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CHARBONNEAU JEFFREY A

STATE BOARD/COMMISSION MEMBER · STUDENT ACHIEVEMENT COUNCIL; REGENT/TRUSTEE · CENTRAL WASHINGTON UNIVERSITY

← Washington filings

Filed Mar 21, 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
CheckingBanner Bankbank accountfiler, spouse$0 – $29,999$0 – $29,999
SavingsBanner Bankbank accountfiler, spouse$30,000 – $59,999$0 – $29,999
529 College Savings PlanAmerican Fundsself investmentfiler$100,000 – $199,999Not reported
IRA RetirementAmerican Fundsself investmentfiler$200,000 – $499,999Not reported
IRA RetirementAmerican Fundsself investmentspouse$200,000 – $499,999Not reported
RetirementAmerican Fundsself investmentspouse$100,000 – $199,999Not reported
RetirementWashington State DRSinvestmentfiler$200,000 – $499,999Not reported
RetirementWashington State DRSinvestmentspouse$0 – $29,999Not reported
Health Savings PlanVEBA Trustinvestmentfiler$30,000 – $59,999Not reported
Health Savings AccountVEBA Trustinvestmentspouse$0 – $29,999Not reported
College Savings PlanDream Aheadinvestmentfiler$30,000 – $59,999Not reported
American Cap Inc Builder A · CAIBXRetirement, personalstocksspouse, filer$30,000 – $59,999$0 – $29,999
American Cap Wrld Gr & Inc A · CWGIXRetirement, personalstocksspouse, filer$0 – $29,999$0 – $29,999
American Inc FD of America A · AMECXRetirement, personalstocksspouse, filer$30,000 – $59,999$0 – $29,999
SavingsLPL Financialbank accountfiler$0 – $29,999$0 – $29,999
InvestmentLPL Financialbank accountfiler$200,000 – $499,999$30,000 – $59,999

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