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Alan Eades

WATER & SEWER COMMISSIONER · COVINGTON WATER DIST; WATER & SEWER COMMISSIONER · SOOS CREEK WATER & SEWER

← Washington filings

Filed Jan 25, 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 / assetCategoryReported ownerValue rangeIncome range
CheckingJPMorgan Chase Bankbank accountfiler, spouse$30,000 – $59,999$0 – $29,999
SavingsDiscover Bankbank accountfiler, spouse$200,000 – $499,999$0 – $29,999
Certificate of Deposit accountsDiscover Bankbank accountfiler, spouse$0 – $29,999$0 – $29,999
IRA accountsWells Fargo Advisorsbank accountfiler, spouse$60,000 – $99,999$0 – $29,999
stocks, bonds, securities, commoditiesFidelityinvestmentspouse$500,000 – $749,999$0 – $29,999
Amer Cent Sm Cap Value Fd · ASVIXPersonalstocksfiler, spouse$60,000 – $99,999$0 – $29,999
Schwab Health Care Fd · SWHFXPersonalstocksfiler, spouse$30,000 – $59,999$0 – $29,999
Vanguard 500 Index Fd · VFIAXPersonalstocksfiler, spouse$100,000 – $199,999$0 – $29,999
Schwab US Divid Equity ETF · SCHDPersonalstocksfiler, spouse$0 – $29,999$0 – $29,999
Vanguard FTSE Developed Markets Index Fund ETF · VEAPersonalstocksfiler, spouse$0 – $29,999$0 – $29,999
Vanguard FTSE Emerging Markets Index Fund ETF · VWOPersonalstocksfiler, spouse$0 – $29,999$0 – $29,999
Matthews Asia Dividend Fd Inv Class · MAPIXPersonalstocksfiler, spouse$30,000 – $59,999$0 – $29,999
Vanguard GNMA Fd · VFIIXPersonalstocksfiler, spouse$30,000 – $59,999$0 – $29,999
PIMCO Income Fund Class D Mut Fd · PONAXPersonalstocksfiler, spouse$0 – $29,999$0 – $29,999
PIMCO Foreign Bond Fund Class D Mut Fd · PFOAXPersonalstocksfiler, spouse$30,000 – $59,999$0 – $29,999
WP Carey Inc REIT · WPCPersonalstocksfiler, spouse$0 – $29,999$0 – $29,999
Vanguard REIT Index ETF · VNQPersonalstocksfiler, spouse$60,000 – $99,999$0 – $29,999
Public Svc Enterprise Group · PEGPersonalstocksfiler, spouse$0 – $29,999$0 – $29,999
McDonalds Corp · MCDPersonalstocksfiler, spouse$60,000 – $99,999$0 – $29,999
First Trust Small Cap ETF · FYXPersonalstocksfiler, spouse$0 – $29,999$0 – $29,999
iShares National Muni Bond ETF · MUBPersonalstocksfiler, spouse$0 – $29,999$0 – $29,999
iShares Core S&P Small-Cap ETF · IJRPersonalstocksfiler, spouse$0 – $29,999$0 – $29,999
Amazon.com Inc · AMZNPersonalstocksfiler, spouse$30,000 – $59,999$0 – $29,999
Caterpillar · CATIRAstocksfiler$0 – $29,999$0 – $29,999
Sysco Corp · SYYIRAstocksfiler$0 – $29,999$0 – $29,999
Cisco Systems Inc · CSCOIRAstocksfiler$0 – $29,999$0 – $29,999
United Health Group · UNHIRAstocksfiler$100,000 – $199,999$0 – $29,999
Public Svc Enterprise Group · PEGIRAstocksfiler$0 – $29,999$0 – $29,999
Dodge & Cox Stock Fd Mutual Fd · DODGXIRAstocksfiler$60,000 – $99,999$0 – $29,999
Vanguard Dividend Apprec ETF · VIGIRAstocksfiler$60,000 – $99,999$0 – $29,999
iShares Core S&P Mid-Cap ETF · IJHIRAstocksfiler$0 – $29,999$0 – $29,999
iShares Core S&P Small-Cap ETF · IJRIRAstocksfiler$0 – $29,999$0 – $29,999
iShares Core MSCI Emerging Markets ETF · IEMGIRAstocksfiler$0 – $29,999$0 – $29,999
American Funds SMALLCAP World Fd · SMCFXIRAstocksfiler$0 – $29,999$0 – $29,999
WP Carey Inc REIT · WPCIRAstocksfiler$0 – $29,999$0 – $29,999
iShares Core S&P 500 ETF · IVVIRAstocksfiler$30,000 – $59,999$0 – $29,999
United Health Group · UNHIRAstocksspouse$30,000 – $59,999$0 – $29,999
Costco Corp · COSTIRAstocksspouse$100,000 – $199,999$0 – $29,999
Duke Energy Corp · DUKIRAstocksspouse$30,000 – $59,999$0 – $29,999
Home Depot Inc · HDIRAstocksspouse$60,000 – $99,999$0 – $29,999
JPMorgan Chase & Co · JPMIRAstocksspouse$30,000 – $59,999$0 – $29,999
Walmart Inc · WMTIRAstocksspouse$30,000 – $59,999$0 – $29,999
Reliance Steel & Aluminum · RSIRAstocksspouse$60,000 – $99,999$0 – $29,999
Schwab US Dividend Equity ETF · SCHDIRAstocksspouse$0 – $29,999$0 – $29,999
Vanguard Mega Cap Index Fd ETF · MGCIRAstocksspouse$60,000 – $99,999$0 – $29,999
Alphabet Inc. · GOOGIRAstocksspouse$60,000 – $99,999$0 – $29,999
Apple Inc. · AAPLIRAstocksspouse$60,000 – $99,999$0 – $29,999
Microsoft · MSFTIRAstocksspouse$60,000 – $99,999$0 – $29,999
-Vanguard S&P 500 ETF · VOOIRAstocksspouse$60,000 – $99,999$0 – $29,999
IRACiticorpbank accountspouse$0 – $29,999$0 – $29,999
IRAGoldman Sachsbank accountspouse$0 – $29,999$0 – $29,999
Medical Saving AccountHRA VEBA Planinvestmentfiler$500,000 – $749,999$0 – $29,999
PensionWashington State Retirement Systeminvestmentfiler$0 – $29,999$30,000 – $59,999
PensionSound Retirement investmentfiler$0 – $29,999$0 – $29,999
IRADiscover Bankbank accountspouse$0 – $29,999$0 – $29,999

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