Sonia N. Aggarwal
Special Assistant (Departed Administration)
Estimated Net Worth
  • estimated net worth
    $835 K - $2.1 M
Salary
  • salary
    $110 K
Employment
  • 06/05/2022 - 11/22/2022
Departed Administration
  • Yes

Financial Disclosure Details - OGE Form 278e (08/11/2022)

Positions Held Outside United States Government

#
Organization
City
Position
To
1
San Francisco, California
Cofounder and Vice President
1/2021
2
Cleveland, Ohio
Trustee
Present

Employment Assets & Income and Retirement Accounts

#
Description
Value
Income Type
Income Amount
1
Energy Innovation: Policy & Technology, defined contribution plan:
1.1
Vanguard 500 Index Fund Admiral Shares (VFIAX)
$100,001 - $250,000
$2,501 - $5,000
1.2
Vanguard Mid-Cap Index Fund Admiral Shares (VIMAX)
$15,001 - $50,000
$201 - $1,000
1.3
Vanguard Dividend Growth Fund Investor Shares (VDIGX)
$50,001 - $100,000
$1,001 - $2,500
1.4
Vanguard Small-Cap Index Fund Admiral Shares (VSMAX)
$15,001 - $50,000
$201 - $1,000
1.5
Vanguard Real Estate Index Fund Admiral Shares (VGSLX)
$15,001 - $50,000
$201 - $1,000
1.6
Vanguard European Stock Index Fund Admiral Shares (VEUSX)
$1,001 - $15,000
None (or less than $201)
1.7
Vanguard Developed Markets Index Fund Admiral Class Shares (VTMGX)
$15,001 - $50,000
$201 - $1,000
1.8
Vanguard Emerging Markets Stock Index Fund Admiral Class Shares (VEMAX)
$15,001 - $50,000
None (or less than $201)
1.9
Vanguard High Dividend Yield Index Fund Admiral Class Shares (VHYAX)
$15,001 - $50,000
$201 - $1,000

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
1
San Francisco, California
I will continue to participate in this defined contribution plan, but the employer is not contributing after my separation.
6/2012

Sources of Compensation Exceeding $5,000 in a Year

#
Source
City
Duties
1
San Francisco, California
Cofounder and Vice President

Spouse's Employment Assets & Income and Retirement Accounts

#
Description
Value
Type
Amount
1
Nextracker Inc (Manufactures and sells solar trackers)
salary

Other Assets and Income

#
Description
Value
Type
Amount
1
Brokerage Account
1.1
Schwab Short-Term US Treasury ETF (SCHO)
$15,001 - $50,000
None (or less than $201)
1.2
SPDR Bloomberg Barclays Investment Grade Floating Rate ETF (FLRN)
$50,001 - $100,000
None (or less than $201)
1.3
SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX)
$15,001 - $50,000
None (or less than $201)
2
Joint Brokerage Account
2.1
Vanguard Dividend Appreciation Index Fund ETF Class Shares (VIG)
$50,001 - $100,000
None (or less than $201)
2.2
Schwab Treasury Inflation Protected Securities Index Fund (SWRSX)
$250,001 - $500,000
None (or less than $201)
3
Trust
3.1
Berkshire Hathaway Inc. (BRKB)
$50,001 - $100,000
None (or less than $201)
3.2
Netflix, Inc. (NFLX)
$15,001 - $50,000
None (or less than $201)

Transactions

#
Description
Type
Date
Amount
Nothing reported in this section

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
Divested in full subsequent to filing.
6
3.2
Divested in full subsequent to filing.

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