Explore the public record ↗
David Frockt
PROFESSIONAL STAFF · GOVERNOR, OFFICE OF; REGENT/TRUSTEE · WESTERN WASHINGTON UNIVERSITY; REGENT/TRUSTEE · WESTERN WASHINGTON UNIVERSITY
← Washington filingsFiled Feb 1, 2025 · Period Jan 16, 2024 – Jan 15, 2025
Reported accounts & holdings
| Account / asset | Category | Reported owner | Value range | Income range |
|---|---|---|---|---|
| Money Market (Joint Spouse)Home Street | bank account | filer, dependent, spouse | $30,000 – $59,999 | $0 – $29,999 |
| Checking Account (Joint Spouse)Home Street | bank account | filer, dependent, spouse | $0 – $29,999 | $0 – $29,999 |
| Savings Account (Daughter)Home Street | bank account | filer, dependent, spouse | $0 – $29,999 | $0 – $29,999 |
| Checking Account (Daughter)Home Street | bank account | filer, dependent, spouse | $0 – $29,999 | $0 – $29,999 |
| Savings Account (Son)Home Street | bank account | filer, dependent, spouse | $0 – $29,999 | $0 – $29,999 |
| Checking Account (Spouse)Home Street | bank account | filer, dependent, spouse | $0 – $29,999 | $0 – $29,999 |
| Checking - Business Account David Frockt StrategiesHome Street | bank account | filer, dependent, spouse | $0 – $29,999 | $0 – $29,999 |
| Checking Account (Joint Spouse) Chase Bank | bank account | filer, spouse, dependent | $0 – $29,999 | $0 – $29,999 |
| Checking Account (Son) Chase Bank | bank account | filer, spouse, dependent | $0 – $29,999 | $0 – $29,999 |
| 529 College Savings Plan (Stock Mutual Funds/Bond Mutual Funds) (For Benefit of Son)Vanguard | investment | filer, spouse, dependent | $60,000 – $99,999 | $0 – $29,999 |
| 529 College Savings Plan (Stock Mutual Funds/Bond Mutual Funds) (For Benefit of Daughter)Vanguard | investment | filer, spouse, dependent | $60,000 – $99,999 | $0 – $29,999 |
| Vanguard Roth IRA (Held in Trust For Daughter - ETF)Vanguard | investment | filer, spouse, dependent | $0 – $29,999 | $0 – $29,999 |
| Vanguard UTMA (Held in Trust for Son Samuel Frockt - Mutual Fund and ETF)Vanguard | investment | filer, spouse, dependent | $0 – $29,999 | $0 – $29,999 |
| Vanguard UTMA (Held in Trust For Daughter (Stock/Bond Mutual Fund and ETF)Vanguard | investment | filer, spouse, dependent | $30,000 – $59,999 | $0 – $29,999 |
| Vanguard Investment Account (Joint Filer/Spouse) (Stocks/Mutual Funds/ETFs)Vanguard | investment | filer, spouse, dependent | $200,000 – $499,999 | $0 – $29,999 |
| Vanguard Investment Account (Filer) (Stocks)Vanguard | investment | filer, spouse, dependent | $60,000 – $99,999 | Not reported |
| ( Joint Filer/Spouse and Joint Accounts of Filer w/Son and w/Daugter; Vanguard 529 Account for Son & Daughter) Held in Schwab and Vanguard Brokerages and E-Trade; Treasury Direct Accts For Filer/Spouse (see detail in Publicly Traded Investments)Charles Schwab | investment | filer, spouse | $1,000,000 or more | $100,000 – $199,999 |
| Roth IRA (Filer) [[Stock Mutual Funds]/[Bond ETFs]/ [REIT Mutual Fund]/ [Cash Money Market Fund]Charles Schwab | investment | filer, spouse | $200,000 – $499,999 | $0 – $29,999 |
| Roth IRA (Spouse) [Stock Mutual Fund]/ [Cash Money Market Fund]Charles Schwab | investment | filer, spouse | $100,000 – $199,999 | $0 – $29,999 |
| IRA (Spouse) [[Stock Mutual Fund]/[Bond ETFs]/ [Cash Money Market Fund]Charles Schwab | investment | filer, spouse | $100,000 – $199,999 | $0 – $29,999 |
| Atlanta GA Wtr & Wast Wtr Rev 11/1/32 5% Call · 047870NA4Publicly Traded Investment Grade Individual Municipal Bonds (Non-WA), Funds and ETFs Held In Charles Schwab Investment Professionally Managed Accounts; Individual Stocks/ETFs and Mutual Funds Held In Vanguard Accounts -Self Managed; | stocks | filer, spouse, dependent | $30,000 – $59,999 | $0 – $29,999 |
| Iberville Parish La Cons Sch D 3/1/27 5% Call · 450839CZ6Publicly Traded Investment Grade Individual Municipal Bonds (Non-WA), Funds and ETFs Held In Charles Schwab Investment Professionally Managed Accounts; Individual Stocks/ETFs and Mutual Funds Held In Vanguard Accounts -Self Managed; | stocks | filer, spouse, dependent | $30,000 – $59,999 | $0 – $29,999 |
| Idaho Bd Bk Auth Rev 9/15/24 5% · 451152E81Publicly Traded Investment Grade Individual Municipal Bonds (Non-WA), Funds and ETFs Held In Charles Schwab Investment Professionally Managed Accounts; Individual Stocks/ETFs and Mutual Funds Held In Vanguard Accounts -Self Managed; | stocks | filer, spouse, dependent | $30,000 – $59,999 | $0 – $29,999 |
| Metropolitan Trans Auth NYR 11/15/31 5% Call · 59259Y5Y1Publicly Traded Investment Grade Individual Municipal Bonds (Non-WA), Funds and ETFs Held In Charles Schwab Investment Professionally Managed Accounts; Individual Stocks/ETFs and Mutual Funds Held In Vanguard Accounts -Self Managed; | stocks | filer, spouse, dependent | $30,000 – $59,999 | $0 – $29,999 |
| Michigan St. Bldg Auth Rev 4/15/31 5% Call · 594615BK1Publicly Traded Investment Grade Individual Municipal Bonds (Non-WA), Funds and ETFs Held In Charles Schwab Investment Professionally Managed Accounts; Individual Stocks/ETFs and Mutual Funds Held In Vanguard Accounts -Self Managed; | stocks | filer, spouse, dependent | $30,000 – $59,999 | $0 – $29,999 |
| Novi Mich Cmnty Sch Dist 5/1/25 4% · 670029SY4Publicly Traded Investment Grade Individual Municipal Bonds (Non-WA), Funds and ETFs Held In Charles Schwab Investment Professionally Managed Accounts; Individual Stocks/ETFs and Mutual Funds Held In Vanguard Accounts -Self Managed; | stocks | filer, spouse, dependent | $30,000 – $59,999 | $0 – $29,999 |
| Pinal Cnty Ariz Uni Sch Dist N 7/1/25 4% · 72220EEL2Publicly Traded Investment Grade Individual Municipal Bonds (Non-WA), Funds and ETFs Held In Charles Schwab Investment Professionally Managed Accounts; Individual Stocks/ETFs and Mutual Funds Held In Vanguard Accounts -Self Managed; | stocks | filer, spouse, dependent | $30,000 – $59,999 | $0 – $29,999 |
| Albertville, AL 4% 6/1/29 · 013122WE2Publicly Traded Investment Grade Individual Municipal Bonds (Non-WA), Funds and ETFs Held In Charles Schwab Investment Professionally Managed Accounts; Individual Stocks/ETFs and Mutual Funds Held In Vanguard Accounts -Self Managed; | stocks | filer, spouse, dependent | $0 – $29,999 | $0 – $29,999 |
| Tech Sector SPDR Fund · XLKPublicly Traded Investment Grade Individual Municipal Bonds (Non-WA), Funds and ETFs Held In Charles Schwab Investment Professionally Managed Accounts; Individual Stocks/ETFs and Mutual Funds Held In Vanguard Accounts -Self Managed; | stocks | filer, spouse, dependent | $0 – $29,999 | $0 – $29,999 |
| Apple Inc · AAPLPublicly Traded Investment Grade Individual Municipal Bonds (Non-WA), Funds and ETFs Held In Charles Schwab Investment Professionally Managed Accounts; Individual Stocks/ETFs and Mutual Funds Held In Vanguard Accounts -Self Managed; | stocks | filer, spouse, dependent | $200,000 – $499,999 | $0 – $29,999 |
| BlackRock Tech Opp Fund · BGSAXPublicly Traded Investment Grade Individual Municipal Bonds (Non-WA), Funds and ETFs Held In Charles Schwab Investment Professionally Managed Accounts; Individual Stocks/ETFs and Mutual Funds Held In Vanguard Accounts -Self Managed; | stocks | filer, spouse, dependent | $30,000 – $59,999 | $0 – $29,999 |
| Vanguard Large Cap ETF · VV (held in Vanguard Accts)Publicly Traded Investment Grade Individual Municipal Bonds (Non-WA), Funds and ETFs Held In Charles Schwab Investment Professionally Managed Accounts; Individual Stocks/ETFs and Mutual Funds Held In Vanguard Accounts -Self Managed; | stocks | filer, spouse, dependent | $30,000 – $59,999 | $0 – $29,999 |
| Sheffield AL, 4% 5/1/30 · 821056QP6Publicly Traded Investment Grade Individual Municipal Bonds (Non-WA), Funds and ETFs Held In Charles Schwab Investment Professionally Managed Accounts; Individual Stocks/ETFs and Mutual Funds Held In Vanguard Accounts -Self Managed; | stocks | filer, spouse, dependent | $0 – $29,999 | $0 – $29,999 |
| El Paso Cnty Co 5% 33 GO UTX · 283371QJ4Publicly Traded Investment Grade Individual Municipal Bonds (Non-WA), Funds and ETFs Held In Charles Schwab Investment Professionally Managed Accounts; Individual Stocks/ETFs and Mutual Funds Held In Vanguard Accounts -Self Managed; | stocks | filer, spouse, dependent | $30,000 – $59,999 | $0 – $29,999 |
| Vanguard High Yield Tax Exempt Fund · VWALXPublicly Traded Investment Grade Individual Municipal Bonds (Non-WA), Funds and ETFs Held In Charles Schwab Investment Professionally Managed Accounts; Individual Stocks/ETFs and Mutual Funds Held In Vanguard Accounts -Self Managed; | stocks | filer, spouse, dependent | $30,000 – $59,999 | $0 – $29,999 |
| Vanguard Tax Exempt Municipal Bond ETF · VTEBPublicly Traded Investment Grade Individual Municipal Bonds (Non-WA), Funds and ETFs Held In Charles Schwab Investment Professionally Managed Accounts; Individual Stocks/ETFs and Mutual Funds Held In Vanguard Accounts -Self Managed; | stocks | filer, spouse, dependent | $0 – $29,999 | $0 – $29,999 |
| Vanguard Target Retirement Fund 2060 (For Daughter) · VTTSXPublicly Traded Investment Grade Individual Municipal Bonds (Non-WA), Funds and ETFs Held In Charles Schwab Investment Professionally Managed Accounts; Individual Stocks/ETFs and Mutual Funds Held In Vanguard Accounts -Self Managed; | stocks | filer, spouse, dependent | $0 – $29,999 | $0 – $29,999 |
| Vanguard Wellesly Income Fund (For Daughter) · VWINXPublicly Traded Investment Grade Individual Municipal Bonds (Non-WA), Funds and ETFs Held In Charles Schwab Investment Professionally Managed Accounts; Individual Stocks/ETFs and Mutual Funds Held In Vanguard Accounts -Self Managed; | stocks | filer, spouse, dependent | $0 – $29,999 | $0 – $29,999 |
| Aubrey TX -2/15/32 - 5% · (No ticker)Publicly Traded Investment Grade Individual Municipal Bonds (Non-WA), Funds and ETFs Held In Charles Schwab Investment Professionally Managed Accounts; Individual Stocks/ETFs and Mutual Funds Held In Vanguard Accounts -Self Managed; | stocks | filer, spouse, dependent | $30,000 – $59,999 | $0 – $29,999 |
| Burnett TX - 8/15/26 - 5% · (No ticker)Publicly Traded Investment Grade Individual Municipal Bonds (Non-WA), Funds and ETFs Held In Charles Schwab Investment Professionally Managed Accounts; Individual Stocks/ETFs and Mutual Funds Held In Vanguard Accounts -Self Managed; | stocks | filer, spouse, dependent | $30,000 – $59,999 | $0 – $29,999 |
| El Paso County - 12/1/33 - 5% · (No ticker)Publicly Traded Investment Grade Individual Municipal Bonds (Non-WA), Funds and ETFs Held In Charles Schwab Investment Professionally Managed Accounts; Individual Stocks/ETFs and Mutual Funds Held In Vanguard Accounts -Self Managed; | stocks | filer, spouse, dependent | $30,000 – $59,999 | $0 – $29,999 |
| Floresville TX - 8/15/31 - 5% · (No ticker)Publicly Traded Investment Grade Individual Municipal Bonds (Non-WA), Funds and ETFs Held In Charles Schwab Investment Professionally Managed Accounts; Individual Stocks/ETFs and Mutual Funds Held In Vanguard Accounts -Self Managed; | stocks | filer, spouse, dependent | $30,000 – $59,999 | $0 – $29,999 |
| AQR Intl Defensive Style R6 · ANDRXPublicly Traded Investment Grade Individual Municipal Bonds (Non-WA), Funds and ETFs Held In Charles Schwab Investment Professionally Managed Accounts; Individual Stocks/ETFs and Mutual Funds Held In Vanguard Accounts -Self Managed; | stocks | filer, spouse, dependent | $60,000 – $99,999 | $0 – $29,999 |
| Black Rock Floating Rate Fund · BFRIXPublicly Traded Investment Grade Individual Municipal Bonds (Non-WA), Funds and ETFs Held In Charles Schwab Investment Professionally Managed Accounts; Individual Stocks/ETFs and Mutual Funds Held In Vanguard Accounts -Self Managed; | stocks | filer, spouse, dependent | $60,000 – $99,999 | $0 – $29,999 |
| Wisdom Tree Emerging Market ETF · DEMPublicly Traded Investment Grade Individual Municipal Bonds (Non-WA), Funds and ETFs Held In Charles Schwab Investment Professionally Managed Accounts; Individual Stocks/ETFs and Mutual Funds Held In Vanguard Accounts -Self Managed; | stocks | filer, spouse, dependent | $30,000 – $59,999 | $0 – $29,999 |
| Wisdom Tree Emerging Market Fund · DEMSXPublicly Traded Investment Grade Individual Municipal Bonds (Non-WA), Funds and ETFs Held In Charles Schwab Investment Professionally Managed Accounts; Individual Stocks/ETFs and Mutual Funds Held In Vanguard Accounts -Self Managed; | stocks | filer, spouse, dependent | $30,000 – $59,999 | $0 – $29,999 |
| Wisdom Tree Small Cap ETF · DESPublicly Traded Investment Grade Individual Municipal Bonds (Non-WA), Funds and ETFs Held In Charles Schwab Investment Professionally Managed Accounts; Individual Stocks/ETFs and Mutual Funds Held In Vanguard Accounts -Self Managed; | stocks | filer, spouse, dependent | $30,000 – $59,999 | $0 – $29,999 |
| Dimensional US Small Market ETF · DFASPublicly Traded Investment Grade Individual Municipal Bonds (Non-WA), Funds and ETFs Held In Charles Schwab Investment Professionally Managed Accounts; Individual Stocks/ETFs and Mutual Funds Held In Vanguard Accounts -Self Managed; | stocks | filer, spouse, dependent | $60,000 – $99,999 | $0 – $29,999 |
| Dimensional US Targeted Value ETF · DFATPublicly Traded Investment Grade Individual Municipal Bonds (Non-WA), Funds and ETFs Held In Charles Schwab Investment Professionally Managed Accounts; Individual Stocks/ETFs and Mutual Funds Held In Vanguard Accounts -Self Managed; | stocks | filer, spouse, dependent | $30,000 – $59,999 | $0 – $29,999 |
| Dimensional Emerging Market Fund · DFEVXPublicly Traded Investment Grade Individual Municipal Bonds (Non-WA), Funds and ETFs Held In Charles Schwab Investment Professionally Managed Accounts; Individual Stocks/ETFs and Mutual Funds Held In Vanguard Accounts -Self Managed; | stocks | filer, spouse, dependent | $100,000 – $199,999 | $0 – $29,999 |
| Dimensional US Target Value Fund · DFFVXPublicly Traded Investment Grade Individual Municipal Bonds (Non-WA), Funds and ETFs Held In Charles Schwab Investment Professionally Managed Accounts; Individual Stocks/ETFs and Mutual Funds Held In Vanguard Accounts -Self Managed; | stocks | filer, spouse, dependent | $100,000 – $199,999 | $0 – $29,999 |
| DFA Intl Small Company · DFISXPublicly Traded Investment Grade Individual Municipal Bonds (Non-WA), Funds and ETFs Held In Charles Schwab Investment Professionally Managed Accounts; Individual Stocks/ETFs and Mutual Funds Held In Vanguard Accounts -Self Managed; | stocks | filer, spouse, dependent | $30,000 – $59,999 | $0 – $29,999 |
| DFA Intl Real Estate · DFITXPublicly Traded Investment Grade Individual Municipal Bonds (Non-WA), Funds and ETFs Held In Charles Schwab Investment Professionally Managed Accounts; Individual Stocks/ETFs and Mutual Funds Held In Vanguard Accounts -Self Managed; | stocks | filer, spouse, dependent | $60,000 – $99,999 | $0 – $29,999 |
| Dimensional Intl Value ETF · DFIVPublicly Traded Investment Grade Individual Municipal Bonds (Non-WA), Funds and ETFs Held In Charles Schwab Investment Professionally Managed Accounts; Individual Stocks/ETFs and Mutual Funds Held In Vanguard Accounts -Self Managed; | stocks | filer, spouse, dependent | $0 – $29,999 | $0 – $29,999 |
| DFA Tax Managed Marketwide Value II · DFMVXPublicly Traded Investment Grade Individual Municipal Bonds (Non-WA), Funds and ETFs Held In Charles Schwab Investment Professionally Managed Accounts; Individual Stocks/ETFs and Mutual Funds Held In Vanguard Accounts -Self Managed; | stocks | filer, spouse, dependent | $0 – $29,999 | $0 – $29,999 |
| DFA US Micro Cap · DFSCXPublicly Traded Investment Grade Individual Municipal Bonds (Non-WA), Funds and ETFs Held In Charles Schwab Investment Professionally Managed Accounts; Individual Stocks/ETFs and Mutual Funds Held In Vanguard Accounts -Self Managed; | stocks | filer, spouse, dependent | $100,000 – $199,999 | $0 – $29,999 |
| Dimensional US Wide Market Value ETF · DFUVPublicly Traded Investment Grade Individual Municipal Bonds (Non-WA), Funds and ETFs Held In Charles Schwab Investment Professionally Managed Accounts; Individual Stocks/ETFs and Mutual Funds Held In Vanguard Accounts -Self Managed; | stocks | filer, spouse, dependent | $500,000 – $749,999 | $0 – $29,999 |
| Wisdom Tree Emerging Mkt ETF · DGSPublicly Traded Investment Grade Individual Municipal Bonds (Non-WA), Funds and ETFs Held In Charles Schwab Investment Professionally Managed Accounts; Individual Stocks/ETFs and Mutual Funds Held In Vanguard Accounts -Self Managed; | stocks | filer, spouse, dependent | $0 – $29,999 | $0 – $29,999 |
| Dimensional Intl Small Cap Value · DISVXPublicly Traded Investment Grade Individual Municipal Bonds (Non-WA), Funds and ETFs Held In Charles Schwab Investment Professionally Managed Accounts; Individual Stocks/ETFs and Mutual Funds Held In Vanguard Accounts -Self Managed; | stocks | filer, spouse, dependent | $100,000 – $199,999 | $0 – $29,999 |
| Dimensional Intl Small Company Div · DLSPublicly Traded Investment Grade Individual Municipal Bonds (Non-WA), Funds and ETFs Held In Charles Schwab Investment Professionally Managed Accounts; Individual Stocks/ETFs and Mutual Funds Held In Vanguard Accounts -Self Managed; | stocks | filer, spouse, dependent | $0 – $29,999 | $0 – $29,999 |
| S&P Intl Dividend ETF · DWXPublicly Traded Investment Grade Individual Municipal Bonds (Non-WA), Funds and ETFs Held In Charles Schwab Investment Professionally Managed Accounts; Individual Stocks/ETFs and Mutual Funds Held In Vanguard Accounts -Self Managed; | stocks | filer, spouse, dependent | $30,000 – $59,999 | $0 – $29,999 |
| Ishares MSCI Emerging Mkt · EEMPublicly Traded Investment Grade Individual Municipal Bonds (Non-WA), Funds and ETFs Held In Charles Schwab Investment Professionally Managed Accounts; Individual Stocks/ETFs and Mutual Funds Held In Vanguard Accounts -Self Managed; | stocks | filer, spouse, dependent | $60,000 – $99,999 | $0 – $29,999 |
| Van Eck High Yield Muni ETF · HYDPublicly Traded Investment Grade Individual Municipal Bonds (Non-WA), Funds and ETFs Held In Charles Schwab Investment Professionally Managed Accounts; Individual Stocks/ETFs and Mutual Funds Held In Vanguard Accounts -Self Managed; | stocks | filer, spouse, dependent | $60,000 – $99,999 | $0 – $29,999 |
| Nuveen High Yield Muni Bond · HYMBPublicly Traded Investment Grade Individual Municipal Bonds (Non-WA), Funds and ETFs Held In Charles Schwab Investment Professionally Managed Accounts; Individual Stocks/ETFs and Mutual Funds Held In Vanguard Accounts -Self Managed; | stocks | filer, spouse, dependent | $60,000 – $99,999 | $0 – $29,999 |
| Intl Select Div ETF · IDVPublicly Traded Investment Grade Individual Municipal Bonds (Non-WA), Funds and ETFs Held In Charles Schwab Investment Professionally Managed Accounts; Individual Stocks/ETFs and Mutual Funds Held In Vanguard Accounts -Self Managed; | stocks | filer, spouse, dependent | $30,000 – $59,999 | $0 – $29,999 |
| ISHS MSCI Intl Quality ETF · IQLTPublicly Traded Investment Grade Individual Municipal Bonds (Non-WA), Funds and ETFs Held In Charles Schwab Investment Professionally Managed Accounts; Individual Stocks/ETFs and Mutual Funds Held In Vanguard Accounts -Self Managed; | stocks | filer, spouse, dependent | $100,000 – $199,999 | $0 – $29,999 |
| IShares MSCI USA Momentum ETF · MTUMPublicly Traded Investment Grade Individual Municipal Bonds (Non-WA), Funds and ETFs Held In Charles Schwab Investment Professionally Managed Accounts; Individual Stocks/ETFs and Mutual Funds Held In Vanguard Accounts -Self Managed; | stocks | filer, spouse, dependent | $30,000 – $59,999 | $0 – $29,999 |
| IShares National Muni Bond ETF · MUBPublicly Traded Investment Grade Individual Municipal Bonds (Non-WA), Funds and ETFs Held In Charles Schwab Investment Professionally Managed Accounts; Individual Stocks/ETFs and Mutual Funds Held In Vanguard Accounts -Self Managed; | stocks | filer, spouse, dependent | $60,000 – $99,999 | $0 – $29,999 |
| AQR Large Cap Defensive · QUERXPublicly Traded Investment Grade Individual Municipal Bonds (Non-WA), Funds and ETFs Held In Charles Schwab Investment Professionally Managed Accounts; Individual Stocks/ETFs and Mutual Funds Held In Vanguard Accounts -Self Managed; | stocks | filer, spouse, dependent | $200,000 – $499,999 | $0 – $29,999 |
| SPDR Dow Jones REIT · RWRPublicly Traded Investment Grade Individual Municipal Bonds (Non-WA), Funds and ETFs Held In Charles Schwab Investment Professionally Managed Accounts; Individual Stocks/ETFs and Mutual Funds Held In Vanguard Accounts -Self Managed; | stocks | filer, spouse, dependent | $30,000 – $59,999 | $0 – $29,999 |
| Schwab Emerg Mkt ETF · SCHEPublicly Traded Investment Grade Individual Municipal Bonds (Non-WA), Funds and ETFs Held In Charles Schwab Investment Professionally Managed Accounts; Individual Stocks/ETFs and Mutual Funds Held In Vanguard Accounts -Self Managed; | stocks | filer, spouse, dependent | $0 – $29,999 | $0 – $29,999 |
| Vanguard Inflation Protected Securities Fund · VAIPXPublicly Traded Investment Grade Individual Municipal Bonds (Non-WA), Funds and ETFs Held In Charles Schwab Investment Professionally Managed Accounts; Individual Stocks/ETFs and Mutual Funds Held In Vanguard Accounts -Self Managed; | stocks | filer, spouse, dependent | $60,000 – $99,999 | $0 – $29,999 |
| Vanguard FTSE Dev Mkt ETF · VEAPublicly Traded Investment Grade Individual Municipal Bonds (Non-WA), Funds and ETFs Held In Charles Schwab Investment Professionally Managed Accounts; Individual Stocks/ETFs and Mutual Funds Held In Vanguard Accounts -Self Managed; | stocks | filer, spouse, dependent | $60,000 – $99,999 | $0 – $29,999 |
| Vanguard Real Estate ETF · VNQPublicly Traded Investment Grade Individual Municipal Bonds (Non-WA), Funds and ETFs Held In Charles Schwab Investment Professionally Managed Accounts; Individual Stocks/ETFs and Mutual Funds Held In Vanguard Accounts -Self Managed; | stocks | filer, spouse, dependent | $0 – $29,999 | $0 – $29,999 |
| Vanguard Short Infl Prot Bond ETF · VTIPPublicly Traded Investment Grade Individual Municipal Bonds (Non-WA), Funds and ETFs Held In Charles Schwab Investment Professionally Managed Accounts; Individual Stocks/ETFs and Mutual Funds Held In Vanguard Accounts -Self Managed; | stocks | filer, spouse, dependent | $30,000 – $59,999 | $0 – $29,999 |
| Vanguard Large Cap ETF · VV (Schwab Acct)Publicly Traded Investment Grade Individual Municipal Bonds (Non-WA), Funds and ETFs Held In Charles Schwab Investment Professionally Managed Accounts; Individual Stocks/ETFs and Mutual Funds Held In Vanguard Accounts -Self Managed; | stocks | filer, spouse, dependent | $500,000 – $749,999 | $0 – $29,999 |
| IShares Core MSCI Emerging Mkt · IEMGPublicly Traded Investment Grade Individual Municipal Bonds (Non-WA), Funds and ETFs Held In Charles Schwab Investment Professionally Managed Accounts; Individual Stocks/ETFs and Mutual Funds Held In Vanguard Accounts -Self Managed; | stocks | filer, spouse, dependent | $0 – $29,999 | $0 – $29,999 |
| Vanguard Global Ex US Real Estate ETF · VNQIPublicly Traded Investment Grade Individual Municipal Bonds (Non-WA), Funds and ETFs Held In Charles Schwab Investment Professionally Managed Accounts; Individual Stocks/ETFs and Mutual Funds Held In Vanguard Accounts -Self Managed; | stocks | filer, spouse, dependent | $60,000 – $99,999 | $0 – $29,999 |
| US Treasury Series I Savings Bonds (Filer & Spouse) · (No ticker)Publicly Traded Investment Grade Individual Municipal Bonds (Non-WA), Funds and ETFs Held In Charles Schwab Investment Professionally Managed Accounts; Individual Stocks/ETFs and Mutual Funds Held In Vanguard Accounts -Self Managed; | stocks | filer, spouse, dependent | $0 – $29,999 | $0 – $29,999 |
| Albermarle Corp · ALBPublicly Traded Investment Grade Individual Municipal Bonds (Non-WA), Funds and ETFs Held In Charles Schwab Investment Professionally Managed Accounts; Individual Stocks/ETFs and Mutual Funds Held In Vanguard Accounts -Self Managed; | stocks | filer, spouse, dependent | $0 – $29,999 | Not reported |
| Innoviz Technologies · INVZPublicly Traded Investment Grade Individual Municipal Bonds (Non-WA), Funds and ETFs Held In Charles Schwab Investment Professionally Managed Accounts; Individual Stocks/ETFs and Mutual Funds Held In Vanguard Accounts -Self Managed; | stocks | filer, spouse, dependent | $0 – $29,999 | Not reported |
| Lithium Americas Argentina · LAACPublicly Traded Investment Grade Individual Municipal Bonds (Non-WA), Funds and ETFs Held In Charles Schwab Investment Professionally Managed Accounts; Individual Stocks/ETFs and Mutual Funds Held In Vanguard Accounts -Self Managed; | stocks | filer, spouse, dependent | $0 – $29,999 | Not reported |
| Lithium Americas Corp · LACPublicly Traded Investment Grade Individual Municipal Bonds (Non-WA), Funds and ETFs Held In Charles Schwab Investment Professionally Managed Accounts; Individual Stocks/ETFs and Mutual Funds Held In Vanguard Accounts -Self Managed; | stocks | filer, spouse, dependent | $0 – $29,999 | Not reported |
| Costco · COSTPublicly Traded Investment Grade Individual Municipal Bonds (Non-WA), Funds and ETFs Held In Charles Schwab Investment Professionally Managed Accounts; Individual Stocks/ETFs and Mutual Funds Held In Vanguard Accounts -Self Managed; | stocks | filer, spouse, dependent | $0 – $29,999 | Not reported |
| Microsoft · MSFTPublicly Traded Investment Grade Individual Municipal Bonds (Non-WA), Funds and ETFs Held In Charles Schwab Investment Professionally Managed Accounts; Individual Stocks/ETFs and Mutual Funds Held In Vanguard Accounts -Self Managed; | stocks | filer, spouse, dependent | $0 – $29,999 | Not reported |
| Nvidia · NVDAPublicly Traded Investment Grade Individual Municipal Bonds (Non-WA), Funds and ETFs Held In Charles Schwab Investment Professionally Managed Accounts; Individual Stocks/ETFs and Mutual Funds Held In Vanguard Accounts -Self Managed; | stocks | filer, spouse, dependent | $200,000 – $499,999 | Not reported |
| Goldmans Sachs US Equity and Prem · GSPKXPublicly Traded Investment Grade Individual Municipal Bonds (Non-WA), Funds and ETFs Held In Charles Schwab Investment Professionally Managed Accounts; Individual Stocks/ETFs and Mutual Funds Held In Vanguard Accounts -Self Managed; | stocks | filer, spouse, dependent | $60,000 – $99,999 | $0 – $29,999 |
| Auburn Univ 5% 6/34 · 050589PN4Publicly Traded Investment Grade Individual Municipal Bonds (Non-WA), Funds and ETFs Held In Charles Schwab Investment Professionally Managed Accounts; Individual Stocks/ETFs and Mutual Funds Held In Vanguard Accounts -Self Managed; | stocks | filer, spouse, dependent | $0 – $29,999 | $0 – $29,999 |
| North White Ind 5% 7/29 · 663329BN9Publicly Traded Investment Grade Individual Municipal Bonds (Non-WA), Funds and ETFs Held In Charles Schwab Investment Professionally Managed Accounts; Individual Stocks/ETFs and Mutual Funds Held In Vanguard Accounts -Self Managed; | stocks | filer, spouse, dependent | $0 – $29,999 | $0 – $29,999 |
| Kingsville, TX 5% 8/1/34 · 496782TT0Publicly Traded Investment Grade Individual Municipal Bonds (Non-WA), Funds and ETFs Held In Charles Schwab Investment Professionally Managed Accounts; Individual Stocks/ETFs and Mutual Funds Held In Vanguard Accounts -Self Managed; | stocks | filer, spouse, dependent | $30,000 – $59,999 | $0 – $29,999 |
| South O'Brien 5% 6/35 · 839030BR3Publicly Traded Investment Grade Individual Municipal Bonds (Non-WA), Funds and ETFs Held In Charles Schwab Investment Professionally Managed Accounts; Individual Stocks/ETFs and Mutual Funds Held In Vanguard Accounts -Self Managed; | stocks | filer, spouse, dependent | $30,000 – $59,999 | $0 – $29,999 |
| 529 Vanguard Target Enroll Portfolio (Annabelle) · (No ticker) | stocks | filer, spouse | $100,000 – $199,999 | $0 – $29,999 |
| 529 Vanguard Target Enroll Portfolio (Sam) · (No ticker) | stocks | filer, spouse | $100,000 – $199,999 | $0 – $29,999 |
| DRS Retirement Account (Stock/Bond Mutual Funds and ETFs)Voya Financial | investment | filer | $30,000 – $59,999 | Not reported |