Alexander K. Lee

REGENT/TRUSTEE · CASCADIA COLLEGE

Filed Mar 30, 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 / asset	Category	Reported owner	Value range	Income range
SavingsFirst Tech Credit Union	bank account	filer	$200,000 – $499,999	$0 – $29,999
Stocks, Bonds, Securities, mutual fundsCharles Schwab	investment	filer	$1,000,000 or more	$0 – $29,999
Stocks, mutual fundsCharles Schwab	investment	spouse	$200,000 – $499,999	Not reported
Tesla · TSLARetirement	stocks	filer, spouse	$1,000,000 or more	Not reported
Janus Henderson AAA CLO · jaaaRetirement	stocks	filer, spouse	$1,000,000 or more	$60,000 – $99,999
Invenomic Inst. · BIVIXRetirement	stocks	filer, spouse	$200,000 – $499,999	$0 – $29,999

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