Phil Bloch

SCHOOL DIRECTOR · BELLEVUE SD 405

Filed Feb 19, 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
Checking, SavingsBank of America	bank account	filer, spouse	$100,000 – $199,999	$0 – $29,999
Investment, IRA and UTMARaymond James	investment	filer, spouse	$1,000,000 or more	$30,000 – $59,999
Investment (Stocks)E*Trade	investment	filer	$100,000 – $199,999	$0 – $29,999
401kDRS401k	investment	filer	$200,000 – $499,999	Not reported
401kFidelity Investments	investment	spouse	$1,000,000 or more	Not reported
403(B)TIAA-CREF	investment	filer	$0 – $29,999	Not reported
DCP Retirement SavingsVoya Financial	investment	filer	$100,000 – $199,999	Not reported
Microsoft · MSFTpersonal	stocks	filer	$30,000 – $59,999	$0 – $29,999
Eli Lilly · LLYpersonal	stocks	filer	$0 – $29,999	$0 – $29,999
Verisign · VRSNpersonal	stocks	filer	$0 – $29,999	$0 – $29,999
Tencent Holdings · TCEHYpersonal	stocks	filer	$0 – $29,999	$0 – $29,999
General Mills · GISpersonal	stocks	filer	$0 – $29,999	$0 – $29,999
Twilio · TWLOpersonal	stocks	filer	$0 – $29,999	Not reported
PNC Financial Services · PNCpersonal	stocks	filer	$0 – $29,999	$0 – $29,999
HASI · HASIpersonal	stocks	filer	$0 – $29,999	$0 – $29,999
JP Morgan Chase · JPMpersonal	stocks	filer, spouse	$100,000 – $199,999	$0 – $29,999
Exxon Mobil · XOMpersonal	stocks	filer, spouse	$30,000 – $59,999	$0 – $29,999
Pfizer · PFEpersonal	stocks	filer, spouse	$0 – $29,999	$0 – $29,999
Procter & Gamble · PGpersonal	stocks	filer, spouse	$0 – $29,999	$0 – $29,999
Johnson & Johnson · JNJpersonal	stocks	filer, spouse	$0 – $29,999	$0 – $29,999
Briston-Myers Squibb · BMYpersonal	stocks	filer, spouse	$0 – $29,999	$0 – $29,999
Fastenal · FASTpersonal	stocks	filer, spouse	$0 – $29,999	$0 – $29,999
Nextera Energy · NEEpersonal	stocks	filer, spouse	$0 – $29,999	$0 – $29,999
PNC Finacial Services · PNCpersonal	stocks	filer, spouse	$0 – $29,999	$0 – $29,999
GE Healthcare · GEHCpersonal	stocks	filer, spouse	$0 – $29,999	$0 – $29,999
General Electric · GEpersonal	stocks	filer, spouse	$0 – $29,999	$0 – $29,999
International Business Machines · IBMpersonal	stocks	filer, spouse	$0 – $29,999	$0 – $29,999
Venture Capital FundW250 Venture Fund, LP	self investment	filer, spouse	$30,000 – $59,999	Not reported
529VCSP/CollegeAmerica	investment	filer, dependent, spouse	$500,000 – $749,999	Not reported
Paccar · PCARPersonal & Retirement	stocks	spouse	$500,000 – $749,999	Not reported
SavingsDiscover Bank	bank account	filer	$100,000 – $199,999	$0 – $29,999

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