Financial Disclosure Details - OGE Form 278e (05/12/2024)

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
IRA - Vanguard Total Stock Market Index
$500,001 - $1,000,000
None (or less than $201)
2
IRA - Vanguard Small-Cap Index Fund
$100,001 - $250,000
None (or less than $201)
3
IRA - Vanguard Total Stock Market Index Fund
$250,001 - $500,000
None (or less than $201)
4
IRA-Vanguard Short Term Investment Grade
$50,001 - $100,000
None (or less than $201)
5
IRA - Vanguard Intermediate Term Investent Grade
$250,001 - $500,000
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
Vanguard IRA - Total Stock Market Index Fund
$250,001 - $500,000
None (or less than $201)
2
Fidelity IRA - Contra Fund
$250,001 - $500,000
None (or less than $201)
3
Fidelity IRA - Growth Company Fund
$100,001 - $250,000
None (or less than $201)
4
Fidelity IRA - Asset Manager Fund
$15,001 - $50,000
None (or less than $201)
5
Help Unlimited Daily Money Manager - Part time Salary Income
Salary
6
Vanguard FTSE Social Index Fund Admiral Class Shares (VFTAX)
$50,001 - $100,000
None (or less than $201)
7
Parnassus Core Equity Fund Investor Shares (PRBLX)
$15,001 - $50,000
None (or less than $201)
8
Vanguard Federal Money Market Fund Investor Shares (VMFXX)
None (or less than $1,001)
None (or less than $201)

Other Assets and Income

#
Description
Value
Type
Amount
1
US credit union cash account -Checking Acct #1
$15,001 - $50,000
None (or less than $201)
2
Vanguard Money Market
$50,001 - $100,000
$1,001 - $2,500
3
Michigan College Savings Plan- College 529 Plan - managed by TIAA-CREF
3.1
Moderate Allocation Option
$1,001 - $15,000
None (or less than $201)
4
Modern Woodman, Fixed Annuity
$1,001 - $15,000
None (or less than $201)
5
Vanguard Short-Term Investment-Grade Fund Admiral Shares (VFSUX)
$50,001 - $100,000
$1,001 - $2,500
6
Vanguard Municipal Tax Exempt Fund
$100,001 - $250,000
$5,001 - $15,000
7
Vanguard Total Stock Market Index Fund ETF Class Shares (VTI)
$1,000,001 - $5,000,000
$15,001 - $50,000
8
Vanguard Total Stock Market Index Fund
$250,001 - $500,000
$2,501 - $5,000
9
Vanguard Intermediate-Term Investment- Grade Fund Admiral Shares (VFIDX)
$100,001 - $250,000
$2,501 - $5,000

Transactions

#
Description
Type
Date
Amount
1
Vanguard Short-Term Investment-Grade Fund Admiral Shares (VFSUX)
Sale
01/17/2023
$15,001 - $50,000
2
Vanguard Intermediate-Term Investment- Grade Fund Admiral Shares (VFIDX)
Purchase
01/17/2023
$100,001 - $250,000
3
Vanguard Short-Term Investment-Grade Fund Admiral Shares (VFSUX)
Sale
01/17/2023
$100,001 - $250,000
4
Vanguard Short-Term Investment-Grade Fund Admiral Shares (VFSUX)
Purchase
01/17/2023
$1,001 - $15,000
5
Vanguard Total Stock Market Index Fund
Purchase
03/22/2023
$1,001 - $15,000
6
Vanguard Total Stock Market Index Fund
Purchase
06/22/2023
$1,001 - $15,000
7
Vanguard Total Stock Market Index Fund
Purchase
09/20/2023
$1,001 - $15,000
8
Vanguard Total Stock Market Index Fund
Purchase
12/20/2023
$1,001 - $15,000
9
Vanguard Short-Term Investment-Grade Fund Admiral Shares (VFSUX)
Sale
01/17/2023
$100,001 - $250,000
10
Vanguard Intermediate-Term Investment- Grade Fund Admiral Shares (VFIDX)
Purchase
01/17/2023
$100,001 - $250,000

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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