Financial Disclosure Details - OGE Form 278e (05/05/2024)

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
Filer IRA Account #1
1.1
Vanguard Total Stock Market (VTI)
$100,001 - $250,000
None (or less than $201)
1.2
Vanguard Value ETF (VTV)
$15,001 - $50,000
None (or less than $201)
1.3
Vanguard Mid-Cap Value (VOE)
$15,001 - $50,000
None (or less than $201)
1.4
Vanguard Small-Cap Value ETF (VBR)
$15,001 - $50,000
None (or less than $201)
1.5
Vanguard FTSE Developed Markets (VEA)
$100,001 - $250,000
None (or less than $201)
1.6
Vanguard FTSE Emerging Markets (VWO)
$50,001 - $100,000
None (or less than $201)
1.7
Schwab US Broad Market ETF (SCHB)
$1,001 - $15,000
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
Spouse 401(k)
1.1
State Street U.S. Total Market Index
$15,001 - $50,000
None (or less than $201)
1.2
State Street Global All Cap Equity Ex-U.S. Index
$15,001 - $50,000
None (or less than $201)
2
Spouse IRA
2.1
Vanguard Total Stock Market Index Fund ETF Class Shares (VTI)
$1,001 - $15,000
None (or less than $201)
2.2
Vanguard Mid-Cap Value ETF (VOE)
$1,001 - $15,000
None (or less than $201)
2.3
Vanguard Small-Cap Value Index Fund ETF Class Shares (VBR)
$1,001 - $15,000
None (or less than $201)
2.4
Vanguard FTSE Developed Markets (VEA)
$1,001 - $15,000
None (or less than $201)
2.5
Vanguard Value Index Fund ETF Shares (VTV)
$1,001 - $15,000
None (or less than $201)
2.6
Vanguard Small-Cap Value Index Fund ETF Class Shares (VBR)
$1,001 - $15,000
None (or less than $201)

Other Assets and Income

#
Description
Value
Type
Amount
1
Investment Account #1
1.1
Vanguard Total Stock Market Index Fund ETF Class Shares (VTI)
$50,001 - $100,000
$201 - $1,000
1.2
iShares Core S&P Total US Stock Market ETF (ITOT)
$100,001 - $250,000
$1,001 - $2,500
1.3
Schwab US Broad Market ETF (SCHB)
$15,001 - $50,000
$201 - $1,000
1.4
Vanguard Value Index Fund ETF Shares (VTV)
$15,001 - $50,000
$201 - $1,000
1.5
Schwab US Large-Cap Value ETF (SCHV)
$1,001 - $15,000
None (or less than $201)
1.6
iShares S&P 500 Value ETF (IVE)
$1,001 - $15,000
None (or less than $201)
1.7
Vanguard Mid-Cap Value Index Fund ETF Class Shares (VOE)
$1,001 - $15,000
$201 - $1,000
1.8
iShares Russell Mid-Cap Value ETF (IWS)
$15,001 - $50,000
$201 - $1,000
1.9
Vanguard Small-Cap Value Index Fund ETF Class Shares (VBR)
$15,001 - $50,000
$201 - $1,000

Transactions

#
Description
Type
Date
Amount
1
iShares Core S&P Total US Stock Market ETF (ITOT)
Purchase
01/10/2023
$1,001 - $15,000
2
iShares National Muni Bond ETF (MUB)
Purchase
02/16/2023
$1,001 - $15,000
3
SPDRNuveen Bloomberg Barclays Municipal Bond ETF (TFI)
Sale
02/16/2023
$1,001 - $15,000
4
iShares Russell Mid-Cap Value ETF (IWS)
Purchase
03/22/2023
$1,001 - $15,000
5
Vanguard Small-Cap Value Index Fund ETF Class Shares (VBR)
Purchase
03/22/2023
$1,001 - $15,000
6
Vanguard Total Stock Market Index Fund ETF Class Shares (VTI)
Purchase
04/10/2023
$1,001 - $15,000
7
Vanguard Total Stock Market Index Fund ETF Class Shares (VTI)
Purchase
04/13/2023
$1,001 - $15,000
8
iShares Russell 2000 Value ETF (IWN)
Purchase
05/04/2023
$1,001 - $15,000
9
Vanguard Small-Cap Value Index Fund ETF Class Shares (VBR)
Sale
05/04/2023
$1,001 - $15,000
10
VanguardEmerging Markets Stock Index Fund ETF Shares (VWO)
Purchase
05/30/2023
$1,001 - $15,000

Liabilities

#
Creditor
Amount
Incurred
Term
Nothing reported in this section

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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