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Gene Klejeski

Washington financial-affairs disclosure

← Washington filings

Filed May 1, 2026 · Period May 1, 2025 – Apr 30, 2026

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
PensionState Street Retiree Services For TRS Plan 3investmentspouse$0 – $29,999$0 – $29,999
PensionState Street Retiree Services For TRS Plan 3investmentspouse$0 – $29,999$0 – $29,999
Pension, AnnuityNational Financial Services LLCinvestmentspouse$100,000 – $199,999$100,000 – $199,999
BLACKROCK ETF TRUST ISHARES AI · BAIself-directed brokerage investment accountsstocksspouse$0 – $29,999$0 – $29,999
ISHARES FLEXIBLE INCOME ACTIVE ETF · BICself-directed brokerage investment accountsstocksspouse$0 – $29,999$0 – $29,999
ISHARES LARGE CAP CORE ACTIVE ETF · DYNFself-directed brokerage investment accountsstocksspouse$0 – $29,999$0 – $29,999
ISHARE TR EAFE GRWTH ETF · EFGself-directed brokerage investment accountsstocksspouse$0 – $29,999$0 – $29,999
ISHARE TR EAFE VALUE ETF · EFVself-directed brokerage investment accountsstocksspouse$0 – $29,999$0 – $29,999
FIDELITY CAPITAL & INCOME · FAGIXself-directed brokerage investment accountsstocksspouse$0 – $29,999$0 – $29,999
ISHARES TR US TREAS BD ETF · GOVTself-directed brokerage investment accountsstocksspouse$0 – $29,999$0 – $29,999
FIRST TR EXCHANGE TRADED FD II NASDQ · GRIDself-directed brokerage investment accountsstocksspouse$0 – $29,999$0 – $29,999
ISHARES INTL AGGREGATE BOND · IAGGself-directed brokerage investment accountsstocksspouse$0 – $29,999$0 – $29,999
ISHARES GOLD TR ISHARES NEW · IAUself-directed brokerage investment accountsstocksspouse$0 – $29,999$0 – $29,999
ISHARES TRUST CONVERTIBLE BOND ETF · ICVTself-directed brokerage investment accountsstocksspouse$0 – $29,999$0 – $29,999
BLACKROCK ETF TRUST ISHARES DEFENSE · IDEFself-directed brokerage investment accountsstocksspouse$0 – $29,999$0 – $29,999
ISHARES CORE MSCI EMERGING MARKET ETF · IEMGself-directed brokerage investment accountsstocksspouse$0 – $29,999$0 – $29,999
ISHARES TR ISHS 5-10 YR INVT · IGIBself-directed brokerage investment accountsstocksspouse$0 – $29,999$0 – $29,999
ISHARES TRUST CORE UNIVERSAL USD BOND · IUSBself-directed brokerage investment accountsstocksspouse$0 – $29,999$0 – $29,999
ISHARE S&P 500 VALUE ETF · IVEself-directed brokerage investment accountsstocksspouse$0 – $29,999$0 – $29,999
ISHARES CORE S&P 500 ETF · IVVself-directed brokerage investment accountsstocksspouse$0 – $29,999$0 – $29,999
ISHARES S&P 500 GROWTH ETF · IVWself-directed brokerage investment accountsstocksspouse$0 – $29,999$0 – $29,999
ISHARES IBOXX $ INV GRADE CORPORATE BOND · LQDself-directed brokerage investment accountsstocksspouse$0 – $29,999$0 – $29,999
ISHARES TR MBS ETF · MBBself-directed brokerage investment accountsstocksspouse$0 – $29,999$0 – $29,999
NYLI MACKAY CONVERTIBLE CL I · MCNVXself-directed brokerage investment accountsstocksspouse$0 – $29,999$0 – $29,999
ISHARES TR MSCI USA MMENTM · MTUMself-directed brokerage investment accountsstocksspouse$0 – $29,999$0 – $29,999
NYLI FLOATING RATE FUND CLASS I · MXFIXself-directed brokerage investment accountsstocksspouse$0 – $29,999$0 – $29,999
ISHARES TRUST TR MSCI USA QLT FCT · QUALself-directed brokerage investment accountsstocksspouse$0 – $29,999$0 – $29,999
ISHARES TRUST ISHARES 0-1 YEAR · SHVself-directed brokerage investment accountsstocksspouse$0 – $29,999$0 – $29,999
FIDELITY GOVERNMENT MONEY MARKET · SPAXXself-directed brokerage investment accountsstocksspouse$0 – $29,999$0 – $29,999
ISHARES SYSTEMATIC BOND ETF · SYSBself-directed brokerage investment accountsstocksspouse$0 – $29,999$0 – $29,999
ISHARES US THEMATIC ROTATION ACTIVE ETF · THROself-directed brokerage investment accountsstocksspouse$0 – $29,999$0 – $29,999
ISHARES TR 10-20 YR TRS ETF · TLHself-directed brokerage investment accountsstocksspouse$0 – $29,999$0 – $29,999

Open original PDC disclosure ↗