Financial Disclosure Details - OGE Form 278e (05/06/2024)

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
Merrill Guided Investing IRA Edge 54X-86649 CIO Moderate ETF Core
$100,001 - $250,000
None (or less than $201)
2
Wilmer Cutler Pickering Hale and Dorr LLP 401(k)
2.1
Dodge & Cox Income Fund (DODIX)
$250,001 - $500,000
None (or less than $201)
2.2
American Century Mid Cap Value Fund Class R6 Shares (AMDVX)
$100,001 - $250,000
None (or less than $201)
2.3
NatixisLoomis Sayles Growth Fund Class N Shares (LGRNX)
$250,001 - $500,000
None (or less than $201)
2.4
MFS Mid Cap Growth Fund Class R3 Shares (OTCHX)
$100,001 - $250,000
None (or less than $201)
2.5
VanguardTax-Managed Small-Cap FundAdmiral Shares (VTMSX)
$100,001 - $250,000
None (or less than $201)
2.6
EuroPacific Growth Fund Class R5 Shares (RERFX)
$250,001 - $500,000
None (or less than $201)
2.7
Harbor Large Cap Value Fund Institutional Class Shares (HAVLX)
$250,001 - $500,000
None (or less than $201)
3
Wilmer Cutler Pickering Hale and Dorr LLP, defined benefit plan (value not readily ascertainable)
None (or less than $201)

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
1
Washington, District of Columbia
I will continue to participate in this defined contribution plan. The plan sponsor will no longer make contributions.
12/2002
2
Washington, District of Columbia
I will continue to participate in this defined benefit plan. The plan sponsor will no longer make contributions.
1/2005

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
International VAT Consulting, Inc. (VAT Consulting)
Salary
2
2.1
T Rowe Price Equity Income Fund (PRFDX)
$250,001 - $500,000
None (or less than $201)
2.2
T Rowe Price Extended Equity Market Index Fund (PEXMX)
$15,001 - $50,000
None (or less than $201)
2.3
T Rowe Price Latin America Fund (PRLAX)
$1,001 - $15,000
None (or less than $201)
3
IRA #2 V
$250,001 - $500,000
None (or less than $201)
3.1
Vanguard Windsor Fund Admiral Shares (VWNEX)
$250,001 - $500,000
None (or less than $201)
4
IRA #3 ML
4.1
iShares Core S&P US Growth ETF (IUSG)
$1,001 - $15,000
None (or less than $201)
4.2
iShares Core S&P US Value ETF (IUSV)
$1,001 - $15,000
None (or less than $201)

Other Assets and Income

#
Description
Value
Type
Amount
1
$50,001 - $100,000
Interest
$201 - $1,000
2
U.S. bank #1 (cash)
$100,001 - $250,000
None (or less than $201)
3
U.S. bank #2 (cash)
$100,001 - $250,000
Interest
$2,501 - $5,000
4
U.S. bank #3 (cash)
$500,001 - $1,000,000
Interest
$2,501 - $5,000
5
U.S. bank #4 (cash)
$250,001 - $500,000
Interest
$2,501 - $5,000
6
U.S. bank #5 (cash)
$15,001 - $50,000
Interest
$5,001 - $15,000
7
U.S. bank #6 (cash)
$250,001 - $500,000
Interest
$1,001 - $2,500
8
U.S. bank #7 (cash)
$250,001 - $500,000
Interest
$2,501 - $5,000
9
U.S. bank #8 (cash)
$1,001 - $15,000
None (or less than $201)
10
U.S. bank #9 (cash)
$1,001 - $15,000
None (or less than $201)

Transactions

#
Description
Type
Date
Amount
1
KraneShares CSI China Internet ETF (KWEB)
Purchase
01/09/2023
$1,001 - $15,000
2
Abbott Laboratories (ABT)
Purchase
09/08/2023
$50,001 - $100,000
3
American Express Co. (AXP)
Purchase
05/04/2023
$50,001 - $100,000
4
KraneShares CSI China Internet ETF (KWEB)
Purchase
05/03/2023
$50,001 - $100,000
5
Abbott Laboratories (ABT)
Purchase
03/02/2023
$1,001 - $15,000
6
Abbott Laboratories (ABT)
Purchase
02/09/2023
$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
6
115
Upon inquiry, Filer confirmed that all underlying assets have been/are disclosed. MFelter, DEO 7/7/2023
6
118
Underlying assets are not ascertainable for asset #s 118 - 122

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