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BLOOM RICHARD W
Washington financial-affairs disclosure
← Washington filingsFiled Mar 17, 2025 · Period Jan 1, 2024 – Dec 31, 2024
Reported accounts & holdings
| Account / asset | Category | Reported owner | Value range | Income range |
|---|---|---|---|---|
| Mutual fundsVanguard Investments | investment | filer | $200,000 – $499,999 | $0 – $29,999 |
| Mutual funds Individual 529 College SavingsVanguard Investments | investment | filer | $0 – $29,999 | $0 – $29,999 |
| IRADiscover Bank | bank account | filer | $0 – $29,999 | $0 – $29,999 |
| SavingsDiscover Bank | bank account | filer | $60,000 – $99,999 | $0 – $29,999 |
| SavingsAmerican Express Bank | bank account | filer | $200,000 – $499,999 | Not reported |
| IRAAmerican Express Bank | bank account | filer | $0 – $29,999 | $0 – $29,999 |
| Norwegian Cruise Line Holdings · NCLHIRA | stocks | filer | $0 – $29,999 | $0 – $29,999 |
| Mutual FundsFranklin Tempelton Investments | self investment | filer | $500,000 – $749,999 | $30,000 – $59,999 |
| Mutual Funds - IRAFranklin Tempelton | self investment | spouse | $30,000 – $59,999 | Not reported |
| Mutual FundsFranklin Tempelton | self investment | spouse | $60,000 – $99,999 | Not reported |
| Mutual Funds IRAVanguard | self investment | filer | $30,000 – $59,999 | Not reported |
| Mutual FundsVanguard | self investment | spouse | $100,000 – $199,999 | Not reported |
| AnnuityAmerican National | self investment | filer | $100,000 – $199,999 | $0 – $29,999 |
| LifeNew York Life | insurance | spouse, filer | $30,000 – $59,999 | Not reported |
| CheckingBank of America | bank account | filer, spouse | $100,000 – $199,999 | Not reported |
| CheckingChase | bank account | filer | $30,000 – $59,999 | Not reported |
| CheckingUS Bank | bank account | filer | $0 – $29,999 | Not reported |
| SavingsUS Bank | bank account | filer | $0 – $29,999 | Not reported |
| Mutual FundMerrill EDGE | investment | filer | $100,000 – $199,999 | $0 – $29,999 |
| Mutual FundsArk Wealth Management | investment | filer | $500,000 – $749,999 | Not reported |
| Mutual FundsArk Wealth Management | investment | spouse | $60,000 – $99,999 | Not reported |
| Mutual FundsVanguard Investments P.O. Box 982901 | investment | spouse | $60,000 – $99,999 | Not reported |
| Oklo Inc · OKLOPersonal | stocks | filer | $0 – $29,999 | Not reported |