1

Washington, District of Columbia

Trustee

Present

2

1331 Condominium Association

Washington, District of Columbia

President

Present

3

Federation of American Hospitals

Washington, District of Columbia

Senior Vice President, Government Affairs and Counsel

6/2021

4

David A. Winston Health Policy Fellowship

Washington, District of Columbia

Director

6/2021

5

Charleston, West Virginia

Trustee

6/2021

1

Federation of American Hospitals (trade association for tax-paying hospitals & health care systems)

Salary

$200,140

2

Federation of American Hospitals, 457(b) plan, no remaining assets

Cash Distribution

$7,379

3

Association of University Programs in Health Administration, 403(b) plan

3.1

TIAA Traditional

$1,001 - $15,000

None (or less than $201)

4

Filer's IRA #1 (Roth)

4.1

Federated Hermes Kaufmann Small Cap Fund, Institutional Shares (FKAIX)

$1,001 - $15,000

None (or less than $201)

4.2

First Trust NASDAQ Technology Dividend Index Fund (TDIV)

$1,001 - $15,000

None (or less than $201)

5

Filer's IRA #2 (Traditional)

5.1

Lazard International Strategic Equity Portfolio - Institutional Shares (LISIX)

$15,001 - $50,000

None (or less than $201)

5.2

Mirae Asset Emerging Markets Great Consumer Fund - Class A (MECGX)

$15,001 - $50,000

None (or less than $201)

1

Federation of American Hospitals

Washington, District of Columbia

I no longer retain this 401(k) plan.

2/2017

2

Federation of American Hospitals

Washington, District of Columbia

I no longer retain this 457(b) plan.

7/2020

3

Federation of American Hospitals

Washington, District of Columbia

I received a final paycheck after resigning due to this former employer's payment cycle, including salary and accrued vacation.

2/2017

4

Federation of American Hospitals

Washington, District of Columbia

As is standard for all departing employees at my former employer, I remained enrolled in my previous employer's health insurance through the end of the month in which I ended my employment (i.e., on July 1, 2021, I no longer had that health insurance).

2/2017

5

Association of University Programs in Health Administration

Washington, District of Columbia

I continue to retain this 403(b) plan. The plan sponsor no longer makes contributions.

6/2010

1

PricewaterhouseCoopers LLP, d/b/a PwC (consulting & accounting services)

Partnership Share

2

PricewaterhouseCoopers LLP

Bonus

3

PricewaterhouseCoopers LLP

Wellness Allowance

4

PricewaterhouseCoopers LLP

Interest Dividends Capital Gains

$5,001 - $15,000

5

PricewaterhouseCoopers LLP, deposit capital account (cash)

$100,001 - $250,000

Interest

$5,001 - $15,000

6

PricewaterhouseCoopers LLP accrual capital account - deferred compensation (cash)

$100,001 - $250,000

Interest

$5,001 - $15,000

7

PricewaterhouseCoopers LLP, Partner Deposit Program account (cash)

Over $1,000,000

Interest

$50,001 - $100,000

8

PricewaterhouseCoopers LLP, Partner Retirement Plan (defined benefit plan) (value not readily ascertainable)

None (or less than $201)

9

PricewaterhouseCoopers LLP, Retirement Accumulation Plan for Partners (cash balance pension plan)

$250,001 - $500,000

None (or less than $201)

10

PricewaterhouseCoopers LLP, 401(k) Savings Plan

1

Brokerage account

1.1

U.S. brokerage account (cash)

$1,001 - $15,000

None (or less than $201)

1.2

Buffalo Early Stage Growth Fund - Investor Class (BUFOX)

$50,001 - $100,000

$5,001 - $15,000

1.3

Calamos Evolving World Growth Fund - Class A (CNWGX)

$50,001 - $100,000

$201 - $1,000

1.4

Matthew 25 Fund (MXXVX)

$50,001 - $100,000

$5,001 - $15,000

1.5

Pax Ellevate Global Women's Leadership Fund - Institutional Class (PXWIX)

$15,001 - $50,000

$201 - $1,000

1.6

Pax Sustainable Allocation Fund - Institutional Class (PAXIX)

$15,001 - $50,000

$1,001 - $2,500

1.7

First Trust Rising Dividend Achievers ETF (RDVY)

$100,001 - $250,000

$1,001 - $2,500

2

U.S. bank #1 (cash)

$100,001 - $250,000

Interest

$201 - $1,000

3

U.S. bank #2 (cash)

$50,001 - $100,000

Interest

$201 - $1,000

1

Brokerage account: Eventide Healthcare & Life Sciences Fund Class I Shares (ETIHX)

Sale

07/14/2021

$15,001 - $50,000

2

Brokerage account: Fidelity MSCI Materials Index ETF (FMAT)

Sale

07/15/2021

$50,001 - $100,000

3

Brokerage account: Fidelity MSCI Industrials Index ETF (FIDU)

Sale

07/15/2021

$50,001 - $100,000

4

Brokerage account: First Trust Rising Dividend Achievers ETF (RDVY)

Purchase

07/15/2021

$100,001 - $250,000

5

Brokerage account: Pax EllevateGlobal Women's Leadership Fund Institutional Class Shares (PXWIX)

Purchase

08/24/2021

$1,001 - $15,000

6

Brokerage account: Pax Sustainable Allocation Fund Institutional Class Shares (PAXIX)

Purchase

08/24/2021

$1,001 - $15,000

7

Filer's IRA #1 (Roth): First Trust NASDAQ Technology Dividend Index Fund (TDIV)

Purchase

07/15/2021

$1,001 - $15,000

8

Filer's IRA #2 (Traditional): First Trust NASDAQ Technology Dividend Index Fund (TDIV)

Purchase

07/15/2021

$50,001 - $100,000

9

Filer's IRA #2 (Traditional): Parnassus Endeavor Fund Investor Class Shares (PARWX)

Sale

09/30/2021

$50,001 - $100,000

10

Filer's IRA #2 (Traditional): Parnassus Mid Cap Fund Investor Class Shares (PARMX)

Sale

09/30/2021

$15,001 - $50,000

1

PricewaterhouseCoopers, LLP

$100,001 - $250,000

2015

10 years

2

JPMorgan Chase Bank, N.A.

$15,001 - $50,000

2021

Revolving

7

17

Rolled over 401(k).

7

18

Rolled over 401(k).

7

19

Rolled over 401(k).

7

34

Monthly.

7

35

Monthly.