Zachary Kahan
Special Assistant
Estimated Net Worth
- $268 K - $1.3 M
Salary
- Unknown
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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