Financial Disclosure Details - OGE Form 278e (06/07/2024)

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
Nothing reported in this section

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
State of California In-home supportive services (IHSS) caring for my mother in law.
Service Provider Wage Rates.

Other Assets and Income

#
Description
Value
Type
Amount
1
Federal Credit Union (cash)
$100,001 - $250,000
Interest
$201 - $1,000
2
Brokerage Account
2.1
Cash
$1,001 - $15,000
None (or less than $201)
2.2
Schwab Value Advantage Money Fund Investor Class Shares (SWVXX)
$100,001 - $250,000
$5,001 - $15,000
3
SEP IRA
$50,001 - $100,000
3.1
Vanguard Real Estate Index Fund ETF Shares (VNQ)
$1,001 - $15,000
None (or less than $201)
3.2
VanguardGlobal ex-US Real Estate Index Fund ETF Shares (VNQI)
$1,001 - $15,000
None (or less than $201)
3.3
Vanguard Developed Markets Index Fund ETF Shares (VEA)
$1,001 - $15,000
None (or less than $201)
3.4
VanguardEmerging Markets Stock Index Fund ETF Shares (VWO)
$1,001 - $15,000
None (or less than $201)
3.5
Vanguard Small-Cap Index Fund ETF Shares (VB)
$1,001 - $15,000
None (or less than $201)

Transactions

#
Description
Type
Date
Amount
Nothing reported in this section

Liabilities

#
Creditor
Amount
Incurred
Term
1
Navient
$15,001 - $50,000
2007
30 years

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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