Financial Disclosure Details - OGE Form 278e (05/07/2019)

Transactions

#
Description
Type
Date
Amount
22
Northwestern Mutual - (S) IRA FBO Advisory Mutual Fund Account - American Century Diversified Bond Investor Class
Purchase
01/25/2018
$15,001 - $50,000
23
Northwestern Mutual - (S) IRA FBO Advisory Mutual Fund Account - Europacific Growth Fund Class F
Sale
01/25/2018
$1,001 - $15,000
24
Northwestern Mutual - (S) IRA FBO Advisory Mutual Fund Account - iShares TR MSCI Emerging MKTS Index Fund BKCM A Pershing Affiliate
Sale
01/25/2018
$1,001 - $15,000
25
Northwestern Mutual - (S) IRA FBO Advisory Mutual Fund Acount - iShares TR S&P 500 Growth ETF
Sale
01/25/2018
$1,001 - $15,000
26
Northwestern Mutual - (S) IRA FBO Advisory Mutual Fund Account iShares TR S&P US Preferred Stock Index
Sale
01/25/2018
$1,001 - $15,000
27
Northwestern Mutual - (S) IRA FBO Advisory Mutual Fund Account - SPDR S&P 500 ETF Trust
Sale
01/25/2018
$1,001 - $15,000
28
Northwestern Mutual - (S) IRA FBO Advisory Mutual Fund SPDR Serial Trust Bloomberg Barclays High Yield Bond ETF
Purchase
01/25/2018
$1,001 - $15,000
29
Northwestern Mutual - (S) IRA FBO Advisory Mutual Fund - Vanguard Bond Index Funds Vanguard Total Bond Market ETF
Sale
01/25/2018
$15,001 - $50,000

Financial Disclosure Details - OGE Form 278e (05/15/2018)

Transactions

#
Description
Type
Date
Amount
16
Northwestern Mutual-(S) IRA FBO Advisory Mutual Fund-Fidelity Advisor Total Bond Fund Class I NA40927666
Purchase
01/25/2017
$1,001 - $15,000

Financial Disclosure Details - OGE Form 278t (05/15/2018)

Transactions

#
Description
Type
Date
Amount
20
Northwestern Mutual-(S) IRA FBO Advisory Mutual Fund Account-American Century Diversified Bond Investor Class
Purchase
01/25/2018
$15,001 - $50,000
21
Northwestern Mutual-(S) IRA FBO Advisory Mutual Fund Account-Europacific Growth Fund Class F-2 Solicited Order
Sale
01/25/2018
$1,001 - $15,000
22
Northwestern Mutual-(S) IRA FBO Advisory Mutual Fund-Fidelity Advisor Total Bond Fund Class I
Purchase
01/25/2017
$1,001 - $15,000
23
Northwestern Mutual-(S) IRA FBO Advisory Mutual Fund Account-ISHARES TR MSCI Emerging MKTS Index FD BKCM A Pershing Affliate
Sale
01/25/2018
$1,001 - $15,000
24
Northwestern Mutual-(S) IRA FBO Advisory Mutual Fund Account-ISHARES TR S&P 500 Growth ETF Solicited Order
Sale
01/25/2018
$1,001 - $15,000
25
Northwestern Mutual-(S) IRA FBO Advisory Mutual Fund Account-ISHARES TR S&P U S PFD STK Index FD
Sale
01/25/2018
$1,001 - $15,000
26
Northwestern Mutual-(S) IRA FBO Advisory Mutual Fund Account-SPDR S&P 500 ETF TR TR Unit BKCM a Pershing Affiliate
Sale
01/25/2018
$1,001 - $15,000
27
Northwestern Mutual-(S) IRA FBO Advisory Mutual Fund Account-SPDR SER TR Bloomberg Barclays High Yield BD ETF
Purchase
01/25/2018
$1,001 - $15,000
28
Northwestern Mutual-(S) IRA FBO Advisory Mutual Fund Account-Vanguard BD Index FDS Vanguard Total BD Market ETF BKCM A Pershing Affliate
Sale
01/25/2018
$15,001 - $50,000

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