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STEPHEN R WHITAKER

CITY COUNCIL MEMBER · CITY OF MILTON *

← Washington filings

Filed Mar 17, 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
CheckingRBC Wealth Managementbank accountfiler$30,000 – $59,999$0 – $29,999
Roth IRARBC Wealth Managementbank accountfiler$60,000 – $99,999$0 – $29,999
Roth IRARBC Wealth Managementbank accountfiler$30,000 – $59,999$0 – $29,999
IRARBC Wealth Managementbank accountfiler$30,000 – $59,999$0 – $29,999
AnnuityRBC Wealth Managementbank accountfiler$100,000 – $199,999$0 – $29,999
AnnuityRBC Wealth Managementbank accountfiler$100,000 – $199,999$0 – $29,999
TRS (Teacher's Retirement)RBC Wealth Managementbank accountfiler$100,000 – $199,999$0 – $29,999
Equity FundAuxano Advisors LLC/Charles Schwabbank accountfiler$0 – $29,999$0 – $29,999
Franklin 529 PortfolioRBC Wealth Managementbank accountfiler, dependent$60,000 – $99,999$0 – $29,999
Franklin 529 PortfolioRBC Wealth Managementbank accountfiler, dependent$30,000 – $59,999$0 – $29,999
Life insuranceFranklin Templetoninsurancefiler$200,000 – $499,999Not reported
Roth IRARBC Wealth Managementinvestmentfiler$100,000 – $199,999Not reported

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