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Timothy D. Berge

Washington financial-affairs disclosure

← Washington filings

Filed Apr 30, 2025 · Period Apr 29, 2024 – Apr 28, 2025

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
Roth IRA stocksCharles Schwabinvestmentfiler$30,000 – $59,999Not reported
stock NMCAXE*Trade investmentspouse$30,000 – $59,999Not reported
Stock VYCAXE*Trade investmentspouse$30,000 – $59,999Not reported
Stock IEDAXE*Trade investmentspouse$0 – $29,999Not reported
VYGJXE*Trade investmentspouse$0 – $29,999Not reported
RetirementState of Washington Department of Retirement Systems investmentfiler$200,000 – $499,999Not reported
Deferred Compensation Plan -US Large Cap Equity index fundWashington State DCP investmentfiler$100,000 – $199,999Not reported
Deferred Compensation Plan - 2040 Retirement Strategy FundWashington State DCP investmentfiler$200,000 – $499,999Not reported

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