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Richard Paul Kaiser
REGENT/TRUSTEE · BELLINGHAM TECHNICAL COLLEGE
← Washington filingsFiled Jan 13, 2026 · Period Jan 1, 2025 – Dec 31, 2025
Reported accounts & holdings
| Account / asset | Category | Reported owner | Value range | Income range |
|---|---|---|---|---|
| Combined all checking & savings accountsPeoples Bank | bank account | filer | $0 – $29,999 | $0 – $29,999 |
| Traditional IRATrail Financial Planning | investment | filer | $750,000 – $999,999 | $30,000 – $59,999 |
| ROTH IRATrail Financial Planning | investment | filer | $100,000 – $199,999 | $0 – $29,999 |
| BrokerageTrail Financial Planning | investment | filer | $750,000 – $999,999 | $0 – $29,999 |
| 401KSaturna Capital | investment | filer | $30,000 – $59,999 | Not reported |
| HSASaturna Capital | investment | filer | $0 – $29,999 | $0 – $29,999 |
| Mutual FundsVanguard Brokerage Services | investment | filer | $60,000 – $99,999 | $0 – $29,999 |
| Adobe Inc. · ADBEResource Management Account - Equities | stocks | filer | $0 – $29,999 | $0 – $29,999 |
| Amazon.Com Inc. · AMZNResource Management Account - Equities | stocks | filer | $30,000 – $59,999 | $0 – $29,999 |
| Johnson & Johnson · JNJResource Management Account - Equities | stocks | filer | $30,000 – $59,999 | $0 – $29,999 |
| Proctor & Gamble · PGResource Management Account - Equities | stocks | filer | $0 – $29,999 | $0 – $29,999 |
| Caterpillar · CATResource Management Account - Equities | stocks | filer | $30,000 – $59,999 | $0 – $29,999 |
| Costco · COSTResource Management Account - Equities | stocks | filer | $0 – $29,999 | $0 – $29,999 |
| Microsoft · MSFTResource Management Account - Equities | stocks | filer | $0 – $29,999 | $0 – $29,999 |
| Deere and Co. · DEResource Management Account - Equities | stocks | filer | $60,000 – $99,999 | $0 – $29,999 |
| Vanguard Total Stock Market · VTIResource Management Account - Equities | stocks | filer | $0 – $29,999 | $0 – $29,999 |
| ConocoPhillips · COPResource Management Account - Equities | stocks | filer | $60,000 – $99,999 | $0 – $29,999 |
| Dimensional US Core Equity Market ETF · DFAUResource Management Account - Equities | stocks | filer | $200,000 – $499,999 | $0 – $29,999 |
| Dimensional International Cr Eq Mkt ETF · DFAIResource Management Account - Equities | stocks | filer | $200,000 – $499,999 | $0 – $29,999 |
| Dimensional Core Fixed Income ETF · DFCFResource Management Account - Equities | stocks | filer | $0 – $29,999 | $0 – $29,999 |
| Dimensional Emerging Core Equity Mkt ETF · DFAEResource Management Account - Equities | stocks | filer | $100,000 – $199,999 | $0 – $29,999 |
| Dimensional Global Real Estate ETF · DFGRResource Management Account - Equities | stocks | filer | $0 – $29,999 | $0 – $29,999 |
| Dimensional Short-Duration Fixed Inc ETF · DFSDResource Management Account - Equities | stocks | filer | $0 – $29,999 | $0 – $29,999 |
| VANGUARD BALANCED INDEX ADMIRAL CL · VBIAXResource Management Account - Equities | stocks | filer | $0 – $29,999 | $0 – $29,999 |
| VANGUARD DIVIDEND APPREC INDEX ADMIRAL CL · VDADXResource Management Account - Equities | stocks | filer | $0 – $29,999 | $0 – $29,999 |
| VANGUARD 500 INDEX ADMIRAL CL · VFIAXResource Management Account - Equities | stocks | filer | $0 – $29,999 | $0 – $29,999 |
| VANGUARD SHORT TERM BOND ETF · BSVResource Management Account - Equities | stocks | filer | $0 – $29,999 | $0 – $29,999 |
| VANGUARD ULTRA SHORT BOND ETF · VUSBResource Management Account - Equities | stocks | filer | $0 – $29,999 | $0 – $29,999 |