Zachary Kahan
Department of Health and Human Services (HHS) - Office of External Affairs
Special Assistant
Estimated Net Worth
  • estimated net worth
    $268 K - $1.3 M
Salary
  • salary
    Unknown
Records

Financial Disclosure Details - OGE Form 278e (05/14/2024)

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
DFA US Large Cap Growth Instl
$1,001 - $15,000
None (or less than $201)
1.2
DFA US Large Cap Value I
$1,001 - $15,000
None (or less than $201)
1.3
Oakmark I
$1,001 - $15,000
None (or less than $201)
1.4
Champlain Small Company
$1,001 - $15,000
None (or less than $201)
1.5
Oakmark International I
$1,001 - $15,000
None (or less than $201)
1.6
Invesco Oppenheimer Developing Markets A
$1,001 - $15,000
None (or less than $201)
2
IRA
2.1
Schwab US Large-Cap Growth ETF
$1,001 - $15,000
None (or less than $201)
2.2
Schwab US Large-Cap Value ETF
$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
1
Brunswick Group (consulting)
salary, bonus
2
Brunswick Group
2.1
Empower S&P 500® Index Institutional
$15,001 - $50,000
None (or less than $201)
2.2
Putnam Large Cap Growth Y
$15,001 - $50,000
None (or less than $201)
2.3
JPMorgan Equity Income R6
$50,001 - $100,000
None (or less than $201)
2.4
Empower S&P SmallCap 600® Index Instl
$15,001 - $50,000
None (or less than $201)
2.5
American Funds Europacific Growth R5E
$15,001 - $50,000
None (or less than $201)
2.6
American Funds New World R5E
$1,001 - $15,000
None (or less than $201)
3
IRA
3.1
Schwab US Large-Cap ETF
$1,001 - $15,000
None (or less than $201)

Other Assets and Income

#
Description
Value
Type
Amount
1
U.S. bank #1
$15,001 - $50,000
None (or less than $201)
2
U.S. bank #2
$15,001 - $50,000
Interest
$1,001 - $2,500
3
U.S. brokerage #1
3.1
SPDR S&P 500 ETF Trust (SPY)
$15,001 - $50,000
None (or less than $201)
3.2
Schwab US Large-Cap ETF (SCHX)
$1,001 - $15,000
None (or less than $201)
3.3
Schwab US Large-Cap Value ETF (SCHV)
$1,001 - $15,000
None (or less than $201)
3.4
Schwab Small-Cap Equity Fund (SWSCX)
$1,001 - $15,000
None (or less than $201)
3.5
Schwab US Small-Cap ETF (SCHA)
$1,001 - $15,000
None (or less than $201)
3.6
Oakmark International Fund Investor Class Shares (OAKIX)
$1,001 - $15,000
None (or less than $201)
3.7
Schwab International Equity ETF (SCHF)
$1,001 - $15,000
None (or less than $201)

Transactions

#
Description
Type
Date
Amount
1
CHAMPLAIN SMALL COMPANY ADV
Purchase
11/29/2023
$1,001 - $15,000
2
OAKMARK INVESTOR
Purchase
11/29/2023
$1,001 - $15,000
3
OAKMARK INTERNATIONAL INVESTOR
Purchase
11/29/2023
$1,001 - $15,000
4
AVANTIS INTERNATNL SML CP VL ETF
Purchase
11/29/2023
$1,001 - $15,000
5
AVANTIS INTERNATIONAL
Purchase
11/29/2023
$15,001 - $50,000
6
AVANTIS U S LARGE CAP
Purchase
11/29/2023
$15,001 - $50,000
7
AVANTIS EMERGING MARKETSEQ ETF
Purchase
11/29/2023
$1,001 - $15,000
8
AVANTIS US SMALL CAP
Purchase
11/29/2023
$1,001 - $15,000
9
HARBOR LONG TERM GROWERSETF
Purchase
11/29/2023
$1,001 - $15,000
10
DIMENSIONAL U S EQUITY ETF
Purchase
11/29/2023
$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
6
3.1
Per the filer, holding previously held and inadvertently omitted from previous report due to filer's understanding that it was not reportable due to being a mutual fund.

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