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Mark Henry Bitz
Washington financial-affairs disclosure
← Washington filingsFiled May 21, 2025 · Period May 8, 2024 – May 7, 2025
Reported accounts & holdings
| Account / asset | Category | Reported owner | Value range | Income range |
|---|---|---|---|---|
| SavingsWashington Trust Bank | bank account | filer, spouse | $100,000 – $199,999 | $0 – $29,999 |
| CheckingWashington Trust Bank | bank account | filer, spouse | $60,000 – $99,999 | $0 – $29,999 |
| SavingsFirst Tech | bank account | filer, spouse | $200,000 – $499,999 | $0 – $29,999 |
| CheckingFirst Tech | bank account | filer, spouse | $0 – $29,999 | $0 – $29,999 |
| Pension & StocksDepartment of Retirement | investment | filer | $30,000 – $59,999 | $0 – $29,999 |
| Stocks, CDsCharles Schwab | investment | filer, spouse | $750,000 – $999,999 | Not reported |
| SCHWAB TOTAL STOCK MARKET INDEX · SWTSX | stocks | spouse | $60,000 – $99,999 | Not reported |
| PUTNAM LARGE CAP GROWTH A · POGAX | stocks | spouse | $30,000 – $59,999 | Not reported |
| AMERICAN FUNDS CAPITAL INCOME BLDR A · CAIBX | stocks | spouse | $30,000 – $59,999 | Not reported |
| AMERICAN FUNDS INCOME FUND OF AMER A · AMECX | stocks | spouse | $30,000 – $59,999 | Not reported |
| EscrowAllegro Escrow Services - Adept | bank account | spouse, filer | $100,000 – $199,999 | $0 – $29,999 |