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Roger G Wright

PUBLIC UTILITY COMMISSIONER · FRANKLIN PUD 01 - ELE

← Washington filings

Filed Mar 13, 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
Savings and CheckingGesa Credit Unionbank accountfiler, spouse$30,000 – $59,999$0 – $29,999
Business checking for RGW Enterprises PCCommunity First Bankbank accountfiler, spouse$60,000 – $99,999$0 – $29,999
Business Checking for Mission Investments LLCCommunity First Bankbank accountfiler, spouse$30,000 – $59,999$0 – $29,999
LifeBeneficial Life Insuranceinsurancefiler, spouse$30,000 – $59,999Not reported
ISHARES ETF · DVYERetirementstocksspouse, filer$0 – $29,999$0 – $29,999
PACER CFRA ETF · SZNERetirementstocksspouse, filer$0 – $29,999$0 – $29,999
VANGUARD · VTIRetirementstocksspouse, filer$0 – $29,999$0 – $29,999
CORPORATE BONDS · BONDSRetirementstocksspouse, filer$0 – $29,999$0 – $29,999
AF TAX AWARE GROWTH · TAIAXRetirementstocksspouse, filer$0 – $29,999$0 – $29,999
AMCAP · AMCFXRetirementstocksspouse, filer$60,000 – $99,999$0 – $29,999
AMERICAN MUTUAL · AMRFXRetirementstocksspouse, filer$60,000 – $99,999$0 – $29,999
Parnassus Equity · PRILXRetirementstocksspouse, filer$100,000 – $199,999$0 – $29,999
PIMCO · PIMIXRetirementstocksspouse, filer$60,000 – $99,999$0 – $29,999
VANGUARD · VTIAXRetirementstocksspouse, filer$60,000 – $99,999$0 – $29,999
VANGUARD · VWIAXRetirementstocksspouse, filer$100,000 – $199,999$0 – $29,999
VANGUARD · VTSAXRetirementstocksspouse, filer$100,000 – $199,999$0 – $29,999
VANGUARD · VASIXRetirementstocksspouse, filer$60,000 – $99,999$0 – $29,999
VANGUARD · VIGIRetirementstocksspouse, filer$0 – $29,999$0 – $29,999
ISHARES BIOTECH · IBBRetirementstocksspouse, filer$0 – $29,999$0 – $29,999
DODGE AND COX · DODGXRetirementstocksspouse, filer$60,000 – $99,999$0 – $29,999
NEW PERSPECTIVE · ANWFXRetirementstocksspouse, filer$100,000 – $199,999$0 – $29,999
Boeing · BARetirementstocksspouse, filer$0 – $29,999$0 – $29,999
Uber · UberRetirementstocksspouse, filer$0 – $29,999$0 – $29,999
Government Bonds · (No ticker)Retirementstocksspouse, filer$60,000 – $99,999$0 – $29,999
Vanguard Treas MM · VUSXXRetirementstocksspouse, filer$100,000 – $199,999$0 – $29,999
Amazon · AMZNRetirementstocksspouse, filer$0 – $29,999$0 – $29,999
Pfizer · PFERetirementstocksspouse, filer$0 – $29,999$0 – $29,999
457 deferred mutual fundsMission Square Retirementinvestmentfiler$60,000 – $99,999Not reported
PERS PLAN 2WASHINGTON STATE DEPT OF RETIREMENTinvestmentfiler$100,000 – $199,999Not reported
I BondsUs Treasuryinvestmentfiler, spouse$30,000 – $59,999Not reported
CD and money market acctsCharles Schwabbank accountfiler, spouse$200,000 – $499,999$0 – $29,999

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