Financial Disclosure Details - OGE Form 278e (05/06/2022)

Positions Held Outside United States Government

#
Organization
City
Position
To
1
Maryland Registrar of Wills (Family Estate)
Rockville, Maryland
Administrator of deceased parent's estate
Present

Employment Assets & Income and Retirement Accounts

#
Description
Value
Income Type
Income Amount
Nothing reported in this section

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
Nothing reported in this section

Other Assets and Income

#
Description
Value
Type
Amount
1
US bank account #1 (Cash Account)
$50,001 - $100,000
Interest
$201 - $1,000
2
MD 529 College Savings Plan
2.1
College Investment Plan Portfolio for College
$15,001 - $50,000
None (or less than $201)
3
US Brokerage Account
3.1
Templeton China World Fund (TACWX)
$1,001 - $15,000
$1,001 - $2,500
3.2
Cisco Systems Inc. (CSCO)
$1,001 - $15,000
None (or less than $201)
3.3
US Brokerage Account (Cash Account)
$50,001 - $100,000
None (or less than $201)
3.4
Vanguard S&P 500 ETF SHS (VOO)
$100,001 - $250,000
$1,001 - $2,500
3.5
iShares Core Moderate Allocation ETF (AOM)
$15,001 - $50,000
$201 - $1,000
3.6
Invesco Total Return Bond ETF (GTO)
$50,001 - $100,000
$1,001 - $2,500

Transactions

#
Description
Type
Date
Amount
1
Vanguard 500 Index Fund ETF Shares (VOO)
Purchase
03/26/2021
$15,001 - $50,000
2
Templeton China World Fund Advisor Class Shares (TACWX)
Sale
07/02/2021
$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
3.1
No longer held. See Transactions.
6
5

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