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Charles Merwine
SCHOOL DIRECTOR · COUPEVILLE SD 204
← Washington filingsFiled Jan 18, 2025 · Period Jan 1, 2024 – Dec 31, 2024
Reported accounts & holdings
| Account / asset | Category | Reported owner | Value range | Income range |
|---|---|---|---|---|
| SavingsAlly Bank | bank account | filer, spouse | $500,000 – $749,999 | $0 – $29,999 |
| SavingsCapital One | bank account | filer, spouse | $0 – $29,999 | $0 – $29,999 |
| IRAAlly Bank | bank account | filer | $0 – $29,999 | $0 – $29,999 |
| checkingHeritage Bank | bank account | filer, spouse | $0 – $29,999 | $0 – $29,999 |
| savingsHeritage Bank | bank account | filer, spouse | $0 – $29,999 | $0 – $29,999 |
| Stocks, Bonds, SecuritiesBarrett Financial | investment | filer | $200,000 – $499,999 | Not reported |
| Stocks, Bonds, SecuritiesBarrett Financial | investment | spouse | $500,000 – $749,999 | Not reported |
| Dimensional US Small Cap EFT · DFASPersonal | stocks | filer, spouse | $0 – $29,999 | $0 – $29,999 |
| Vanguard Utilities ETF · VPUPersonal | stocks | filer, spouse | $0 – $29,999 | $30,000 – $59,999 |
| Vanguard Mid-Cap Growth ETF · VOTPersonal | stocks | filer, spouse | $0 – $29,999 | $0 – $29,999 |
| Vanguard Russell 3000 ETF · VTHRPersonal | stocks | filer, spouse | $30,000 – $59,999 | $0 – $29,999 |
| Fidelity Select Medical Equipment and Systems · FSMEXPersonal | stocks | filer, spouse | $0 – $29,999 | $0 – $29,999 |
| Fidelity Dynamic Municipal Bond · FLMI | stocks | filer, spouse | $0 – $29,999 | $0 – $29,999 |
| First Trust Senior Loan · FTSL | stocks | filer, spouse | $0 – $29,999 | $0 – $29,999 |