Katharine E. Lum › Personal Financial Disclosure

Katharine E. Lum: 2026 disclosure

Office held or sought: Judge (Colorado Court of Appeals)
Filed: 2026-08-13
Source: A scanned statement, read by OCR (11 pages) · TRACER document search (document 339915)

Income sources 6

Source	Whose	Range
Colorado Court of Appeals	Self	$200,000–$249,999
KO Law PC	Spouse	$750,000–$999,999
Fundrise	Spouse	$0–$999
Various Vanguard Funds	Self	$50,000–$74,999
Rental Property MN	Self	$10,000–$24,999
Cont'd see attached page		—

Assets (a financial interest over $5,000) 6

Business, insurance policy or trust	Whose
KO Law PC	Spouse
KO Holdings, LLC	Spouse
KO Holdings II, LLC	Spouse
Bartleby II, LLC	Spouse
Mountain Origin Designs, LLC	Spouse
Cont'd see attached page

Property in Colorado 4

Where	What	Owner
Denver, Denver County	Primary residence	Spouse
—	REDACTED BY SOS
Denver, Denver County		KO Holdings, LLC
Boulder, Boulder County		KO Holdings II, LLC

Legal descriptions locate a property exactly, so they aren't shown here; the original has them unless the Secretary of State redacted them.

Offices, directorships and fiduciary roles 3

Position	Organization	Whose	Paid?
Manager Officer	KO Holdings LLC	Spouse	Uncompensated
Manager Officer	KO Holdings II, LLC	Spouse	Uncompensated
Director Officer	KO Law PC	Spouse

Businesses regulated by the state 1

Business	Nature	Whose
KO Law PC	Law Firm	Spouse

Debts over $1,000 5

Creditor	Whose	Rate	Amount owed
	Family member		—
	Family member		—
CrossCountry Mortgage	Spouse	2.75	$250,000–$499,999
North Shore Bank	Spouse	3	$100,000–$149,999
Rocket Mortgage	Spouse	3	$150,000–$199,999

Up to $849,997 in all: the top of each range, added up.

Additional information

Attached pages

p. 11 attachment (text read by OCR)

Lum- Income, Cont'd Recipient of Income Source of Income Range Amount Identify the Individual receiving income List name of employer Select an income range Spouse & Self Rental Property LA $10,000 to $24,999 Spouse & Self SPDR S&P 500 ETF Less than $999 Spouse & Self Wells Fargo Less than $999 Spouse Chase, NA Less than $999 Spouse Thread Bank Less than $999 Spouse & Self Barclays $1,000 to $9,999 Spouse & Self United States of America Less than $999 Spouse & Self Ally Bank $1,000 to $9,999 Spouse KO Holdings, LLC $10,000 to $24,999 Spouse KO Holdings II, LLC $1,000 to $9,999 Spouse Nvidia Corp Less than $999 Spouse & Self TD Bank Less than $999 Spouse Weathcare Saver Less than $999 Spouse Rocky Mountain Reserve Less than $999 Spouse Invesco NAZDAQ 100 ETF Less than $999 Spouse & Self Bank of America Less than $999 Spouse & Self Alumni Ventures $1,000 to $9,999 Spouse & Self Wings Credit Union Less than $999 Lum Assets, Cont'd Person with financial Interest Name of Business, Insurance Company, or Trust Spouse & Self Vanguard Federal Money Market Fund (VMFXX) Spouse & Self Vanguard Target Retirement 2060 Investor Cl (VITSX) Spouse & Self Vanguard Growth Index Admiral Cl (VIGAX) Spouse & Self Vangaurd Small Cap Growth Index Admiral Cl (VSGAX) Spouse & Self Vanguard Small Cap Value Index Admiral Cl (VSIAX) Spouse & Self Vanguard Total INTL Stock Index Admiral Cl (VTIAX) Spouse & Self Vanguard Value Index Admiral Cl (VVIAX) Spouse & Self Vanguard S&P 500 Index ETF (VOO) Self Vanguard Target Retiremetn 2050 (VFIFX) Self PERAdvantage 2065 Fund Spouse Soona Co. Spouse SPC Rocky Mountain Fund Ill Spouse Gooder Foods Inc. Spouse Sweater, Inc. Spouse Sweater Cashmere Fund Spouse Fortius Metals Inc. Spouse NVIDIA Corp Spouse Invesco NAZDAQ 100 ETF Spouse & Self Alumni Ventures AV March 2024 Total Acess Fund -A Spouse Rise Companies Corp Spouse & Self SPDR S&P 500 ETF Spouse AVSF Replit 2026, LLC Spouse Replit, Inc. Spouse AVSF Lila Sciences 2026, LLC Spouse Lila Sciences, Inc Spouse Cytonics Corp.

What we couldn't place

2 scanned page(s) read by OCR: worth a look