| Account / asset | Category | Reported owner | Value range | Income range |
|---|---|---|---|---|
| checkingCommunity Bank | bank account | filer, spouse | $30,000 – $59,999 | $0 – $29,999 |
| savingsCommunity Bank | bank account | filer, spouse | $30,000 – $59,999 | $0 – $29,999 |
| stocksRichards Merrill Wealth | investment | spouse | $500,000 – $749,999 | $0 – $29,999 |
| Fixed IncomeRichards Merrill Wealth | investment | spouse | $60,000 – $99,999 | Not reported |
| Eli Lilly & Co. · LLYpersonal | stocks | spouse | $200,000 – $499,999 | Not reported |
| Johnson & Johnson · JNJpersonal | stocks | spouse | $60,000 – $99,999 | Not reported |
| Boeing · BApersonal | stocks | spouse | $30,000 – $59,999 | Not reported |
| NextEra Energy Inc. · NEEpersonal | stocks | spouse | $30,000 – $59,999 | Not reported |
| Pepsico Incorporated · PEPpersonal | stocks | spouse | $30,000 – $59,999 | Not reported |
| Avista Corp. · AVApersonal | stocks | spouse | $0 – $29,999 | Not reported |
| Nike Inc. Class B · NKEpersonal | stocks | spouse | $0 – $29,999 | Not reported |
| savingsUS Bank | bank account | filer, spouse | $0 – $29,999 | Not reported |
| CDUS Bank | bank account | filer, spouse | $30,000 – $59,999 | Not reported |
| checkingBaker Boyer Bank | bank account | spouse, filer | $0 – $29,999 | Not reported |
| SavingsBaker Boyer Bank | bank account | spouse, filer | $0 – $29,999 | Not reported |
| UnitedHealth Group stock optionsStock Options - Fidelity Investments | self investment | filer | $30,000 – $59,999 | Not reported |
| 403bTIAA-CREF Retirement Account | bank account | filer | $1,000,000 or more | Not reported |
| 403b RetirementVanguard | bank account | filer | $200,000 – $499,999 | Not reported |
| 403b retirementTIAA CREF | bank account | spouse | $1,000,000 or more | $100,000 – $199,999 |
| IRARichards Merill Wealth | bank account | spouse | $100,000 – $199,999 | Not reported |
| IRAThrivent | bank account | spouse | $100,000 – $199,999 | Not reported |
| I BondUS Treasury Retail Securities Services | bank account | filer | $0 – $29,999 | Not reported |
| I BondUS Treasury Retail Securities Services | bank account | spouse | $0 – $29,999 | Not reported |
| Washington St RFDG MTR Vehicle Fuel Tx Ser R et al 5 bonds · Bonds | stocks | spouse | $60,000 – $99,999 | Not reported |
| Portfolio Club 1/19th interestBaker Boyer Bank | bank account | filer | $200,000 – $499,999 | $0 – $29,999 |