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GROUNDWATER PEGI A

HOSPITAL COMMISSIONER · SAN JUAN CO PUBLIC HOSP DIST 3

← Washington filings

Filed Apr 15, 2025 · Period Jan 1, 2024 – Nov 30, 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
M & T Bancorp · MTBpersonalstocksfiler$0 – $29,999Not reported
Berkahire Hathaway B Shares · BRK/Bpersonalstocksfiler$30,000 – $59,999$0 – $29,999
Johnson & Johnon · JNJpersonalstocksfiler$30,000 – $59,999$0 – $29,999
Boston Trust Walden Small Cap · BOSOXpersonalstocksfiler$0 – $29,999$0 – $29,999
T Rowe Price Dividend · PRDGXpersonalstocksfiler$0 – $29,999$0 – $29,999
1919 Socially Responsible · SSIAXpersonalstocksfiler$30,000 – $59,999$0 – $29,999
Vanguard Equity Income Fund · VEIPXpersonalstocksfiler$30,000 – $59,999$0 – $29,999
Money MarketCIT Bankbank accountfiler$0 – $29,999$0 – $29,999
Vanguar Wellesley Income Fund · VWIAXretirementstocksfiler$100,000 – $199,999$0 – $29,999
Vanguard Equity Admiral Fund · VEIRXretirementstocksfiler$100,000 – $199,999$0 – $29,999
Vanguard Equity Fund · VEIPXretirementstocksfiler$0 – $29,999$30,000 – $59,999
CheckingCharles Schwab Bankbank accountfiler, spouse$0 – $29,999$0 – $29,999
CheckingBanner Bankbank accountfiler, spouse$0 – $29,999Not reported
securitiesVanguardinvestmentfiler$200,000 – $499,999Not reported
AnnuityFidelityinvestmentfiler$0 – $29,999Not reported
PensionFidelityinvestmentfiler$0 – $29,999Not reported
PensionFidelityinvestmentspouse$0 – $29,999Not reported
IRA - SecuritiesSchwabinvestmentfiler$100,000 – $199,999Not reported

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