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Charles Merwine

SCHOOL DIRECTOR · COUPEVILLE SD 204

← Washington filings

Filed Mar 7, 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 / assetCategoryReported ownerValue rangeIncome range
SavingsAlly Bankbank accountfiler, spouse$500,000 – $749,999$0 – $29,999
SavingsCapital Onebank accountfiler, spouse$0 – $29,999$0 – $29,999
IRAAlly Bankbank accountfiler$0 – $29,999$0 – $29,999
checkingHeritage Bankbank accountfiler, spouse$0 – $29,999$0 – $29,999
Stocks, Bonds, SecuritiesBarrett Financialinvestmentfiler$200,000 – $499,999Not reported
Stocks, Bonds, SecuritiesBarrett Financialinvestmentspouse$500,000 – $749,999Not reported
Stocks, bondsEdward Jonesinvestmentfiler, spouse$200,000 – $499,999$0 – $29,999
Dimensional US Small Cap EFT · DFASstocks and mutual fundsstocksfiler, spouse$0 – $29,999$0 – $29,999
Vanguard Utilities ETF · VPUstocks and mutual fundsstocksfiler, spouse$30,000 – $59,999$30,000 – $59,999
Vanguard Mid-Cap Growth ETF · VOTstocks and mutual fundsstocksfiler, spouse$0 – $29,999$0 – $29,999
Vanguard Russell 3000 ETF · VTHRstocks and mutual fundsstocksfiler, spouse$30,000 – $59,999$0 – $29,999
Fidelity Select Medical Equipment and Systems · FSMEXstocks and mutual fundsstocksfiler, spouse$0 – $29,999$0 – $29,999
Apple · AAPLstocks and mutual fundsstocksfiler, spouse$30,000 – $59,999$0 – $29,999
KKR & Co · KKRstocks and mutual fundsstocksfiler, spouse$30,000 – $59,999$0 – $29,999
Fidelity Dynamic Municipal Bond · FLMIbond mutual fundsstocksfiler, spouse$0 – $29,999$0 – $29,999
First Trust Senior Loan · FTSLbond mutual fundsstocksfiler, spouse$0 – $29,999$0 – $29,999

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