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GEORGE ZINN

STATE BOARD/COMMISSION MEMBER · INVESTMENT BOARD, ST

← Washington filings

Filed Apr 13, 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
SavingsWells Fargobank accountfiler$200,000 – $499,999$0 – $29,999
CheckingWells Fargobank accountfiler$100,000 – $199,999$0 – $29,999
StocksSchwabinvestmentfiler$1,000,000 or moreNot reported
Stocks, BondsMorgan Stanleyinvestmentfiler$500,000 – $749,999Not reported
Stocks, Bonds, Mutual FundsFidelity-National Financial Servicesinvestmentfiler$1,000,000 or moreNot reported
Mutual FundsVanguardinvestmentfiler$750,000 – $999,999Not reported
stocksComputershareinvestmentfiler$200,000 – $499,999Not reported
StocksEQ Shareowner Servicesinvestmentfiler$100,000 – $199,999Not reported
BondsTreasury Directinvestmentfiler, spouse$100,000 – $199,999Not reported
StocksBroadridge Stock Transferinvestmentfiler$0 – $29,999Not reported
Microsoft · MSFTPersonalstocksfiler, spouse$1,000,000 or more$60,000 – $99,999
   Vanguard Institutional Index Fund Institutional Plus Shares · VIIXPersonalstocksfiler, spouse$1,000,000 or moreNot reported
   Vanguard Short-Term Bond Index Fd Instl Plus · VBIPXPersonalstocksfiler, spouse$1,000,000 or moreNot reported
   BTC SHRT-TERM INV · BRT2DP6D1Personalstocksfiler, spouse$1,000,000 or more$0 – $29,999
   BTC LP IDX 2030 N & M · 09261F630Personalstocksfiler, spouse$1,000,000 or moreNot reported
   Vanguard FTSE All-World ex-US Index Fund Insti Shs · VFWSXPersonalstocksfiler, spouse$1,000,000 or moreNot reported
   McDonald's Corporation · MCDPersonalstocksfiler, spouse$100,000 – $199,999$0 – $29,999
   Yum! Brands, Inc. · YUMCPersonalstocksfiler, spouse$60,000 – $99,999$0 – $29,999
   HONEYWELL INTERNATIONAL INC. · HONPersonalstocksfiler, spouse$100,000 – $199,999$0 – $29,999
   Vanguard High-Yield Corporate Fund Admiral Shares · VWEAXPersonalstocksfiler, spouse$500,000 – $749,999Not reported
   JPMorgan Chase & Co. · JPMPersonalstocksfiler, spouse$100,000 – $199,999$0 – $29,999
   Kelly Services, Inc. · KELY A & BPersonalstocksfiler, spouse$60,000 – $99,999$0 – $29,999
FIDELITY GOVERNMENT MONEY MARKET · SPAXXPersonalstocksfiler, spouse$1,000,000 or more$0 – $29,999
   Bank of America Corp · BACPersonalstocksfiler, spouse$60,000 – $99,999$0 – $29,999
   Exxon Mobil Corporation · XOMPersonalstocksfiler, spouse$100,000 – $199,999$0 – $29,999
   SPDR Gold Trust · GLDPersonalstocksfiler, spouse$100,000 – $199,999Not reported
   Lowe's Companies, Inc. · LOWPersonalstocksfiler, spouse$30,000 – $59,999$0 – $29,999
   Aon Plc Class A · AONPersonalstocksfiler, spouse$30,000 – $59,999$0 – $29,999
   OCCIDENTAL PETROLEUM CORPORATION · OXYPersonalstocksfiler, spouse$60,000 – $99,999$0 – $29,999
   Newmont Corporation · NEMPersonalstocksfiler, spouse$0 – $29,999$0 – $29,999
   IDEXX Laboratories, Inc. · IDXXPersonalstocksfiler, spouse$0 – $29,999$0 – $29,999
   SAP SE Sponsored ADR · SAPPersonalstocksfiler, spouse$0 – $29,999$0 – $29,999
   Wells Fargo & Company · WFCPersonalstocksfiler, spouse$0 – $29,999$0 – $29,999
   DuPont de Nemours, Inc. · DDPersonalstocksfiler, spouse$0 – $29,999$0 – $29,999
   iShares North American Natural Resources ETF · IGEPersonalstocksfiler, spouse$0 – $29,999Not reported
   Vanguard Utilities ETF · VPUPersonalstocksfiler, spouse$0 – $29,999Not reported
   iShares S&P GSCI Commodity Indexed Trust · GSGPersonalstocksfiler, spouse$0 – $29,999Not reported
   Boeing Company · BAPersonalstocksfiler, spouse$0 – $29,999$0 – $29,999
   Nutanix, Inc. Class A · NTNXPersonalstocksfiler, spouse$0 – $29,999$0 – $29,999
   Weyerhaeuser Company · WYPersonalstocksfiler, spouse$0 – $29,999$0 – $29,999
   Vanguard Real Estate ETF · VNQPersonalstocksfiler, spouse$0 – $29,999Not reported
   Biogen Inc. · BIIBPersonalstocksfiler, spouse$0 – $29,999$0 – $29,999
   AT&T Inc. · TPersonalstocksfiler, spouse$0 – $29,999$0 – $29,999
   Walt Disney Company · DISPersonalstocksfiler, spouse$0 – $29,999$0 – $29,999
   Carrier Global Corp. · CARRPersonalstocksfiler, spouse$0 – $29,999$0 – $29,999
   Mercury Systems, Inc. · MRCYPersonalstocksfiler, spouse$0 – $29,999$0 – $29,999
   Agnico Eagle Mines Limited · AEMPersonalstocksfiler, spouse$0 – $29,999$0 – $29,999
   Devon Energy Corporation · DVNPersonalstocksfiler, spouse$0 – $29,999$0 – $29,999
   Morgan Stanley Institutional Liquidity Funds Government Portfolio · MVRXXPersonalstocksfiler, spouse$0 – $29,999Not reported
   Kinder Morgan Inc Class P · KMIPersonalstocksfiler, spouse$0 – $29,999$0 – $29,999
   Fidelity Government Cash Reserves Shs of Benef Interest · FDRXXPersonalstocksfiler, spouse$0 – $29,999$0 – $29,999
   Charles Schwab Family of Funds Value Advantage Money Fund Invest · SWVXXPersonalstocksfiler, spouse$0 – $29,999$0 – $29,999
Illinois Tool Works · ITWPersonalstocksfiler, spouse$100,000 – $199,999Not reported
Vang Sm Cap Idx ADM · VSMAXPersonalstocksfiler, spouse$100,000 – $199,999Not reported
Loomis Sayles Ltd Term Govt Y$ · NELYXPersonalstocksfiler, spouse$60,000 – $99,999Not reported
BR Low Dur Bond · BLDAXPersonalstocksfiler, spouse$0 – $29,999Not reported
BL ALT Multi Strat · BXMIXPersonalstocksfiler, spouse$0 – $29,999Not reported
FID ADV Insights · FNIAXPersonalstocksfiler, spouse$0 – $29,999Not reported
Hancock Classic Value A · PZFVXPersonalstocksfiler, spouse$0 – $29,999Not reported
LAZ DEV MKTS · LDMOXPersonalstocksfiler, spouse$0 – $29,999Not reported
Nuv Intl Valu · NAIGXPersonalstocksfiler, spouse$0 – $29,999Not reported
Pim Comm Real Ret · PCRAXPersonalstocksfiler, spouse$0 – $29,999Not reported
Victory RS Partners A · RSPFXPersonalstocksfiler, spouse$0 – $29,999Not reported
Victory RS Value A · RSVAXPersonalstocksfiler, spouse$0 – $29,999Not reported
Voya Midcap oppt A · NMCAXPersonalstocksfiler, spouse$0 – $29,999Not reported
West Asset Core Bond A · WABAXPersonalstocksfiler, spouse$0 – $29,999Not reported
Ishares MSCI JAp Etf · EWJPersonalstocksfiler, spouse$0 – $29,999Not reported
Ishares Russell 1000 GRWTH ETF · IWFPersonalstocksfiler, spouse$0 – $29,999Not reported
Russell Value 1000 ETF · IWDPersonalstocksfiler, spouse$0 – $29,999Not reported
Russell 2000 Value ETF\ · IWNPersonalstocksfiler, spouse$0 – $29,999Not reported
Allspring SPCL Mdcp VL A · WFPAXPersonalstocksfiler, spouse$0 – $29,999Not reported
Amer Beacon AHL MNGD Fut Strat · AHLAXPersonalstocksfiler, spouse$0 – $29,999Not reported
Causeway Emg Mkt · CEMVXPersonalstocksfiler, spouse$0 – $29,999Not reported
DEL VAL A · DDVAXPersonalstocksfiler, spouse$0 – $29,999Not reported
DWS Enh Comm Strat · SKNRXPersonalstocksfiler, spouse$0 – $29,999Not reported
EV Inc Fund Boston A · EVIBXPersonalstocksfiler, spouse$0 – $29,999Not reported
Edgewood Growth Retail · EGFFXPersonalstocksfiler, spouse$0 – $29,999Not reported
hARD lOEV emg mkt · HLMNXPersonalstocksfiler, spouse$0 – $29,999Not reported
Hartford Intl Val A · HILAXPersonalstocksfiler, spouse$0 – $29,999Not reported
Hart MidCap A · HFMCXPersonalstocksfiler, spouse$0 – $29,999Not reported
Hart Sm Cap A · HSLAXPersonalstocksfiler, spouse$0 – $29,999Not reported
Hancock Intl Grwth · GOIGXPersonalstocksfiler, spouse$0 – $29,999Not reported
JPM Val Adv A · JVAAXPersonalstocksfiler, spouse$0 – $29,999Not reported
Met West Tot Ret BD M · MWTRXPersonalstocksfiler, spouse$0 – $29,999Not reported
Oakmark Intl Investor · OAKIXPersonalstocksfiler, spouse$0 – $29,999Not reported
PGIM Hi Yld A · PBHAXPersonalstocksfiler, spouse$0 – $29,999Not reported
Pim Low Duration · PFIAXPersonalstocksfiler, spouse$0 – $29,999Not reported
WAMCO Core Plus Bd A · WAPAXPersonalstocksfiler, spouse$0 – $29,999Not reported
1st Cit S Bk SH · FCNCAPersonalstocksfiler, spouse$0 – $29,999$0 – $29,999
Tencent ADR · TCEHYPersonalstocksfiler, spouse$0 – $29,999$0 – $29,999
Series I Savings Bond · (No ticker)Personalstocksfiler, spouse$100,000 – $199,999$0 – $29,999
VANG 500 IDX · vffsxPersonalstocksfiler, spouse$200,000 – $499,999Not reported
FID Low Duration · FLDRPersonalstocksfiler, spouse$60,000 – $99,999Not reported
WELLS FARGO BANK NATL ASSN CD 4.40000% 04/22/2024 4.400% 04/22/2024 · 9497632T2Personalstocksfiler, spouse$30,000 – $59,999Not reported
WELLS FARGO BANK NATL ASSN CD 4.50000% 10/21/2024 4.500% 10/21/2024 · 9697632V7Personalstocksfiler, spouse$30,000 – $59,999Not reported
DISCOVER BK CD 4.80000% 05/15/2024 4.800% 05/15/2024 · 254673Z41Personalstocksfiler, spouse$30,000 – $59,999Not reported
DISCOVER BK CD 4.90000% 11/15/2024 4.900% 11/15/2024 · 254673Z58Personalstocksfiler, spouse$30,000 – $59,999Not reported
MORGAN STANLEY PRIVATE BK NATL CD 5.50000% 03/27/2025 5.500% 03/27/2025 · 61768EZK2Personalstocksfiler, spouse$200,000 – $499,999Not reported
UNITED STATES TREAS NTS NOTE 2.37500% 08/15/2024 2.375% 08/15/2024 · 912828D56Personalstocksfiler, spouse$200,000 – $499,999Not reported
WELLS FARGO BANK NATL ASSN CD 5.30000% 09/26/2025 5.300% 09/26/2025 · 949764GF5Personalstocksfiler, spouse$200,000 – $499,999Not reported
WELLS FARGO BANK NATL ASSN CD 5.50000% 09/24/2024 5.500% 09/24/2024 · 949764GG3Personalstocksfiler, spouse$200,000 – $499,999Not reported
SPDR PORTFOLIO SHORT TERM CORPORATE BOND ET · spsbPersonalstocksfiler, spouse$200,000 – $499,999Not reported
Loomis Sayles Limited Term Gv · LGANXPersonalstocksfiler, spouse$60,000 – $99,999Not reported
Mastercard · MAPersonalstocksfiler, spouse$30,000 – $59,999$0 – $29,999
3M · MMMPersonalstocksfiler, spouse$0 – $29,999$0 – $29,999
AQR Manged futures Class N · AQMNXPersonalstocksfiler, spouse$0 – $29,999$0 – $29,999
Blackrock high yield A · BHYAXPersonalstocksfiler, spouse$0 – $29,999$0 – $29,999
Harding Loevner Emerging mkt · HLEMXPersonalstocksfiler, spouse$0 – $29,999$0 – $29,999
Macquarie Intl Fund A · IVIAXPersonalstocksfiler, spouse$0 – $29,999$0 – $29,999
John Hancock Value A · JAKRXPersonalstocksfiler, spouse$0 – $29,999$0 – $29,999
Matthews Japan Fund · MJFOXPersonalstocksfiler, spouse$0 – $29,999$0 – $29,999
Invesco Trust Series 1 · QQQPersonalstocksfiler, spouse$0 – $29,999$0 – $29,999
AB Small Cap Growth · QUASXPersonalstocksfiler, spouse$0 – $29,999$0 – $29,999
Hanover Insurance Group · THGPersonalstocksfiler, spouse$0 – $29,999$30,000 – $59,999
ASSOCIATED BANK 5.05%25CD FDIC INS DUE 04/24/25US · (No ticker)Personalstocksfiler, spouse$0 – $29,999$0 – $29,999
VCFuse Venture Partners Alpha I, Lpself investmentfiler, spouse$200,000 – $499,999Not reported
Stocks, Bonds, FundsRaymond Jamesinvestmentfiler$60,000 – $99,999Not reported
Yacktman · yackxstocksfiler$0 – $29,999Not reported
Calamos Convert · cicvxstocksfiler$0 – $29,999Not reported
CMS Energy · cmsstocksfiler$0 – $29,999Not reported
British Tobacco · btistocksfiler$0 – $29,999Not reported
dodge and cox · dodgxstocksfiler$0 – $29,999Not reported
Harding Intl · hlmixstocksfiler$0 – $29,999Not reported
Hartford Div · hdgixstocksfiler$0 – $29,999Not reported
ishares MSCI · usmvstocksfiler$0 – $29,999Not reported
kellogg · kstocksfiler$0 – $29,999Not reported
Lumen · lumnstocksfiler$0 – $29,999Not reported
MSDW · MSstocksfiler$0 – $29,999Not reported
NCR · NCRstocksfiler$0 – $29,999Not reported
Principal MidCap · PCBIXstocksfiler$0 – $29,999Not reported
RPM Intl · RPMstocksfiler$0 – $29,999Not reported
Tupperware · TUPstocksfiler$0 – $29,999Not reported
UBS · UBSstocksfiler$0 – $29,999Not reported
Vodaphone · VODstocksfiler$0 – $29,999Not reported
Taiwan Semi · TSMstocksfiler$30,000 – $59,999Not reported
Hedge FundMeridan Capital LLCself investmentfiler, spouse$500,000 – $749,999Not reported
PEForge Healthself investmentfiler, spouse$500,000 – $749,999Not reported
HSAOptum Financial Bankinvestmentfiler$60,000 – $99,999Not reported
SAFECrowdSwap, Inc.self investmentfiler, spouse$0 – $29,999Not reported
CoinsGeorge Zinnotherfiler, spouse$0 – $29,999Not reported
LoanPess Loanotherfiler, spouse$200,000 – $499,999$0 – $29,999
Private EquitySunrise Capital Investorsself investmentfiler, spouse$100,000 – $199,999Not reported

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