Financial Disclosure Details - OGE Form 278e (03/06/2023)

Transactions

#
Description
Type
Date
Amount
8
AMERICAN CAP WORLD GR & INC F2 (ROTH)
Sale
03/10/2022
$1,001 - $15,000
9
AMERICAN GW FD AMERICA F2 (ROTH)
Sale
03/10/2022
$1,001 - $15,000
10
AMERICAN SMALL CAP WORLD F2 (ROTH)
Purchase
03/10/2022
$1,001 - $15,000
11
AMERICAN INV CO OF AMERICA F2 (ROTH)
Sale
03/10/2022
$1,001 - $15,000
12
AMERICAN WA MUTUAL F2 (ROTH)
Purchase
03/10/2022
$1,001 - $15,000
13
AMERICAN BD FD OF AMERICA F2 (ROTH)
Sale
03/10/2022
$1,001 - $15,000
14
Strategic Bond Fund Class F2 (ROTH)
Purchase
03/10/2022
$1,001 - $15,000

Financial Disclosure Details - OGE Form 278t (03/23/2022)

Transactions

#
Description
Type
Date
Amount
9
AMERICAN GW FD AMERICA F2 (ROTH)
Sale
03/10/2022
$1,001 - $15,000
10
AMERICAN SMALL CAP WORLD F2 (ROTH)
Purchase
03/10/2022
$1,001 - $15,000
12
AMERICAN WA MUTUAL F2 (ROTH)
Purchase
03/10/2022
$1,001 - $15,000
13
AMERICAN BD FD OF AMERICA F2 (ROTH)
Sale
03/10/2022
$1,001 - $15,000
14
Strategic Bond Fund Class F2 (ROTH)
Purchase
03/10/2022
$1,001 - $15,000

Financial Disclosure Details - OGE Form 278t (08/20/2020)

Transactions

#
Description
Type
Date
Amount
9
AMERICAN CAP INC BUILDER F2 CAIFX (ROTH)
Sale
07/27/2020
$1,001 - $15,000
10
AMERICAN CAP WORLD GR & INC F2 WGIFX (ROTH)
Sale
07/27/2020
$15,001 - $50,000
11
AMERICAN GW FD OF AMERICA GFFFX (ROTH)
Sale
07/27/2020
$1,001 - $15,000
12
AMERICAN BALANCED F2 AMBFX (ROTH)
Sale
07/27/2020
$1,001 - $15,000
13
AMERICAN SMALL CAP WORLD F2 SMCFX (ROTH)
Sale
07/27/2020
$1,001 - $15,000
14
AMERICAN INV CO OF AMERICA F2 ICAFX (ROTH)
Sale
07/27/2020
$15,001 - $50,000
15
AMERICAN BD FD OF AMERICA F2 ABNFX (ROTH)
Sale
07/27/2020
$1,001 - $15,000
16
ALKEON - ACAP STRATEGIC INTERVAL COMMON FUND XCAPX (ROTH)
Purchase
07/31/2020
$50,001 - $100,000

Financial Disclosure Details - OGE Form 278t (07/21/2020)

Transactions

#
Description
Type
Date
Amount
19
TOUCHSTONE ACTION BOND (ROTH)
Sale
07/17/2020
$1,001 - $15,000
20
JP MORGAN HIBRG DYN COMM STRT (ROTH)
Sale
07/17/2020
$1,001 - $15,000

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