Ask Donna

Pull out the substance of this filing.

What was filed

  • 21

    investments

  • 0

    positions

  • 0

    gifts

  • 1

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 1

    income

  • 1

    spouse income

Named parties

  • Washington State Department of Retirement Systems (pension)
  • Washingon State (salary)

As filed

Individual Assets (H)

Spokane Teachers Credit Union (cash) — Dividend

IRA #1 (H)

TIAA CREF- TIAA Traditional — Interest

TIAA CREF- CREF Bond Market R1 — None

TIAA CREF- TC Lifecycle 2010 Rtmt — Dividend

IRA #2 (H)

TIAA Traditional (TIAA L84626D-4) — Interest

TIAA Real Estate — None

CREF Growth R3 — None

CREF Global Equities R3 — None

T-C Intl Eq-Inst — Dividend

T-C Social Ch Eq-Inst — Dividend

T-C Intl Eq Idx-Inst — Dividend

T-C Lg-Cap Val Idx-Inst — Dividend

T-C Sm-Cap Bl Idx-Inst — Dividend

T-C Real Est Secs-Inst — Dividend

HRA Account #1 (H)

Maritain VEBA - Vanguard LifeStrategy Conservative Growth (VSCGX) — None

457(b) Account (H)

NW Inv Dest Mod Svc (NSDMX) — None

Agreement — 2017 — Washington State Department of Retirmement Systems (defined benefit pension plan)

Income — 2019 — Washington State Department of Retirement Systems (pension) — $66,546.48

Spouse's income — 2019 — Washingon State (salary)

Part VII, Column B: Lines reflecting no income are so reported because none was attributed to those particular holdings during the reporting period, whether

taxable, tax exempt, or tax deferred, or because the investments do not allocate income to individual holdings, but instaed are credited only in unit value, per

page 42 of the filing instructions.

This is a copy of a public record, reproduced as it was published. It is not legal advice, and it may not be the version a court would rely on. Check the official source before you cite it.

A word about cookies

We need a few to keep you signed in and the library working. The rest help us see which pages people use and where they get stuck. They stay off unless you say yes.

John T. Rodgers | Frix