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J. Robert Leach

STATE BOARD/COMMISSION MEMBER · PUBLIC DISCLOSURE COMMISSION

← Washington filings

Filed Feb 4, 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
CheckingSound Community Bankbank accountfiler, spouse$30,000 – $59,999$0 – $29,999
Money MarketSound Community Bankbank accountfiler, spouse$30,000 – $59,999$0 – $29,999
CDSSound Community Bankbank accountfiler, spouse$100,000 – $199,999$0 – $29,999
CheckingKeybank National Associationbank accountfiler$60,000 – $99,999$0 – $29,999
CDsKeybank National Associationbank accountfiler$0 – $29,999$60,000 – $99,999
Retirement AccountAnderson Hunter Profit Sharing Planinvestmentfiler$1,000,000 or more$30,000 – $59,999
Retirement AccountAnderson Hunter Profit Sharing Planinvestmentspouse$1,000,000 or more$60,000 – $99,999
A T & T Inc. · TPersonal and individual IRAstocksfiler, spouse$0 – $29,999$0 – $29,999
Berkshire Hathaway Class B · BRK/BPersonal and individual IRAstocksfiler, spouse$0 – $29,999Not reported
Intel Corp. · INTCPersonal and individual IRAstocksfiler, spouse$0 – $29,999$0 – $29,999
Merck & Co. Inc. · MRKPersonal and individual IRAstocksfiler, spouse$30,000 – $59,999$0 – $29,999
Verizon Communication · VZPersonal and individual IRAstocksfiler, spouse$30,000 – $59,999$0 – $29,999
IShares IBonds Dec 2023 · IBMLPersonal and individual IRAstocksfiler, spouse$100,000 – $199,999$0 – $29,999
IShares IBonds Dec 2023 · IBDOPersonal and individual IRAstocksfiler, spouse$30,000 – $59,999$0 – $29,999
Ishares Bonds Dec 2024 · IBDPPersonal and individual IRAstocksfiler, spouse$30,000 – $59,999$0 – $29,999
IShares MSCI Emerging Markets · EEMPersonal and individual IRAstocksfiler, spouse$30,000 – $59,999$0 – $29,999
Ishares Russell 1000 Growth ETF · IWFPersonal and individual IRAstocksfiler, spouse$60,000 – $99,999$0 – $29,999
IShares Russell 1000 Value ETF · IWDPersonal and individual IRAstocksfiler, spouse$60,000 – $99,999$0 – $29,999
IShares Russell 2000 Growth ETF · IWOPersonal and individual IRAstocksfiler, spouse$30,000 – $59,999$0 – $29,999
IShares Russell Mid Cap ETF · IWRPersonal and individual IRAstocksfiler, spouse$100,000 – $199,999$0 – $29,999
IShares S & P Small Cap 600 ETF · IJSPersonal and individual IRAstocksfiler, spouse$60,000 – $99,999$0 – $29,999
IShares US Real Estate ETF · IYRPersonal and individual IRAstocksfiler, spouse$30,000 – $59,999$0 – $29,999
IShares IBND Dec 2024 ETF · IBMMPersonal and individual IRAstocksfiler, spouse$100,000 – $199,999$0 – $29,999
SPDR S & P 500 ETF · SPYPersonal and individual IRAstocksfiler, spouse$0 – $29,999$0 – $29,999
Vanguard FTSE Emerging Markets ETF · VWOPersonal and individual IRAstocksfiler, spouse$0 – $29,999$0 – $29,999
Blackrock Emerging Mkts Inv A Mutual Fund · MDDCXPersonal and individual IRAstocksfiler, spouse$0 – $29,999$0 – $29,999
MFS Global Growth A mutual fund · MFEGXPersonal and individual IRAstocksfiler, spouse$30,000 – $59,999$0 – $29,999
MFS Growth A mutual fund · (No ticker)Personal and individual IRAstocksfiler, spouse$0 – $29,999$0 – $29,999
Ally Fine Inc Bonds · (No ticker)Personal and individual IRAstocksfiler, spouse$0 – $29,999$0 – $29,999
Bank of America bonds · (No ticker)Personal and individual IRAstocksfiler, spouse$0 – $29,999$0 – $29,999
Wash. St. GO bonds · (No ticker)Personal and individual IRAstocksfiler, spouse$30,000 – $59,999$0 – $29,999
CIM Real Estate Finance Trust Inc. · (No ticker)Personal and individual IRAstocksfiler, spouse$30,000 – $59,999$0 – $29,999
Arapahoe County, Col. bonds · NonePersonal and individual IRAstocksfiler, spouse$60,000 – $99,999$0 – $29,999
PERS II pensionState of Washington Dept. of Retirement Systemsinvestmentfiler$100,000 – $199,999$60,000 – $99,999
IShares Bond 2022 TRM Mun. Bond ETF · IBMKstocksfiler, spouse$100,000 – $199,999$0 – $29,999
Shares Cohen and Steers ETF · ICFstocksfiler, spouse$0 – $29,999$0 – $29,999
Mifflin, PA bonds · (No ticker)stocksfiler, spouse$30,000 – $59,999$0 – $29,999
Manning +Napier Rainier ETF · RAIIXstocksfiler, spouse$0 – $29,999$0 – $29,999
Segall Bryant & Hamill Small Growth Fund ETF · WTSGXstocksfiler, spouse$0 – $29,999$0 – $29,999
Shares Core S & P ETF · IJHstocksspouse, filer$100,000 – $199,999$0 – $29,999
IShares S & P Growth · IVWstocksspouse, filer$0 – $29,999$0 – $29,999
University of Houston Bonds · (No ticker)personalstocksfiler, spouse$30,000 – $59,999$0 – $29,999
Fort Bend County, Texas Bonds · Nonepersonalstocksfiler, spouse$30,000 – $59,999$0 – $29,999
Kaufman County, TE Bonds · (No ticker)personalstocksfiler, spouse$30,000 – $59,999$0 – $29,999
Clark County, WA School District. Bonds · (No ticker)personalstocksfiler, spouse$60,000 – $99,999$0 – $29,999
Citigroup, Inc. Bonds · (No ticker)personalstocksfiler, spouse$30,000 – $59,999$0 – $29,999
Goldman Sachs Bonds · (No ticker)personalstocksfiler, spouse$30,000 – $59,999$0 – $29,999
Schwab Municipal Money Market Fund · (No ticker)personalstocksfiler, spouse$0 – $29,999$0 – $29,999
Schwab Value Advantage Money Investor Shares · (No ticker)personalstocksfiler, spouse$0 – $29,999$0 – $29,999
NY, NY Bonds · (No ticker)personalstocksfiler, spouse$30,000 – $59,999$0 – $29,999
Harris County, TX bonds · (No ticker)personalstocksfiler, spouse$0 – $29,999$0 – $29,999
Nevada State Bonds · (No ticker)personalstocksfiler, spouse$0 – $29,999$0 – $29,999
Irving, TX Hosp. Auth. Bonds · (No ticker)personalstocksfiler, spouse$0 – $29,999$0 – $29,999
Keller, TX School Bonds · (No ticker)personalstocksfiler, spouse$30,000 – $59,999$0 – $29,999
U.S. I Bonds · (No ticker)personalstocksfiler, spouse$100,000 – $199,999$0 – $29,999

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