Financial Disclosure Details - OGE Form 278e (04/07/2024)

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
1
Mutual Fund, TRowe Price VA Tax-Free Bond Fund
$15,001 - $50,000
$201 - $1,000
2
Rollover IRA, T Rowe Price Retirement 2030 Fund
$500,001 - $1,000,000
$15,001 - $50,000
3
Roth IRA, T Rowe Price Retirement 2030 Fund
$100,001 - $250,000
$2,501 - $5,000

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
Mutual Fund, Vanguard REIT Index Fund (VGSLX)
$50,001 - $100,000
$2,501 - $5,000
2
Mutual Fund, Vanguard Windsor II Fund (VWNAX)
$100,001 - $250,000
$2,501 - $5,000
3
Roth IRA, TRowe Price Capital Appreciation Fund (PRWCX)
$100,001 - $250,000
$5,001 - $15,000
4
Rollover IRA, Vanguard Target Retirement Fund 2030 (VTHRX)
$15,001 - $50,000
$1,001 - $2,500
5
Roth IRA, Vanguard Target Retirement Fund 2030 (VTHRX)
$15,001 - $50,000
$1,001 - $2,500

Other Assets and Income

#
Description
Value
Type
Amount
1
U.S. Bank #1 (Cash/ Savings)
$1,001 - $15,000
None (or less than $201)
2
U.S. Bank #1 (Cash/Money Market Account)
$100,001 - $250,000
Interest
$2,501 - $5,000
3
U.S. Bank #1 (Cash/CDs)
$1,001 - $15,000
None (or less than $201)
4
U.S. Bank #1 (Cash/Checking)
$1,001 - $15,000
Interest
None (or less than $201)
5
U.S. Bank #1 (Cash/CD)
$50,001 - $100,000
Interest
$2,501 - $5,000

Transactions

#
Description
Type
Date
Amount
Nothing reported in this section

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
5
This is another CD at Navy Federal Credit Union

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