Financial Disclosure Details - OGE Form 278e (06/28/2023)

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
Vanguard Long-Term Bond ETF - BLV
$1,001 - $15,000
None (or less than $201)
2
Vanguard Total International Bond ETF - BNDX
$50,001 - $100,000
None (or less than $201)
3
VanEck Vectors J.P. Morgan EM Local Currency Bond ETF - EMLC
$1,001 - $15,000
None (or less than $201)
4
Vanguard Long-Term Bond Index Fund - VBLAX
$1,001 - $15,000
None (or less than $201)
5
SPDR FTSE International Government Inflation-Protected Bond ETF - WIP
$15,001 - $50,000
None (or less than $201)
6
Vanguard High-Yield Corporate Fund - VWEHX
$1,001 - $15,000
None (or less than $201)
7
Vanguard Total International Stock Index Fund ETF - VXUS
$15,001 - $50,000
None (or less than $201)
8
Vanguard Emerging Markets Govt Bond Index ETF - VWOB
$15,001 - $50,000
None (or less than $201)
9
Vanguard Total Stock Market Index Fund - VTSAX
$50,001 - $100,000
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
Fidelity International Index Fund - FSPSX
$15,001 - $50,000
None (or less than $201)
2
Vanguard Long-Term Bond ETF - BLV
$1,001 - $15,000
None (or less than $201)
3
Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF - PDBC
$50,001 - $100,000
None (or less than $201)

Other Assets and Income

#
Description
Value
Type
Amount
1
American Eagle Gold Coins
$15,001 - $50,000
None (or less than $201)
2
Virginia Invest529 - Total Stock Market Index
$50,001 - $100,000
None (or less than $201)
3
US bank account #1 (cash)
$15,001 - $50,000
None (or less than $201)
4
Path2College529-2032/2033 Enrollment Portfolio
$50,001 - $100,000
None (or less than $201)
5
US bank account #2 (cash)
$250,001 - $500,000
Interest
$2,501 - $5,000
6
Path2College529-2034/2035 Enrollment Portfolio
$50,001 - $100,000
None (or less than $201)
7
US bank account #3 (cash)
$15,001 - $50,000
Interest
$201 - $1,000
8
Path2College529-2038/2039 Enrollment Portfolio
$1,001 - $15,000
None (or less than $201)

Transactions

#
Description
Type
Date
Amount
1
Virginia Invest529 - Total Stock Market Index
Purchase
01/24/2022
$1,001 - $15,000
2
Path2College529-2032/2033 Enrollment Portfolio
Purchase
11/15/2022
$1,001 - $15,000
3
Path2College529-2034/2035 Enrollment Portfolio
Purchase
11/15/2022
$1,001 - $15,000
4
Path2College529-2038/2039 Enrollment Portfolio
Purchase
11/15/2022
$1,001 - $15,000
5
Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF - PDBC
Purchase
12/23/2022
$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
6
2
Consolidating across 529s of 3 dependent children
7
1
Consolidating across 529s of 3 dependent children
7
5
Automatic dividend reinvestment

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