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Denice Bergerson
CITY COUNCIL MEMBER · CITY OF BUCKLEY
← Washington filingsFiled Apr 14, 2025 · Period Jan 1, 2024 – Dec 31, 2024
Reported accounts & holdings
| Account / asset | Category | Reported owner | Value range | Income range |
|---|---|---|---|---|
| SavingsWhite River Credit Union | bank account | filer, spouse | $100,000 – $199,999 | $0 – $29,999 |
| CheckingWhite River Credit Union | bank account | filer, spouse | $0 – $29,999 | $0 – $29,999 |
| Cuna Mutual · (No ticker)IRA Account | stocks | filer | $200,000 – $499,999 | $0 – $29,999 |
| StocksRBC Wealth Management | investment | filer | $100,000 – $199,999 | $0 – $29,999 |
| StocksRBC Wealth Management | investment | spouse | $100,000 – $199,999 | $0 – $29,999 |
| StocksCuna Mutual Group | investment | filer | $200,000 – $499,999 | $0 – $29,999 |
| StocksMission Square Retirement | investment | spouse | $0 – $29,999 | $0 – $29,999 |
| IRA SharesWhite River Credit Union | investment | filer, spouse | $100,000 – $199,999 | $0 – $29,999 |
| IRA SharesWhite River Credit Union | investment | filer, spouse | $100,000 – $199,999 | $0 – $29,999 |
| Real Estate Home LoanMatthew S Bergerson | other | spouse, filer | $100,000 – $199,999 | $0 – $29,999 |
| Clearbridge All Cap Value · (No ticker)retirement | stocks | spouse | $0 – $29,999 | $0 – $29,999 |
| Clearbridge Appreciation · (No ticker)retirement | stocks | spouse | $0 – $29,999 | $0 – $29,999 |
| Clearbridge Large Cap Growth · (No ticker)retirement | stocks | spouse | $0 – $29,999 | $0 – $29,999 |
| Microsoft Corp · (No ticker)retirement | stocks | spouse | $0 – $29,999 | $0 – $29,999 |
| Starbucks Corp · (No ticker)retirement | stocks | spouse | $60,000 – $99,999 | $0 – $29,999 |
| U;tra Ser Madison · (No ticker)retirement | stocks | spouse | $30,000 – $59,999 | $0 – $29,999 |
| CMFG Stable Value · (No ticker)retirement | stocks | spouse | $60,000 – $99,999 | $0 – $29,999 |
| Vangard VIF Equity Index · (No ticker)retirement | stocks | spouse | $30,000 – $59,999 | $0 – $29,999 |
| T Rowe Price Blue Chip Growth Port · (No ticker)retirement | stocks | spouse | $30,000 – $59,999 | $0 – $29,999 |
| ABRDN Global Equity · (No ticker)retirement | stocks | spouse | $0 – $29,999 | $0 – $29,999 |
| Touchstone Strategic TR · (No ticker)retirement | stocks | spouse | $0 – $29,999 | $0 – $29,999 |
| Templeton Developing Markets · (No ticker)retirement | stocks | spouse | $0 – $29,999 | $0 – $29,999 |
| Victory Portfolio · (No ticker)retirement | stocks | spouse | $0 – $29,999 | $0 – $29,999 |
| Blackrock International · (No ticker)retirement | stocks | spouse | $0 – $29,999 | $0 – $29,999 |
| EUropacific Growth FD · (No ticker)retirement | stocks | spouse | $0 – $29,999 | $0 – $29,999 |
| Harbor International Fund · (No ticker)retirement | stocks | spouse | $0 – $29,999 | $0 – $29,999 |
| Hartford Mut FDS Inc · (No ticker)retirement | stocks | spouse | $0 – $29,999 | $0 – $29,999 |
| Nuveen INVT TR · (No ticker)retirement | stocks | spouse | $0 – $29,999 | $0 – $29,999 |
| Templeton Foreign FD CL A · (No ticker)retirement | stocks | spouse | $0 – $29,999 | $0 – $29,999 |
| Allspring Discovery LARGE Cap Growth · (No ticker)retirement | stocks | spouse | $0 – $29,999 | $0 – $29,999 |
| Blackrock Large Cap SER FDS · (No ticker)retirement | stocks | spouse | $0 – $29,999 | $0 – $29,999 |
| Clearbridge Value Trust · (No ticker)retirement | stocks | spouse | $0 – $29,999 | $0 – $29,999 |
| Hancock John Capital SER · (No ticker)retirement | stocks | spouse | $0 – $29,999 | $0 – $29,999 |
| Invesco American Franchise · (No ticker)retirement | stocks | spouse | $0 – $29,999 | $0 – $29,999 |
| Invesco Charter Fund · (No ticker)retirement | stocks | spouse | $0 – $29,999 | $0 – $29,999 |
| Principal INVS FD Inc · (No ticker)retirement | stocks | spouse | $0 – $29,999 | $0 – $29,999 |
| Guggenheim FDS TR · (No ticker)retirement | stocks | spouse | $0 – $29,999 | $0 – $29,999 |
| Hotchkis & Wiley FDS · (No ticker)retirement | stocks | spouse | $0 – $29,999 | $0 – $29,999 |
| Victory Portfolio · (No ticker)retirement | stocks | spouse | $0 – $29,999 | $0 – $29,999 |
| Allsprings Emerging Growth FD · (No ticker)retirement | stocks | spouse | $0 – $29,999 | $0 – $29,999 |
| Diamond Hill · (No ticker)retirement | stocks | spouse | $0 – $29,999 | $0 – $29,999 |
| Kinetic Small Cap · (No ticker)retirement | stocks | spouse | $0 – $29,999 | $0 – $29,999 |
| Missionsquare MP Consevative Growth R1 · (No ticker)retirement | stocks | spouse | $0 – $29,999 | $0 – $29,999 |
| Missionsquare MP Traditional Growth · (No ticker)retirement | stocks | spouse | $0 – $29,999 | $0 – $29,999 |
| Missionsquare MP Longterm Growth · (No ticker)retirement | stocks | spouse | $0 – $29,999 | $0 – $29,999 |
| Roth IRA-SharesWhite River Credit Union | self investment | spouse | $60,000 – $99,999 | $0 – $29,999 |
| Traditional IRA SharesWhite River Credit Union | self investment | spouse | $0 – $29,999 | $0 – $29,999 |
| Roth IRAWhite River Credit Union | self investment | filer | $100,000 – $199,999 | $0 – $29,999 |
| checkingHarborstone Credit Union | bank account | filer | $0 – $29,999 | $0 – $29,999 |
| SavingsHarborstone Credit Union | bank account | filer | $0 – $29,999 | $0 – $29,999 |
| CertificatesHarborstone Credit Union | bank account | filer | $60,000 – $99,999 | $0 – $29,999 |
| IRAHarborstone Credit Union | bank account | filer | $100,000 – $199,999 | $0 – $29,999 |
| IRAHarborstone | bank account | spouse | $100,000 – $199,999 | $0 – $29,999 |