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WHALEY ROBERT H

REGENT/TRUSTEE · EASTERN WASHINGTON UNIVERSITY

← Washington filings

Filed Mar 18, 2025 · Period Jan 1, 2024 – Jun 30, 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
CheckingBank of Americabank accountfiler$30,000 – $59,999Not reported
SavingsBank of Americabank accountspouse$0 – $29,999Not reported
LifeMass Mutual Life Insuranceinsurancefiler$60,000 – $99,999Not reported
Mutual FundsThrift Savingsinvestmentfiler$30,000 – $59,999Not reported
Fidelity Cash Reserves · FDRXXRetirement IRA LSW AND RHWstocksfiler, spouse$30,000 – $59,999$0 – $29,999
Vanguard Wellington · VWELXRetirement IRA LSW AND RHWstocksfiler, spouse$200,000 – $499,999$0 – $29,999
Fidelity Balanced · FBALXRetirement IRA LSW AND RHWstocksfiler, spouse$1,000,000 or more$30,000 – $59,999
AMGN Inc · AMGNRetirement IRA LSW AND RHWstocksfiler, spouse$30,000 – $59,999$0 – $29,999
FIDELITY STRATEGIC INCOME · FADMXRetirement IRA LSW AND RHWstocksfiler, spouse$0 – $29,999$0 – $29,999
FIDELITY CAPITAL AND INCOME · FAGIXRetirement IRA LSW AND RHWstocksfiler, spouse$0 – $29,999$0 – $29,999
VANGUARD BALANCED INDEX · VBIAXRetirement IRA LSW AND RHWstocksfiler, spouse$200,000 – $499,999$0 – $29,999
Investment Co. Of America · AivsxPersonalstocksspouse$60,000 – $99,999$0 – $29,999
American balanced fund · abalxPersonalstocksspouse$60,000 – $99,999$0 – $29,999

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