Financial Disclosure Details - OGE Form 278e (04/23/2024)

Positions Held Outside United States Government

#
Organization
City
Position
To
1
Swarthmore, Pennsylvania
Tour Guide
5/2023
2
Swarthmore, Pennsylvania
Lang Center Associate
5/2023
3
Swarthmore, Pennsylvania
Head Tour Guide
5/2023
4
Swarthmore, Pennsylvania
Assistant
5/2023
5
Swarthmore, Pennsylvania
Admissions Event Worker
5/2023
6
Swarthmore, Pennsylvania
Softball Team Manager
5/2023
7
Progressive Leadership Initiative Education Fund
Washington, District of Columbia
Board Member
6/2023
8
Boston Foundation Preer Family Fund
Boston, Massachusetts
Advisor
6/2023
9
Boston Medical Center, COVID-19 Crisis Response Program
Boston, Massachusetts
Founder
8/2021

Employment Assets & Income and Retirement Accounts

#
Description
Value
Income Type
Income Amount
1
Swarthmore College
Salary
$5,722
2
Roth IRA
2.1
iShares Core S&P Total U.S. Stock Market ETF Fund
$1,001 - $15,000
None (or less than $201)
2.2
SPDR MSCI ACWI ex-US ETF Fund
$1,001 - $15,000
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
Energy Select Sector SPDR Fund (XLE)
$1,001 - $15,000
None (or less than $201)
2
iShares Edge MSCI Min VolEmerging Markets ETF (EEMV)
$1,001 - $15,000
None (or less than $201)
3
iShares Core MSCIEmerging Markets ETF (IEMG)
$1,001 - $15,000
$201 - $1,000
4
iShares MBS ETF (MBB)
$15,001 - $50,000
$201 - $1,000
5
Vanguard Information Technology Index Fund ETF Class Shares (VGT)
$1,001 - $15,000
$1,001 - $2,500
6
Vanguard Intermediate-Term Corporate Bond Index Fund ETF Class Shares (VCIT)
$1,001 - $15,000
$201 - $1,000
7
Vanguard Total International Bond Index Fund ETF Shares (BNDX)
$1,001 - $15,000
None (or less than $201)
8
iShares Edge MSCI Min Vol EAFE ETF (EFAV)
$1,001 - $15,000
$201 - $1,000
9
Fidelity MSCI Utilities Index ETF (FUTY)
$1,001 - $15,000
None (or less than $201)
10
iShares Nasdaq Biotechnology ETF (IBB)
$1,001 - $15,000
None (or less than $201)

Transactions

#
Description
Type
Date
Amount
1
Consumer Staples Select Sector SPDR Fund (XLP)
Purchase
09/05/2023
$1,001 - $15,000
2
iShares Edge MSCI Min Vol EAFE ETF (EFAV)
Purchase
09/05/2023
$1,001 - $15,000
3
Communication Services Select Sector SPDR Fund (XLC)
Purchase
09/05/2023
$1,001 - $15,000
4
iShares Edge MSCI Min VolEmerging Markets ETF (EEMV)
Purchase
09/05/2023
$1,001 - $15,000
5
iShares Core MSCIEmerging Markets ETF (IEMG)
Purchase
09/05/2023
$1,001 - $15,000
6
Consumer Discretionary Select Sector SPDR Fund (XLY)
Purchase
09/05/2023
$1,001 - $15,000
7
Vanguard Small-Cap Index Fund ETF Shares (VB)
Purchase
09/05/2023
$1,001 - $15,000
8
Vanguard Financials Index Fund ETF Shares (VFH)
Purchase
09/05/2023
$1,001 - $15,000
9
Health Care Select Sector SPDR Fund (XLV)
Purchase
09/05/2023
$1,001 - $15,000
10
Vanguard Intermediate-Term Corporate Bond Index Fund ETF Class Shares (VCIT)
Purchase
09/05/2023
$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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