Jared Bernstein
0trades
$2Mest. assets · Termination
Since nomination
Nominee 278 (03/03/2023) vs TerminationHeld at termination
26 positions · $2M est.| Asset | Account | Owner | At nomination | Latest value |
|---|---|---|---|---|
| Vanguard Target Retirement 2020 Fund Investor VTWNX | Employment assets | Self | $250K – $500K | $250K – $500K |
| Vanguard Balanced Indexed Adm. | Employment assets | Self | $250K – $500K | $250K – $500K |
| U.S. credit union (cash) #1 | Employment assets | Self | $100K – $250K | $100K – $250K |
| LVIP Delaware Social Awareness | Spouse's assets | Spouse | $100K – $250K | $100K – $250K |
| Stable Value Fund | Other assets | — | $100K – $250K | $100K – $250K |
| Fidelity VIP Contra | Employment assets | Self | $50K – $100K | $50K – $100K |
| Delaware VIP REIT | Spouse's assets | Spouse | $50K – $100K | $50K – $100K |
| Delaware VIP Small Cap Value | Spouse's assets | Spouse | $50K – $100K | $50K – $100K |
| Delaware VIP Value | Spouse's assets | Spouse | $50K – $100K | $50K – $100K |
| Fixed Account | Spouse's assets | Spouse | $50K – $100K | $50K – $100K |
| LVIP Delaware Mid Cap Value Fund | Spouse's assets | Spouse | $50K – $100K | $50K – $100K |
| Delaware VIP Value | Employment assets | Self | $15K – $50K | $15K – $50K |
| Fixed Account | Employment assets | Self | $15K – $50K | $15K – $50K |
| LVIP Baron Growth Opportunities | Employment assets | Self | $15K – $50K | $15K – $50K |
| LVIP Delaware Mid Cap Value Fudn | Employment assets | Self | $15K – $50K | $15K – $50K |
| LVIP Delaware Social Awareness | Employment assets | Self | $15K – $50K | $15K – $50K |
| LVIP Mondrian International Value | Employment assets | Self | $15K – $50K | $15K – $50K |
| LVIP Mondrian Int'l Value | Spouse's assets | Spouse | $15K – $50K | $15K – $50K |
| CREF Money Market R1 | Employment assets | Self | $1K – $15K | $1K – $15K |
| TIAA Traditional | Employment assets | Self | $1K – $15K | $1K – $15K |
| Delaware SMID Cap Growth Fund Class A | Employment assets | Self | $1K – $15K | $1K – $15K |
| Delaware Select Growth Fund Class A | Employment assets | Self | $1K – $15K | $1K – $15K |
| U.S. credit union (cash) #2 | Employment assets | Self | $1K – $15K | $1K – $15K |
| U.S. credit union (cash) #4 | Spouse's assets | Spouse | $1K – $15K | $1K – $15K |
| U.S. credit union (cash) #3 | Spouse's assets | Spouse | $1K – $15K | $1K – $15K |
| U.S. credit union (cash) | Other assets | — | $1K – $15K | $1K – $15K |
Positions are matched between the two reports by exact name, first within the same account, then across accounts, then by ticker; rows matching nothing are listed as divested or new. Estimates are band midpoints.
No published trades on file.
Asset holdings
Termination · filed —All positions
37 positions| Asset | Owner | Value | Income |
|---|---|---|---|
| TIAA Retirement (Center on Budget and Policy Priorities) | Self | — | — |
| Vanguard Target Retirement 2020 Fund Investor VTWNX | Self | $250K – $500K | — |
| CREF Money Market R1 | Self | $1K – $15K | — |
| TIAA Traditional | Self | $1K – $15K | — |
| Ascensus Retirement - 403b (Economic Policy Institute) | Self | — | — |
| Vanguard Balanced Indexed Adm. | Self | $250K – $500K | — |
| Delaware Funds - 403b (Economic Policy Institute) | Self | — | — |
| Delaware SMID Cap Growth Fund Class A | Self | $1K – $15K | — |
| Delaware Select Growth Fund Class A | Self | $1K – $15K | — |
| Lincoln Financial - 403b (Economic Policy Institute) | Self | — | — |
| Delaware VIP Value | Self | $15K – $50K | — |
| Fidelity VIP Contra | Self | $50K – $100K | — |
| Fixed Account | Self | $15K – $50K | — |
| LVIP Baron Growth Opportunities | Self | $15K – $50K | — |
| LVIP Delaware Mid Cap Value Fudn | Self | $15K – $50K | — |
| LVIP Delaware Social Awareness | Self | $15K – $50K | — |
| LVIP Mondrian International Value | Self | $15K – $50K | — |
| SEP IRA | Self | — | — |
| U.S. credit union (cash) #1 | Self | $100K – $250K | Interest · $1K – $2.5K |
| Roth IRA | Self | — | — |
| U.S. credit union (cash) #2 | Self | $1K – $15K | — |
| Lincoln Financial - 403b (Advocacy Institute) | Spouse | — | — |
| Delaware VIP REIT | Spouse | $50K – $100K | — |
| Delaware VIP Small Cap Value | Spouse | $50K – $100K | — |
| Delaware VIP Value | Spouse | $50K – $100K | — |
| Fixed Account | Spouse | $50K – $100K | — |
| LVIP Delaware Mid Cap Value Fund | Spouse | $50K – $100K | — |
| LVIP Delaware Social Awareness | Spouse | $100K – $250K | — |
| LVIP Mondrian Int'l Value | Spouse | $15K – $50K | — |
| Traditional IRA | Spouse | — | — |
| U.S. credit union (cash) #4 | Spouse | $1K – $15K | Interest · $2.5K – $5K |
| Roth IRA | Spouse | — | — |
| U.S. credit union (cash) #3 | Spouse | $1K – $15K | — |
| Furget Me Not Pet Care | Spouse | — | Wages |
| Virginia 529 College Savings Plan | — | — | Cash withdrawal · $15K |
| Stable Value Fund | — | $100K – $250K | — |
| U.S. credit union (cash) | — | $1K – $15K | Interest · $201 – $1K |
Values and income are the ranges the filer discloses, normalized to one form. Hover a value for the string as filed. Rows marked *** carry that marker in the filing itself, with no legend: each one is a foreign-domiciled issuer or a Reg S note.