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Tracy A. Klein

REGENT/TRUSTEE · WASHINGTON STATE UNIVERSITY

← Washington filings

Filed Sep 3, 2025 · Period Sep 3, 2024 – Sep 2, 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
SavingsOnpoint Credit Unionbank accountfiler$0 – $29,999$0 – $29,999
CheckingOnpoint Credit Unionbank accountfiler$30,000 – $59,999$0 – $29,999
Brokerage SavingsVanguardbank accountfiler$100,000 – $199,999$0 – $29,999
Brokerage SavingsVanguardbank accountspouse$200,000 – $499,999$0 – $29,999
CheckingOn Point Credit Unionbank accountspouse$0 – $29,999$0 – $29,999
Retirement Account WSUTIAA Crefinvestmentfiler$200,000 – $499,999Not reported
PensionPERS Oregoninvestmentfiler$0 – $29,999Not reported
IBM · IBMstocksfiler$30,000 – $59,999$0 – $29,999
Apple · APLStockstocksfiler$0 – $29,999$0 – $29,999
Apple · APLStockstocksspouse$0 – $29,999$0 – $29,999
IIPR · IIPRStockstocksspouse$0 – $29,999$0 – $29,999
Cref Equity Index R3 · QCEQIXstocksspouse$30,000 – $59,999$0 – $29,999
Nuveen Quant Mid Cap Growth · TRPWXstocksspouse$30,000 – $59,999$0 – $29,999
Nuveen S and P 500 Index · TISPXstocksspouse$100,000 – $199,999$0 – $29,999
CREF Social Choice R3 · QCSCIXstocksspouse$0 – $29,999$0 – $29,999
Vanguard FTSE · VFTAXstocksspouse$0 – $29,999$0 – $29,999
Vanguard Healthcare · VCHCXstocksspouse$0 – $29,999$0 – $29,999
Vanguard Cash Reserves · VMRXXstocksspouse$0 – $29,999$0 – $29,999
Vanguard Communications · VOXstocksspouse$0 – $29,999$0 – $29,999
Vanguard 500 Index · VRIAXstocksspouse$0 – $29,999$0 – $29,999
APPLE · APLstocksspouse$0 – $29,999$0 – $29,999

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