Financial Disclosure Details - OGE Form 278e (06/29/2022)

Positions Held Outside United States Government

#
Organization
City
Position
To
Nothing reported in this section

Employment Assets & Income and Retirement Accounts

#
Description
Value
Income Type
Income Amount
1
Rollover IRA
1.1
Schwab Value Advantage Money Fund (SWVXX)
$100,001 - $250,000
None (or less than $201)
1.2
iShares 1-3 Year International Treasury Bond ETF (ISHG)
$50,001 - $100,000
None (or less than $201)
1.3
iShares North American Natural Resources ETF (IGE)
$50,001 - $100,000
None (or less than $201)
1.4
Vanguard Real Estate Index Fund ETF Shares (VNQ)
$100,001 - $250,000
None (or less than $201)
1.5
Cohen & Steers Realty Shares Fund Class L (CSRSX)
$50,001 - $100,000
None (or less than $201)
1.6
Vanguard FTSE All-World ex-US Small-Cap Index Fund ETF Shares (VSS)
$15,001 - $50,000
None (or less than $201)
1.7
Vanguard FTSE Developed Markets Index Fund ETF Shares (VEA)
$100,001 - $250,000
None (or less than $201)
1.8
Matthews Pacific Tiger Fund Institutional Class (MIPTX)
$50,001 - $100,000
None (or less than $201)
1.9
Gateway Fund Class A Shares (GATEX)
$15,001 - $50,000
None (or less than $201)

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
Nothing reported in this section

Sources of Compensation Exceeding $5,000 in a Year

#
Source
City
Duties
Nothing reported in this section

Spouse's Employment Assets & Income and Retirement Accounts

#
Description
Value
Type
Amount
1
IRA #1
1.1
ABERDEEN ASIA-PACIFIC INCOME F COM (FAX)
$1,001 - $15,000
None (or less than $201)
1.2
SCHWAB MONEY MARKET FUND
$1,001 - $15,000
None (or less than $201)
1.3
MATTHEWS ASIA STRATEGIC INC INSTL (MINCX)
$15,001 - $50,000
None (or less than $201)
1.4
SPDR DOUBLELINE TOTAL RETURN TACTICAL ETF (TOTL)
$15,001 - $50,000
None (or less than $201)
1.5
COHEN & STEERS REALTY SHARES INC (CSRSX)
$50,001 - $100,000
None (or less than $201)
1.6
ISHARES EUROPE ETF (IEV)
$50,001 - $100,000
None (or less than $201)
1.7
ISHARES RUSSELL 2000 VALUE ETF (IWN)
$50,001 - $100,000
None (or less than $201)
1.8
GAVEKAL PLATFORM CO FD (GAVAX)
$50,001 - $100,000
None (or less than $201)
1.9
VANGUARD REAL ESTATE ETF (VNQ)
$100,001 - $250,000
None (or less than $201)

Other Assets and Income

#
Description
Value
Type
Amount
1
Brokerage account #1
1.1
VICTORY RS SELECT GROWTH CL A (RSDGX)
$15,001 - $50,000
$5,001 - $15,000
1.2
ISHARES GLOBAL COMM SERVICES ETF (IXP)
$15,001 - $50,000
$201 - $1,000
1.3
ISHARES MSCI BRAZIL ETF (EWZ)
$15,001 - $50,000
$1,001 - $2,500
1.4
SCHWAB MONEY MARKET FUND
$15,001 - $50,000
None (or less than $201)
1.5
ISHARES NASDAQ BIOTECHNOLOGY INDEX FUND (IBB)
None (or less than $1,001)
$15,001 - $50,000
1.6
VANECK VECTORS STEEL ETF (SLX)
None (or less than $1,001)
$15,001 - $50,000
1.7
ISHARES GLOBAL UTILITIES ETF (JXI)
$50,001 - $100,000
$1,001 - $2,500
1.8
ISHARES GLOBAL CONSUMER DISCRETIONARY ETF (RXI)
$50,001 - $100,000
$201 - $1,000
1.9
ISHARES NORTH AMERICAN NATURAL RESOURCES ETF (IGE)
$100,001 - $250,000
$2,501 - $5,000

Transactions

#
Description
Type
Date
Amount
1
Vanguard Total World Stock Index Fund ETF Class Shares (VT)
Purchase
01/21/2021
$1,001 - $15,000
2
Vanguard Total World Stock Index Fund ETF Class Shares (VT)
Purchase
01/21/2021
$1,001 - $15,000
3
Cohen & Steers Realty Shares, Inc Class L Shares (CSRSX)
Purchase
12/09/2021
$1,001 - $15,000
4
iShares 1-3 Year International Treasury Bond ETF (ISHG)
Purchase
12/22/2021
$1,001 - $15,000
5
MatthewsPacific Tiger Fund Institutional Class Shares (MIPTX)
Purchase
12/15/2021
$1,001 - $15,000
6
Vanguard Developed Markets Index Fund ETF Shares (VEA)
Purchase
12/27/2021
$1,001 - $15,000
7
Vanguard Developed Markets Index Fund ETF Shares (VEA)
Purchase
06/25/2021
$1,001 - $15,000
8
Vanguard Developed Markets Index Fund ETF Shares (VEA)
Purchase
03/26/2021
$1,001 - $15,000
9
Vanguard Real Estate Index Fund ETF Shares (VNQ)
Purchase
12/31/2021
$1,001 - $15,000
10
Vanguard Real Estate Index Fund ETF Shares (VNQ)
Purchase
06/30/2021
$1,001 - $15,000

Liabilities

#
Creditor
Amount
Incurred
Term
1
PennyMac
$500,001 - $1,000,000
2020
15 years

Gifts and Travel Reimbursements

#
Source Name
City
Description
Value
Nothing reported in this section

Endnotes

Section
#
Description
Nothing reported in this section

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