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Caroline L Mason

SCHOOL DIRECTOR · EVERETT SD 002

← Washington filings

Filed Mar 3, 2026 · Period Jan 1, 2025 – Mar 12, 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
checkingJPMorgan Chase Bankbank accountfiler, spouse$30,000 – $59,999$0 – $29,999
SavingsFlourish Cashbank accountfiler, spouse$100,000 – $199,999$0 – $29,999
stocks and bondsFidelity Brokerageinvestmentfiler, spouse$1,000,000 or more$200,000 – $499,999
Traditional IRAFidelity Brokerageinvestmentfiler, spouse$100,000 – $199,999Not reported
Traditional IRAFidelity Brokerageinvestmentfiler, spouse$1,000,000 or moreNot reported
Inherited IRAFidelity Brokerageinvestmentfiler, spouse$200,000 – $499,999Not reported
Roth IRAFidelity Brokerageinvestmentfiler, spouse$200,000 – $499,999Not reported
AnnuityNationwideinvestmentfiler, spouse$750,000 – $999,999Not reported
529Capital Group American Fundsinvestmentfiler, spouse$100,000 – $199,999Not reported
529Capital Group American Fundsinvestmentfiler, spouse$200,000 – $499,999Not reported

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