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David B. Berg
SCHOOL DIRECTOR · PUYALLUP SD 003
← Washington filingsFiled Apr 14, 2025 · Period Jan 1, 2024 – Dec 31, 2024
Reported accounts & holdings
| Account / asset | Category | Reported owner | Value range | Income range |
|---|---|---|---|---|
| SavingsBoeing Employees Credit Union | bank account | filer, spouse | $30,000 – $59,999 | $0 – $29,999 |
| Money MarketBoeing Employees Credit Union | bank account | filer, spouse | $60,000 – $99,999 | $0 – $29,999 |
| CheckingBoeing Employees Credit Union | bank account | filer, spouse | $0 – $29,999 | $0 – $29,999 |
| IRACharles Schwab | investment | filer | $30,000 – $59,999 | $0 – $29,999 |
| IRACharles Schwab | investment | spouse | $30,000 – $59,999 | $0 – $29,999 |
| Stocks, Bonds, Mutual Funds, CDsCharles Schwab | investment | filer, spouse | $1,000,000 or more | $0 – $29,999 |
| 401(k)Empower Retirement | investment | spouse | $750,000 – $999,999 | $0 – $29,999 |
| 403(B)Empower Retirement | investment | spouse | $1,000,000 or more | $0 – $29,999 |
| Retirement PlanEmpower Retirement | investment | spouse | $200,000 – $499,999 | $0 – $29,999 |
| 529 for AydenCapital Group | investment | filer, dependent | $60,000 – $99,999 | $0 – $29,999 |
| 529 for EthanCapital Group | investment | filer, dependent | $0 – $29,999 | $0 – $29,999 |
| Walt Disney Company · DISPersonal | stocks | filer | $0 – $29,999 | $0 – $29,999 |