Financial Disclosure Details - OGE Form 278e (04/28/2023)

Positions Held Outside United States Government

#
Organization
City
Position
To
1
Chicago, Illinois
Trustee
Present

Employment Assets & Income and Retirement Accounts

#
Description
Value
Income Type
Income Amount
Nothing reported in this section

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
Nothing reported in this section

Other Assets and Income

#
Description
Value
Type
Amount
1
DFA Five Year Global Fixed Income Portfolio Institutional Class (DFGBX)
$1,001 - $15,000
None (or less than $201)
2
DFA Intermediate Government Bond (DFIGX)
$15,001 - $50,000
None (or less than $201)
3
DFA International Value (DFIVX)
$1,001 - $15,000
None (or less than $201)
4
DFA Large Cap International (DFALX)
$1,001 - $15,000
$1,001 - $2,500
5
DFA Short Term Extended Quality (DFEQX)
$15,001 - $50,000
None (or less than $201)
6
DFA US Large Cap Value (DFLVX)
$1,001 - $15,000
$5,001 - $15,000
7
DFA US Small Cap (DFSTX)
$1,001 - $15,000
$1,001 - $2,500
8
iShares iBoxx Investment Grade Corporate Bond (LQD)
$1,001 - $15,000
None (or less than $201)
9
iShares North America Natural Resources (NANR)
$1,001 - $15,000
$1,001 - $2,500
10
iShares Russell 1000 Value (IWD)
$1,001 - $15,000
$5,001 - $15,000

Transactions

#
Description
Type
Date
Amount
Nothing reported in this section

Liabilities

#
Creditor
Amount
Incurred
Term
1
U.S. Bank
$100,001 - $250,000
2020
30 yrs

Gifts and Travel Reimbursements

#
Source Name
City
Description
Value
Nothing reported in this section

Endnotes

Section
#
Description
1
1
Revocable living trust; filer is not grantor and does not receive mandatory distributions.

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