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Sarah Goodman

Washington financial-affairs disclosure

← Washington filings

Filed May 22, 2025 · Period May 5, 2024 – May 4, 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
CheckingChasebank accountfiler$30,000 – $59,999$0 – $29,999
CheckingChasebank accountfiler$30,000 – $59,999$0 – $29,999
SavingsChasebank accountfiler$30,000 – $59,999$0 – $29,999
SavingsChasebank accountfiler$30,000 – $59,999$0 – $29,999
SavingsBECUbank accountfiler$0 – $29,999$0 – $29,999
SavingsBECUbank accountdependent$30,000 – $59,999$0 – $29,999
SavingsBECUbank accountdependent$0 – $29,999$0 – $29,999
CheckingBECUbank accountdependent$0 – $29,999$0 – $29,999
SavingsBECUbank accountdependent$0 – $29,999$0 – $29,999
Retirement (stocks, bonds & mutual funds) Schmidt Financial Management, Inc.investmentfiler$1,000,000 or moreNot reported
Mutual funds & REIT Schmidt Financial Management, Inc.investmentfiler$750,000 – $999,999$0 – $29,999
Bonds Schmidt Financial Management, Inc.investmentfiler$1,000,000 or more$30,000 – $59,999
Stocks & REIT Schmidt Financial Management, Inc.investmentfiler$500,000 – $749,999$0 – $29,999
Stocks Schmidt Financial Management, Inc.investmentfiler$100,000 – $199,999Not reported
HSAFidelityinvestmentfiler$0 – $29,999Not reported
StockCharles Schwab & Co., Inc.investmentfiler$0 – $29,999Not reported
StockMorgan Stanleyinvestmentfiler$0 – $29,999Not reported
Washington State Dept of Retirement Systems PERS Plan 3VOYAinvestmentfiler$200,000 – $499,999Not reported
ADP TOTALSOURCE RETIREMENT SAVINGS PLANVOYAinvestmentfiler$0 – $29,999Not reported
College Savings PlanWA 529 GETinvestmentdependent$60,000 – $99,999Not reported

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