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Joanne Lee

SCHOOL DIRECTOR · MERCER ISLAND SD 400

← Washington filings

Filed Mar 31, 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
CheckingBank of Americabank accountfiler$30,000 – $59,999$0 – $29,999
Money MarketBank of Americabank accountfiler$200,000 – $499,999$0 – $29,999
Mutual FundLPL Financialinvestmentfiler, spouse$200,000 – $499,999Not reported
IRALPL Financialinvestmentfiler, spouse$200,000 – $499,999Not reported
IRALPL Financialinvestmentfiler, spouse$0 – $29,999Not reported
529 PlanDC College Savings Planinvestmentdependent$60,000 – $99,999Not reported
AnnuityTalcott Resolutioninvestmentfiler$200,000 – $499,999Not reported
Ameritrade · AmeritradePersonalstocksspouse, filer$30,000 – $59,999Not reported
Exxon Mobile · XOMPersonalstocksspouse, filer$30,000 – $59,999Not reported
IRAEmpowerinvestmentspouse$1,000,000 or moreNot reported

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