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EDWARD H SCHOLFIELD

PORT COMMISSIONER · PORT OF SILVERDALE 14

← Washington filings

Filed Feb 10, 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
SavingsKitsap Credit Unionbank accountfiler, spouse, dependent$30,000 – $59,999$0 – $29,999
CheckingKitsap Credit Unionbank accountfiler, spouse, dependent$60,000 – $99,999$0 – $29,999
Premium Money MarketKitsap Credit Unionbank accountfiler, spouse, dependent$60,000 – $99,999$0 – $29,999
Bank Deposit ProgramMorgan Stanley Private Bank NA#bank accountfiler, spouse$100,000 – $199,999$0 – $29,999
Bank Deposit ProgramMorgan Stanley Bank NA #bank accountfiler, spouse$0 – $29,999$0 – $29,999
Whole Life EdNorthwestern Mutualinsurancefiler, spouse$200,000 – $499,999$0 – $29,999
Whole Life AmyNorthwestern Mutualinsurancefiler, spouse$200,000 – $499,999$0 – $29,999
Portfolio Management Active Assets AccountMorgan Stanley 105442 - 013768 - 014089 - 108110 - 109808investmentfiler, spouse, dependent$1,000,000 or more$100,000 – $199,999
PERSONALIZED INVESTMENT ADVISORY SERVICE, Global Investment SolutionsMorgan Stanley Pathway Funds Select UMA Program 012699 - 108015investmentfiler, spouse$1,000,000 or more$60,000 – $99,999
Select UMA Active Assets Account (Trust Shelter)Morgan Stanley Pathway Funds Select UMA Program 012699 - 108015investmentfiler, spouse$1,000,000 or more$0 – $29,999
AMAZON · AMZNPersonal 105442stocksfiler$0 – $29,999$0 – $29,999
AMGEN · AMGNPersonal 105442stocksfiler$0 – $29,999$0 – $29,999
SPDR SP 500 · SPYPersonal 105442stocksfiler$100,000 – $199,999$0 – $29,999
FEDERATED HRMS PRIME CS OBL WS · PCOXXPersonal 105442stocksfiler$60,000 – $99,999$0 – $29,999
UNIT FIRST TRUST CLOUD COMPUTING 36 · (No ticker)Personal 105442stocksfiler$0 – $29,999$0 – $29,999
AMGEN INC · AMGNPersonal 013381 optionstocksfiler$750,000 – $999,999$0 – $29,999
GOVXX · FEDERATED HERMES GOVT OBL AVRPersonal 013381 optionstocksfiler$0 – $29,999$0 – $29,999
AMGEN INC · AMGNTraditional IRA 013380 optionstocksfiler$100,000 – $199,999$0 – $29,999
MICROSOFT CORP · MFSTTraditional IRA 013380 optionstocksfiler$500,000 – $749,999$0 – $29,999
NVIDIA CORP · NVDATraditional IRA 013380 optionstocksfiler$500,000 – $749,999$0 – $29,999
FEDERATED HERMES GOVT OBL AVR · GOVXXTraditional IRA 013380 optionstocksfiler$0 – $29,999$0 – $29,999
AMGEN INC · AMGNTRADITIONAL IRA 108110stocksspouse$30,000 – $59,999$0 – $29,999
STARBUCK'S CORP · SBUXTRADITIONAL IRA 108110stocksspouse$30,000 – $59,999$0 – $29,999
AMERICAN FUNDAMENTAL INV A · ANCFXTRADITIONAL IRA 108110stocksspouse$0 – $29,999$0 – $29,999
UNIT FIRST TRUST CAPITAL STRENGTH 62 · (No ticker)TRADITIONAL IRA 108110stocksspouse$0 – $29,999$0 – $29,999
UNIT FIRST TRUST CLOUD COMPUTING 39 · (No ticker)TRADITIONAL IRA 108110stocksspouse$0 – $29,999$0 – $29,999
UNIT FIRST TRUST CYBERSECURITY 36 · (No ticker)TRADITIONAL IRA 108110stocksspouse$0 – $29,999$0 – $29,999
UNIT FIRST TRUST CAPITAL STRENGTH 70 · (No ticker)TRADITIONAL IRA 108110stocksspouse$0 – $29,999$0 – $29,999
UNIT FIRST TRUST CLOUD COMPUTING 47 · (No ticker)TRADITIONAL IRA 108110stocksspouse$30,000 – $59,999$0 – $29,999
Equity TrustsMorgan Stanley Unit Investment Trustsinvestmentfiler, spouse$60,000 – $99,999$0 – $29,999
AMAZON COM · AMZNTraditional IRA 109808stocksfiler$60,000 – $99,999$0 – $29,999
APPLE INC · AAPLTraditional IRA 109808stocksfiler$60,000 – $99,999$0 – $29,999
KIMBERLY CLARK CORP · KMBTraditional IRA 109808stocksfiler$0 – $29,999$0 – $29,999
NVIDIA CORP · NVDATraditional IRA 109808stocksfiler$200,000 – $499,999$0 – $29,999
AMERICAN NEW ECONOMY A · ANEFXTraditional IRA 109808stocksfiler$200,000 – $499,999$0 – $29,999
AMERICAN NEW WORLD A · NEWFXTraditional IRA 109808stocksfiler$0 – $29,999$0 – $29,999
AMERICAN SMALLCAP WORLD A · SMCWXTraditional IRA 109808stocksfiler$100,000 – $199,999$0 – $29,999
FEDERATED HRMS PRIME CS OBL WS · PCOXXTraditional IRA 109808stocksfiler$100,000 – $199,999$0 – $29,999
AMERICAN CAP WRLD GR & INC A · CWGIXTraditional IRA 109808stocksfiler$30,000 – $59,999$0 – $29,999
539 PLANLEGG MASON SCHOLARS CHOICE 013429-013430investmentdependent$100,000 – $199,999Not reported
Kaiser Permanente Washington 403 (B)The Vanguard Groupinvestmentspouse$200,000 – $499,999$0 – $29,999
KAISER PERMANENTE TAX SHELTERED ANNUITY PLAN 094174The Vanguard Groupinvestmentspouse$200,000 – $499,999$0 – $29,999
KAISER PERMANENTE WASHINGTON DEFINED CONTRIBUTION PLAN 092833The Vanguard Groupinvestmentspouse$60,000 – $99,999$0 – $29,999
Mutual FundAMERICAN NEW ECONOMY A (ANEFX)investmentfiler$200,000 – $499,999$0 – $29,999
Mutual FundAMERICAN NEW WORLD A (NEWFX)investmentfiler$0 – $29,999$0 – $29,999
Mutual FundAMERICAN SMALLCAP WORLD A (SMCWX)investmentfiler$100,000 – $199,999$0 – $29,999
PERSONALIZED INVESTMENT ADVISORY SERVICEMorgan Stanley Portfolio Management Active Assets Account 013381 - 013380investmentspouse, filer$1,000,000 or more$30,000 – $59,999
Mutual FundsAMERICAN FUNDAMENTAL INV A (ANCFX)investmentspouse$0 – $29,999$0 – $29,999
AMAZON COM INC · AMZNPersonnel James 013768stocksdependent$0 – $29,999Not reported
APPLE INC · AAPLPersonnel James 013768stocksdependent$0 – $29,999Not reported
AMAZON COM INC · AMZNJeffrey 014382stocksdependent$0 – $29,999Not reported
APPLE INC · AAPLJeffrey 014382stocksdependent$0 – $29,999Not reported
ScholarshipEmbry-Riddle Aeronautical Universityotherdependent$0 – $29,999$0 – $29,999
OPEN-END MUTUAL FUNDSAMERICAN CAP WRLD GR & INC A (CWGIX)investmentfiler$30,000 – $59,999$0 – $29,999
UNIT INVESTMENT TRUSTSFirst Trust Portfolios L.P.investmentspouse, filer$200,000 – $499,999$0 – $29,999

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