16trades · $128K est.
$153.5Kest. assets · Termination
Since nomination
Nominee 278 (02/17/2021) vs TerminationDivested
6 positions · $25.5K est.| Asset | Account | Owner | Value at nomination |
|---|---|---|---|
| Vanguard Wellington Fund Admiral Shares | Employment assets | Self | $1K – $15K |
| Vanguard Extended Duration Treasury Index ETF EDV | Other assets | — | $1K – $15K |
| Vanguard Federal Money Market Fund (settlement fund) | Other assets | — | $1K – $15K |
| Redfin Corp. RDFN | Other assets | — | Under $1K |
| Vanguard Real Estate Index Admiral Cl VGSLX | Other assets | — | Under $1K |
| Vanguard Growth Index Fund ETF Class Shares VUG | Other assets | — | Under $1K |
Held at termination
8 positions · $137.5K est.| Asset | Account | Owner | At nomination | Latest value |
|---|---|---|---|---|
| Vanguard Growth Index Fund Admiral Shares | Employment assets | Self | $15K – $50K | $15K – $50K |
| Vanguard 500 Index Fund Admiral Shares VFIAX | Other assets | — | $15K – $50K | $15K – $50K |
| Vanguard Small-Cap Index Fund Admiral Shares VSMAX | Other assets | — | $15K – $50K | $15K – $50K |
| ARK Innovation ETF ARKK | Other assets | — | $15K – $50K | $1K – $15K |
| Vanguard Institutional Target Retirement 2030 Fund | Employment assets | Self | $1K – $15K | $1K – $15K |
| Vanguard FTSE Europe ETF VGK | Other assets | — | $1K – $15K | $1K – $15K |
| U.S. bank #1 (cash) | Other assets | — | $1K – $15K | $1K – $15K |
| U.S. bank #2 (cash) | Other assets | — | $1K – $15K | $1K – $15K |
New positions
2 positions · $16K est.| Asset | Account | Owner | Latest value |
|---|---|---|---|
| Cref Social Choice Account R3 | Employment assets | Self | $1K – $15K |
| Invesco Solar ETF TAN | Other assets | — | $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.
Stock trades
| Asset | Type | Amount | Owner | Traded | Disclosed |
|---|---|---|---|---|---|
| VFIAX Vanguard 500 Index Fund Admiral Shares | Sell | $1K – $15K | — | Feb 14, 2022 | filing ↗ |
| VFIAX Vanguard 500 Index Fund Admiral Shares | Sell | $1K – $15K | — | Dec 6, 2021 | filing ↗ |
| VFIAX Vanguard 500 Index Fund Admiral Shares | Sell | $1K – $15K | — | Nov 30, 2021 | filing ↗ |
| VSMAX Vanguard Small-Cap Index Fund Admiral Shares | Sell | $1K – $15K | — | Nov 11, 2021 | filing ↗ |
| CREF Social Choice Account R3 | Buy | $1K – $15K | — | Nov 1, 2021 | filing ↗ |
| VTTWX Vanguard Institutional Target Retirement 2030 Fund Institutional Class Shares | Sell | $1K – $15K | — | Nov 1, 2021 | filing ↗ |
| EDV Vanguard Extended Duration Treasury Index Fund ETF Shares | Sell | $1K – $15K | — | Oct 29, 2021 | filing ↗ |
| VSMAX Vanguard Small-Cap Index Fund Admiral Shares | Sell | $1K – $15K | — | Oct 25, 2021 | filing ↗ |
| VSMAX Vanguard Small-Cap Index Fund Admiral Shares | Sell | $1K – $15K | — | Oct 19, 2021 | filing ↗ |
| VFIAX Vanguard 500 Index Fund Admiral Shares | Sell | $1K – $15K | — | Oct 18, 2021 | filing ↗ |
| VSMAX Vanguard Small-Cap Index Fund Admiral Shares | Sell | $1K – $15K | — | Sep 20, 2021 | filing ↗ |
| EDV Vanguard Extended Duration Treasury Index Fund ETF Shares | Sell | $1K – $15K | — | Sep 16, 2021 | filing ↗ |
| VFIAX Vanguard 500 Index Fund Admiral Shares | Sell | $1K – $15K | — | Sep 16, 2021 | filing ↗ |
| VTTWX Vanguard Institutional Target Retirement 2030 Fund Institutional Class Shares | Buy | $1K – $15K | — | Apr 14, 2021 | filing ↗ |
| VGWAX VanguardGlobal Wellington Fund Admiral Shares | Sell | $1K – $15K | — | Apr 14, 2021 | filing ↗ |
| EDV Vanguard Extended Duration Treasury Index Fund ETF Shares | Sell | $1K – $15K | — | Mar 18, 2021 | filing ↗ |
Asset holdings
Termination · filed —All positions
12 positions| Asset | Owner | Value | Income |
|---|---|---|---|
| IRA | Self | — | — |
| Vanguard Growth Index Fund Admiral Shares | Self | $15K – $50K | — |
| University of Pennsylvania (represents two 403(b) plans listed below) | Self | — | — |
| Vanguard Institutional Target Retirement 2030 Fund | Self | $1K – $15K | — |
| Cref Social Choice Account R3 | Self | $1K – $15K | — |
| Vanguard 500 Index Fund Admiral Shares VFIAX | — | $15K – $50K | $1K – $2.5K |
| Vanguard Small-Cap Index Fund Admiral Shares VSMAX | — | $15K – $50K | $201 – $1K |
| Vanguard FTSE Europe ETF VGK | — | $1K – $15K | $201 – $1K |
| ARK Innovation ETF ARKK | — | $1K – $15K | — |
| U.S. bank #1 (cash) | — | $1K – $15K | — |
| U.S. bank #2 (cash) | — | $1K – $15K | — |
| Invesco Solar ETF TAN | — | $1K – $15K | — |
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.