Allyson Brooks

REGENT/TRUSTEE · EVERGREEN STATE COLLEGE

Filed Jan 23, 2025 · Period Jan 1, 2024 – Dec 31, 2024

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 / asset	Category	Reported owner	Value range	Income range
SavingsBank of America	bank account	filer	$100,000 – $199,999	$0 – $29,999
SavingsBank of America	bank account	filer	$0 – $29,999	$0 – $29,999
SavingBank of America	bank account	filer	$0 – $29,999	$0 – $29,999
CheckingBank of America	bank account	filer	$0 – $29,999	$0 – $29,999
CheckingBank of America	bank account	filer	$0 – $29,999	$0 – $29,999
CheckingBank of America	bank account	filer	$0 – $29,999	$0 – $29,999
Basic LifeEmployee Basic Life	insurance	filer	$30,000 – $59,999	Not reported
Stocks, Mutual FundsFidelity Investments	investment	filer	$100,000 – $199,999	$0 – $29,999
IRAFidelity Investments	investment	filer	$60,000 – $99,999	Not reported
Stocks, Mutual fundsCharles Schwab	investment	filer	$200,000 – $499,999	$0 – $29,999
Blackrock High Yield Bond · BHYAXPersonal and Retirement	stocks	filer	$0 – $29,999	Not reported
BT Mellon High Yield A · DPLTXPersonal and Retirement	stocks	filer	$0 – $29,999	Not reported
Fidelity Strategic Dividend and Income · FSDIXPersonal and Retirement	stocks	filer	$500,000 – $749,999	$0 – $29,999
Fidelity Select construction · FSHOXPersonal and Retirement	stocks	filer	$30,000 – $59,999	$0 – $29,999
Fidelity Total Market Index Fund · FSKAXPersonal and Retirement	stocks	filer	$750,000 – $999,999	$0 – $29,999
Fidelity MMKT Premium Class · FZDXXPersonal and Retirement	stocks	filer	$200,000 – $499,999	$0 – $29,999
Netflix · NFLXPersonal and Retirement	stocks	filer	$0 – $29,999	$0 – $29,999
SPDR S&P500 ETF Trust · SPYPersonal and Retirement	stocks	filer	$0 – $29,999	$0 – $29,999
Fidelity 500 Index Fund · FXAIXPersonal and Retirement	stocks	filer	$60,000 – $99,999	$0 – $29,999
American Funds · MIAZXPersonal and Retirement	stocks	filer	$30,000 – $59,999	$0 – $29,999
Vanguard Emerging · VEMAXPersonal and Retirement	stocks	filer	$0 – $29,999	$0 – $29,999
Vanguard Global · VGYAXPersonal and Retirement	stocks	filer	$0 – $29,999	$0 – $29,999
Vanguard Growth · VIGAXPersonal and Retirement	stocks	filer	$30,000 – $59,999	$0 – $29,999
Vanguard Cap · VIMAXPersonal and Retirement	stocks	filer	$0 – $29,999	$0 – $29,999
Vanguard Total · VTIAXPersonal and Retirement	stocks	filer	$0 – $29,999	$0 – $29,999
Vanguard Value · VVVIAXPersonal and Retirement	stocks	filer	$30,000 – $59,999	$0 – $29,999
Schwab Value Money fund · SWVXXPersonal and Retirement	stocks	filer	$0 – $29,999	$0 – $29,999
Van Guard Small Cap Index · VBPersonal and Retirement	stocks	filer	$0 – $29,999	$0 – $29,999
Vanguard Small Cap · VB	stocks	filer	$0 – $29,999	$0 – $29,999
PIMCO Income · PIMIX	stocks	filer	$0 – $29,999	$0 – $29,999
Vanguard Emerging Markets · VEMAX	stocks	filer	$0 – $29,999	$0 – $29,999
Vanguard Global · VGYAX	stocks	filer	$0 – $29,999	$0 – $29,999
Vanguard Growth · VIGAX	stocks	filer	$30,000 – $59,999	$0 – $29,999
Vanguard Interim · VFIDX	stocks	filer	$0 – $29,999	$0 – $29,999
Vanguard Cap · VIMAX	stocks	filer	$0 – $29,999	$0 – $29,999
Vanguard Short Term · VFSUX	stocks	filer	$0 – $29,999	$0 – $29,999
Vanguard Total Int'l · VTIAX	stocks	filer	$0 – $29,999	$0 – $29,999
Vanguard Value Index · VVIAX	stocks	filer	$30,000 – $59,999	$0 – $29,999
Life InsuranceMetLife	insurance	filer	$200,000 – $499,999	Not reported
Accidental Death and DismembermentMetLife	insurance	filer	$200,000 – $499,999	Not reported
Cash ManagementFidelity Investments	bank account	filer	$1,000,000 or more	$0 – $29,999

Open original PDC disclosure ↗