Financial Disclosure Details - OGE Form 278e (05/04/2023)

Positions Held Outside United States Government

#
Organization
City
Position
To
1
Silver Spring, Maryland
Principal
Present

Employment Assets & Income and Retirement Accounts

#
Description
Value
Income Type
Income Amount
1
IRA
1.1
Vanguard Total Stock Market Index Fund Admiral Class Shares (VTSAX)
$100,001 - $250,000
None (or less than $201)
2
Roth IRA
2.1
Vanguard Total Stock Market Index VTSAX
$15,001 - $50,000
None (or less than $201)
3
Blue Agenda LLC d/b/a Rajesh Nayak LLC - Silver Spring, Maryland
$15,001 - $50,000
None (or less than $201)

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
1
Silver Spring, Maryland
I retain ownership of a Limited Liability Corporation through which I provide consulting services. My consulting business has been inactive since January 2021, and will remain inactive during my appointment. All outstanding client fees were fixed before I entered government service, and no payments are due.
11/2019

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
Exeter Associates Profit Sharing Plan 401(k)
1.1
BNY Mellon International Stock Fund I
$15,001 - $50,000
None (or less than $201)
1.2
Vanguard Mid Cap Index
$15,001 - $50,000
None (or less than $201)
1.3
Janus Henderson Triton S.
$1,001 - $15,000
None (or less than $201)
1.4
American Century Small Cap Value Inv
$1,001 - $15,000
None (or less than $201)
1.5
Vanguard 500 Index Fund
$15,001 - $50,000
None (or less than $201)
1.6
MFS Value R3
$1,001 - $15,000
None (or less than $201)
1.7
Vanguard Total Bond Market Index Fund
$15,001 - $50,000
None (or less than $201)
1.8
Western Asset Core Plus Bond
$15,001 - $50,000
None (or less than $201)
1.9
Federated Capital Preservation Fund
$15,001 - $50,000
None (or less than $201)

Other Assets and Income

#
Description
Value
Type
Amount
1
Brokerage account
1.1
Parnassus Core Equity Investor Class PRBLX
$50,001 - $100,000
$1,001 - $2,500
1.2
US brokerage account (cash)
$1,001 - $15,000
None (or less than $201)
1.3
First Trust Large Cap Value AlphaDEX Fund (FTA)
$50,001 - $100,000
$1,001 - $2,500
1.4
iShares MSCI EAFE ETF (EFA)
$50,001 - $100,000
$1,001 - $2,500
1.5
iShares Core S&P Mid-Cap ETF (IJH)
$100,001 - $250,000
$1,001 - $2,500
1.6
iShares Core S&P Small-Cap ETF (IJR)
$15,001 - $50,000
$201 - $1,000
1.7
iShares Core S&P 500 ETF (IVV)
$50,001 - $100,000
$1,001 - $2,500
1.8
iShares Russell 1000 Value ETF (IWD)
$15,001 - $50,000
$201 - $1,000
1.9
Vanguard Small-Cap Growth Index Fund ETF Class Shares (VBK)
$1,001 - $15,000
None (or less than $201)

Transactions

#
Description
Type
Date
Amount
1
Apple Inc (AAPL)
Sale
01/16/2022
$1,001 - $15,000
2
Apple Inc (AAPL)
Sale
01/16/2022
$1,001 - $15,000
3
Vanguard Total Stock Market ETF (VTI)
Purchase
01/19/2022
$1,001 - $15,000
4
Vanguard Total Stock Market ETF (VTI)
Purchase
01/19/2022
$1,001 - $15,000
5
Apple Inc (AAPL)
Sale
01/16/2022
$50,001 - $100,000
6
Vanguard Total Stock Market ETF (VTI)
Purchase
01/19/2022
$50,001 - $100,000
7
Vanguard Total International Stock Index Fund ETF (VXUS)
Purchase
01/20/2022
$100,001 - $250,000
8
iShares Core MSCI EAFE ETF (IEFA)
Purchase
01/20/2022
$100,001 - $250,000
9
iShares Core MSCI Emerging Markets ETF (IEMG)
Purchase
01/20/2022
$50,001 - $100,000
10
iShares Core S&P 500 ETF (IVV)
Purchase
01/20/2022
$100,001 - $250,000

Liabilities

#
Creditor
Amount
Incurred
Term
1
Wells Fargo
$100,001 - $250,000
2013
15 years

Gifts and Travel Reimbursements

#
Source Name
City
Description
Value
Nothing reported in this section

Endnotes

Section
#
Description
1
1
LLC is not engaged in any active business.
2
3
Assets of LLC that is not currently engaging in any business
6
1.17
WP Carey resulted in a merger from Corporate Property Associates stock held prior, and is a real estate investment trust.

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