BURT TIMOTHY J

REGENT/TRUSTEE · Walla Walla Community College

Filed Feb 24, 2026 · Period Jan 1, 2025 – Dec 31, 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 / asset	Category	Reported owner	Value range	Income range
Savings and CheckingBank of Eastern Oregon	bank account	filer, spouse	$60,000 – $99,999	$0 – $29,999
earned retirementWashington State Department of Retirement	investment	filer	$0 – $29,999	$0 – $29,999
retirement annuityJohn Hancock	investment	filer	$100,000 – $199,999	$0 – $29,999
Spdr Dow Indust Ave · DIAretirement	stocks	filer, spouse	$0 – $29,999	$0 – $29,999
Wisdomtree US High Div · DHSretirement	stocks	filer, spouse	$0 – $29,999	$0 – $29,999
American High-Inc Muni · AHICXretirement	stocks	filer, spouse	$0 – $29,999	$0 – $29,999
American Tax-Ex · TEBCXretirement	stocks	filer, spouse	$0 – $29,999	$0 – $29,999
Invesco Rch Municipal · ORNYXretirement	stocks	filer, spouse	$0 – $29,999	$0 – $29,999
Nuveen High Yield Muni · NHMRXretirement	stocks	filer, spouse	$0 – $29,999	$0 – $29,999
Carnival Corp · CCLretirement	stocks	filer, spouse	$0 – $29,999	$0 – $29,999
Manulife Financial Corp · MFCretirement	stocks	filer, spouse	$0 – $29,999	$0 – $29,999
Marathon Pete Corp · MPCretirement	stocks	filer, spouse	$0 – $29,999	$0 – $29,999
Welltower Inc Reit · WELLretirement	stocks	filer, spouse	$0 – $29,999	$0 – $29,999
American Cap Income · CFIHXretirement	stocks	filer, spouse	$0 – $29,999	$0 – $29,999
American Growth Fund · GAFFXretirement	stocks	filer, spouse	$0 – $29,999	$0 – $29,999
American Income · FIFAXretirement	stocks	filer, spouse	$0 – $29,999	$0 – $29,999
American New Perspective · FNPFXretirement	stocks	filer, spouse	$0 – $29,999	$0 – $29,999
American New World · FNWFXretirement	stocks	filer, spouse	$0 – $29,999	$0 – $29,999
Hartford Balanced Income · HBLFXretirement	stocks	filer, spouse	$0 – $29,999	$0 – $29,999
Hartford Schroders INTL · HFYFXretirement	stocks	filer, spouse	$0 – $29,999	$0 – $29,999
John Hancock Bond · JHBSXretirement	stocks	filer, spouse	$0 – $29,999	$0 – $29,999
Lord Abbett Bond Deb · LBNOXretirement	stocks	filer, spouse	$0 – $29,999	$0 – $29,999
Lord Abbett Total Return · LTROXretirement	stocks	filer, spouse	$0 – $29,999	$0 – $29,999
MFS International New · MIDLXretirement	stocks	filer, spouse	$0 – $29,999	$0 – $29,999
MFS Total Return Bond · MRBKXretirement	stocks	filer, spouse	$0 – $29,999	$0 – $29,999
MFS CI R6 · MEIKXretirement	stocks	filer, spouse	$0 – $29,999	$0 – $29,999
Victory Sycamore Est Value · VEVRXretirement	stocks	filer, spouse	$0 – $29,999	$0 – $29,999
ALPHABET INC · GOOGLretirement	stocks	filer, spouse	$0 – $29,999	$0 – $29,999
IBM · IBMretirement	stocks	filer, spouse	$30,000 – $59,999	$0 – $29,999
KYNDRYL HLDGS INC · KDretirement	stocks	filer, spouse	$0 – $29,999	$0 – $29,999
SABRE CORP · SABRretirement	stocks	filer, spouse	$0 – $29,999	$0 – $29,999
VICTORY SYCAMORE SMALL COMPANY · VSORXretirement	stocks	filer, spouse	$0 – $29,999	$0 – $29,999
SPIRE INC · SRretirement	stocks	filer, spouse	$0 – $29,999	$0 – $29,999
Nuveen Muni Income · NMIRetirement	stocks	filer, spouse	$0 – $29,999	$0 – $29,999
Paypal Holdings · PYPLRetirement	stocks	filer, spouse	$0 – $29,999	$0 – $29,999
Amer Tax-exept Bond · AFTEXRetirement	stocks	filer, spouse	$0 – $29,999	$0 – $29,999
American Express · AXPRetirement	stocks	filer	$0 – $29,999	$0 – $29,999
AMAZON · AMZNRetirement	stocks	filer	$0 – $29,999	$0 – $29,999
AT&T · TRetirement	stocks	filer	$0 – $29,999	$0 – $29,999
JOHNSON&JOHNSON · JNJRetirement	stocks	filer	$0 – $29,999	$0 – $29,999
ONEOK · OKERetirement	stocks	filer	$0 – $29,999	$0 – $29,999
PHILLIPS 66 · PSXRetirement	stocks	filer	$0 – $29,999	$0 – $29,999
PROCTER&GAMBLE · PGRetirement	stocks	filer	$0 – $29,999	$0 – $29,999
WARNER BROS DISCOVERY · WBDRetirement	stocks	filer	$0 – $29,999	$0 – $29,999
NUVEEN MUNICIPAL · NMIRetirement	stocks	filer	$0 – $29,999	$0 – $29,999
SECTOR SPDR TRUST UTILITIES · XLURetirement	stocks	filer	$0 – $29,999	$0 – $29,999
FRANKLIN FED LIMITED-TERM · FFLQXRetirement	stocks	filer	$0 – $29,999	$0 – $29,999
FRANKLIN FEDERAL TAX-FREE · FKTIXRetirement	stocks	filer	$30,000 – $59,999	$0 – $29,999
FRANKLIN MANAGED INCOME · FBLAXRetirement	stocks	filer	$30,000 – $59,999	$0 – $29,999
FRANKLIN RISING DIVIDENDS · FRDPXRetirement	stocks	filer	$60,000 – $99,999	$0 – $29,999
FRANKLIN US GOV MONEY · FMFXXRetirement	stocks	filer	$30,000 – $59,999	$0 – $29,999
JP MORGAN INC BUILD · JNBAXRetirement	stocks	filer	$30,000 – $59,999	$0 – $29,999
STATE BK INDIA · CDRetirement	stocks	filer	$60,000 – $99,999	$0 – $29,999
WASH FINL BK PA · CDRetirement	stocks	filer	$0 – $29,999	$0 – $29,999
Amer bk GA · CDRetirement	stocks	filer	$0 – $29,999	$0 – $29,999
Umqua · CDRetirement	stocks	filer	$0 – $29,999	$0 – $29,999
Wisdomtree us mid · ETFRetirement	stocks	filer	$0 – $29,999	$0 – $29,999
Merck&Co · MRKRetirement	stocks	filer	$0 – $29,999	$0 – $29,999
Nike · NKERetirement	stocks	filer	$0 – $29,999	$0 – $29,999
Pesico · PEPRetirement	stocks	filer	$0 – $29,999	$0 – $29,999
united parcel service · UPSRetirement	stocks	filer	$0 – $29,999	$0 – $29,999
Zoetis · ZTSRetirement	stocks	filer	$0 – $29,999	$0 – $29,999
First nasdaq clean edge · GRIDRetirement	stocks	filer	$0 – $29,999	$0 – $29,999
Ishares s&p · OEFRetirement	stocks	filer	$0 – $29,999	$0 – $29,999
Ishares TR · ARTYRetirement	stocks	filer	$0 – $29,999	$0 – $29,999
APPLA POWER CO · BONDRetirement	stocks	filer	$0 – $29,999	$0 – $29,999
HARTFORD LIFE · BONDRetirement	stocks	filer	$0 – $29,999	$0 – $29,999
NW NATURAL GAS · BONDRetirement	stocks	filer	$0 – $29,999	$0 – $29,999

Open original PDC disclosure ↗