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David B. Berg
SCHOOL DIRECTOR · PUYALLUP SD 003
← Washington filingsFiled Mar 31, 2026 · Period Jan 1, 2025 – Mar 2, 2026
Reported accounts & holdings
| Account / asset | Category | Reported owner | Value range | Income range |
|---|---|---|---|---|
| SavingsBoeing Employees Credit Union | bank account | filer, spouse | $30,000 – $59,999 | $0 – $29,999 |
| Money MarketBoeing Employees Credit Union | bank account | filer, spouse | $100,000 – $199,999 | $0 – $29,999 |
| CheckingBoeing Employees Credit Union | bank account | filer, spouse | $0 – $29,999 | $0 – $29,999 |
| 529 AccountAmerican Funds | investment | filer, dependent | $60,000 – $99,999 | $0 – $29,999 |
| 401KCharles Schwab & Co | investment | filer | $60,000 – $99,999 | $0 – $29,999 |
| 401KCharles Schwab & Co | investment | spouse | $60,000 – $99,999 | $0 – $29,999 |
| Stocks, Bonds, Mutual FundsCharles Schwab & Co | investment | spouse, filer | $1,000,000 or more | $30,000 – $59,999 |
| 401KEmpower Financial Services | investment | spouse | $1,000,000 or more | $60,000 – $99,999 |
| 403BEmpower Financial Services | investment | spouse | $1,000,000 or more | $60,000 – $99,999 |
| Multicare Retirement PlanEmpower Financial Services | investment | spouse | $200,000 – $499,999 | $0 – $29,999 |
| Walt Disney Company · DISPersonal | stocks | filer | $0 – $29,999 | $0 – $29,999 |