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
Vanguard IRA Brokerage
1.1
Vanguard Dividend Growth Fund Investor Shares (VDIGX)
$1,001 - $15,000
None (or less than $201)
1.2
Vanguard Federal Money Market Fund Investor Shares (VMFXX)
$1,001 - $15,000
None (or less than $201)
1.3
Vanguard Prime Money Market Fund Admiral Shares (VMRXX)
None (or less than $1,001)
None (or less than $201)
1.4
Vanguard Total Stock Market Index Fund Admiral Class Shares (VTSAX)
$15,001 - $50,000
None (or less than $201)
1.5
Vanguard Value Index Fund Admiral Shares (VVIAX)
$1,001 - $15,000
None (or less than $201)
1.6
Vanguard/Wellington Fund, Inc Investor Shares (VWELX)
$1,001 - $15,000
None (or less than $201)
1.7
Vanguard International Growth Fund Investor Shares (VWIGX)
$15,001 - $50,000
None (or less than $201)
2
Vanguard Roth IRA
2.1
Vanguard Short-Term Investment-Grade Fund Investor Shares (VFSTX)
$15,001 - $50,000
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
Vanguard Roth IRA
1.1
Vanguard Federal Money Market Fund Investor Shares (VMFXX)
$1,001 - $15,000
None (or less than $201)

Other Assets and Income

#
Description
Value
Type
Amount
1
U.S. bank #1 (cash)
$100,001 - $250,000
Interest
$2,501 - $5,000
2
U.S. credit union #1 (cash)
$15,001 - $50,000
Interest
None (or less than $201)
3
U.S. bank #2 (cash)
$100,001 - $250,000
Interest
$201 - $1,000
4
U.S. credit union #1 (cash)
$15,001 - $50,000
None (or less than $201)
5
Vanguard Brokerage Account
5.1
Vanguard Municipal Money Market Fund Investor Shares (VMSXX)
$1,001 - $15,000
None (or less than $201)
5.2
Vanguard Tax-Managed Balanced Fund Admiral Shares (VTMFX)
$50,001 - $100,000
$1,001 - $2,500
5.3
Vanguard Growth Index Fund Admiral Class Shares (VIGAX)
$15,001 - $50,000
None (or less than $201)
5.4
Vanguard Dividend Growth Fund Investor Shares (VDIGX)
$15,001 - $50,000
$201 - $1,000
5.5
Vanguard Short-Term Tax-Exempt Fund Investor Shares (VWSTX)
$1,001 - $15,000
$201 - $1,000

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
6.3
This asset was incorrectly reported last year as Vanguard Windsor Admiral Shares (VWNEX)

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