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BURT TIMOTHY J
REGENT/TRUSTEE · Walla Walla Community College
← Washington filingsFiled Mar 18, 2025 · Period Jan 1, 2024 – Dec 31, 2024
Reported accounts & holdings
| Account / asset | Category | Reported owner | Value range | Income range |
|---|---|---|---|---|
| Savings and CheckingBank of Eastern Oregon | bank account | filer, spouse | $100,000 – $199,999 | $0 – $29,999 |
| earned retirementWashington State Department of Retirement | investment | filer | $0 – $29,999 | $0 – $29,999 |
| retirement annuityJohn Hancock | investment | filer, spouse | $100,000 – $199,999 | $0 – $29,999 |
| Spdr Dow Indust Ave · DIAretirement | stocks | filer, spouse | $0 – $29,999 | $0 – $29,999 |
| Wisdomtree US High Div · DHSretirement | stocks | filer, spouse | $0 – $29,999 | $0 – $29,999 |
| American High-Inc Muni · AHICXretirement | stocks | filer, spouse | $0 – $29,999 | $0 – $29,999 |
| American Tax-Ex · TEBCXretirement | stocks | filer, spouse | $0 – $29,999 | $0 – $29,999 |
| Invesco Rch Municipal · ORNYXretirement | stocks | filer, spouse | $0 – $29,999 | $0 – $29,999 |
| Nuveen High Yield Muni · NHMRXretirement | stocks | filer, spouse | $0 – $29,999 | $0 – $29,999 |
| Carnival Corp · CCLretirement | stocks | filer, spouse | $0 – $29,999 | $0 – $29,999 |
| Manulife Financial Corp · MFCretirement | stocks | filer, spouse | $0 – $29,999 | $0 – $29,999 |
| Marathon Pete Corp · MPCretirement | stocks | filer, spouse | $0 – $29,999 | $0 – $29,999 |
| Welltower Inc Reit · WELLretirement | stocks | filer, spouse | $0 – $29,999 | $0 – $29,999 |
| American Cap Income · CFIHXretirement | stocks | filer, spouse | $0 – $29,999 | $0 – $29,999 |
| American Growth Fund · GAFFXretirement | stocks | filer, spouse | $0 – $29,999 | $0 – $29,999 |
| American Income · FIFAXretirement | stocks | filer, spouse | $0 – $29,999 | $0 – $29,999 |
| American New Perspective · FNPFXretirement | stocks | filer, spouse | $0 – $29,999 | $0 – $29,999 |
| American New World · FNWFXretirement | stocks | filer, spouse | $0 – $29,999 | $0 – $29,999 |
| Hartford Balanced Income · HBLFXretirement | stocks | filer, spouse | $0 – $29,999 | $0 – $29,999 |
| Hartford Schroders INTL · HFYFXretirement | stocks | filer, spouse | $0 – $29,999 | $0 – $29,999 |
| John Hancock Bond · JHBSXretirement | stocks | filer, spouse | $0 – $29,999 | $0 – $29,999 |
| Lord Abbett Bond Deb · LBNOXretirement | stocks | filer, spouse | $0 – $29,999 | $0 – $29,999 |
| Lord Abbett Total Return · LTROXretirement | stocks | filer, spouse | $0 – $29,999 | $0 – $29,999 |
| MFS International New · MIDLXretirement | stocks | filer, spouse | $0 – $29,999 | $0 – $29,999 |
| MFS Total Return Bond · MRBKXretirement | stocks | filer, spouse | $0 – $29,999 | $0 – $29,999 |
| MFS CI R6 · MEIKXretirement | stocks | filer, spouse | $0 – $29,999 | $0 – $29,999 |
| Victory Sycamore Est Value · VEVRXretirement | stocks | filer, spouse | $0 – $29,999 | $0 – $29,999 |
| ALPHABET INC · GOOGLretirement | stocks | filer, spouse | $0 – $29,999 | $0 – $29,999 |
| IBM · IBMretirement | stocks | filer, spouse | $30,000 – $59,999 | $0 – $29,999 |
| KYNDRYL HLDGS INC · KDretirement | stocks | filer, spouse | $0 – $29,999 | $0 – $29,999 |
| SABRE CORP · SABRretirement | stocks | filer, spouse | $0 – $29,999 | $0 – $29,999 |
| VICTORY SYCAMORE SMALL COMPANY · VSORXretirement | stocks | filer, spouse | $0 – $29,999 | $0 – $29,999 |
| SPIRE INC · SRretirement | stocks | filer, spouse | $0 – $29,999 | $0 – $29,999 |
| Nuveen Muni Income · NMI | stocks | filer, spouse | $0 – $29,999 | $0 – $29,999 |
| Paypal Holdings · PYPL | stocks | filer, spouse | $0 – $29,999 | $0 – $29,999 |
| American Express · AXPpersonal | stocks | filer | $0 – $29,999 | $0 – $29,999 |
| AMAZON · AMZNpersonal | stocks | filer | $0 – $29,999 | $0 – $29,999 |
| AT&T · Tpersonal | stocks | filer | $0 – $29,999 | $0 – $29,999 |
| JOHNSON&JOHNSON · JNJpersonal | stocks | filer | $0 – $29,999 | $0 – $29,999 |
| ONEOK · OKEpersonal | stocks | filer | $0 – $29,999 | $0 – $29,999 |
| PHILLIPS 66 · PSXpersonal | stocks | filer | $0 – $29,999 | $0 – $29,999 |
| PROCTER&GAMBLE · PGpersonal | stocks | filer | $0 – $29,999 | $0 – $29,999 |
| WARNER BROS DISCOVERY · WBDpersonal | stocks | filer | $0 – $29,999 | $0 – $29,999 |
| NUVEEN MUNICIPAL · NMIpersonal | stocks | filer | $0 – $29,999 | $0 – $29,999 |
| SECTOR SPDR TRUST UTILITIES · XLUpersonal | stocks | filer | $0 – $29,999 | $0 – $29,999 |
| FRANKLIN FED LIMITED-TERM · FFLQXpersonal | stocks | filer | $0 – $29,999 | $0 – $29,999 |
| FRANKLIN FEDERAL TAX-FREE · FKTIXPersonal | stocks | filer | $30,000 – $59,999 | $0 – $29,999 |
| FRANKLIN MANAGED INCOME · FBLAXPersonal | stocks | filer | $30,000 – $59,999 | $0 – $29,999 |
| FRANKLIN RISING DIVIDENDS · FRDPXPersonal | stocks | filer | $60,000 – $99,999 | $0 – $29,999 |
| FRANKLIN US GOV MONEY · FMFXXPersonal | stocks | filer | $60,000 – $99,999 | $0 – $29,999 |
| JP MORGAN INC BUILD · JNBAXPersonal | stocks | filer | $30,000 – $59,999 | $0 – $29,999 |
| STATE BK INDIA · (No ticker)Personal | stocks | filer | $30,000 – $59,999 | $0 – $29,999 |
| WASH FINL BK PA · (No ticker)Personal | stocks | filer | $0 – $29,999 | $0 – $29,999 |
| APPLA POWER CO · (No ticker)PERSONAL | stocks | filer | $0 – $29,999 | $0 – $29,999 |
| HARTFORD LIFE · (No ticker)PERSONAL | stocks | filer | $0 – $29,999 | $0 – $29,999 |
| NW NATURAL GAS · (No ticker)PERSONAL | stocks | filer | $0 – $29,999 | $0 – $29,999 |