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Erik C Nelson
SCHOOL DIRECTOR · LAKE CHELAN SD 129 *
← Washington filingsFiled Apr 29, 2025 · Period Jan 1, 2024 – Dec 31, 2024
Reported accounts & holdings
| Account / asset | Category | Reported owner | Value range | Income range |
|---|---|---|---|---|
| stocks, mutual funds, etfsEdward Jones | investment | filer, spouse | $0 – $29,999 | $0 – $29,999 |
| Roth IRAEdward Jones | investment | filer, spouse | $0 – $29,999 | $0 – $29,999 |
| Spouse Roth IRAEdward Jones | investment | filer, spouse | $0 – $29,999 | $0 – $29,999 |
| 529 plans for kidsEdward Jones | investment | filer, spouse | $30,000 – $59,999 | $0 – $29,999 |
| 403binvesco 403b | investment | spouse | $60,000 – $99,999 | Not reported |
| 401kEmpower | investment | filer | $500,000 – $749,999 | Not reported |
| Amazon · AMZNNon-qualified | stocks | filer, spouse | $0 – $29,999 | Not reported |
| Becton Dickinson · BDXNon-qualified | stocks | filer, spouse | $0 – $29,999 | $0 – $29,999 |
| Cara Therapeutics Inc · CARANon-qualified | stocks | filer, spouse | $0 – $29,999 | $0 – $29,999 |
| Chevron · CVXNon-qualified | stocks | filer, spouse | $0 – $29,999 | $0 – $29,999 |
| Coinbase · CoinNon-qualified | stocks | filer, spouse | $0 – $29,999 | Not reported |
| Lyft Inc · LyftNon-qualified | stocks | filer, spouse | $0 – $29,999 | Not reported |
| netflix · NflxNon-qualified | stocks | filer, spouse | $0 – $29,999 | Not reported |
| Nio Inc · nioNon-qualified | stocks | filer, spouse | $0 – $29,999 | Not reported |
| Paypal Holdings Inc · pyplNon-qualified | stocks | filer, spouse | $0 – $29,999 | Not reported |
| Pfizer Inc · pfeNon-qualified | stocks | filer, spouse | $0 – $29,999 | $0 – $29,999 |
| Realty Income · oNon-qualified | stocks | filer, spouse | $0 – $29,999 | $0 – $29,999 |
| Rivian · rivnNon-qualified | stocks | filer, spouse | $0 – $29,999 | Not reported |
| Roblox Corp · rblxNon-qualified | stocks | filer, spouse | $0 – $29,999 | Not reported |
| Roku Inc · rokuNon-qualified | stocks | filer, spouse | $0 – $29,999 | Not reported |
| Southwest Airlines · luvNon-qualified | stocks | filer, spouse | $0 – $29,999 | $0 – $29,999 |
| Taiwan Semiconductor Man Co Ltd ADR · tsmNon-qualified | stocks | filer, spouse | $0 – $29,999 | $0 – $29,999 |
| Tesla · tslaNon-qualified | stocks | filer, spouse | $0 – $29,999 | Not reported |
| Disney · disNon-qualified | stocks | filer, spouse | $0 – $29,999 | $0 – $29,999 |
| Boeing · BANon-qualified | stocks | filer, spouse | $0 – $29,999 | $0 – $29,999 |
| Estee Lauder · ELNon-qualified | stocks | filer, spouse | $0 – $29,999 | $0 – $29,999 |
| Salesforce · crnNon-qualified | stocks | filer, spouse | $0 – $29,999 | $0 – $29,999 |
| Truist Finl Corp · tfcNon-qualified | stocks | filer, spouse | $0 – $29,999 | $0 – $29,999 |
| Spdr s&p etf tr · spyNon-qualified | stocks | filer, spouse | $0 – $29,999 | $0 – $29,999 |
| Meta Platforms · metaNon-qualified | stocks | filer, spouse | $0 – $29,999 | $0 – $29,999 |
| Nvidia copr · nvdaNon-qualified | stocks | filer, spouse | $0 – $29,999 | $0 – $29,999 |
| zimmer biomet holdings · zbhNon-qualified | stocks | filer, spouse | $0 – $29,999 | $0 – $29,999 |
| Zimvie Inc · zimvNon-qualified | stocks | filer, spouse | $0 – $29,999 | $0 – $29,999 |
| limited partnershipEdward Jones limited Partnership | self investment | filer | $60,000 – $99,999 | $0 – $29,999 |
| Edward Jones General PartnershipEdward Jones limited Partnership | self investment | filer | $500,000 – $749,999 | $0 – $29,999 |
| Kenvue · kvue | stocks | spouse, filer | $0 – $29,999 | $0 – $29,999 |
| Wells Fargo · WFC | stocks | spouse, filer | $0 – $29,999 | $0 – $29,999 |
| Partnership interestEdward Jones General Partnership | self investment | filer | $200,000 – $499,999 | $0 – $29,999 |
| SavingsWheatland bank | bank account | filer, spouse | $30,000 – $59,999 | $0 – $29,999 |