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erage U5 cof am Ee: SCF, 2 Ae OME a 4 Executive Branch Personne! Public Financial Disclosure Report (OGE Form 2780) Filer's Information AUG ANTHONY S Date ot Appomumant c201/065 ‘omer Federal Goverment Poitors Hels Our ha Preceding 12 Monte: Director, Natlonal stu of Alergy end infectious Osea looyone Sgro - coy ete atermons have de th om are ue, compel ai cee othe bel fy kee, FAUCI, ANTHONY joteroncaly signad on 04201202 by FAUCL, ANTHONY § In NEES) ‘Agency Eis Ofc Open - One base main cota xs per eactode that Hare compan wih appcabe ave an rans (eto ary ments blow. ‘TABAK, LAWRENCE ALLAN [electronically signed on 05242021 by TABAK, LAWRENCE ALLAN In NEES] nar eve conduc by * COMMENTS EMPLOYEE OnE: 7 Reasagpeg 0173202, compe ‘wzaz021. Conplaré NEO Reviewer. “asra2t wt 139A ih npleabl es Us off f Goverment Eties Carlsen 7 4. Flas Postons ald Outside United States Goverment awe (mY STATE one TPE POSITION FROM 70 1 Dons Duke cpanatie NEWYORK. New You Foundation omer awvie0s NA. Powrdaten (O07) 2 Meat Pubtsing ier Ridge, ils Pablehedoumet or Asocite INIOBS NA Seman 2. F's Employment Assets and income DESCRIPTION EF _VAUE INCOME TYPE INCOME AMOUNT 1 Jeouon Fiore (talon N ‘51.001 $15,000 ‘None (ors han 8208) estore 2 teeryaw ere N oa (rte an $1,008) Rents nd Ryans ‘$100,001 $000,000 cs 3. Fler’ Employment Agreements and Arangements 4: Far’s Sources of Compensation Exceeding $5000 in a year 5. Spouse's Employment Assets and Income See Aechmea D-& Fortes thar Assos and nome #__ESCRETION ee VALUE iNcOME TYPE INCOME AMOUNT + Bote tpcreee ¥ 522000 to $500,000 tends ‘2801 036 000 2 Aperipgaueetsze, 5,001 $100,000 ‘eworde $2801 035 00| See Aochments AC Se PAochments F-T + __ BRIEF DESCRIPTION ‘SOURCE NAME C1, STATE VALUE 1 Serves Anerca Mal Faden Empoyae of Yaar, Paresh or Pic serves ‘Manic. OC, Ostet sr8n00 2 Dobe lee gam asec ayy we ‘The Chr aH BETHESDA Manyara ‘40000 9. Prepared Ui Gl stance way by moon Gelber 6, 2020 Nos Capa Avea Caurcier Soy WASHINGTON, Oatitot 180000 4 TAP ep otepe Goa ationdedviualy by my wie nd on Robert Kanedy Human Right WASHINGTON, Diet 500000, Became 208" ™ Feucaon nt Maran coum Tare Attachment A’ Fauci 2020 27te Report, Sechen & et Sea eeeieconecur ay Manager andior Advisor ths tata? ‘ottmmceatnSaae Su fr eer (ChaRLeS SCHWAB & co INC CUST anTHONy s Fauci RACONTRIBUTORY ‘artaont § FAC fracontasurony Acticin Become 131, 2020 cane a ot ‘aNTHONY s FAUCL CHARLES SCHWAB & COC CUST Associa Mousa ot Account vernon [ANTHONY § FAUCL CHARLES SCHWAB & CO Ic cuST ates my a of yr patos an yn adi enc canton nome sa we pape nt mt tc i ae Yow To Date Yoarto oat sorts sasor Total Caen Trenscton Ota Partai ‘CHARLESSCHWAB & CO INC cUST econ Seen Pie TRACONTRIBUTORY December 31,2020, Investment Detall -Cash and Bank Sweep al Funds tat secon soi soaro00 sisira8 ss0838 eos ™ samen sas ses2006 0596 10 at este Rat cin hl pe an” ome wm ee ro ia pecomsteniet Sateen Pra December 13,2020, seoieao nanan es rsan sores vo si7000 . ™ 18% mm paper I Sees areca Investment Detail - Total ‘Transaction Detail - Purchases & Sales “ot Bond unde Atty Eulty Funds Ay ‘Tetrion etl ensie70 Tot Account Valoe asia70 sly o100 apna) Paget Canty RA ot ANTHONY'S FaUCL IRAconTReUroRY 188 & Sales (continued) covnty voce ‘aan ‘2770 Renee Shares sare +9000 “ot guy Fund Atv, ‘Transaction Detall- Dividends & Interest (including Money Market Fund dvidends reinvested) Contaay A ot ‘THON S FAUCT CHARLES ScHWAB & come cusT Accum, San aed IRACONTRIEUTORY " Become 31, 2020, ‘Transaction Detail - Dividends & Interest (including Money Market Fund dividends reinvested) (continued) Bank Sweep Activity pening Batance ** Seaham creaoey sores Pop iol Bank Sweep Activity (cortinued) Tota Act 9 ang ance ** Contribution Summary zo 0 ae alte Conky At ANTHONY S FAUCL Chants SCHWAB &.cOINC cuST cont Sie IRA CONTRIBUTORY a Endnotes For Your Account eters ere rts re rele ee near ra sora ene Athchntnd 8 Fave. 2020 27% [Rept, Sechen ‘ok isch comiiatmeniae Guide for mor tration FAUCI DEFINED BENEFT PLAN ANTHONY 5 FAUCI TTEE ANTHONY 8 FAUCT TEE | AUCIDEFINED BENEFIT PLAN pecan one Unoro raneriens ‘ations Fauel TEE FAUCI DEFINED BENEFIT PLAN Acton yaiar Steen Pa | Posed att (change in Account Value nding Vatu on 120912020 “otal Change In Account Value “ota Account Value ‘ANTHONY Ss FAUCITTEE FFAUCI DEFINED BENEFTT PLAN Accomm sheen Ped 1a TD ra0at985| ‘ Becombee 13,2020 ‘Account Value as of 12/31/2020:8 2,403,522.28 '$2500.60019 2788 Valu jn Thousands) 5240332228 $1430738 Maat Vale "eof Accomt Ascels Overview S2nari72 % 4 “arr 2 yassarr st E4 52403,82220 Feuer nl December 31,2020 at hecount comm sngunzeee ansr =m mht evan mae atten vi ee mre pee monn cr entre yee agate Investment De uty Funds emanate sen err ee ee eter ‘ANTHONY FAUGT THEE FAUCIDEFINED BENEFIT PLAN jutual Funds (continued) decopaser mores = oases stan one recreate crannies tg Be) | seamen econ 3, 2020, | xenty Pros Ganerttor) rasramaas sane sour rasnsouo surmassan suena “oa Aecout Vale ‘Transaction Detail - Purchases & Sales Rasmus reer any materi te rte Peat att ‘FAUCIDEFINED BENEFIT LAN Uabro ranEe05 Toa gay Funda Actity Tota Perches Slee ‘Transaction Detall - Transfers e2eszo) 256000 2x65 4) emeoean | emi Urarice Tatami ereiaremete eevee tte tne erm cette cope rer pti Steen Pe Decomber 13,2020, ea ere erm mettre arta St a me one Pog Holst ergs theca of ANTHONY S FAUCT TEE FAUCI DEFINED BENEFIT PLAN Unovo tuoarvens Seater want ope ow oun nang Bana Endnotes For Your Account rae att — Atodhment C. faucr 2020 279 Report, Sechon ANTHONY FAUEITTEE JCI REVOCABLE TR Aementinber Sina Become Vi wot cat onal for more Information [ANTHONY § FAUCI REVOCABLE TR ‘eTuony 6 FAUCL TEE GmbrDosneeore {UL 31@VDOARY and SANOMINY SZaLL anv § ANOHINY ‘Change in Account Value ‘Account Value as of 1 1/2020: 5,295,898.92 ‘Account Valu Thousands ANTHONY s FAUCITTEE ANTHONY 8 FAUCI REVOCABLE TR Accomm ‘eae Gan Los) Ti Paid Gairrorttose) Summary short Term ong Tem Anivasinents S000 sa00 sien “hi Port Income Summary odery Tene “cor ona ni cme mya ae nee cee rae Cash Transactions Summary ‘Suing can nag2000 "can ces aye dence hal ny ceo ls he fan eat ened woe mony nd San er par trees ence reer Se ny mene rn oer, rast Avenir cash Start ‘anny Merk ce tose 8610 ‘0000 “Tot Money taal Funds Sep ‘Tet Gao an Honey Markt Funds (Swee] Investment Detall- Mutual Funds uty ce ‘ae onal “T-ROWE PRICE SMM MUN yyossuso 12-800 reason 77304295 uses “ont ond ante sinsasisa ‘uimestrze——saazeeras anes ‘Aivtnony Fave! THEE ANTHONY 8 FAUCI REVOCABLE TR Accent umber Sime Patios ‘Wa orp oatarzete Becambert 31,2020, Investment Detall- Mutual Funds (continued) cioc ANAS INCOME OFFORT namsoo ooo on sna sns96.4 & sass 91000 pum samen susan o nme —4as000 siayei2s saan vost o ssoizi00 —8sea00 ®: coisa sataco 2048505 zaseess * Asana enon srasease ——_sso0rs00 eroua * "VANGUARD SMALL CAP NOEX rasa ws zz000 santos sso1sa0 8.10 * Armin sar Wart ac suearast ros ‘ott tat unde searsrs0s0 aus 0% “ott ezoune Vale Tota Cost Bans ‘Transaction Detall - Purchases & Sales ‘BondFunds Aetiwty ‘eti2te inde Oe Trneacion xan UePres——TaakAnaunt a0un0 20420 Reverted Sates ono, Ko en eo 12000 38) “ont Bond Fund Atty enn na senate rere rh a meen rea reer lr roti Accor Mone ‘Transaction Detail - Purchases & Sales (continued) aut Funds Actviy ‘mane 220 Renwasted Saat Toa Egat Fund ety ‘Transaction Detall - Transfers ‘aleuze 20800 Juma Shaes CBC ATLAS DISCIPLINED EQUITY STL: ped December 11,2020, UnaPice aan castor) wsaai0 carer ‘88600 isa) senses saan Usice ——TastAnount Femmes nent rene pment mere tc ees t tp non moa conectyhn, pentettt ANTHONY s FAUCI TEE ANTHONY 8 FAUCI REVOCABLE TR sccunienset Saket aed Un ro varoeN4| Decomier 31,2020, “Transaction Detail - Dividends & Interest (including Money Markot Fund dividends reivestod) eva v a tenm taseecng® Nanre mn we ty Pontes ANTHONY 5 FAUCITTEE ANTHONY 8 FAUCI REVOCABLE TR econ tanber Money Market Fund (Sweep) Detail SCHWAB GOVT MONEY FUND Activity ‘Toa None Marke Pond Ses) 1A GOVT MAF ung Fe Th ent ec Po Poi O97, Fa OO [Endnetes For Your Account ‘Symal note Lage int pa onthe Sciam nea ed panne tataman ‘i ch cannanenteerGu fr more norman REVOCASLETR: spluse TEE SPRUE TEVOCABLETR acomtiome Steet umproannaner Seca om btn inde eter sr Ms REVOCABLE TR : ‘Soucd Tree wa oro ousarzot “nen ‘Account Value as of 1231/2020: 1,962,819.27 Change in Account Value This Paro Yoarto Date Account Value fa Thousands 799.3022 Asset Composition Masta Vlse eof Acount Assis Overview sau a @ Tot Account Valve MANAGEMENT aRRIEITT SPouse TEE TOWSE REVOCABLE TR tenet Nani — Site acro ossanote December, 2020 Gain or (Loss) Summary ng Tm ‘esata eyo es Canyon td enn cee Sen woman Pte neato. bf emt Peseta fsa ota er oe ond Coste Year'o Dale Income Summary ealy Te Exar ry Teele Federly Tsar Fea Tarable Cash Transactions Summary Ending Caeh” “com ec ny ah at lancet yer cc pl van any aN nea 3 ‘a espe sl nn aman vrei nls Cn ea mayb om attest nes Pata Investment Detal- Cash and Money Market Funds [Sweep] comm Start Batnce uaty art Price Accu Mmiee tte aod ecomber 138, 2120, ‘hot Account ont sie ‘Sah apn eet rant ens nm wean er aa sant sa fuse Tee iad REVOCABLE TR recone Sane Pata jutual Funds (continued) Maat Market estat entty nee ‘se Cont asi roe} tamsem ——essiano saaiss0 00000 aasso ~ zuareso 2050000 aso7a5 enis00 ass * ewrzte ——ssaem00 sara seat x “possno0 nsear.s0 1% soseaae aom002 om hiner sly bl Panrats Scot nad seg ano se mato ‘Shouse TEE eseoton xniy ‘al Bond Fund Atty Equity Funds Activ Sete te TaeOae Tansacaon xarty “Tot gy Fund Atty “ota Porches Saas ‘Transaction Detail - Dividends & Interest (Including Money Market Fund dividends reiwested) onerpton 2370 0% ase ‘smo ones ‘chau a ln ema esi bill a ane nl sn lt a, Paasate REVOCABLE TR Accum Senn Pt ‘Monay Market Fund (Sweep) Data ‘SCHWAB GOVT MONEY FUND Actviy saree ‘Tot Money act Fund (S009) sna Somes oki st anton opin el iat Cot bh ay male nnn slp ag, rato sacase Attachment E% Fancy 2020 L7Ge Report, Secon 5 ene tk ee ci CHARLES scHwaa & cone cUST q 3 shase’ EHARLES scrmns a co mC CUST Anessa Senn a IRACONTRBUTORY : Secomber 3, 2020 Papen egy ecmne wpm mere ute ea name errr abe SS a cece cen Caney A ot Sse hariEs scim@ & cOINc cusT IRACONTRIBUTORY ‘Terms and Conditions (continued) CHARLES SCHWAB &.COINC CUST recom oni RACONTRBUTORY December, 2020 ‘Account Value as of 12/31/2020: is Panos ‘Yoarto Dato Account Vale ji Thousands} ll ouax ese Masel Vale ol Account Assis Overvaw 132827 ‘% Total Account Value s12027782 2) Ce ae one Ao "Spnuse’ CHARLES SCHWAB & COINC CUST bet ee RA CONTRIBUTORY sine Investment Sot eran Gln (Los) Gain or (Loss) Summary ‘acecor toate maton cote cca xe Samet lb ie pape Income Summary The Panos Year To Date Bare Sop nest. 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Usage wl be monn Moiese onspceamunessconiinyt “s Fic by Taneacton Types Management ‘Transactions From 04/05/2017 Te 0410812021 Date» Acton __onts Simba ‘Show Toial (Condensed Table view Dewroton ven fis __ aoe "aivTa0@) Reowest crm oeetsreens won evar 40 v2 nama rmx couenssreens ss sarz0a> sank savin cemaved son mo one occount ‘otama wwe nom men een we Seren _ “ 128 Ra uex —spuonono ws 8 sis 121102020 Reevest wax weds 369 ase | ote semab cena inca yl ‘amt Lege Some ‘tian sas conpeisaisenenineny vex ean Cet ato lay Inremarea sang 9668 remeyed acuta t nam be removed faciount vum ber sows stone wR susor nna Feast Dota st Trade Detals ey Trade Detais one se removed decane nao ctorwyed Aevuat wire mam Bie st500 ieause sim si800 ese souee sas e041 sores sansa Seas ponoe svafosa eames vor ain se reo Te a se es Dials semen, poe ee tems soy som anion ie eee] eee eee ee re eee = i we 503 —i—e a naam ee sams co wore a sa8s78 ‘Transactions Total aero Ie pomee, rome tant ests $$ ar opaie Lomo — ‘Chek ne bsckpeunsat Chutes Semwabor an of seman reso on FMRAS Brokerhech 18a Tp ‘Accounts + rade + Research + pseenzcwan onygehoautaviincinitt “ scat tes Set ht Err ay Products + Specialty + Service + Brokerage Products: Net FDIC Insured No Bank Guan Key Lose Value ‘aes Scab & Co, In and Chet Schwab Ean, SEB are pata lated cnpeis ane subsides The Chtes ‘Seas Caption Bhan roc we feed by Cates Swed &Co, (mambo SIPC Sea) Schwab nage oon and Schwa ingen Portas Prom fe mace sats agh CaaS &Ca ne (Sheds anly ‘nga eweuner avr a bokr cle Petts anagaart snes se oe by Crates Schwab eset ACS "ne (CSI), Somao ana CSiA are sutsdares of The Chaves Soma Copan Depa wnondhg pedis ane ‘ey Chas Swab Bark S55, Mander FDIC end an Eq Hatsing ener (Soh Sa) ean Sweep posse al aon or moe FIC ince banks hal arena wh Cates Schus &Co ne. ied Barks). 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Ine Ags esaved Menber SI CE Unaanonad acne rhe, Usage wb manor esseentshatcnicescasienaichot « hae Sea ar Act Hy Fier by Transaction Types “hear GTN cree wean] MaNacemen Show Toial Condensed Table view: ‘Transactions From 04/05/2017 To 0405/2021 Dale» Acton owas earns by Trade oun rede etais sore Trade Drtals scram Sd Trade am OF pet somone ‘Symbol_esctont SQrant._Pree__ fea h__ aout emt necogat roel ate 08 5408 sou comm 1800 5080. wats oe oxi) et cane ee — mura cep casino te borer Becoue a Fa ong marae mee eon repo si oo tmartaet? removed owrwa020 Bank 7 a teow = ows numer an ng a - ss cet) ies cra wera eroos wie a a a a Sen fcnias tame Tuttanome usr S20) Son ‘isi ioe oe ensue set rp senor sano sues ne Sooo om Stace mood amon tute) nomi Detaits ‘oe es Panetowae emevtd mone oe a Se Saunt number neice sms comArpsbcamranacityt 2 eS ag Feth ce cansa20 aan ateowy a seni oi cos = nee a cama sxc on sumer reeaned we sees ane 2 “ncuounte 17209 Cash. - ane ~ saena0:8 sae aoa ‘ori Cd sane epee sab congpenecastsbancny os Fiterby Tarsacton Types © Show Total C) Condensed Table view MHachment He Faucy 2020 27e On Sechon 7 lng ue Dual smart Thameachions. ~ 2080 “Transactions From 04/06/2017 To 04/08/2021 Dates —Acion Outs Symbsd_—Deseront ——Quantly ice Fees 8 Arcun ‘cone veasatzd Sw Trade SHO seMMBCONT cn 00 Bey Nencr nino asad 8 Trade WOK SeMmBCONT as HD asa ae ener rine a) vB car nex eee ‘ranee9 a tem awex cee mus sos samzaa cna ton fume one as sme hos ‘rene Fon sain can vous waco sota28 essen scab caiensneostarnacien ve sevmaea ty Trade iam oy Trade Detais Ceeue swan hen congener ce rock ean Seah Clan Canes sania s2eeir sion pares sass su7sre0 surorae $7008 staan saa hates Sm Cnt ons aby saeucuse PrswK —TRONEPRICE ame saa son 2080880 sone AWE —cuemning aes Sone ‘crane amass 84 Trade SwaKe — ScMMABCON —anaT $109 sane: me Neng rano Stent reste Some Sa rere see sane -W1@020 Reneat ‘rmx cone svzens start smaomo set Take —SAGE Schnwcovt sors sta0 sszuisr ai ener euro | osm By ade Su SChMABGOVT Tara 0 sr eran over Fine woes cam wom verso ary wwoneced 8 Trade SMX ScHBGoMT —ataasa—steo aru et tower rin east can prswx | 1 ROWE PRIDE fracas sis aan pone pmo sae sisaet ‘ro ena la Caesar y sorwas29 eet cro covewasTeeRs seura sar sate vowed by Trade«SWGKKSchUcovT ast shan sonst nea Nene Fav foviaran By Trade GWG SOMNABGOVT 2a S800 55056 ey onc Fun Transactions Total $1,158.03 cot ToteysOas.o44s Pu ex ouesatat Quon poe Himorrear~ ‘hh he bekotel hareeSma or on nent oles on FARA Berchet resto Accounts + Trade ss Research + Prosuets + Speciaty + Seniee + sepeeten soma casorancritananyt “ ‘Brokerage Products: Not FOI sured No Bank Quran May Lose Value [Shales Swab Co. and Cs Senvab Ban, SS ae epaala bt altaied companies and asia The Chaos Sera Copratn. Shera roduc rote by Cates Sch & Co, amb SIPC 2 )CScha). Schwab agent Paris ana Sawa viet Potelon Pani re made wate voijh Gara Swat & Ca ne (Shwed",sdesty ‘istr vennaracisr and tote dealey Pate margaret sarces ae ponte byCrares Soha ves Adi, ne SIA, Seta an CSA ae ssa of The Charis Sena Corpraton Depa a ring protucl vet ae arb Chae Sua ark SSB, ember FIC ed an un Hoasng Lene CSch Ber). nk Snot depois areal ate or mere FIC red nk ha eae ith Cries Scab & Co tne Ae Backs fs apo a Ane Banks are ae. Wega up o S500 pe Aid Bap esi a each account mrare catagory ye Federal Depo israce Capua FIC). Seat pats nd seve cng wnt oe ‘yeah oat restr db salrcs. na money mara un) ered by Ces Seed Cole (rar SPC Ee nt Savon or ebosons fh Ale Bar rset ort ake nt OIG ste ay evs re ita Bank-uaanoe. Chats Schwab & Core andthe ile Banks se supra ess ral fs of The Coes Seas (©2020 Chats Schwab & Cone. Al gs sored amber SPC EE Urauoraed scsi pcb, Usage wl be Menor epee am contenant oa Fiterby Tansacton Types €2 Show Total C) Condensed Table view “Transactions From 04052017 To 0408/2021 Date ¥ tion Delis Symbel_—Dascrntonr —«Quanlly Pico Fees & Amour saz Ramet crx conse seers sam sine -siseee orca) tan cox conewa srzene sissees noone Sey Trade ©—«“SWORKScHUABGOVT naz sto suance ie Nowe oN | corse Sy Trade ©=—«SWGKK.«SowBGOT eT S100 oon biel ont uN | canvaze can veux wncuaro sens cacimte 84 Trade =—««SGKK_«SehMARGOT—tasiss—stu0 sass ieee omer eon vane exw | veux vancuaro siasss noe nasa amippascunutnnicioao! ts sowed Gey Trade SKK Detais cuoya0zn Ranest c7nx osm on S200 covwamo su Trade SWE carreras cerwara Set Trade SWOXK Devas cecratss trade PGK Detas vray ade VENA Detais ora 8 Trade Me tats wumannd SA rade PrN Detais josoraead Trade oP Detats ‘vse ‘rade sno Details pe cn anes compacta Sa en Cote dena Hn sciwas covr soust 100 soma eovt 11800 aisisma sams sien sesisr -siasnes sursce Hoon soso -stsoone08 song a0 ote snes orev rauntz0 coh Trade Detale Trade Detaits Trade Detals Trade eta Trade Devas hes ea Cit Cee Hany Pix sro Prien ona congpecouatacety S00 ssn nos sisinoe ar png ssonmas trourea saser staan esonat ‘Dare Sa i Card tony a a a Pa a ee ee eee ae oe ay sone oes ewan ere ee eer ee an ae Sore ore ee ee oe feccna eee renee ee ee ao to mr coe see Bran — Transactions Total $1,155.03 “pseromon een to See lt nh rn es aa ae fd a ener Re Bet “Tas Date.0443 Pm 7, oamns2021 Cum your Limerours Trade a wo : -_ : Fitor by Tansacton Types Iaepangentinveriment 1 Show Total O) Condensed Table view “Transactions From 04/05/2017 To 0408/2021 sounaat uaz on oo ade Detaie Detate Trace Detais race Dotais ‘ade Detais ‘rade Detas Symbot ‘eprint conArpecsrnenean Deserptont uanity v7 arn sears somes sean ssssau81 sso ourgaon0 owen ets pence sab conAgpuninnaraacantng con can et Trace Potala Trade Tred Detaie Trade Detaits rede Trade etal Trade Oetais Detaie Trade Oeiats ‘rade Detais rade ose hates io Care ny scuWas covt vanes siaisee suena i988 ssn srt sso fs ‘tas ‘xv aeateo ovavanne se bovee cn Trade Detaits Trade eats Trade Deals rede Details rads Detals Trace ‘race Dota Trade swan sox won none woe sens ‘epee xt cineca NeMer FUNG sommmscovt — 65512 soa ss00 S100 ea sass sone sana sana sis -toeaae oveiane ey Trade Data Detaie ovnnasee i otats Transactions Total hae aC aA ALF seonped account somsoor Stew rouranear tumoeel euaun ts ‘ase sons s.6000 stocarr sane 83,1407 ‘sain nue aS crete, Se Sat tr hi OI genre eons Ben ‘Accounts Trade Research Products Specaty Service eo rene emppconnabmnncin “adeys Ota 0¢43 PET O8052001 Qune your Homerrour Tesco ee + woe ‘rae ea Ca Cont ay Brokerage Pouce Nt FOI Inured No Bank Guranee ky Lose Value hates Sta & Co. tne, an Chas Scnaab Bank. S58 a septa bul sled carpanos a subi Th Che: ‘ena Caperaton. Brokerage posts ote by Chas Schad Co, (member SIPC Sew) Schwab niet Ferdloe@ ng Sanaa nin Pon Pram are made waite tough Cares Sehweb 8a, We (Sowa) a ualy "paserecvesnen adios td boter desir Potts managon’ eres we proved by Crates Sowa beset Any, In (CSI). Sotead ard CSIA ae une davosof The Chara ScrwsyCaparaton Sapost ad ending pods and ene ae ‘red Chaves Swab Bar, SS3, amber OIG end an a Hass Lene Seana Sa) ak Sone depots hl on of mee FDIC ined banks hl ae ana wih Cais Scab & Colo Aine Barts Fede cepose at ltd Bans eres oyopte, po $250.00 par Atle ar, prdeporor or een ses cane clon yt Fees Depa irsrce Compaaton FIC), Setutia pode a overs cura wow oi é2y cash rt cre debates, nd money maa uns oles by Cates Seba & Cone (mambar SIPC ae not ‘epost er ebgaos of he Ato are, ar sb oesinersah re not PONG eee, eyewear ot eS 22020 Chars Sehweh &Co. re Alps rested Mamba’ SPC EE Uneuorze access poh sep wie estore asa ae Sen Cnt Cane A Hala Far by ransacton types Snow Total C) Condensed able vew Atachwont E! fauc 2220 27% Report, Sector 7. Shouse =n Revocable Trust ss Tanaaclline - D030 core Transactions From 04052017 To 04/05/2021 Daley _Acion ora __symbol_Deseypon™ _Quantiy_Pree___Fees&__Armoun ae} By Trade «SAGKKScHWABGOVT 157688 S100 siames we wey one | nascar Nga PROM TROWE PRICE sa csnvma cn sian unin! Rees sm sam 08 xnseaestuy so ssa « by Trade SH sciascovT L. sto ied er ean "no sal sm conpstccanerrascerian we sae hve Sean Ce ener Asotin cameos RFX Rone PRICE em have rosousor conimeet set Trade om » S100 eats orm ‘swan cor ozs fovezoey ou Trade IRE ace tomas se Betas uy se Trade rrowence \ssoxea se47 Saale fenteam uysane1 oy ponx —etuco sane merase: buy fade SNOK —ScrmBcovr 74 eh ene EN ovawanat prea TROME PRICE nea MONEY, ps scen seman cmperncunatanscotien som -sroo%809 rasvatno oy Trade SHGKK-—SeHMABCOVT BAT 00 su aa Nontr rune | ‘wm ae some gears sn somone ty Trade SWOKE soto atten a0 1098 cea fener no arante tomast rece pounce aon sta sabes ‘wasn Fis —paXSLLCAP Tee Sa iam: mane ger fre px car siaise eran sey rok paca car sisoe8 samvamo own Pon pacers, so vane ky Trade SOK SoCo eat taD soos aa fone rao vara can sca _sosrocomcn siaaase serra can Prux ——parwaseus suse anne fy Trade SGX SoHMABGOVT. —atez3 sao ss naa Nona eino | ransom mex — Haron 0 rsx TROWEPACE 028 aa? sss seen otto pas — rRoweence 6 Yaowmem ty Trade SwGKx stenr ress shan se Deas aaa ine sab compress s ssen00 ras vam sh Trade SO Detals onan By Trade SWE etal Transactions Total “eens yn a eae ttn Sth ute ie wa te sonas cour ws saan 8 saree sto wr wars $0.00 soso “anys Oa 04a Pu ET O4NSataY Qu gyour Homerrear ceo ntact Ces Sr re orien pests n A'S Eke *81ct0 oe Aeoounts + Trade + Research + >rodvets \+ Spacaly + Teor xan ngsub ‘ha Se Cet Can ein ity ‘canes Sct & Co nc and Carls Senwah Gan. SS a pana ut efaad compares ad subsist The Cher ‘Snap Gaporaton. Brokerage products rated 3 Caras Sat & Ca I (mbar IPC Schwa) Schwab nage Fete and Sea liga PorisosPramm™ re made male Progh Cafes Ss BC ne (Scan) 9 aly ‘snes renner aor and bor dso Portola rage! sericea prod by Cres Soma iveser ASE. tre (ESIN} Semab and CSI we subidaes ef The Char SenwabCoratn,Dapost ad lecog pecan ences te ‘ered by Cates Seba ark, SSB, Monber FOI aan Ea oeng Lande Schwab Bar). Bik Sot depose aoe ot ere FIC ze bark hl a fit wih Chass Swab Cone (Aisa Barks) Feds cepsie a Aflated Bans arene. pele po $2010 per iis Sark, pe’ apcar laren oceourh, cere etgon byte Fedral Depot sree Capra FIC), Secures pace and serve acura wwe Se yeah rt cro sbtbalarss, nd money mata ins ore by Cares Scha & Co, (mat SEC ae not ‘apoatsocgatons eth Ald Bara, ese! einen ek, ra FDIS mere, ay bee vale aro Carperaton ‘202 ChafesSciwab Co. ne At igh eared Member SPC CUnauaraed scsi pid, Usage wl be nono oe en some anepieamnanacersy a? “ saan (hata Seah it Caen ay Fiterby Tansacton Types (Show Total () Condensed Table view ‘Transactions From 04/05/2017 To 041052021 Date v Acton _Oeais__Symbl_Dasettont noun owned Oy Trade «SOK ScHBGOVT sored Stoo somes Rea one eon svaun> cn Prow — T.Rowe nice sna cunomoen 87 ade ©—«SVGRK —ScHsacovr asst suns Peat None ran azn, con wwe one anas sess onsn00 -swaix — somwanoovr—a2t cnovan Sy Tada -SWGHK SoH GOVT ras B1aD sar at toneveO0 cnn ou pseu 1 RowePnce sar toe zat comhgpebecnnscitn us corazon st Tada HOR soBOOWT—aaNISN so sat i Sonar ‘wou? $6 Trade Sw SOWMBCOT was. some oo sonev no wera fy Trade RE non ura sia asa oa suenane sara sin cucnnas ants si300 sen sas worasto toy ado RRGLLEEaaatres rsa isco stoosen eta emvounes mins ade ROA —«EROWEPRGE satin sr sense eta saa es cuca oy Trade SWORK—SoNMRGOVT rasa sto stows Details MONEY FUND irae Son wx Rovere stoma smorme om sox soumncot oss craze ay Trade SHGKsoHMBGOT ae 00 emu La souevewo, ows cam pre rrowe ce snes seco am mmx pases sioszan osouaiat ty ode SNER—soMMBGOT ae —_st00 sore ae sero tid can me oacanat wre ounvaia ey Tada SOK SMITE HD ames nse srt migpasccantbaanderlo coeratt ey cncaze cn canya09 can Details Trade Betas Trade Detals Detale Tet Details ‘rade Detals ‘rade Cotas Trade Detais Trade Details Trade Devas ‘ha Seba Cen can Acan iy vet Prous reve PRux ROWE PRICE ‘sous covr suo st00 2rase 259800 ariae 208 sea ston two sas S800 soins sora 890, stent -s7soncac srn4ea, Petals a evo ty Tada SoMMAGoTrasae sD sen rea woner oN e302) can mx acres ment srsea emsomas fly ade SGHK—SoABGOWT—easENSS 00 sos oan wore aN swans 84 Tiade HOEK TOUDHSTONE = tsamsna rsa eon tatoe —_ Sunvasr comsaa esx FuSMAKLCAP Sezai toe? ssn ssonsea worm ne Transactions Total ____ ee Serna srt te Ss armen econ Toys Ona-0458 PME, o4osn21 Qu sprue stn Check te bck Chate Snub rom ts sina aso on PIAS rhc teed Accounts + Trade + Research + Products + Speciay + Service + Brokerage Produ Not FIC sare No Lee neat Les Value ese san soceseconienmacamy ascen Ch Seah Cet att ty (Choos Sema & Ca, ne an Chas Seta Bank, SS are sap lites compares and susie ol The Chats Ssenwab Caporaton arpa procs teas by Che Sehend & Co, ne (name SIPC CYS") Sea Portales ad Sma tatoet Pertolo Premun™ ae mde avai ruth Chare Schwat Ca Ine Schwa ‘epsteresinvstor avo an Woke ded Partnorarajenl secs Se poe by Cates Sch venient Aaa, Ine, CSI} Sewad ana CIA are subsist Te Cares Sched Coreen Dap died rose and vices ae ‘red by Chae Sema Bark SSD, Member FOX nd an Equa! Huang ander (Sanwa Bar’) ‘Bark Sweep dapat rh tan or ore FOIG ins bake nt ar fad wth Chase Scab Co, he CAM Bars Funds epost Ase Bares we rere, Mapas up 250,00 per ld Bonk er poo oan secant. ‘mars aepor be Fede Dost nuance Coparalon (FDI) Seater pot and reno (ng ewe ora ay ao, pet ce debit acs, ad many mart lnc) fered by Chat Schwab & Co, ne nanba SIPC aro Sepsis or begat othe Afdnad Sain ne sujcto evasion ae nt FIC td ay ove a, ae am rot ite Ban qarariogs. rare Staab & Co. In: and ie Aad Bunks oe sepaae ee nae al alae of The Cares Scab Corer (©2020 caries Serna & Co, he. Aegis sere. Member SIC CE Unauhoran acai prohied.Ussge wil be menor Meese nab conical os som ra Sena he a ect ity Fiterty Tansacton Types Show Tolal CQ) Condensed Table view Indapencent invertor ‘Transactions From 04/05/2017 To 0408/2024 Date» Acion Onin Symbet__Descrinton? sun a ee ee) sine vammanss aan Pee TROWe Pace sme caneme se Tage -SNGHE Scho swe ena0 sso Ea Money | anette Aber oaouson 5354090 vocsane ey Trade SNOMSchmamcovr anes nad 16721 ai Money rao vavasee oa Pasi TRONEMRICE ms vieatte oan sHeR — scomacovt a7 vonzszo 847 Tada SWGKK pet ram S100 ™ al thenert 0 pee sen anppecunutisacriiy§! aso (har Soa Cit Caden Hy Fiter by Transacton Types &_Show Total C) Condensed Table view Mlechmont To Fu Loto 27% Report, Section 7 spouse MANAGEMENT Transactions From 04/08/2017 To o4/0s/2021 Date v Acion Owe —Symbel_—Deserpion’ ——uaty Poe Fata Comm cxavanat pms pamassus cova! Rervest so ues Rais sa env ra tem caveat eat remwtd tay aa acctun se25) soe tS Charon Acs tn a ad . a ee * sis ease sa = ‘ieee Sega pat asa on ome yee nce ee at ee ea ‘272M Cah PRX — wns! pci sta comAgpuicontacrsyt sanoaane uate cansn20 ass Doe aan Trade Betals ede es esa vpn eemoned cc uF war bl eon Me “haan ooh vemevel Rewat number reat acemuct nue somo se soo 8508 son sons cworasa0 seanaene By Trade sa rade tals fy Trade Detals cam xzrae Sade betas oy ae Transactions Total sent fen Se ep pe Shahan Candee Hy eon wee saa oes sam 00 wee arm rewoed vine er accounts num bo zemm smo i800 sus s1600 Sor SRST a hot MPa art ose saan covtorancomttnaottond ssoi800 HA $21,602.29 cemamrmenelen Chas era Cin Cer Aer Hy sect Teeayeateo501 Pu o4nsaezt Quan sprue stomeorrour Check bcrgedot Cates Schr ore al semen tn on FIA rere osc sccounts + Trade + Research + Products + Specialty + Service + ‘Brokerage Prosuce Not OIC Insured No Bank Guarani ‘Chas Schwab Ca. ne ard Chas Scat an, SER a npc hind cpa nd lie The Cheer 'Sunb Coporion Breerge posse afew Chaves Sehwab & 9, mee SIFC CE Y"Schea, Swe ent Porolas an Scab mage Pristes Pemur™ are mac sate Prugh hates Swab Co, i CScbwad a usly ‘ogi investnen’ aci anboka alr Pertoso management see ar prot Chats Schwa Inexmmet Ad, the (SIA) Seah ad CSA ae ssn of The Chee Sch Canora Depaetand indi posi and weve ae ‘fess by Carin Some Bank SB, Mater FENG a anal Hor Lender Soot Bar) ‘Bonk Sep depts ahd near are FOC nerd bank aa nn wih Ces Seb & Co he, Ae Bar) Funds dosed a Aine ans are ren app, up o $5100 per Nate Bask, pe epetoy rach ecu ‘omeratp exept th Fao Dapst Insurance Crpraan (DIC). Senutien pred andrervon (noun unswp os- stay enh, net ce cr et aces, and mere mat nds) oferedby Crates Soma ACO. ne. (ember SIPC Cre et ‘epee cigaions fe Aad Bas ease! invert, we ik FON wed, ay evn a ar at ee Bert guroaed hates Sab & Ca, mandi shotd Ban ae seer eis ae a afae The ChofesSchess ‘B2i20 Chases Swab & Co, ne. Al ghs eer Mamber SiC CL. Unauhod scons robe. sce wl be montres ps eseesnatcanigesncontnaceay “ "ter by Transacton Types Show Total) Condensed Table view Indecegertnvarnent a ‘Transactions From 04/08/2017 To 04/0/2021 ower feton Om Syl etter? uly ice neta cura) tap Tae LENMLOND unseen 8e cama Tage OX wanting UT s HHH sa Oxtats inves so) owe ne Sham oom semoved erase) Bank san nT account ‘soor ee Some umber oman sam wet aeroyed wou a me Soma) claim Sm om pee el ao we cut ope | U8. Oe ef Goverment Ee jar 28 |Fom Perv OMB No 208001 (Mah 208) Executive Branch Personnel Public Financial Disclosure Report(OGE Form 2780) Filer's Information ADO Dred, tba ste ot Arg an eka, nS Des otagparmect 2a (Ge FencGvamser Pans Hag Png FM “Gear Spain| cay lta here men ifort, ogden tn In [FALE Antony leony sgn on 7280 by FAD, hoy 9aNEES) ‘apc ns Onc Oanen- Ont atten eta ts eee ern conan wi apa or ane ps ato comer be ISTTAGAK Lawrence Aon cell red en A220 TAEAK, Laem Alene RS] (tae ew dy 1. Filer’s Positions Held Outside United States Governme! 1 ceaoawcenntebompoonee terrace] tame | al = aa a ae ea ee = aa 2. Filer's Employment Assets and Income . vescarrion —_| on haa, come PS come aouier SEs eae Leer = a eeocie Ceres ee Ls ee Roy eee nas x Pte a am imeny 1 Ect: ty 3. Filer's Employment Agreements and Arrangements None 4, Filet's Sources of Compensation Exceeding $5,000 in a year None 5. Spou s Employment Assets and Income None 6. Other Assets and Income , ry ii As CMa Ma ann ‘samco-ssinom oma 2501-3500 Fin natn Fun. Pos lar Chas) 2 Learieg Quel 29 aig Mane Maia Y fsmon-s10n009 amen 2001-500 Petal ar ben Po 7. Transactions Fp 219-tp:WACety Tecie Geol ene oe P| fe eetencoreee art rab onesbere ne meee Letra 2018 rt Cott ransctons ay pecan 9 Rene rt Tens 8. Liabilities 9, Gifts and Travel Reimbursements. : arm Franny WH Fe Cero) ence. MO wac-reundatte 2099 $0 ce ‘ros Ceremony end eres Gararo%0 nego OC

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