Financial Disclosure Details - OGE Form 278e (04/11/2022)

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 #1:
1.1
Vanguard Long-Term Corporate Bond Index Fund ETF Class Shares (VCLT)
$1,001 - $15,000
None (or less than $201)
2
IRA #2:
2.1
Vanguard 500 Index Fund Admiral Shares (VFIAX)
$50,001 - $100,000
None (or less than $201)
2.2
Vanguard S&P 500 ETF (VOO)
$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
Nothing reported in this section

Other Assets and Income

#
Description
Value
Type
Amount
1
Vanguard High-Yield Tax-Exempt Fund Investor Shares (VWAHX)
$1,001 - $15,000
$201 - $1,000
2
Vanguard Real Estate Index Fund Admiral Shares (VGSLX)
$15,001 - $50,000
$201 - $1,000
3
Vanguard Total International Stock Index Fund Admiral Shares (VTIAX)
$15,001 - $50,000
$201 - $1,000
4
Vanguard Total Stock Market Index Fund Admiral Class Shares (VTSAX)
$100,001 - $250,000
$1,001 - $2,500
5
Vanguard Wellington Fund Investor Shares (VWELX)
$15,001 - $50,000
$1,001 - $2,500
6
Vanguard Dividend Appreciation Index Fund ETF Class Shares (VIG)
$15,001 - $50,000
$201 - $1,000
7
Vanguard Global Ex-U.S. Real Estate Fund ETF (VNQI)
$1,001 - $15,000
None (or less than $201)
8
Vanguard S&P 500 Index ETF (VOO)
$50,001 - $100,000
$1,001 - $2,500
9
Vanguard Utilities Index Fund ETF Shares (VPU)
$1,001 - $15,000
$201 - $1,000
10
Vanguard Value Index Fund ETF Shares (VTV)
$15,001 - $50,000
$201 - $1,000

Transactions

#
Description
Type
Date
Amount
1
Health Savings Account: Vanguard 500 Index Fund ETF Shares (VOO)
Purchase
01/04/2021
$1,001 - $15,000
2
IRA: Vanguard 500 Index Fund ETF Shares (VOO)
Purchase
01/04/2021
$15,001 - $50,000
3
IRA: Vanguard 500 Index Fund Admiral Shares (VFIAX)
Sale
11/29/2021
$15,001 - $50,000
4
IRA: Vanguard 500 Index Fund ETF Shares (VOO)
Purchase
11/30/2021
$15,001 - $50,000

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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