Financial Disclosure Details - OGE Form 278e (05/04/2024)

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
Roth IRA
1.1
Vanguard Small Cap Value (VBR)
$15,001 - $50,000
$201 - $1,000
1.2
Vanguard Index FDS VOT
$50,001 - $100,000
None (or less than $201)
1.3
Vanguard Large-Cap VV
$15,001 - $50,000
$201 - $1,000
1.4
Vanguard High DVD Yield VYM
$1,001 - $15,000
$201 - $1,000
2
Traditional IRA
None (or less than $1,001)
2.1
Vanguard Small Cap Value (VBR)
None (or less than $1,001)
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
U.S. Bank Account #1 (cash)
$100,001 - $250,000
Interest
$2,501 - $5,000
2
Vanguard Large-Cap Index Fund ETF Shares (VV)
$15,001 - $50,000
$201 - $1,000
3
Vanguard Mid-Cap ETF (VO)
$1,001 - $15,000
None (or less than $201)
4
Vanguard Growth Index Fund ETF Class Shares (VUG)
$15,001 - $50,000
$201 - $1,000
5
Vanguard Extended Market Index Fund ETF Shares (VXF)
$15,001 - $50,000
$201 - $1,000
6
Vanguard Total International Stock Index Fund ETF Shares (VXUS)
$50,001 - $100,000
$2,501 - $5,000
7
Vanguard Value Index Fund ETF Shares (VTV)
$50,001 - $100,000
$1,001 - $2,500
8
US Treasuries
$15,001 - $50,000
Interest
$201 - $1,000
9
Vanguard Total Bond Market Index Fund ETF Shares (BND)
$1,001 - $15,000
None (or less than $201)
10
Vanguard Total International Bond Index Fund ETF Shares (BNDX)
$1,001 - $15,000
None (or less than $201)

Transactions

#
Description
Type
Date
Amount
1
Vanguard Total Bond Market Index Fund ETF Shares (BND)
Purchase
09/01/2023
$1,001 - $15,000
2
Vanguard Total International Bond Index Fund ETF Shares (BNDX)
Purchase
09/01/2023
$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
Nothing reported in this section

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