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Erika Borg

SCHOOL DIRECTOR · BAINBRIDGE ISLAND SD 303

← Washington filings

Filed Mar 12, 2025 · Period Feb 27, 2024 – Feb 26, 2025

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
SavingsChase bank accountfiler$30,000 – $59,999$0 – $29,999
Certificate of DepositChase bank accountfiler$0 – $29,999$0 – $29,999
SEPMorgan Stanleyinvestmentfiler$60,000 – $99,999Not reported
IRAMorgan Stanleyinvestmentfiler$200,000 – $499,999Not reported
American Funds Timed College Savings AccountCapital Groupinvestmentfiler$0 – $29,999Not reported
ISHARES ETF · IEFAstocksfiler$0 – $29,999Not reported
ISHARES Emerging EFT · IEMGstocksfiler$0 – $29,999Not reported
ISHARES ETF · HYGstocksfiler$0 – $29,999Not reported
Invest GR COR BD · LQDstocksfiler$30,000 – $59,999Not reported
MID-CAP ETF · IWRstocksfiler$0 – $29,999Not reported
Quality Factor ETF · JQUAstocksfiler$0 – $29,999Not reported
Vanguard FTSE ALL · VSSstocksfiler$0 – $29,999Not reported
Vanguard Russell 2000 ETF · VTWOstocksfiler$0 – $29,999Not reported
Vanguard S&P 500 · VOOstocksfiler$100,000 – $199,999Not reported
First Trust SMID · SDVYstocksfiler$0 – $29,999Not reported
S&P 500 ETF · SPYstocksfiler$0 – $29,999Not reported
SSGA Global ETF · GALstocksfiler$0 – $29,999Not reported
401kFidelity Brokerage Services LLCinvestmentspouse$100,000 – $199,999Not reported

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