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Spencer Roozen

Washington financial-affairs disclosure

← Washington filings

Filed May 21, 2026 · Period May 7, 2025 – May 6, 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
CheckingKey Bankbank accountfiler$60,000 – $99,999Not reported
CheckingKey Bankbank accountfiler$60,000 – $99,999Not reported
InvestmentMorgan Stanleyinvestmentfiler$500,000 – $749,999Not reported
RetirementNationwide retirement accountinvestmentfiler$200,000 – $499,999Not reported
InvestmentMorgan Stanleyinvestmentspouse$30,000 – $59,999Not reported
College SavingsVanguardinvestmentdependent$100,000 – $199,999Not reported
College savingsVanguardinvestmentdependent$60,000 – $99,999Not reported
IRAThreadline Wealthinvestmentfiler$30,000 – $59,999Not reported
IRAThreadline Wealthinvestmentspouse$30,000 – $59,999Not reported
Apple · applMutual Fundstocksfiler$0 – $29,999Not reported
Broadcom · AVGOMutual Fundstocksfiler$0 – $29,999Not reported
JP morgan Chase · JPMMutual Fundstocksfiler$0 – $29,999Not reported
Microsoft · MSFTMutual Fundstocksfiler$0 – $29,999Not reported
Taiwan semi conductor · TSMMutual Fundstocksfiler$0 – $29,999Not reported
Invest co QQQ · QQQMutual Fundstocksfiler$0 – $29,999Not reported
I shares SMP 500 growth · IVVMutual Fundstocksfiler$0 – $29,999Not reported
Vanguard info tech · VGTMutual Fundstocksfiler$0 – $29,999Not reported
NW Geneva · NWHZXMutual Fundstocksfiler$0 – $29,999Not reported
AMFDS New World · NEWFXMutual Fundstocksfiler$30,000 – $59,999Not reported
NUVEEN LIFECYCLE INDEX · TTIIXMutual Fundstocksfiler$200,000 – $499,999Not reported
Crypto CurrencyCrypto Currenciesotherfiler$0 – $29,999Not reported

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