—
Net Worth Est.
$2.1MTrade volume
$0Total trades
-----Last Traded
----Real Estate Residential
$2.25M
Corporate Securities Stock
$1.13M
Mutual Funds Mutual Fund
$1.1M
Mutual Funds Exchange Traded Fund/Note
$808.04K
Bank Deposit
$754.01K
Ticker | Amount | Owner | Income | Income Type | Filing Year |
|---|---|---|---|---|---|
 - Rental income from basement apartment | $500,001 - $1,000,000 | Joint | $5,001 - $15,000 | Rent/Royalties, | 2024 |
- Rental income from basement apartment | $500,001 - $1,000,000 | Joint | $5,001 - $15,000 | Rent/Royalties, | 2024 |
- Rental income from basement apartment | $500,001 - $1,000,000 | Joint | $5,001 - $15,000 | Rent/Royalties, | 2024 |
WFC WFC- Wells Fargo & Company (NYSE) | $250,001 - $500,000 | Self | $2,501 - $5,000 | Dividends, | 2024 |
WFC WFC- Wells Fargo & Company (NYSE) | $250,001 - $500,000 | Self | $2,501 - $5,000 | Dividends, | 2024 |
WFC WFC- Wells Fargo & Company | $250,001 - $500,000 | Self | $5,001 - $15,000 | Dividends, | 2024 |
- State of Alaska Public Employee Retirement System (PERS) | $50,001 - $100,000 | Self | None (or less than $201) | None, | 2024 |
- National Capital Bank | $50,001 - $100,000 | Self | None (or less than $201) | Interest, | 2024 |
- Wells Fargo | $50,001 - $100,000 | Self | None (or less than $201) | Interest, | 2024 |
- National Capital Bank | $50,001 - $100,000 | Self | None (or less than $201) | Interest, | 2024 |
- Wells Fargo | $50,001 - $100,000 | Self | None (or less than $201) | Interest, | 2024 |
- Wells Fargo | $50,001 - $100,000 | Self | None (or less than $201) | Interest, | 2024 |
- State of Alaska Public Employee Retirement System (PERS) | $50,001 - $100,000 | Self | None (or less than $201) | None, | 2024 |
VWIUX VWIUX- Vanguard Intermediate-Term Tax-Exempt Fd Admiral | $50,001 - $100,000 | Self | $201 - $1,000 | Dividends, | 2024 |
SPY SPY- S&P 500 SPDR | $50,001 - $100,000 | Self | $1,001 - $2,500 | Dividends, | 2024 |
- National Capital Bank | $50,001 - $100,000 | Self | None (or less than $201) | Interest, | 2024 |
SPY SPY- SPDR S&P 500 ETF Trust | $50,001 - $100,000 | Self | $1,001 - $2,500 | Dividends, | 2024 |
SPY SPY- SPDR S&P 500 ETF Trust | $50,001 - $100,000 | Self | $1,001 - $2,500 | Dividends, | 2024 |
- State of Alaska Public Employee Retirement System (PERS) | $50,001 - $100,000 | Self | None (or less than $201) | None, | 2024 |
VWEAX VWEAX- Vanguard High-Yield Corporate Fund Admiral Share | $15,001 - $50,000 | Self | $1,001 - $2,500 | Dividends, | 2024 |
BIMBX BIMBX- Blackrock Systematic Multi-Strategy Fund Institu | $15,001 - $50,000 | Self | $201 - $1,000 | Dividends, | 2024 |
- First Bank | $15,001 - $50,000 | Self | $5,001 - $15,000 | Dividends, | 2024 |
- Schwab Cash | $15,001 - $50,000 | Self | None (or less than $201) | Dividends, | 2024 |
CCOR CCOR- Core Alternative ETF | $15,001 - $50,000 | Self | None (or less than $201) | Dividends, | 2024 |
VWEAX VWEAX- Vanguard High-Yield Corporate Fund Admiral Shares | $15,001 - $50,000 | Self | $201 - $1,000 | Dividends, | 2024 |
MUB MUB- iShares National Muni Bond ETF | $15,001 - $50,000 | Self | $201 - $1,000 | Dividends, | 2024 |
- First Bank | $15,001 - $50,000 | Self | None (or less than $201) | Interest, | 2024 |
BIMBX BIMBX- BlackRock Systematic Multi-Strategy Fund Instituti | $15,001 - $50,000 | Self | $201 - $1,000 | Dividends, | 2024 |
IJH IJH- iShares Core S&P Mid-Cap ETF | $15,001 - $50,000 | Self | $201 - $1,000 | Dividends, | 2024 |
- AMOAX - MS Focus Growth | $15,001 - $50,000 | Joint | $2,501 - $5,000 | Dividends, Capital Gains, | 2024 |
- Morgan Stanley | $15,001 - $50,000 | Joint | None (or less than $201) | Interest, | 2024 |
SPY SPY- SPDR??S&P 500? ETF Trust | $15,001 - $50,000 | Joint | None (or less than $201) | Dividends, | 2024 |
BND BND- Vanguard Total Bond Market Index Fund ETF Shares | $15,001 - $50,000 | Self | $201 - $1,000 | Dividends, | 2024 |
VWIUX VWIUX- Vanguard Intermediate-Term Tax-Exempt Fd Admiral | $15,001 - $50,000 | Joint | None (or less than $201) | Dividends, | 2024 |
NFRA NFRA- FlexShares STOXX Global Broad Infrastructure Index | $15,001 - $50,000 | Self | $201 - $1,000 | Dividends, | 2024 |
- First Bank | $15,001 - $50,000 | Self | $201 - $1,000 | Interest, | 2024 |
IJH IJH- iShares Core S&P Mid-Cap ETF | $15,001 - $50,000 | Self | $201 - $1,000 | Dividends, | 2024 |
- Morgan Stanley | $15,001 - $50,000 | Joint | None (or less than $201) | Interest, | 2024 |
- AMOAX - MS Focus Growth | $15,001 - $50,000 | Joint | $2,501 - $5,000 | Dividends, Capital Gains, | 2024 |
- First Bank | $15,001 - $50,000 | Self | $5,001 - $15,000 | Dividends, | 2024 |
- Morgan Stanley | $15,001 - $50,000 | Joint | None (or less than $201) | Interest, | 2024 |
NFRA NFRA- FlexShares STOXX Global Broad Infrastructure Index | $15,001 - $50,000 | Self | $201 - $1,000 | Dividends, | 2024 |
- AMOAX - MS Focus Growth | $15,001 - $50,000 | Joint | $2,501 - $5,000 | Dividends, Capital Gains, | 2024 |
- First Bank | $15,001 - $50,000 | Self | $5,001 - $15,000 | Dividends, | 2024 |
- Schwab Cash | $15,001 - $50,000 | Self | None (or less than $201) | Dividends, | 2024 |
IEFA IEFA- iShares Core MSCI EAFE ETF | $15,001 - $50,000 | Self | $201 - $1,000 | Dividends, | 2024 |
BIMBX BIMBX- BlackRock Systematic Multi-Strategy Fund Instituti | $15,001 - $50,000 | Self | $201 - $1,000 | Dividends, | 2024 |
IJH IJH- iShares Core S&P Mid-Cap | $15,001 - $50,000 | Self | $201 - $1,000 | Dividends, | 2024 |
MUB MUB- iShares National Muni Bond ETF | $15,001 - $50,000 | Self | $201 - $1,000 | Dividends, | 2024 |
BND BND- Vanguard Total Bond Market Index Fund ETF Shares | $15,001 - $50,000 | Self | $201 - $1,000 | Dividends, | 2024 |
VWEAX VWEAX- Vanguard High-Yield Corporate Fund Admiral Shares | $15,001 - $50,000 | Self | $201 - $1,000 | Dividends, | 2024 |
NFRA NFRA- FlexShares STOXX Global Broad Infrastructure Index | $15,001 - $50,000 | Self | $201 - $1,000 | Dividends, | 2024 |
- First Bank | $15,001 - $50,000 | Self | None (or less than $201) | Interest, | 2024 |
BND BND- Vanguard Total Bond Market ETF | $15,001 - $50,000 | Self | $1,001 - $2,500 | Dividends, | 2024 |
CCOR CCOR- Core Alternative ETF | $15,001 - $50,000 | Self | None (or less than $201) | Dividends, | 2024 |
QAI QAI- IQ Hedge Multi-Strategy Tracker ETF | $1,001 - $15,000 | Joint | None (or less than $201) | Dividends, | 2024 |
IEMG IEMG- iShares Core MSCI Emerging Markets ETF | $1,001 - $15,000 | Joint | None (or less than $201) | Dividends, | 2024 |
IEFA IEFA- iShares Core MSCI EAFE ETF | $1,001 - $15,000 | Joint | None (or less than $201) | Dividends, | 2024 |
IJH IJH- iShares Core S&P Mid-Cap | $1,001 - $15,000 | Joint | None (or less than $201) | Dividends, | 2024 |
CMDY CMDY- iShares Bloomberg Roll Select Commodity Strategy E | $1,001 - $15,000 | Joint | None (or less than $201) | Dividends, | 2024 |
BBRE BBRE- JPMorgan BetaBuilders MSCI U.S. REIT ETF | $1,001 - $15,000 | Joint | None (or less than $201) | Dividends, | 2024 |
VWEAX VWEAX- Vanguard High-Yield Corporate Fund Admiral Share | $1,001 - $15,000 | Joint | None (or less than $201) | Dividends, | 2024 |
BIMBX BIMBX- Blackrock Systematic Multi-Strategy Fund Institu | $1,001 - $15,000 | Joint | None (or less than $201) | Dividends, | 2024 |
NFRA NFRA- Flexshares Global Broad Infr Fund | $1,001 - $15,000 | Spouse | None (or less than $201) | Dividends, | 2024 |
SCHZ SCHZ- Schwab US Aggregate Bond ETF | $1,001 - $15,000 | Spouse | None (or less than $201) | Dividends, | 2024 |
- FSCDX - Fidelity Advisor Small Cap A | $1,001 - $15,000 | Joint | $201 - $1,000 | Capital Gains, | 2024 |
SPIAX SPIAX- Invesco S&P 500 Index Fund Class A | $1,001 - $15,000 | Joint | None (or less than $201) | Dividends, | 2024 |
- Alaska Permanent Fund Dividend | $1,001 - $15,000 | Spouse | $2,501 - $5,000 | None, | 2024 |
- Alaska Permanent Fund Dividend | $1,001 - $15,000 | Self | $2,501 - $5,000 | None, | 2024 |
- BIMBX | $1,001 - $15,000 | Joint | None (or less than $201) | Dividends, | 2024 |
- First Bank | $1,001 - $15,000 | Self | None (or less than $201) | Interest, | 2024 |
BBRE BBRE- J.P. Morgan Exchange-Traded Fund Trust - JPMorgan | $1,001 - $15,000 | Self | $201 - $1,000 | Dividends, | 2024 |
BNDX BNDX- Vanguard Total International Bond Index Fund ETF S | $1,001 - $15,000 | Self | None (or less than $201) | Dividends, | 2024 |
IEFA IEFA- iShares Core MSCI EAFE ETF | $1,001 - $15,000 | Self | $201 - $1,000 | Dividends, | 2024 |
IEMG IEMG- iShares Core MSCI Emerging Markets ETF | $1,001 - $15,000 | Self | $201 - $1,000 | Dividends, | 2024 |
IJR IJR- iShares Core S&P Small-Cap ETF | $1,001 - $15,000 | Self | None (or less than $201) | Dividends, | 2024 |
PDBC PDBC- Invesco Optimum Yield Diversified Commodity Strate | $1,001 - $15,000 | Self | $201 - $1,000 | Dividends, | 2024 |
VTIP VTIP- Vanguard Short-Term Inflation-Protected Securities | $1,001 - $15,000 | Self | $201 - $1,000 | Dividends, | 2024 |
SHM SHM- SPDR Nuveen Bloomberg Barclays Short Term Municipa | $1,001 - $15,000 | Self | None (or less than $201) | Dividends, | 2024 |
BBRE BBRE- JPM Betabuilders MSCI U.S. REIT ETF | $1,001 - $15,000 | Joint | None (or less than $201) | Dividends, | 2024 |
SCHB SCHB- Schwab U.S. Broad Market ETF | $1,001 - $15,000 | Spouse | None (or less than $201) | Dividends, | 2024 |
SCHF SCHF- Schwab International Equity ETF | $1,001 - $15,000 | Spouse | None (or less than $201) | Dividends, | 2024 |
SCHZ SCHZ- Schwab US Aggregate Bond ETF | $1,001 - $15,000 | Spouse | None (or less than $201) | Dividends, | 2024 |
SHM SHM- SPDR Nuveen Bloomberg Barclays Short Term Municipa | $1,001 - $15,000 | Joint | None (or less than $201) | Dividends, | 2024 |
SPIAX SPIAX- Invesco S&P 500 Index Fund Class A | $1,001 - $15,000 | Spouse | None (or less than $201) | Dividends, | 2024 |
SPLV SPLV- Invesco S&P 500 Low Volatility ETF | $1,001 - $15,000 | Self | None (or less than $201) | Dividends, | 2024 |
- SWVXX | $1,001 - $15,000 | Self | None (or less than $201) | Dividends, | 2024 |
- SWVXX | $1,001 - $15,000 | Joint | None (or less than $201) | Dividends, | 2024 |
VWEAX VWEAX- Vanguard High-Yield Corporate Fund Admiral Share | $1,001 - $15,000 | Joint | None (or less than $201) | Dividends, | 2024 |
- Alaska Permanent Fund Dividend | $1,001 - $15,000 | Spouse | $1,001 - $2,500 | None, | 2024 |
- Alaska Permanent Fund Dividend | $1,001 - $15,000 | Self | $1,001 - $2,500 | None, | 2024 |
CCOR CCOR- Core Alternative ETF | $1,001 - $15,000 | Joint | None (or less than $201) | Dividends, | 2024 |
EFAV EFAV- iShares MSCI EAFE Min Vol Factor ETF | $1,001 - $15,000 | Self | None (or less than $201) | Dividends, | 2024 |
GUNR GUNR- FlexShares Global Upstream Natural Resources Index | $1,001 - $15,000 | Self | None (or less than $201) | Dividends, | 2024 |
IEFA IEFA- iShares Core MSCI EAFE ETF | $1,001 - $15,000 | Joint | None (or less than $201) | Dividends, | 2024 |
IEMG IEMG- iShares Core MSCI Emerging Markets ETF | $1,001 - $15,000 | Joint | None (or less than $201) | Dividends, | 2024 |
IJH IJH- iShares Core S&P Mid-Cap ETF | $1,001 - $15,000 | Joint | None (or less than $201) | Dividends, | 2024 |
IJR IJR- iShares Core S&P Small-Cap ETF | $1,001 - $15,000 | Joint | None (or less than $201) | Dividends, | 2024 |
MUB MUB- iShares National Muni Bond ETF | $1,001 - $15,000 | Joint | None (or less than $201) | Dividends, | 2024 |
NFRA NFRA- FlexShares STOXX Global Broad Infrastructure Index | $1,001 - $15,000 | Joint | None (or less than $201) | Dividends, | 2024 |
PDBC PDBC- Invesco Optimum Yield Diversified Commodity Strate | $1,001 - $15,000 | Joint | None (or less than $201) | Dividends, | 2024 |
- FSCDX - Fidelity Advisor Small Cap A | $1,001 - $15,000 | Joint | $201 - $1,000 | Capital Gains, | 2024 |
- First Bank | $1,001 - $15,000 | Self | None (or less than $201) | Interest, | 2024 |
CCOR CCOR- Core Alternative ETF | $1,001 - $15,000 | Self | None (or less than $201) | Dividends, | 2024 |
- SWVXX Schwab Value Advantage Money INV | $1,001 - $15,000 | Self | None (or less than $201) | Dividends, | 2024 |
XMHQ XMHQ- Invesco S&P Midcap Quality ETF | $1,001 - $15,000 | Self | None (or less than $201) | Dividends, | 2024 |
QAI QAI- IQ Hedge MultiIQ Hedge Multi-Strategy Tracker ETF | $1,001 - $15,000 | Self | None (or less than $201) | Dividends, | 2024 |
IEMG IEMG- iShares Core MSCI Emerging Markets ETF | $1,001 - $15,000 | Self | $201 - $1,000 | Dividends, | 2024 |
IJR IJR- iShares Core S&P Small-Cap | $1,001 - $15,000 | Self | None (or less than $201) | Dividends, | 2024 |
CMDY CMDY- iShares Bloomberg Roll Select Commodity Strategy E | $1,001 - $15,000 | Self | $201 - $1,000 | Dividends, | 2024 |
BBRE BBRE- JPMorgan BetaBuilders MSCI U.S. REIT ETF | $1,001 - $15,000 | Self | $201 - $1,000 | Dividends, | 2024 |
INDS INDS- Pacer Industrial Real Estate ETF | $1,001 - $15,000 | Self | None (or less than $201) | Dividends, | 2024 |
CALF CALF- Pacer US Small Cap Cash Cows 100 ETF | $1,001 - $15,000 | Self | None (or less than $201) | Dividends, | 2024 |
VTIP VTIP- Short-Term Infl Protected Vanguard | $1,001 - $15,000 | Self | None (or less than $201) | Dividends, | 2024 |
BNDX BNDX- Vanguard Total International Bond ETF | $1,001 - $15,000 | Self | $201 - $1,000 | Dividends, | 2024 |
- swvxx | $1,001 - $15,000 | Joint | None (or less than $201) | Dividends, | 2024 |
CCOR CCOR- Core Alternative ETF | $1,001 - $15,000 | Joint | None (or less than $201) | Dividends, | 2024 |
NFRA NFRA- FlexShares STOXX Global Broad Infrastructure Index | $1,001 - $15,000 | Joint | None (or less than $201) | Dividends, | 2024 |
XMHQ XMHQ- Invesco S&P Midcap Quality ETF | $1,001 - $15,000 | Joint | None (or less than $201) | Dividends, | 2024 |
- Alaska Permanent Fund Dividend | $1,001 - $15,000 | Spouse | $2,501 - $5,000 | None, | 2024 |
- Alaska Permanent Fund Dividend | $1,001 - $15,000 | Self | $2,501 - $5,000 | None, | 2024 |
- FSCDX - Fidelity Advisor Small Cap A | $1,001 - $15,000 | Joint | $201 - $1,000 | Capital Gains, | 2024 |
- Voya Multi Manager International Small Cap A | $1,001 - $15,000 | Spouse | None (or less than $201) | Dividends, Capital Gains, | 2024 |
- First Bank | $1,001 - $15,000 | Self | None (or less than $201) | Interest, | 2024 |
BBRE BBRE- J.P. Morgan Exchange-Traded Fund Trust - JPMorgan | $1,001 - $15,000 | Self | $201 - $1,000 | Dividends, | 2024 |
BNDX BNDX- Vanguard Total International Bond Index Fund ETF S | $1,001 - $15,000 | Self | None (or less than $201) | Dividends, | 2024 |
IEFA IEFA- iShares Core MSCI EAFE ETF | $1,001 - $15,000 | Self | $201 - $1,000 | Dividends, | 2024 |
IEMG IEMG- iShares Core MSCI Emerging Markets ETF | $1,001 - $15,000 | Self | $201 - $1,000 | Dividends, | 2024 |
IJR IJR- iShares Core S&P Small-Cap ETF | $1,001 - $15,000 | Self | None (or less than $201) | Dividends, | 2024 |
PDBC PDBC- Invesco Optimum Yield Diversified Commodity Strate | $1,001 - $15,000 | Self | $201 - $1,000 | Dividends, | 2024 |
VTIP VTIP- Vanguard Short-Term Inflation-Protected Securities | $1,001 - $15,000 | Self | $201 - $1,000 | Dividends, | 2024 |
SHM SHM- SPDR Nuveen Bloomberg Barclays Short Term Municipa | $1,001 - $15,000 | Self | None (or less than $201) | Dividends, | 2024 |
BBRE BBRE- JPM Betabuilders MSCI U.S. REIT ETF | $1,001 - $15,000 | Joint | None (or less than $201) | Dividends, | 2024 |
- BIMBX | $1,001 - $15,000 | Joint | None (or less than $201) | Dividends, | 2024 |
CCOR CCOR- Core Alternative ETF | $1,001 - $15,000 | Joint | None (or less than $201) | Dividends, | 2024 |
EFAV EFAV- iShares MSCI EAFE Min Vol Factor ETF | $1,001 - $15,000 | Self | None (or less than $201) | Dividends, | 2024 |
GUNR GUNR- FlexShares Global Upstream Natural Resources Index | $1,001 - $15,000 | Self | None (or less than $201) | Dividends, | 2024 |
IEFA IEFA- iShares Core MSCI EAFE ETF | $1,001 - $15,000 | Joint | None (or less than $201) | Dividends, | 2024 |
IEMG IEMG- iShares Core MSCI Emerging Markets ETF | $1,001 - $15,000 | Joint | None (or less than $201) | Dividends, | 2024 |
IJH IJH- iShares Core S&P Mid-Cap ETF | $1,001 - $15,000 | Joint | None (or less than $201) | Dividends, | 2024 |
IJR IJR- iShares Core S&P Small-Cap ETF | $1,001 - $15,000 | Joint | None (or less than $201) | Dividends, | 2024 |
MUB MUB- iShares National Muni Bond ETF | $1,001 - $15,000 | Joint | None (or less than $201) | Dividends, | 2024 |
NFRA NFRA- FlexShares STOXX Global Broad Infrastructure Index | $1,001 - $15,000 | Joint | None (or less than $201) | Dividends, | 2024 |
PDBC PDBC- Invesco Optimum Yield Diversified Commodity Strate | $1,001 - $15,000 | Joint | None (or less than $201) | Dividends, | 2024 |
SCHB SCHB- Schwab U.S. Broad Market ETF | $1,001 - $15,000 | Spouse | None (or less than $201) | Dividends, | 2024 |
SCHF SCHF- Schwab International Equity ETF | $1,001 - $15,000 | Spouse | None (or less than $201) | Dividends, | 2024 |
SCHZ SCHZ- Schwab US Aggregate Bond ETF | $1,001 - $15,000 | Spouse | None (or less than $201) | Dividends, | 2024 |
SHM SHM- SPDR Nuveen Bloomberg Barclays Short Term Municipa | $1,001 - $15,000 | Joint | None (or less than $201) | Dividends, | 2024 |
SPIAX SPIAX- Invesco S&P 500 Index Fund Class A | $1,001 - $15,000 | Spouse | None (or less than $201) | Dividends, | 2024 |
SPLV SPLV- Invesco S&P 500 Low Volatility ETF | $1,001 - $15,000 | Self | None (or less than $201) | Dividends, | 2024 |
- SWVXX | $1,001 - $15,000 | Self | None (or less than $201) | Dividends, | 2024 |
- SWVXX | $1,001 - $15,000 | Joint | None (or less than $201) | Dividends, | 2024 |
VWEAX VWEAX- Vanguard High-Yield Corporate Fund Admiral Share | $1,001 - $15,000 | Joint | None (or less than $201) | Dividends, | 2024 |
SCHF SCHF- Schwab International Equity ETF | $1,001 - $15,000 | Spouse | None (or less than $201) | Dividends, | 2024 |
SPHY SPHY- SPDR Portfolio High Yield Bond ETF | $1,001 - $15,000 | Spouse | None (or less than $201) | Dividends, | 2024 |
SPMD SPMD- SPDR Portfolio S&P 400 Mid Cap ETF | $1,001 - $15,000 | Spouse | None (or less than $201) | Dividends, | 2024 |
SPLG SPLG- SPDR Large Cap Portfolio ETF | $1,001 - $15,000 | Spouse | None (or less than $201) | Dividends, | 2024 |
SPSM SPSM- SPDR Portfolio S&P 600 Small Cap ETF | $1,001 - $15,000 | Spouse | None (or less than $201) | Dividends, | 2024 |
BNDX BNDX- Vanguard Total International Bond ETF | $1,001 - $15,000 | Spouse | None (or less than $201) | Dividends, | 2024 |
- Charles Schwab | $1,001 - $15,000 | Self | None (or less than $201) | Interest, | 2024 |
- Charles Schwab | $1,001 - $15,000 | Joint | None (or less than $201) | Interest, | 2024 |
SPIAX SPIAX- Invesco S&P 500 Index Fund Class A | $1,001 - $15,000 | Joint | None (or less than $201) | Dividends, | 2024 |
CMDY CMDY- iShares Bloomberg Roll Select Commodity Strategy E | None (or less than $1,001) | Spouse | None (or less than $201) | Dividends, | 2024 |
SCHE SCHE- Schwab Emrg Mkts Equity ETF | None (or less than $1,001) | Spouse | None (or less than $201) | Dividends, | 2024 |
SCHE SCHE- Schwab Emerging Markets Equity ETF | None (or less than $1,001) | Spouse | None (or less than $201) | Dividends, | 2024 |
QAI QAI- IQ Hedge Multi-Strategy Tracker ETF | None (or less than $1,001) | Spouse | None (or less than $201) | Dividends, | 2024 |
- EUGBX-Morgan Stanley European Equity B | None (or less than $1,001) | Joint | None (or less than $201) | Dividends, | 2024 |
SCHE SCHE- Schwab Emerging Markets Equity ETF | None (or less than $1,001) | Spouse | None (or less than $201) | Dividends, | 2024 |
SPY SPY- SPDR??S&P 500? ETF Trust | None (or less than $1,001) | Joint | None (or less than $201) | Dividends, | 2024 |
- Northrim Bank | None (or less than $1,001) | Self | None (or less than $201) | Interest, | 2024 |
VTIP VTIP- Vanguard Short-Term Inflation-Protected Securities | None (or less than $1,001) | Spouse | None (or less than $201) | Dividends, | 2024 |
EFAV EFAV- iShares MSCI EAFE Min Vol Factor ETF | None (or less than $1,001) | Joint | None (or less than $201) | Dividends, | 2024 |
BIMBX BIMBX- Blackrock Systematic Multi-Strategy Fund Institu | None (or less than $1,001) | Spouse | None (or less than $201) | Dividends, | 2024 |
SCHH SCHH- Schwab U.S. REIT ETF | None (or less than $1,001) | Spouse | None (or less than $201) | Dividends, | 2024 |
GUNR GUNR- FlexShares Global Upstream Natural Resources Index | None (or less than $1,001) | Joint | None (or less than $201) | Dividends, | 2024 |
- Charles Schwab | None (or less than $1,001) | Spouse | None (or less than $201) | Interest, | 2024 |
CCOR CCOR- Core Alternative ETF | None (or less than $1,001) | Spouse | None (or less than $201) | Dividends, | 2024 |
GUNR GUNR- FlexShares Global Upstream Natural Resources Index | None (or less than $1,001) | Joint | None (or less than $201) | Dividends, | 2024 |
- Northrim Bank | None (or less than $1,001) | Self | None (or less than $201) | Interest, | 2024 |
EFAV EFAV- iShares MSCI EAFE Min Vol Factor ETF | None (or less than $1,001) | Joint | None (or less than $201) | Dividends, | 2024 |
- Northrim Bank | None (or less than $1,001) | Self | None (or less than $201) | Interest, | 2024 |
SCHH SCHH- Schwab U.S. REIT ETF | None (or less than $1,001) | Spouse | None (or less than $201) | Dividends, | 2024 |
- SWVXX | None (or less than $1,001) | Spouse | None (or less than $201) | Dividends, | 2024 |
- EUGBX-Morgan Stanley European Equity B | None (or less than $1,001) | Joint | None (or less than $201) | Dividends, | 2024 |
NFRA NFRA- FlexShares STOXX Global Broad Infrastructure Index | None (or less than $1,001) | Spouse | None (or less than $201) | Dividends, | 2024 |
NFRA NFRA- FlexShares STOXX Global Broad Infrastructure Index | None (or less than $1,001) | Spouse | None (or less than $201) | Dividends, | 2024 |
CALF CALF- Pacer US Small Cap Cash Cows 100 ETF | None (or less than $1,001) | Joint | None (or less than $201) | Dividends, | 2024 |
INDS INDS- Pacer Industrial Real Estate ETF | None (or less than $1,001) | Joint | None (or less than $201) | Dividends, | 2024 |
- Voya Multi Manager International Small Cap A | None (or less than $1,001) | Spouse | None (or less than $201) | Dividends, Capital Gains, | 2024 |
IJR IJR- S&P Smallcap Ishares Core ETF | None (or less than $1,001) | Joint | None (or less than $201) | Dividends, | 2024 |
SHM SHM- SPDR Nuveen Bloomberg Barclays Short Term Municipa | None (or less than $1,001) | Self | None (or less than $201) | Dividends, | 2024 |
- EUGBX-Morgan Stanley European Equity B | None (or less than $1,001) | Joint | None (or less than $201) | Dividends, | 2024 |
SPY SPY- SPDR??S&P 500? ETF Trust | None (or less than $1,001) | Joint | None (or less than $201) | Dividends, | 2024 |
SCHH SCHH- Schwab U.S. REIT ETF | None (or less than $1,001) | Spouse | None (or less than $201) | Dividends, | 2024 |
SPLV SPLV- Invesco S&P 500 Low Volatility ETF | None (or less than $1,001) | Joint | None (or less than $201) | Dividends, | 2024 |
SPLV SPLV- Invesco S&P 500 Low Volatility ETF | None (or less than $1,001) | Joint | None (or less than $201) | Dividends, | 2024 |
- Rental income from basement apartment | $500,001 - $1,000,000 | Joint | $5,001 - $15,000 | Rent/Royalties, | 2023 |
WFC WFC- Wells Fargo & Company (NYSE) | $250,001 - $500,000 | Self | $2,501 - $5,000 | Dividends, | 2023 |
- State of Alaska Public Employee Retirement System (PERS) | $50,001 - $100,000 | Self | $201 - $1,000 | None, | 2023 |
- Wells Fargo | $50,001 - $100,000 | Self | None (or less than $201) | Interest, | 2023 |
SPY SPY- SPDR S&P 500 ETF Trust | $50,001 - $100,000 | Self | $1,001 - $2,500 | Dividends, | 2023 |
- National Capital Bank | $50,001 - $100,000 | Self | None (or less than $201) | Interest, | 2023 |
IJH IJH- iShares Core S&P Mid-Cap ETF | $15,001 - $50,000 | Self | $201 - $1,000 | Dividends, | 2023 |
- AMOAX - MS Focus Growth | $15,001 - $50,000 | Joint | $2,501 - $5,000 | Dividends, Capital Gains, | 2023 |
CCOR CCOR- Core Alternative ETF | $15,001 - $50,000 | Self | None (or less than $201) | Dividends, | 2023 |
- First Bank | $15,001 - $50,000 | Self | $5,001 - $15,000 | Dividends, | 2023 |
- First Bank | $15,001 - $50,000 | Self | None (or less than $201) | Interest, | 2023 |
BIMBX BIMBX- BlackRock Systematic Multi-Strategy Fund Instituti | $15,001 - $50,000 | Self | $201 - $1,000 | Dividends, | 2023 |
MUB MUB- iShares National Muni Bond ETF | $15,001 - $50,000 | Self | $201 - $1,000 | Dividends, | 2023 |
- Schwab Cash | $15,001 - $50,000 | Self | None (or less than $201) | Dividends, | 2023 |
VWEAX VWEAX- Vanguard High-Yield Corporate Fund Admiral Shares | $15,001 - $50,000 | Self | $201 - $1,000 | Dividends, | 2023 |
NFRA NFRA- FlexShares STOXX Global Broad Infrastructure Index | $15,001 - $50,000 | Self | $201 - $1,000 | Dividends, | 2023 |
- Morgan Stanley | $15,001 - $50,000 | Joint | None (or less than $201) | Interest, | 2023 |
BND BND- Vanguard Total Bond Market Index Fund ETF Shares | $15,001 - $50,000 | Self | $201 - $1,000 | Dividends, | 2023 |
SPIAX SPIAX- Invesco S&P 500 Index Fund Class A | $1,001 - $15,000 | Spouse | None (or less than $201) | Dividends, | 2023 |
- Alaska Permanent Fund Dividend | $1,001 - $15,000 | Spouse | $2,501 - $5,000 | None, | 2023 |
- Alaska Permanent Fund Dividend | $1,001 - $15,000 | Self | $2,501 - $5,000 | None, | 2023 |
- FSCDX - Fidelity Advisor Small Cap A | $1,001 - $15,000 | Joint | $201 - $1,000 | Capital Gains, | 2023 |
- Voya Multi Manager International Small Cap A | $1,001 - $15,000 | Spouse | None (or less than $201) | Dividends, Capital Gains, | 2023 |
- Invesco S&P 500 Index Fund | $1,001 - $15,000 | Spouse | None (or less than $201) | Dividends, Capital Gains, | 2023 |
- First Bank | $1,001 - $15,000 | Self | None (or less than $201) | Interest, | 2023 |
BBRE BBRE- J.P. Morgan Exchange-Traded Fund Trust - JPMorgan | $1,001 - $15,000 | Self | $201 - $1,000 | Dividends, | 2023 |
BNDX BNDX- Vanguard Total International Bond Index Fund ETF S | $1,001 - $15,000 | Self | None (or less than $201) | Dividends, | 2023 |
IEFA IEFA- iShares Core MSCI EAFE ETF | $1,001 - $15,000 | Self | $201 - $1,000 | Dividends, | 2023 |
IEMG IEMG- iShares Core MSCI Emerging Markets ETF | $1,001 - $15,000 | Self | $201 - $1,000 | Dividends, | 2023 |
IJR IJR- iShares Core S&P Small-Cap ETF | $1,001 - $15,000 | Self | None (or less than $201) | Dividends, | 2023 |
PDBC PDBC- Invesco Optimum Yield Diversified Commodity Strate | $1,001 - $15,000 | Self | $201 - $1,000 | Dividends, | 2023 |
VTIP VTIP- Vanguard Short-Term Inflation-Protected Securities | $1,001 - $15,000 | Self | $201 - $1,000 | Dividends, | 2023 |
SHM SHM- SPDR Nuveen Bloomberg Barclays Short Term Municipa | $1,001 - $15,000 | Self | None (or less than $201) | Dividends, | 2023 |
BBRE BBRE- JPM Betabuilders MSCI U.S. REIT ETF | $1,001 - $15,000 | Joint | None (or less than $201) | Dividends, | 2023 |
- BIMBX | $1,001 - $15,000 | Joint | None (or less than $201) | Dividends, | 2023 |
SCHB SCHB- Schwab U.S. Broad Market ETF | $1,001 - $15,000 | Spouse | None (or less than $201) | Dividends, | 2023 |
SCHF SCHF- Schwab International Equity ETF | $1,001 - $15,000 | Spouse | None (or less than $201) | Dividends, | 2023 |
SCHZ SCHZ- Schwab US Aggregate Bond ETF | $1,001 - $15,000 | Spouse | None (or less than $201) | Dividends, | 2023 |
SHM SHM- SPDR Nuveen Bloomberg Barclays Short Term Municipa | $1,001 - $15,000 | Joint | None (or less than $201) | Dividends, | 2023 |
SPIAX SPIAX- Invesco S&P 500 Index Fund Class A | $1,001 - $15,000 | Joint | None (or less than $201) | Dividends, | 2023 |
SPLV SPLV- Invesco S&P 500 Low Volatility ETF | $1,001 - $15,000 | Self | None (or less than $201) | Dividends, | 2023 |
- SWVXX | $1,001 - $15,000 | Self | None (or less than $201) | Dividends, | 2023 |
- SWVXX | $1,001 - $15,000 | Joint | None (or less than $201) | Dividends, | 2023 |
VWEAX VWEAX- Vanguard High-Yield Corporate Fund Admiral Share | $1,001 - $15,000 | Joint | None (or less than $201) | Dividends, | 2023 |
CCOR CCOR- Core Alternative ETF | $1,001 - $15,000 | Joint | None (or less than $201) | Dividends, | 2023 |
EFAV EFAV- iShares MSCI EAFE Min Vol Factor ETF | $1,001 - $15,000 | Self | None (or less than $201) | Dividends, | 2023 |
GUNR GUNR- FlexShares Global Upstream Natural Resources Index | $1,001 - $15,000 | Self | None (or less than $201) | Dividends, | 2023 |
IEFA IEFA- iShares Core MSCI EAFE ETF | $1,001 - $15,000 | Joint | None (or less than $201) | Dividends, | 2023 |
IEMG IEMG- iShares Core MSCI Emerging Markets ETF | $1,001 - $15,000 | Joint | None (or less than $201) | Dividends, | 2023 |
IJH IJH- iShares Core S&P Mid-Cap ETF | $1,001 - $15,000 | Joint | None (or less than $201) | Dividends, | 2023 |
IJR IJR- iShares Core S&P Small-Cap ETF | $1,001 - $15,000 | Joint | None (or less than $201) | Dividends, | 2023 |
MUB MUB- iShares National Muni Bond ETF | $1,001 - $15,000 | Joint | None (or less than $201) | Dividends, | 2023 |
NFRA NFRA- FlexShares STOXX Global Broad Infrastructure Index | $1,001 - $15,000 | Joint | None (or less than $201) | Dividends, | 2023 |
PDBC PDBC- Invesco Optimum Yield Diversified Commodity Strate | $1,001 - $15,000 | Joint | None (or less than $201) | Dividends, | 2023 |
- EUGBX-Morgan Stanley European Equity B | None (or less than $1,001) | Joint | None (or less than $201) | Dividends, | 2023 |
SCHE SCHE- Schwab Emerging Markets Equity ETF | None (or less than $1,001) | Spouse | None (or less than $201) | Dividends, | 2023 |
SPY SPY- SPDR??S&P 500? ETF Trust | None (or less than $1,001) | Joint | None (or less than $201) | Dividends, | 2023 |
EFAV EFAV- iShares MSCI EAFE Min Vol Factor ETF | None (or less than $1,001) | Joint | None (or less than $201) | Dividends, | 2023 |
SCHH SCHH- Schwab U.S. REIT ETF | None (or less than $1,001) | Spouse | None (or less than $201) | Dividends, | 2023 |
GUNR GUNR- FlexShares Global Upstream Natural Resources Index | None (or less than $1,001) | Joint | None (or less than $201) | Dividends, | 2023 |
NFRA NFRA- FlexShares STOXX Global Broad Infrastructure Index | None (or less than $1,001) | Spouse | None (or less than $201) | Dividends, | 2023 |
- Northrim Bank | None (or less than $1,001) | Self | None (or less than $201) | Interest, | 2023 |
SPLV SPLV- Invesco S&P 500 Low Volatility ETF | None (or less than $1,001) | Joint | None (or less than $201) | Dividends, | 2023 |
- Rental income from basement apartment | $500,001 - $1,000,000 | Joint | $5,001 - $15,000 | Rent/Royalties, | 2022 |
WFC WFC- Wells Fargo & Company (NYSE) | $250,001 - $500,000 | Self | $5,001 - $15,000 | Dividends, | 2022 |
SPY SPY- SPDR S&P 500 ETF Trust | $50,001 - $100,000 | Self | $1,001 - $2,500 | Dividends, | 2022 |
- State of Alaska Public Employee Retirement System (PERS) | $50,001 - $100,000 | Self | $201 - $1,000 | None, | 2022 |
- National Capital Bank | $50,001 - $100,000 | Self | None (or less than $201) | Interest, | 2022 |
- Wells Fargo | $50,001 - $100,000 | Self | None (or less than $201) | Interest, | 2022 |
WFC WFC- Wells Fargo & Company | $15,001 - $50,000 | Self | None (or less than $201) | Dividends, | 2022 |
SPIAX SPIAX- Invesco S&P 500 Index Fund Class A | $15,001 - $50,000 | Joint | $201 - $1,000 | Dividends, Capital Gains, | 2022 |
- Morgan Stanley | $15,001 - $50,000 | Joint | None (or less than $201) | Interest, | 2022 |
- AMOAX - MS Focus Growth | $15,001 - $50,000 | Joint | $2,501 - $5,000 | Dividends, Capital Gains, | 2022 |
- First Bank | $15,001 - $50,000 | Self | None (or less than $201) | Interest, | 2022 |
- First Bank | $15,001 - $50,000 | Self | $5,001 - $15,000 | Dividends, | 2022 |
NFRA NFRA- FlexShares STOXX Global Broad Infrastructure Index | $15,001 - $50,000 | Self | $201 - $1,000 | Dividends, | 2022 |
BND BND- Vanguard Total Bond Market Index Fund ETF Shares | $15,001 - $50,000 | Self | $201 - $1,000 | Dividends, | 2022 |
IEFA IEFA- iShares Core MSCI EAFE ETF | $15,001 - $50,000 | Self | $201 - $1,000 | Dividends, | 2022 |
IJH IJH- iShares Core S&P Mid-Cap ETF | $15,001 - $50,000 | Self | $201 - $1,000 | Dividends, | 2022 |
BIMBX BIMBX- BlackRock Systematic Multi-Strategy Fund Instituti | $15,001 - $50,000 | Self | $201 - $1,000 | Dividends, | 2022 |
MUB MUB- iShares National Muni Bond ETF | $15,001 - $50,000 | Self | None (or less than $201) | Dividends, | 2022 |
SHM SHM- SPDR Nuveen Bloomberg Barclays Short Term Municipa | $15,001 - $50,000 | Self | None (or less than $201) | Dividends, | 2022 |
VWEAX VWEAX- Vanguard High-Yield Corporate Fund Admiral Shares | $15,001 - $50,000 | Self | $201 - $1,000 | Dividends, | 2022 |
- Schwab Cash | $15,001 - $50,000 | Self | None (or less than $201) | Dividends, | 2022 |
BBRE BBRE- J.P. Morgan Exchange-Traded Fund Trust - JPMorgan | $1,001 - $15,000 | Self | $201 - $1,000 | Dividends, | 2022 |
BNDX BNDX- Vanguard Total International Bond Index Fund ETF S | $1,001 - $15,000 | Self | $201 - $1,000 | Dividends, | 2022 |
QAI QAI- IQ Hedge Multi-Strategy Tracker ETF | $1,001 - $15,000 | Self | None (or less than $201) | Dividends, | 2022 |
IEMG IEMG- iShares Core MSCI Emerging Markets ETF | $1,001 - $15,000 | Self | $201 - $1,000 | Dividends, | 2022 |
- FSCDX - Fidelity Advisor Small Cap A | $1,001 - $15,000 | Joint | $201 - $1,000 | Capital Gains, | 2022 |
- Voya Multi Manager International Small Cap A | $1,001 - $15,000 | Spouse | None (or less than $201) | Dividends, Capital Gains, | 2022 |
VTIP VTIP- Vanguard Short-Term Inflation-Protected Securities | $1,001 - $15,000 | Self | None (or less than $201) | Dividends, | 2022 |
- Invesco S&P 500 Index Fund | $1,001 - $15,000 | Spouse | None (or less than $201) | Dividends, Capital Gains, | 2022 |
IJR IJR- iShares Core S&P Small-Cap ETF | $1,001 - $15,000 | Self | None (or less than $201) | Dividends, | 2022 |
- First Bank | $1,001 - $15,000 | Self | None (or less than $201) | Interest, | 2022 |
PDBC PDBC- Invesco Optimum Yield Diversified Commodity Strate | $1,001 - $15,000 | Self | $2,501 - $5,000 | Dividends, | 2022 |
- Alaska Permanent Fund Dividend | $1,001 - $15,000 | Spouse | $1,001 - $2,500 | None, | 2022 |
VTIP VTIP- Vanguard Short-Term Inflation-Protected Securities | $1,001 - $15,000 | Self | None (or less than $201) | Dividends, | 2022 |
QDF QDF- FlexShares Quality Dividend Index Fund | $1,001 - $15,000 | Self | None (or less than $201) | Dividends, | 2022 |
- Alaska Permanent Fund Dividend | $1,001 - $15,000 | Self | $1,001 - $2,500 | None, | 2022 |
- EUGBX-Morgan Stanley European Equity B | None (or less than $1,001) | Joint | None (or less than $201) | Dividends, | 2022 |
- Northrim Bank | None (or less than $1,001) | Self | None (or less than $201) | Interest, | 2022 |
- Rental income from basement apartment | $500,001 - $1,000,000 | Joint | $15,001 - $50,000 | Rent/Royalties, | 2021 |
- Rental income from basement apartment | $500,001 - $1,000,000 | Joint | $15,001 - $50,000 | Rent/Royalties, | 2021 |
- Rental income from basement apartment | $500,001 - $1,000,000 | Joint | $15,001 - $50,000 | Rent/Royalties, | 2021 |
WFC WFC- Wells Fargo & Company (NYSE) | $100,001 - $250,000 | Self | $5,001 - $15,000 | Dividends, | 2021 |
WFC WFC- Wells Fargo & Company (NYSE) | $100,001 - $250,000 | Self | $5,001 - $15,000 | Dividends, | 2021 |
WFC WFC- Wells Fargo & Company (NYSE) | $100,001 - $250,000 | Self | $5,001 - $15,000 | Dividends, | 2021 |
SPY SPY- SPDR S&P 500 ETF Trust | $50,001 - $100,000 | Self | $201 - $1,000 | Dividends, | 2021 |
- State of Alaska Public Employee Retirement System (PERS) | $50,001 - $100,000 | Self | None (or less than $201) | None, | 2021 |
SPY SPY- SPDR S&P 500 ETF Trust | $50,001 - $100,000 | Self | $201 - $1,000 | Dividends, | 2021 |
SPY SPY- SPDR S&P 500 ETF Trust | $50,001 - $100,000 | Self | $201 - $1,000 | Dividends, | 2021 |
- Wells Fargo | $50,001 - $100,000 | Self | None (or less than $201) | Interest, | 2021 |
- Wells Fargo | $50,001 - $100,000 | Self | None (or less than $201) | Interest, | 2021 |
- National Capital Bank | $50,001 - $100,000 | Self | None (or less than $201) | Interest, | 2021 |
- Wells Fargo | $50,001 - $100,000 | Self | None (or less than $201) | Interest, | 2021 |
- National Capital Bank | $50,001 - $100,000 | Self | None (or less than $201) | Interest, | 2021 |
- State of Alaska Public Employee Retirement System (PERS) | $50,001 - $100,000 | Self | $201 - $1,000 | None, | 2021 |
- State of Alaska Public Employee Retirement System (PERS) | $50,001 - $100,000 | Self | None (or less than $201) | None, | 2021 |
- National Capital Bank | $50,001 - $100,000 | Self | None (or less than $201) | Interest, | 2021 |
- AMOAX - MS Focus Growth | $15,001 - $50,000 | Joint | $2,501 - $5,000 | Dividends, Capital Gains, | 2021 |
WFC WFC- Wells Fargo & Company | $15,001 - $50,000 | Self | None (or less than $201) | Dividends, | 2021 |
NFRA NFRA- FlexShares STOXX Global Broad Infrastructure Index | $15,001 - $50,000 | Self | $201 - $1,000 | Dividends, | 2021 |
SPIAX SPIAX- Invesco S&P 500 Index Fund Class A | $15,001 - $50,000 | Joint | $201 - $1,000 | Dividends, Capital Gains, | 2021 |
- First Bank | $15,001 - $50,000 | Self | $5,001 - $15,000 | Dividends, | 2021 |
- Morgan Stanley | $15,001 - $50,000 | Joint | None (or less than $201) | Interest, | 2021 |
- AMOAX - MS Focus Growth | $15,001 - $50,000 | Joint | $2,501 - $5,000 | Dividends, Capital Gains, | 2021 |
- First Bank | $15,001 - $50,000 | Self | $201 - $1,000 | Interest, | 2021 |
IEFA IEFA- iShares Core MSCI EAFE ETF | $15,001 - $50,000 | Self | $201 - $1,000 | Dividends, | 2021 |
BND BND- Vanguard Total Bond Market Index Fund ETF Shares | $15,001 - $50,000 | Self | $201 - $1,000 | Dividends, | 2021 |
IEFA IEFA- iShares Core MSCI EAFE ETF | $15,001 - $50,000 | Self | $201 - $1,000 | Dividends, | 2021 |
IJH IJH- iShares Core S&P Mid-Cap ETF | $15,001 - $50,000 | Self | $201 - $1,000 | Dividends, | 2021 |
IJR IJR- iShares Core S&P Small-Cap ETF | $15,001 - $50,000 | Self | None (or less than $201) | Dividends, | 2021 |
NFRA NFRA- FlexShares STOXX Global Broad Infrastructure Index | $15,001 - $50,000 | Self | $201 - $1,000 | Dividends, | 2021 |
BND BND- Vanguard Total Bond Market Index Fund ETF Shares | $15,001 - $50,000 | Self | $201 - $1,000 | Dividends, | 2021 |
SPIAX SPIAX- Invesco S&P 500 Index Fund Class A | $15,001 - $50,000 | Joint | $201 - $1,000 | Dividends, Capital Gains, | 2021 |
IJR IJR- iShares Core S&P Small-Cap ETF | $15,001 - $50,000 | Self | None (or less than $201) | Dividends, | 2021 |
MUB MUB- iShares National Muni Bond ETF | $15,001 - $50,000 | Self | None (or less than $201) | Dividends, | 2021 |
IJH IJH- iShares Core S&P Mid-Cap ETF | $15,001 - $50,000 | Self | $201 - $1,000 | Dividends, | 2021 |
- Morgan Stanley | $15,001 - $50,000 | Joint | None (or less than $201) | Interest, | 2021 |
- First Bank | $15,001 - $50,000 | Self | $201 - $1,000 | Interest, | 2021 |
SHM SHM- SPDR Nuveen Bloomberg Barclays Short Term Municipa | $15,001 - $50,000 | Self | None (or less than $201) | Dividends, | 2021 |
MUB MUB- iShares National Muni Bond ETF | $15,001 - $50,000 | Self | None (or less than $201) | Dividends, | 2021 |
IJR IJR- iShares Core S&P Small-Cap ETF | $15,001 - $50,000 | Self | None (or less than $201) | Dividends, | 2021 |
IJH IJH- iShares Core S&P Mid-Cap ETF | $15,001 - $50,000 | Self | $201 - $1,000 | Dividends, | 2021 |
IEFA IEFA- iShares Core MSCI EAFE ETF | $15,001 - $50,000 | Self | $201 - $1,000 | Dividends, | 2021 |
BND BND- Vanguard Total Bond Market Index Fund ETF Shares | $15,001 - $50,000 | Self | $201 - $1,000 | Dividends, | 2021 |
NFRA NFRA- FlexShares STOXX Global Broad Infrastructure Index | $15,001 - $50,000 | Self | $201 - $1,000 | Dividends, | 2021 |
SHM SHM- SPDR Nuveen Bloomberg Barclays Short Term Municipa | $15,001 - $50,000 | Self | None (or less than $201) | Dividends, | 2021 |
- AMOAX - MS Focus Growth | $15,001 - $50,000 | Joint | $2,501 - $5,000 | Dividends, Capital Gains, | 2021 |
- First Bank | $15,001 - $50,000 | Self | $201 - $1,000 | Interest, | 2021 |
SPIAX SPIAX- Invesco S&P 500 Index Fund Class A | $15,001 - $50,000 | Joint | $201 - $1,000 | Dividends, Capital Gains, | 2021 |
- First Bank | $15,001 - $50,000 | Self | $5,001 - $15,000 | Dividends, | 2021 |
MUB MUB- iShares National Muni Bond ETF | $15,001 - $50,000 | Self | None (or less than $201) | Dividends, | 2021 |
- First Bank | $15,001 - $50,000 | Self | $5,001 - $15,000 | Dividends, | 2021 |
SHM SHM- SPDR Nuveen Bloomberg Barclays Short Term Municipa | $15,001 - $50,000 | Self | None (or less than $201) | Dividends, | 2021 |
- Morgan Stanley | $15,001 - $50,000 | Joint | None (or less than $201) | Interest, | 2021 |
IEMG IEMG- iShares Core MSCI Emerging Markets ETF | $1,001 - $15,000 | Self | $201 - $1,000 | Dividends, | 2021 |
IEMG IEMG- iShares Core MSCI Emerging Markets ETF | $1,001 - $15,000 | Self | $201 - $1,000 | Dividends, | 2021 |
- Schwab Cash | $1,001 - $15,000 | Self | None (or less than $201) | Dividends, | 2021 |
- FSCDX - Fidelity Advisor Small Cap A | $1,001 - $15,000 | Joint | $201 - $1,000 | Capital Gains, | 2021 |
- Voya Multi Manager International Small Cap A | $1,001 - $15,000 | Spouse | None (or less than $201) | Dividends, Capital Gains, | 2021 |
- Invesco S&P 500 Index Fund | $1,001 - $15,000 | Spouse | None (or less than $201) | Dividends, Capital Gains, | 2021 |
BBRE BBRE- J.P. Morgan Exchange-Traded Fund Trust - JPMorgan | $1,001 - $15,000 | Self | $201 - $1,000 | Dividends, | 2021 |
BNDX BNDX- Vanguard Total International Bond Index Fund ETF S | $1,001 - $15,000 | Self | None (or less than $201) | Dividends, | 2021 |
- First Bank | $1,001 - $15,000 | Self | None (or less than $201) | Interest, | 2021 |
PDBC PDBC- Invesco Optimum Yield Diversified Commodity Strate | $1,001 - $15,000 | Self | None (or less than $201) | Dividends, | 2021 |
QDF QDF- FlexShares Quality Dividend Index Fund | $1,001 - $15,000 | Self | None (or less than $201) | Dividends, | 2021 |
BIMBX BIMBX- BlackRock Systematic Multi-Strategy Fund Instituti | $1,001 - $15,000 | Self | None (or less than $201) | Dividends, | 2021 |
INDS INDS- Pacer Benchmark Industrial Real Estate SCTR ETF | $1,001 - $15,000 | Self | None (or less than $201) | Dividends, | 2021 |
QAI QAI- IQ Hedge Multi-Strategy Tracker ETF | $1,001 - $15,000 | Self | None (or less than $201) | Dividends, | 2021 |
VTIP VTIP- Vanguard Short-Term Inflation-Protected Securities | $1,001 - $15,000 | Self | None (or less than $201) | Dividends, | 2021 |
VWEAX VWEAX- Vanguard High-Yield Corporate Fund Admiral Shares | $1,001 - $15,000 | Self | None (or less than $201) | Dividends, | 2021 |
- Schwab Cash | $1,001 - $15,000 | Self | None (or less than $201) | Dividends, | 2021 |
- FSCDX - Fidelity Advisor Small Cap A | $1,001 - $15,000 | Joint | $201 - $1,000 | Capital Gains, | 2021 |
- Voya Multi Manager International Small Cap A | $1,001 - $15,000 | Spouse | None (or less than $201) | Dividends, Capital Gains, | 2021 |
- Invesco S&P 500 Index Fund | $1,001 - $15,000 | Spouse | None (or less than $201) | Dividends, Capital Gains, | 2021 |
- First Bank | $1,001 - $15,000 | Self | None (or less than $201) | Interest, | 2021 |
BBRE BBRE- J.P. Morgan Exchange-Traded Fund Trust - JPMorgan | $1,001 - $15,000 | Self | $201 - $1,000 | Dividends, | 2021 |
BNDX BNDX- Vanguard Total International Bond Index Fund ETF S | $1,001 - $15,000 | Self | None (or less than $201) | Dividends, | 2021 |
IEMG IEMG- iShares Core MSCI Emerging Markets ETF | $1,001 - $15,000 | Self | $201 - $1,000 | Dividends, | 2021 |
PDBC PDBC- Invesco Optimum Yield Diversified Commodity Strate | $1,001 - $15,000 | Self | None (or less than $201) | Dividends, | 2021 |
QDF QDF- FlexShares Quality Dividend Index Fund | $1,001 - $15,000 | Self | None (or less than $201) | Dividends, | 2021 |
VTIP VTIP- Vanguard Short-Term Inflation-Protected Securities | $1,001 - $15,000 | Self | None (or less than $201) | Dividends, | 2021 |
BIMBX BIMBX- BlackRock Systematic Multi-Strategy Fund Instituti | $1,001 - $15,000 | Self | None (or less than $201) | Dividends, | 2021 |
INDS INDS- Pacer Benchmark Industrial Real Estate SCTR ETF | $1,001 - $15,000 | Self | None (or less than $201) | Dividends, | 2021 |
QAI QAI- IQ Hedge Multi-Strategy Tracker ETF | $1,001 - $15,000 | Self | None (or less than $201) | Dividends, | 2021 |
VTIP VTIP- Vanguard Short-Term Inflation-Protected Securities | $1,001 - $15,000 | Self | None (or less than $201) | Dividends, | 2021 |
VWEAX VWEAX- Vanguard High-Yield Corporate Fund Admiral Shares | $1,001 - $15,000 | Self | None (or less than $201) | Dividends, | 2021 |
- First Bank | $1,001 - $15,000 | Self | None (or less than $201) | Interest, | 2021 |
- Schwab Cash | $1,001 - $15,000 | Self | None (or less than $201) | Dividends, | 2021 |
- FSCDX - Fidelity Advisor Small Cap A | $1,001 - $15,000 | Joint | $201 - $1,000 | Capital Gains, | 2021 |
- Voya Multi Manager International Small Cap A | $1,001 - $15,000 | Spouse | None (or less than $201) | Dividends, Capital Gains, | 2021 |
- Invesco S&P 500 Index Fund | $1,001 - $15,000 | Spouse | None (or less than $201) | Dividends, Capital Gains, | 2021 |
BBRE BBRE- J.P. Morgan Exchange-Traded Fund Trust - JPMorgan | $1,001 - $15,000 | Self | $201 - $1,000 | Dividends, | 2021 |
BNDX BNDX- Vanguard Total International Bond Index Fund ETF S | $1,001 - $15,000 | Self | None (or less than $201) | Dividends, | 2021 |
PDBC PDBC- Invesco Optimum Yield Diversified Commodity Strate | $1,001 - $15,000 | Self | None (or less than $201) | Dividends, | 2021 |
QDF QDF- FlexShares Quality Dividend Index Fund | $1,001 - $15,000 | Self | None (or less than $201) | Dividends, | 2021 |
BIMBX BIMBX- BlackRock Systematic Multi-Strategy Fund Instituti | $1,001 - $15,000 | Self | None (or less than $201) | Dividends, | 2021 |
INDS INDS- Pacer Benchmark Industrial Real Estate SCTR ETF | $1,001 - $15,000 | Self | None (or less than $201) | Dividends, | 2021 |
QAI QAI- IQ Hedge Multi-Strategy Tracker ETF | $1,001 - $15,000 | Self | None (or less than $201) | Dividends, | 2021 |
VTIP VTIP- Vanguard Short-Term Inflation-Protected Securities | $1,001 - $15,000 | Self | None (or less than $201) | Dividends, | 2021 |
VWEAX VWEAX- Vanguard High-Yield Corporate Fund Admiral Shares | $1,001 - $15,000 | Self | None (or less than $201) | Dividends, | 2021 |
- EUGBX-Morgan Stanley European Equity B | None (or less than $1,001) | Joint | None (or less than $201) | Dividends, | 2021 |
- Northrim Bank | None (or less than $1,001) | Self | None (or less than $201) | Interest, | 2021 |
- Alaska Permanent Fund Dividend | None (or less than $1,001) | Self | $201 - $1,000 | None, | 2021 |
IQDF IQDF- FlexShares International Quality Dividend Index Fu | None (or less than $1,001) | Self | None (or less than $201) | Dividends, | 2021 |
IQDF IQDF- FlexShares International Quality Dividend Index Fu | None (or less than $1,001) | Self | None (or less than $201) | Dividends, | 2021 |
- Alaska Permanent Fund Dividend | None (or less than $1,001) | Spouse | $201 - $1,000 | None, | 2021 |
- EUGBX-Morgan Stanley European Equity B | None (or less than $1,001) | Joint | None (or less than $201) | Dividends, | 2021 |
- Northrim Bank | None (or less than $1,001) | Self | None (or less than $201) | Interest, | 2021 |
- Alaska Permanent Fund Dividend | None (or less than $1,001) | Self | $201 - $1,000 | None, | 2021 |
- Alaska Permanent Fund Dividend | None (or less than $1,001) | Spouse | $201 - $1,000 | None, | 2021 |
IQDF IQDF- FlexShares International Quality Dividend Index Fu | None (or less than $1,001) | Self | None (or less than $201) | Dividends, | 2021 |
- EUGBX-Morgan Stanley European Equity B | None (or less than $1,001) | Joint | None (or less than $201) | Dividends, | 2021 |
- Alaska Permanent Fund Dividend | None (or less than $1,001) | Self | $201 - $1,000 | None, | 2021 |
- Alaska Permanent Fund Dividend | None (or less than $1,001) | Spouse | $201 - $1,000 | None, | 2021 |
- Northrim Bank | None (or less than $1,001) | Self | None (or less than $201) | Interest, | 2021 |
- Rental income from basement apartment | $500,001 - $1,000,000 | Joint | $15,001 - $50,000 | Rent/Royalties, | 2020 |
- National Capital Bank | $100,001 - $250,000 | Self | None (or less than $201) | Interest, | 2020 |
- Wells Fargo | $100,001 - $250,000 | Self | None (or less than $201) | Interest, | 2020 |
WFC WFC- Wells Fargo & Company (NYSE) | $100,001 - $250,000 | Self | $15,001 - $50,000 | Dividends, | 2020 |
BND BND- Vanguard Total Bond Market Index Fund ETF Shares | $15,001 - $50,000 | Self | None (or less than $201) | Dividends, | 2020 |
- Morgan Stanley | $15,001 - $50,000 | Joint | None (or less than $201) | Interest, | 2020 |
IEFA IEFA- iShares Core MSCI EAFE ETF | $15,001 - $50,000 | Self | $201 - $1,000 | Dividends, | 2020 |
- State of Alaska Public Employee Retirement System (PERS) | $15,001 - $50,000 | Self | None (or less than $201) | None, | 2020 |
IJH IJH- iShares Core S&P Mid-Cap ETF | $15,001 - $50,000 | Self | None (or less than $201) | Dividends, | 2020 |
- AMOAX - MS Focus Growth | $15,001 - $50,000 | Joint | $1,001 - $2,500 | Dividends, Capital Gains, | 2020 |
- First Bank | $15,001 - $50,000 | Self | $5,001 - $15,000 | Dividends, | 2020 |
- First Bank | $15,001 - $50,000 | Self | None (or less than $201) | Interest, | 2020 |
SPY SPY- SPDR S&P 500 ETF Trust | $15,001 - $50,000 | Self | None (or less than $201) | Dividends, | 2020 |
SPIAX SPIAX- Invesco S&P 500 Index Fund Class A | $15,001 - $50,000 | Joint | $201 - $1,000 | Dividends, Capital Gains, | 2020 |
QDF QDF- FlexShares Quality Dividend Index Fund | $1,001 - $15,000 | Self | None (or less than $201) | Dividends, | 2020 |
SHV SHV- iShares Short Treasury Bond ETF | $1,001 - $15,000 | Self | None (or less than $201) | Dividends, | 2020 |
- FSCDX - Fidelity Advisor Small Cap A | $1,001 - $15,000 | Joint | $201 - $1,000 | Capital Gains, | 2020 |
- Alaska Permanent Fund Dividend | $1,001 - $15,000 | Self | $1,001 - $2,500 | None, | 2020 |
- Alaska Permanent Fund Dividend | $1,001 - $15,000 | Spouse | $1,001 - $2,500 | None, | 2020 |
- Northrim Bank | $1,001 - $15,000 | Self | None (or less than $201) | Interest, | 2020 |
- Voya Multi Manager International Small Cap A | $1,001 - $15,000 | Spouse | None (or less than $201) | Dividends, Capital Gains, | 2020 |
- Invesco S&P 500 Index Fund | $1,001 - $15,000 | Spouse | None (or less than $201) | Dividends, Capital Gains, | 2020 |
- First Bank | $1,001 - $15,000 | Self | $201 - $1,000 | Dividends, | 2020 |
NFRA NFRA- FlexShares STOXX Global Broad Infrastructure Index | $1,001 - $15,000 | Self | None (or less than $201) | Dividends, | 2020 |
BBRE BBRE- J.P. Morgan Exchange-Traded Fund Trust - JPMorgan | $1,001 - $15,000 | Self | None (or less than $201) | Dividends, | 2020 |
BNDX BNDX- Vanguard Total International Bond Index Fund ETF S | $1,001 - $15,000 | Self | $201 - $1,000 | Dividends, | 2020 |
IEMG IEMG- iShares Core MSCI Emerging Markets ETF | $1,001 - $15,000 | Self | None (or less than $201) | Dividends, | 2020 |
IJR IJR- iShares Core S&P Small-Cap ETF | $1,001 - $15,000 | Self | None (or less than $201) | Dividends, | 2020 |
IQDF IQDF- FlexShares International Quality Dividend Index Fu | $1,001 - $15,000 | Self | None (or less than $201) | Dividends, | 2020 |
PDBC PDBC- Invesco Optimum Yield Diversified Commodity Strate | $1,001 - $15,000 | Self | None (or less than $201) | Dividends, | 2020 |
- Schwab Cash | $1,001 - $15,000 | Self | None (or less than $201) | Dividends, | 2020 |
VTIP VTIP- Vanguard Short-Term Inflation-Protected Securities | $1,001 - $15,000 | Self | None (or less than $201) | Dividends, | 2020 |
EFAV EFAV- iShares Edge MSCI Min Vol EAFE ETF | $1,001 - $15,000 | Self | None (or less than $201) | Dividends, | 2020 |
USMV USMV- iShares Edge MSCI Min Vol USA ETF | $1,001 - $15,000 | Self | None (or less than $201) | Dividends, | 2020 |
- EUGBX-Morgan Stanley European Equity B | None (or less than $1,001) | Joint | None (or less than $201) | Dividends, | 2020 |
- Rental income from basement apartment | $500,001 - $1,000,000 | Joint | $15,001 - $50,000 | Rent/Royalties, | 2019 |
- National Capital Bank | $100,001 - $250,000 | Self | None (or less than $201) | Interest, | 2019 |
WFC WFC- Wells Fargo & Company (NYSE) | $100,001 - $250,000 | Self | $15,001 - $50,000 | Dividends, | 2019 |
- Wells Fargo | $50,001 - $100,000 | Self | None (or less than $201) | Interest, | 2019 |
- SCHB - Schwab US Broad Market ETF | $50,001 - $100,000 | Self | $1,001 - $2,500 | Dividends, | 2019 |
- Morgan Stanley | $15,001 - $50,000 | Joint | None (or less than $201) | Interest, | 2019 |
- First Bank | $15,001 - $50,000 | Self | $2,501 - $5,000 | Dividends, | 2019 |
- First Bank | $15,001 - $50,000 | Self | None (or less than $201) | Interest, | 2019 |
- SCHF - Schwab International Equity ETF | $15,001 - $50,000 | Self | $201 - $1,000 | Dividends, | 2019 |
- Invesco S&P 500 Index Fund | $15,001 - $50,000 | Joint | $201 - $1,000 | Dividends, Capital Gains, | 2019 |
SCHZ SCHZ- Schwab US Aggregate Bond ETF (NYSEArca) | $15,001 - $50,000 | Self | $1,001 - $2,500 | Dividends, | 2019 |
- State of Alaska Public Employee Retirement System (PERS) | $15,001 - $50,000 | Self | None (or less than $201) | None, | 2019 |
- MS Focus Growth | $1,001 - $15,000 | Joint | $201 - $1,000 | Dividends, Capital Gains, | 2019 |
- Alaska Permanent Fund Dividend | $1,001 - $15,000 | Spouse | $1,001 - $2,500 | None, | 2019 |
- Alaska Permanent Fund Dividend | $1,001 - $15,000 | Self | $1,001 - $2,500 | None, | 2019 |
- Northrim Bank | $1,001 - $15,000 | Self | None (or less than $201) | Interest, | 2019 |
- FSCDX - Fidelity Advisor Small Cap A | $1,001 - $15,000 | Joint | $201 - $1,000 | Capital Gains, | 2019 |
- Voya Multi Manager International Small Cap A | $1,001 - $15,000 | Spouse | None (or less than $201) | Dividends, Capital Gains, | 2019 |
- Invesco S&P 500 Index Fund | $1,001 - $15,000 | Spouse | None (or less than $201) | Dividends, Capital Gains, | 2019 |
- Schwab Cash | $1,001 - $15,000 | Self | None (or less than $201) | Dividends, | 2019 |
- SCHE - Schwab Emerging Markets Equity ETF | $1,001 - $15,000 | Self | None (or less than $201) | Dividends, | 2019 |
- First Bank | $1,001 - $15,000 | Self | None (or less than $201) | Dividends, | 2019 |
- SCHH - Schwab Strategic Trust - Schwab U.S. REIT ETF | $1,001 - $15,000 | Self | $201 - $1,000 | Dividends, | 2019 |
NFRA NFRA- FlexShares STOXX Global Broad Infrastructure Index | $1,001 - $15,000 | Self | None (or less than $201) | Dividends, | 2019 |
- EUGBX-Morgan Stanley European Equity B | None (or less than $1,001) | Joint | None (or less than $201) | Dividends, | 2019 |
- Rental income from basement apartment | $500,001 - $1,000,000 | Joint | $15,001 - $50,000 | Rent/Royalties, | 2018 |
WFC WFC- Wells Fargo & Company (NYSE) | $100,001 - $250,000 | Self | $5,001 - $15,000 | Dividends, | 2018 |
- National Capital Bank | $100,001 - $250,000 | Self | None (or less than $201) | Interest, | 2018 |
- Wells Fargo | $50,001 - $100,000 | Self | None (or less than $201) | Interest, | 2018 |
- SCHB - Schwab US Broad Market ETF | $50,001 - $100,000 | Self | $1,001 - $2,500 | Dividends, | 2018 |
- SCHF - Schwab International Equity ETF | $15,001 - $50,000 | Self | $201 - $1,000 | Dividends, | 2018 |
- Morgan Stanley | $15,001 - $50,000 | Joint | None (or less than $201) | Interest, | 2018 |
- Invesco S&P 500 Index Fund | $15,001 - $50,000 | Joint | $201 - $1,000 | Dividends, Capital Gains, | 2018 |
SCHZ SCHZ- Schwab US Aggregate Bond ETF (NYSEArca) | $15,001 - $50,000 | Self | $201 - $1,000 | Dividends, | 2018 |
- First Bank | $15,001 - $50,000 | Self | $201 - $1,000 | Interest, | 2018 |
- First Bank | $15,001 - $50,000 | Self | $5,001 - $15,000 | Dividends, | 2018 |
- State of Alaska Public Employee Retirement System (PERS) | $15,001 - $50,000 | Self | None (or less than $201) | None, | 2018 |
- Invesco S&P 500 Index Fund | $1,001 - $15,000 | Spouse | None (or less than $201) | Dividends, Capital Gains, | 2018 |
- MS Focus Growth | $1,001 - $15,000 | Joint | $201 - $1,000 | Dividends, Capital Gains, | 2018 |
- SCHE - Schwab Emerging Markets Equity ETF | $1,001 - $15,000 | Self | None (or less than $201) | Dividends, | 2018 |
- SCHH - Schwab Strategic Trust - Schwab U.S. REIT ETF | $1,001 - $15,000 | Self | $201 - $1,000 | Dividends, | 2018 |
- First Bank | $1,001 - $15,000 | Self | None (or less than $201) | Dividends, | 2018 |
- Alaska Permanent Fund Dividend | $1,001 - $15,000 | Spouse | $1,001 - $2,500 | None, | 2018 |
- Voya Multi Manager International Small Cap A | $1,001 - $15,000 | Spouse | None (or less than $201) | Dividends, Capital Gains, | 2018 |
- Schwab Cash | $1,001 - $15,000 | Self | None (or less than $201) | Dividends, | 2018 |
- Alaska Permanent Fund Dividend | $1,001 - $15,000 | Self | $1,001 - $2,500 | None, | 2018 |
- FSCDX - Fidelity Advisor Small Cap A | $1,001 - $15,000 | Joint | $201 - $1,000 | Capital Gains, | 2018 |
- Northrim Bank | None (or less than $1,001) | Self | None (or less than $201) | Interest, | 2018 |
- EUGBX-Morgan Stanley European Equity B | None (or less than $1,001) | Joint | None (or less than $201) | Dividends, | 2018 |
- Rental income from basement apartment | $500,001 - $1,000,000 | Joint | $15,001 - $50,000 | Rent/Royalties, | 2017 |
- Rental income from basement apartment | $500,001 - $1,000,000 | Joint | $15,001 - $50,000 | Rent/Royalties, | 2017 |
WFC WFC- Wells Fargo & Company (NYSE) | $100,001 - $250,000 | Self | $5,001 - $15,000 | Dividends, | 2017 |
- National Capital Bank | $100,001 - $250,000 | Self | None (or less than $201) | Interest, | 2017 |
WFC WFC- Wells Fargo & Company (NYSE) | $100,001 - $250,000 | Self | $5,001 - $15,000 | Dividends, | 2017 |
- National Capital Bank | $100,001 - $250,000 | Self | None (or less than $201) | Interest, | 2017 |
- Wells Fargo | $50,001 - $100,000 | Self | None (or less than $201) | Interest, | 2017 |
- SCHB - Schwab US Broad Market ETF | $50,001 - $100,000 | Self | $1,001 - $2,500 | Dividends, | 2017 |
- Schwab US MKT Broad ETF | $50,001 - $100,000 | Self | $1,001 - $2,500 | Dividends, | 2017 |
- Wells Fargo | $50,001 - $100,000 | Self | None (or less than $201) | Interest, | 2017 |
- Morgan Stanley | $15,001 - $50,000 | Joint | None (or less than $201) | Interest, | 2017 |
- State of AK Annuity Plan | $15,001 - $50,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2017 |
- SCHF - Schwab International Equity ETF | $15,001 - $50,000 | Self | $201 - $1,000 | Dividends, | 2017 |
SCHZ SCHZ- Schwab US Aggregate Bond ETF (NYSEArca) | $15,001 - $50,000 | Self | $201 - $1,000 | Dividends, | 2017 |
- First Bank | $15,001 - $50,000 | Self | $201 - $1,000 | Interest, | 2017 |
- First Bank | $15,001 - $50,000 | Self | $5,001 - $15,000 | Dividends, | 2017 |
- Morgan Stanley | $15,001 - $50,000 | Joint | None (or less than $201) | Interest, | 2017 |
- State of AK Annuity Plan | $15,001 - $50,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2017 |
- Schwab Int'l Equity ETF | $15,001 - $50,000 | Self | $201 - $1,000 | Dividends, | 2017 |
SCHZ SCHZ- Schwab US Aggregate Bond ETF (NYSEArca) | $15,001 - $50,000 | Self | $201 - $1,000 | Dividends, | 2017 |
- First Bank | $15,001 - $50,000 | Self | $201 - $1,000 | Interest, | 2017 |
- First Bank of Ketchikan, AK | $15,001 - $50,000 | Self | $5,001 - $15,000 | Dividends, | 2017 |
- SCHH - Schwab Strategic Trust - Schwab U.S. REIT ETF | $1,001 - $15,000 | Self | $201 - $1,000 | Dividends, | 2017 |
- First Bank | $1,001 - $15,000 | Self | None (or less than $201) | Dividends, | 2017 |
- Alaska Permanent Fund Dividend | $1,001 - $15,000 | Spouse | $1,001 - $2,500 | None, | 2017 |
- Schwab Cash | $1,001 - $15,000 | Self | None (or less than $201) | Dividends, | 2017 |
- Investco S&P 500 Index Fund (formerly known as MS S&P 500 Index Fund) | $1,001 - $15,000 | Joint | None (or less than $201) | Dividends, Capital Gains, | 2017 |
- Alaska Permanent Fund Dividend | $1,001 - $15,000 | Spouse | $1,001 - $2,500 | None, | 2017 |
- Alaska Permanent Fund Dividend | $1,001 - $15,000 | Self | $201 - $1,000 | None, | 2017 |
- SCHH - Schwab Strategic Trust - Schwab U.S. REIT ETF | $1,001 - $15,000 | Self | $201 - $1,000 | Dividends, | 2017 |
- First Bank | $1,001 - $15,000 | Self | None (or less than $201) | Dividends, | 2017 |
- Schwab Emg MKT ETF | $1,001 - $15,000 | Self | None (or less than $201) | Dividends, | 2017 |
- MS Focus Growth | $1,001 - $15,000 | Joint | $201 - $1,000 | Dividends, Capital Gains, | 2017 |
- Alaska Permanent Fund Dividend | $1,001 - $15,000 | Self | $201 - $1,000 | None, | 2017 |
- Invesco S&P 500 Index Fund | $1,001 - $15,000 | Joint | None (or less than $201) | Dividends, Capital Gains, | 2017 |
- Fidelity Small Cap | $1,001 - $15,000 | Joint | $201 - $1,000 | Capital Gains, | 2017 |
- ING. Intl. Small Cap | $1,001 - $15,000 | Spouse | None (or less than $201) | Dividends, Capital Gains, | 2017 |
- Invesco S&P 500 Index Fund | $1,001 - $15,000 | Spouse | None (or less than $201) | Dividends, Capital Gains, | 2017 |
- Investco S&P 500 Index Fund (formerly known as MS S&P 500 Index Fund) | $1,001 - $15,000 | Spouse | None (or less than $201) | Dividends, Capital Gains, | 2017 |
- MS Focus Growth | $1,001 - $15,000 | Joint | $201 - $1,000 | Dividends, Capital Gains, | 2017 |
- Voya Multi Manager International Small Cap A | $1,001 - $15,000 | Spouse | None (or less than $201) | Dividends, Capital Gains, | 2017 |
- FSCDX - Fidelity Advisor Small Cap A | $1,001 - $15,000 | Joint | $201 - $1,000 | Capital Gains, | 2017 |
- Schwab Cash | $1,001 - $15,000 | Self | None (or less than $201) | Dividends, | 2017 |
- SCHE - Schwab Emerging Markets Equity ETF | $1,001 - $15,000 | Self | None (or less than $201) | Dividends, | 2017 |
- Northrim Bank | None (or less than $1,001) | Self | None (or less than $201) | Interest, | 2017 |
- Invesco Diversified Dividend | None (or less than $1,001) | Joint | None (or less than $201) | Dividends, | 2017 |
- Northrim Bank | None (or less than $1,001) | Self | None (or less than $201) | Interest, | 2017 |
- Invesco Diversified Dividend (formerly known as MS Dividend Growth Securities B) | None (or less than $1,001) | Joint | $201 - $1,000 | Dividends, | 2017 |
- Rental income from basement apartment | $500,001 - $1,000,000 | Joint | $15,001 - $50,000 | Rent/Royalties, | 2016 |
WFC WFC- Wells Fargo & Company (NYSE) | $100,001 - $250,000 | Self | $5,001 - $15,000 | Dividends, | 2016 |
- National Capital Bank | $100,001 - $250,000 | Self | None (or less than $201) | Interest, | 2016 |
- Wells Fargo | $50,001 - $100,000 | Self | None (or less than $201) | Interest, | 2016 |
- Investco S&P 500 Index Fund (Child 1) (formerly known as MS S&P 500 Index Fund) | $15,001 - $50,000 | Child | $201 - $1,000 | Dividends, Capital Gains, | 2016 |
- Alaska Pasta Company | $15,001 - $50,000 | Spouse | $1,001 - $2,500 | Interest, | 2016 |
- T Rowe Price College Savings Plan (Enrollment-Based Portfolio - 2009) (Child 1) | $15,001 - $50,000 | Child | None (or less than $201) | Excepted Investment Fund, | 2016 |
- State of AK Annuity Plan | $15,001 - $50,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2016 |
- Morgan Stanley | $15,001 - $50,000 | Joint | None (or less than $201) | Interest, | 2016 |
- T Rowe Price College Savings Plan (Enrollment-Based Portfolio - 2011) (Child 2) | $15,001 - $50,000 | Child | None (or less than $201) | Excepted Investment Fund, | 2016 |
- Vanguard Bond Index ETF | $15,001 - $50,000 | Self | $201 - $1,000 | Dividends, | 2016 |
- Schwab US MKT Broad ETF | $15,001 - $50,000 | Self | $201 - $1,000 | Dividends, | 2016 |
- Schwab Int'l Equity ETF | $15,001 - $50,000 | Self | $201 - $1,000 | Dividends, | 2016 |
- Investco S&P 500 Index Fund (Child 2) (formerly known as MS S&P 500 Index Fund) | $15,001 - $50,000 | Child | $201 - $1,000 | Dividends, Capital Gains, | 2016 |
- Wells Fargo (Child 1) | $15,001 - $50,000 | Child | None (or less than $201) | Interest, | 2016 |
- Northrim Bank (Child 2) | $15,001 - $50,000 | Child | None (or less than $201) | Interest, | 2016 |
- First Bank of Ketchikan, AK | $15,001 - $50,000 | Self | $5,001 - $15,000 | Dividends, | 2016 |
- First Bank | $15,001 - $50,000 | Self | $201 - $1,000 | Interest, | 2016 |
- First Bank | $1,001 - $15,000 | Self | None (or less than $201) | Dividends, | 2016 |
- Fidelity Small Cap (Mutual Fund) (Child 2) | $1,001 - $15,000 | Child | $1,001 - $2,500 | Dividends, Capital Gains, | 2016 |
- Schwab Cash | $1,001 - $15,000 | Self | None (or less than $201) | Dividends, | 2016 |
- MS Focus Growth (Child 1) (formerly known as MS American Fund Op B) | $1,001 - $15,000 | Child | $201 - $1,000 | Dividends, Capital Gains, | 2016 |
- MS Focus Growth (Child 2) (formerly known as MS American Fund Op B) | $1,001 - $15,000 | Child | $201 - $1,000 | Dividends, Capital Gains, | 2016 |
- Wells Fargo (shares) (Child 1) | $1,001 - $15,000 | Child | $201 - $1,000 | Dividends, | 2016 |
- Wells Fargo (shares) (Child 2) | $1,001 - $15,000 | Child | $201 - $1,000 | Dividends, | 2016 |
- Investco S&P 500 Index Fund (formerly known as MS S&P 500 Index Fund) | $1,001 - $15,000 | Joint | None (or less than $201) | Dividends, Capital Gains, | 2016 |
- Alaska Permanent Fund Dividend | $1,001 - $15,000 | Child | $1,001 - $2,500 | None, | 2016 |
- Alaska Permanent Fund Dividend | $1,001 - $15,000 | Child | $1,001 - $2,500 | None, | 2016 |
- Alaska Permanent Fund Dividend | $1,001 - $15,000 | Spouse | $1,001 - $2,500 | None, | 2016 |
- Alaska Permanent Fund Dividend | $1,001 - $15,000 | Self | $1,001 - $2,500 | None, | 2016 |
- Fidelity Small Cap | $1,001 - $15,000 | Joint | $201 - $1,000 | Capital Gains, | 2016 |
- ING. Intl. Small Cap | $1,001 - $15,000 | Spouse | None (or less than $201) | Dividends, Capital Gains, | 2016 |
- Fidelity Small Cap (Mutual Fund) (Child 1) | $1,001 - $15,000 | Child | $1,001 - $2,500 | Dividends, Capital Gains, | 2016 |
- Investco S&P 500 Index Fund (formerly known as MS S&P 500 Index Fund) | $1,001 - $15,000 | Spouse | None (or less than $201) | Dividends, Capital Gains, | 2016 |
- MS Focus Growth | $1,001 - $15,000 | Joint | $201 - $1,000 | Dividends, Capital Gains, | 2016 |
- Schwab Emg MKT ETF | $1,001 - $15,000 | Self | None (or less than $201) | Dividends, | 2016 |
SCHZ SCHZ- Schwab US Aggregate Bond ETF (NYSEArca) | $1,001 - $15,000 | Self | $201 - $1,000 | Dividends, | 2016 |
- SCHH - Schwab Strategic Trust - Schwab U.S. REIT ETF | $1,001 - $15,000 | Self | $201 - $1,000 | Dividends, | 2016 |
- Northrim Bank | None (or less than $1,001) | Self | None (or less than $201) | Interest, | 2016 |
- Alaska Pasta Company | None (or less than $1,001) | Spouse | None (or less than $201) | None, Interest, | 2016 |
- Invesco Diversified Dividend (formerly known as MS Dividend Growth Securities B) | None (or less than $1,001) | Joint | $201 - $1,000 | Dividends, | 2016 |
- T Rowe Price College Savings Plan (Enrollment-Based Portfolio - 2011) (Child 2) | Child | 2016 | |||
- T Rowe Price College Savings Plan (Enrollment-Based Portfolio - 2009) (Child 1) | Child | 2016 | |||
- Rental income from basement apartment | $500,001 - $1,000,000 | Joint | $15,001 - $50,000 | Rent/Royalties, | 2015 |
- National Capital Bank | $50,001 - $100,000 | Self | None (or less than $201) | Interest, | 2015 |
- Schwab US MKT Broad ETF | $50,001 - $100,000 | Self | $201 - $1,000 | Dividends, | 2015 |
- Wells Fargo | $50,001 - $100,000 | Self | None (or less than $201) | Interest, | 2015 |
- First Bank | $15,001 - $50,000 | Self | $201 - $1,000 | Interest, | 2015 |
- State of AK Annuity Plan | $15,001 - $50,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2015 |
- Investco S&P 500 Index Fund (Child 1) (formerly known as MS S&P 500 Index Fund) | $15,001 - $50,000 | Child | $201 - $1,000 | Dividends, Capital Gains, | 2015 |
- Investco S&P 500 Index Fund (Child 2) (formerly known as MS S&P 500 Index Fund) | $15,001 - $50,000 | Child | $201 - $1,000 | Dividends, Capital Gains, | 2015 |
- T Rowe Price College Savings Plan (Enrollment-Based Portfolio - 2009) (Child 1) | $15,001 - $50,000 | Child | None (or less than $201) | Excepted Investment Fund, | 2015 |
- T Rowe Price College Savings Plan (Enrollment-Based Portfolio - 2011) (Child 2) | $15,001 - $50,000 | Child | None (or less than $201) | Excepted Investment Fund, | 2015 |
- Wells Fargo (Child 1) | $15,001 - $50,000 | Child | None (or less than $201) | Interest, | 2015 |
- Northrim Bank (Child 2) | $15,001 - $50,000 | Child | None (or less than $201) | Interest, | 2015 |
WFC WFC- Wells Fargo & Company (NYSE) | $15,001 - $50,000 | Self | $5,001 - $15,000 | Dividends, | 2015 |
- Morgan Stanley | $15,001 - $50,000 | Joint | None (or less than $201) | Interest, | 2015 |
- Vanguard Bond Index ETF | $15,001 - $50,000 | Self | $201 - $1,000 | Dividends, | 2015 |
- Schwab Int'l Equity ETF | $15,001 - $50,000 | Self | $201 - $1,000 | Dividends, | 2015 |
- First Bank of Ketchikan, AK | $15,001 - $50,000 | Self | $5,001 - $15,000 | Dividends, | 2015 |
- Alaska Pasta Company | $15,001 - $50,000 | Spouse | $15,001 - $50,000 | Interest, | 2015 |
- Alaska Permanent Fund Dividend | $1,001 - $15,000 | Child | $1,001 - $2,500 | None, | 2015 |
- Alaska Permanent Fund Dividend | $1,001 - $15,000 | Self | $1,001 - $2,500 | None, | 2015 |
- TD Waterhouse | $1,001 - $15,000 | Self | None (or less than $201) | Interest, | 2015 |
- Schwab Emg MKT ETF | $1,001 - $15,000 | Self | None (or less than $201) | Dividends, | 2015 |
- Wells Fargo (shares) (Child 1) | $1,001 - $15,000 | Child | $201 - $1,000 | Dividends, | 2015 |
- Wells Fargo (shares) (Child 2) | $1,001 - $15,000 | Child | $201 - $1,000 | Dividends, | 2015 |
- Investco S&P 500 Index Fund (formerly known as MS S&P 500 Index Fund) | $1,001 - $15,000 | Joint | None (or less than $201) | Dividends, Capital Gains, | 2015 |
- Alaska Permanent Fund Dividend | $1,001 - $15,000 | Child | $1,001 - $2,500 | None, | 2015 |
- Alaska Permanent Fund Dividend | $1,001 - $15,000 | Spouse | $1,001 - $2,500 | None, | 2015 |
- First Bank | $1,001 - $15,000 | Self | None (or less than $201) | Dividends, | 2015 |
SCHZ SCHZ- Schwab US Aggregate Bond ETF (NYSEArca) | $1,001 - $15,000 | Self | $201 - $1,000 | Dividends, | 2015 |
- Fidelity Small Cap | $1,001 - $15,000 | Joint | $201 - $1,000 | Capital Gains, | 2015 |
- ING. Intl. Small Cap | $1,001 - $15,000 | Spouse | None (or less than $201) | Dividends, Capital Gains, | 2015 |
- Fidelity Small Cap (Mutual Fund) (Child 1) | $1,001 - $15,000 | Child | $1,001 - $2,500 | Dividends, Capital Gains, | 2015 |
- Fidelity Small Cap (Mutual Fund) (Child 2) | $1,001 - $15,000 | Child | $1,001 - $2,500 | Dividends, Capital Gains, | 2015 |
- Investco S&P 500 Index Fund (formerly known as MS S&P 500 Index Fund) | $1,001 - $15,000 | Spouse | None (or less than $201) | Dividends, Capital Gains, | 2015 |
- MS Focus Growth | $1,001 - $15,000 | Joint | $201 - $1,000 | Dividends, Capital Gains, | 2015 |
- Schwab Cash | $1,001 - $15,000 | Self | None (or less than $201) | Dividends, | 2015 |
- MS Focus Growth (Child 2) (formerly known as MS American Fund Op B) | $1,001 - $15,000 | Child | $201 - $1,000 | Dividends, Capital Gains, | 2015 |
- Vanguard REIT ETF | $1,001 - $15,000 | Self | $201 - $1,000 | Dividends, | 2015 |
- MS Focus Growth (Child 1) (formerly known as MS American Fund Op B) | $1,001 - $15,000 | Child | $201 - $1,000 | Dividends, Capital Gains, | 2015 |
- Northrim Bank | None (or less than $1,001) | Self | None (or less than $201) | Interest, | 2015 |
- Alaska Pasta Company | None (or less than $1,001) | Spouse | None (or less than $201) | None, | 2015 |
- Invesco Diversified Dividend (formerly known as MS Dividend Growth Securities B) | None (or less than $1,001) | Joint | $201 - $1,000 | Dividends, | 2015 |
- T Rowe Price College Savings Plan (Enrollment-Based Portfolio - 2009) (Child 1) | Child | 2015 | |||
- T Rowe Price College Savings Plan (Enrollment-Based Portfolio - 2011) (Child 2) | Child | 2015 | |||
- Rental income from basement apartment | $500,001 - $1,000,000 | Joint | $15,001 - $50,000 | Rent/Royalties, | 2014 |
- National Capital Bank | $50,001 - $100,000 | Self | None (or less than $201) | Interest, | 2014 |
- Wells Fargo | $50,001 - $100,000 | Self | None (or less than $201) | Interest, | 2014 |
- T Rowe Price College Savings Plan (Enrollment-Based Portfolio - 2009) (Child 1) | $15,001 - $50,000 | Child | None (or less than $201) | Excepted Investment Fund, | 2014 |
- State of AK Annuity Plan | $15,001 - $50,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2014 |
- Investco S&P 500 Index Fund (Child 1) (formerly known as MS S&P 500 Index Fund) | $15,001 - $50,000 | Child | $201 - $1,000 | Dividends, Capital Gains, | 2014 |
- Investco S&P 500 Index Fund (Child 2) (formerly known as MS S&P 500 Index Fund) | $15,001 - $50,000 | Child | $201 - $1,000 | Dividends, Capital Gains, | 2014 |
- T Rowe Price College Savings Plan (Enrollment-Based Portfolio - 2011) (Child 2) | $15,001 - $50,000 | Child | None (or less than $201) | Excepted Investment Fund, | 2014 |
- Wells Fargo (Child 1) | $15,001 - $50,000 | Child | None (or less than $201) | Interest, | 2014 |
- Northrim Bank (Child 2) | $15,001 - $50,000 | Child | None (or less than $201) | Interest, | 2014 |
WFC WFC- Wells Fargo & Company (NYSE) | $15,001 - $50,000 | Self | $5,001 - $15,000 | Dividends, | 2014 |
- Morgan Stanley | $15,001 - $50,000 | Joint | None (or less than $201) | Interest, | 2014 |
- Schwab US MKT Broad ETF | $15,001 - $50,000 | Self | $201 - $1,000 | Dividends, | 2014 |
- Schwab Int'l Equity ETF | $15,001 - $50,000 | Self | $201 - $1,000 | Dividends, | 2014 |
- First Bank | $15,001 - $50,000 | Self | $201 - $1,000 | Interest, | 2014 |
- First Bank of Ketchikan, AK | $15,001 - $50,000 | Self | $5,001 - $15,000 | Dividends, | 2014 |
- Alaska Pasta Company | $15,001 - $50,000 | Spouse | $201 - $1,000 | Interest, | 2014 |
- MS Focus Growth (Child 2) (formerly known as MS American Fund Op B) | $1,001 - $15,000 | Child | None (or less than $201) | Dividends, Capital Gains, | 2014 |
- Investco S&P 500 Index Fund (formerly known as MS S&P 500 Index Fund) | $1,001 - $15,000 | Joint | None (or less than $201) | Dividends, Capital Gains, | 2014 |
- First Bank | $1,001 - $15,000 | Self | None (or less than $201) | Dividends, | 2014 |
- Wells Fargo (shares) (Child 2) | $1,001 - $15,000 | Child | $201 - $1,000 | Dividends, | 2014 |
- TD Waterhouse | $1,001 - $15,000 | Self | None (or less than $201) | Interest, | 2014 |
- Wells Fargo (shares) (Child 1) | $1,001 - $15,000 | Child | $201 - $1,000 | Dividends, | 2014 |
SCHZ SCHZ- | $1,001 - $15,000 | Self | None (or less than $201) | Dividends, | 2014 |
- Fidelity Small Cap | $1,001 - $15,000 | Joint | $201 - $1,000 | Capital Gains, | 2014 |
- ING. Intl. Small Cap | $1,001 - $15,000 | Spouse | $1,001 - $2,500 | Dividends, Capital Gains, | 2014 |
- Fidelity Small Cap (Mutual Fund) (Child 1) | $1,001 - $15,000 | Child | $1,001 - $2,500 | Dividends, Capital Gains, | 2014 |
- Fidelity Small Cap (Mutual Fund) (Child 2) | $1,001 - $15,000 | Child | $1,001 - $2,500 | Dividends, Capital Gains, | 2014 |
- Schwab Emg MKT ETF | $1,001 - $15,000 | Self | None (or less than $201) | Dividends, | 2014 |
- Investco S&P 500 Index Fund (formerly known as MS S&P 500 Index Fund) | $1,001 - $15,000 | Spouse | None (or less than $201) | Dividends, Capital Gains, | 2014 |
- MS Focus Growth | $1,001 - $15,000 | Joint | $201 - $1,000 | Dividends, Capital Gains, | 2014 |
- Vanguard Bond Index ETF | $1,001 - $15,000 | Self | $201 - $1,000 | Dividends, | 2014 |
- Vanguard REIT ETF | $1,001 - $15,000 | Self | $201 - $1,000 | Dividends, | 2014 |
- MS Focus Growth (Child 1) (formerly known as MS American Fund Op B) | $1,001 - $15,000 | Child | None (or less than $201) | Dividends, | 2014 |
- Schwab Cash | $1,001 - $15,000 | Self | None (or less than $201) | Dividends, | 2014 |
- Alaska Permanent Fund Dividend | None (or less than $1,001) | Spouse | $201 - $1,000 | None, | 2014 |
- Northrim Bank | None (or less than $1,001) | Self | None (or less than $201) | Interest, | 2014 |
- Invesco Diversified Dividend (formerly known as MS Dividend Growth Securities B) | None (or less than $1,001) | Joint | $201 - $1,000 | Dividends, | 2014 |
- Alaska Permanent Fund Dividend | None (or less than $1,001) | Child | $201 - $1,000 | None, | 2014 |
- Alaska Pasta Company | None (or less than $1,001) | Spouse | None (or less than $201) | None, | 2014 |
- Alaska Permanent Fund Dividend | None (or less than $1,001) | Child | $201 - $1,000 | None, | 2014 |
- Alaska Permanent Fund Dividend | None (or less than $1,001) | Self | $201 - $1,000 | None, | 2014 |
- T Rowe Price College Savings Plan (Enrollment-Based Portfolio - 2009) (Child 1) | Child | 2014 | |||
- T Rowe Price College Savings Plan (Enrollment-Based Portfolio - 2011) (Child 2) | Child | 2014 |
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