Pennsylvania Files🔍 Search

Gene Yaw › Statement of Financial Interests

Gene Yaw: 2023 statement

Covers
calendar year 2023
Hold
STATE SENATOR, 23RD DISTRICT
Hold
SOLICITOR, LOYALSOCK TWP SCHOOL DISTRICT
Filed as
Public Official (Current)
Filed
2024-01-22 · due 2024-05-01
Source
Filed on paper: read from the scan by OCR (check the original) · the original in the Ethics Commission's library · the scan (5 p.)

This statement was filed on paper. What's below is what our OCR could read with confidence; it couldn't read creditors. The original is the record: check it before relying on anything here.

Answered “none”: sources of income, gifts, real estate, interests transferred.

Attached pages

Text read by OCR from the pages after the form, as written.

Page 2
Q0- SN4
Statement of Financial Interests E. Eugene Yaw
Supplement 2023
#9
American Express —888-258-3741 24%
AA Advantage MasterCard—866-928-303075 24%
Capital One MasterCard —800-CAPITAL 24%
Capital One Venture Visa—800-CAPITAL 24%
Brooks Brothers MasterCard —888-274-3777 24%
Capital One Quicksilver MasterCard—800-CAPITAL 24%
AA Advantage MasterCard—866-928-3075 24%
#10 Bendigo Lodge, 10543 Wallis Run Road, Trout Run, Pa 17771
Pershing Advisor Solutions LLC, One Pershing Plaza, Jersey City, NJ 07399 0 8
Equinor USA, 2107 Citywest Blvd, Suite 100, Houston, TX 77042 =
ARD Operating, LLC,_500_Dallas.St, Houston, TX 77002 =
EQT AMD LLC, 400 Woodside Drive, Canonsburg, Pa 15317 S = = .
ao
(See attached continuation)
#13
Pennsylvania College of Technology — Board of Directors, Chairman, One College Avenue,
Williamsport, Pa 17701
DCNR Wild Resources Advisory Board, Chairman, Rachel Carson Building, 400 Market St,
Harrisburg, Pa
Page 3
Shatemewk of Crawl Lrberes & 00- SNA =. Zug we Vat
Yaw Individual
Symbot Description Address
ABL ABACUS LIFE INC CLA 2101 Park Center Drive, Suite 170, Orlando, FL 32835
ABLLW ABACUS LIFE INC RED WT EXP EXP 06/30/28 2101 Park Center Drive, Suite 170, Orlando, FL 32835
AGG ISHARES TR CORE U S AGGREGATE BD ETF iShares/BlackRock 400 Howard St. San Franciso, CA 94105
BRK B BERKSHIRE HATHAWAY INC DEL CL B NEW 3555 Farnam Street, Omaha, NE 68131
CAT CATERPILLAR INC COM 100 NE ADAMS ST, PEORIA, IL 61629
CMI CUMMINS INC 500 Jackson Street, COLUMBUS, IN 47201
cowz PACER FDS TR US CASH COWS 100 ETF S00 Chesterfield Pkwy, Malvern, PA 19355
FNCFX FRANKUN INCOME FUND CLASS R6 Franklin Templeton P.O, Box 33030 St, Petersburg, FL 33733-8030
HAL HALLIBURTON CO COM 3000 North Sam Houston Parkway East, HOUSTON, TX 77032
IEF ISHARES TR 7-10 YR TREAS BD ETF iShares/BlackRock 400 Howard St. San Francisco, CA 94105
JH ISHARES TR CORE S&P MID-CAP ETF iShares/BlackRock 400 Howard St, San Francisco, CA 94105
DR ISHARES TR CORE S&P SMALL-CAP ETF iShares/BlackRock 400 Howard St, San Francisco, CA 94105
WUSG ISHARES TR CORE S&P U S GROWTH ETF iShares/BlackRock 400 Howard St. San Francisco, CA 94105
WV ISHARES TR CORE S&P 500 ETF iShares/BlackRock 400 Howard St, San Franciso, CA 94105
LAAC LITHIUM AMERS ARGENTINA CORP COM ISIN#CAS3681K1003 300 - 900 West Hastings Street Vancouver, BC V6C 1£5 Canada
LAC LITHIUM AMERICAS CORP REGISTERED SHS ISIN#CA53680Q2071 300 - 900 West Hastings Street Vancouver, BC V6C 1E5 Canada
LICY LI-CYCLE HLDGS CORP COM 2351 Royal Windsor Drive Unit 10 Mississauga, ON LS) 4S7 Canada
uiT GLOBAL X LITHIUM AND BATTERY ETF 1 Freedom Valley Drive, Oaks, PA, 19456
OXY OCCIDENTAL PETE CORP Occidental Petroleum c/o EQ Shareowner Services 1110 Centre Pointe Curve, Suite 101 Mendota Heights, MN 55120-4100
OXY WS OCCIDENTAL PETE CORP WT EXP 08/03/2027 Occidental Petroleum c/o EQ Shareowner Services 1110 Centre Pointe Curve, Suite 101 Mendota Heights, MN 55120-4100
PIMIX PIMCO INCOME FUND INSTITUTIONAL CLASS 1633 Broadway New York, NY 10019
PRPFX PERMANENT PORTFOLIO CLASS I c/o U.S. Bank Global Fund Services P.O, Box 701 Milwaukee, Wisconsin 53201
QQQmM INVESCO EXCHANGE-TRADED FD TR II NASDAQ 100 ETF Invesco Trust Company Two Peachtree Pointe 1555 Peachtree Street, N.E. Atlanta, Georgia 30309
SCHD SCHWAB STRATEGIC TR US DIVIDEND ETF Charles Schwab & Ca., Inc. Orlando Operations Center P.O. Box 628291 Orlando, FL 32862-8291 .
VCIT VANGUARD SCOTTSDALE FOS INTERMEDIATE-TERM CORP Vanguard P.O. Box 1110 Valley Forge, PA 19482-1110
VEA VANGUARD TAX-MANAGED INTL FD FTSE Vanguard P.G. Box 1110 Valley Forge, PA 19482-1110 3 ‘
VMRXX VANGUARD CASH RESERVES FEDERAL MONEY MARKET FUND ADMIRAL SHARES Vanguard P.O, Box 1110 Valley Forge, PA 19482-1110 ©
VNQ VANGUARD INDEX FDS REIT ETF Vanguard P.O. Box 1110 Valley Forge, PA 19482-1110 © Ee Ss
vwo VANGUARD INTL EQUITY INDEX FDS FTSE Vanguard P,O, Box 1110 Valley Forge, PA 19482-1110 Soil = rt et
Yaw Joint/Pepperman Joint = re i)
Symbol Sec. Description Address Cf)
AGG ISHARES TR CORE U S AGGREGATE BD ETF iShares/BlackRock 400 Howard St. San Francisco, CA 94105 ~ mae >
FNCFX cowz oEw PACER WISDOMTREE FRANKLIN FDS INCOME TR TR US GLOBAL CASH FUND COWS CLASS HIGH 100 DIVID R6 ETF FD WisdomTree, Franklin $00 Chesterfield Templeton Inc., Parkway, 250 P.O, West Box Malvern, 34th 33030 St, PA St. 3rd 19355 Petersburg, Floor,New FL York, 33733-8030 NY 10119 wi oO CO ae) Ss = .
[eF ISHARES TR 7-10 YR TREAS BO ETF iShares/BlackRock 400 Howard St. San Francisco, CA 9410S tS
IH ISHARES TR CORE S&P MIO-CAP ETF iShares/BlackRock 400 Howard St. San Francisco, CA 94105
DR ISHARES TR CORE S&P SMALL-CAP ETF iShares/BlackRock 400 Howard St, San Francisco, CA 94105
Iw ISHARES TR CORE S&P S00 ETF iShares/BlackRock 400 Howard St, San Franciso, CA 94105
MMHIX MAINSTAY MACKAY HIGH YIELD MUNI BOND New York Life Investments 30 Hudson Street Jersey City, N} 07302
PIMIX PIMCO INCOME FUND INSTITUTIONAL CLASS 1633 Broadway New York, NY 10019
PRPFX PERMANENT PORTFOLIO CLASS 1 c/o U.S, Bank Global Fund Services P.O. Box 701 Milwaukee, Wisconsin 53201
SCHD SCHWAB STRATEGIC TR US DIVIDEND EQUITY ETF Charles Schwab & Co., Inc. Orlando Operations Center P.O. Bax 628291 Orlando, FL 32862-8291
VBIAX VANGUARD BALANCED INDEX Vanguard P.O, Box 1110 Valley Forge, PA 19482-1110
VCIT VANGUARD SCOTTSDALE FOS VANGUARD INTERMEDIATE-TERM CORP Vanguard P.O, Box 1110 Valley Forge, PA 19482-1110
VEA VANGUARD TAX-MANAGED INTL FD FTSE Vanguard P.O. Box 1110 Valley Forge, PA 19482-1110
VMRXX VANGUARD CASH RESERVES FEDERAL MONEY MARKET FUND ADMIRAL SHARES Vanguard P.O. Box 1110 Valley Forge, PA 19482-1110
VNQ VANGUARD INDEX FDS REIT ETF Vanguard P.O. Box 1110 Valley Forge, PA 19482-1110
vwo VANGUARD INTL EQUITY INDEX FDS FTSE Vanguard P.O. Box 1110 Valley Forge, PA 19482-1110
Hudock Capital Group, LLC does not render tax or legal advice, but we will be pleased to work with professionals you may hire in those areas. This document was produced using a personal computer. The data contained herein was obtained from sources
we believe reliable, but we do not guarantee its accuracy. Please consult your account statements as the official record for all account values and transactions. The material has been prepared or is distributed solely for information purposes and is not a
solicitation or an offer to buy any security or instrument or to participate in any trading strategy. - a
5
Page 4
staleyevt CF Prowl Mlerecl-
As of 12/31/23 Supplement #/o CRD 00 SNL 2202S
Pepperman Individual
Symbol Sec. Description Address
AGG ISHARES TR CORE U S AGGREGATE BD ETF iShares/BlackRock 400 Howard St. San Franciso, CA 94105
BRK B BERKSHIRE HATHAWAY INC DEL CL 8 NEW 3555 Farnam Street, Omaha, NE 68131
cowz PACER FDS TR US CASH COWS 100 ETF 500 Chesterfleld Pkwy, Malvern, PA 19355
FNCFX FRANKLIN INCOME FUNO CLASS R6 Franklin Templeton P.O. Box 33030 St, Petersburg, FL 33733-8030
HBLVX HARTFORD BALANCED INCOME FUND CLASS R6 Hartford Funds P.O, Box 55022 Boston, MA 02205-5022
IEF ISHARES TR 7-10 YR TREAS BD ETF iShares/BlackRock 400 Howard St, San Franciso, CA 94105
BH ISHARES TR CORE S&P MID-CAP ETF iShares/BlackRock 400 Howard St, San Franciso, CA 94105
JR ISHARES TR CORE S&P SMALL-CAP ETF iShares/BlackRock 400 Howard St, San Franciso, CA 94105
1USG ISHARES TR CORE S&P U S GROWTH ETF iShares/BlackRock 400 Howard St. San Franciso, CA 94105
Iw ISHARES TR CORE S&P 500 ETF iShares/BlackRock 400 Howard St. San Franciso, CA 94105
MINT PIMCO ETF TR ENHANCED SHORT MAT 1633 Broadway New York, NY 10019
MMHIX MAINSTAY MACKAY HIGH YIELD MUNI BOND New York Life Investments 30 Hudson Street Jersey City, NJ 07302
MSFAX MORGAN STANLEY GLOBAL FRANCHISE Morgan Stantey, c/o OST Asset Manager Solutions, Inc., P.O. Box 219804, Kansas City, MO 64121-9804
MUB ISHARES TR NATL MUN BD ETF FD iShares/BlackRock 400 Howard St. San Franciso, CA 94105
PHMIX PIMCO HIGH YIELD MUNICIPAL BOND FUND INSTITUTIONAL CLASS 1633 Broadway New York, NY 10019
PIMIX PIMCO INCOME FUND INSTITUTIONAL CLASS 1633 Broadway New York, NY 10019
PRPFX PERMANENT PORTFOLIO CLASS I c/o U.S, Bank Global Fund Services P.O. Box 701 Milwaukee, Wisconsin 53201
QQQMm INVESCO EXCHANGE-TRADED FD TR II NASDAQ 100 ETF Invesco Trust Company Two Peachtree Pointe 1555 Peachtree Street, N.E. Atlanta, Georgia 30309
SCHD SCHWAB STRATEGIC TR US DIVIDEND EQUITY ETF Charles Schwab & Co., Inc. Orlando Operations Center P.O. Box 628291 Orlando, FL 32862-8291
SFCWX AMERICAN FUNDS SMALL CAP WORLD American Funds Service Co P.O. Box 6007 Indianapolis, IN 46206-6007
VBIAX VANGUARD BALANCED INDEX FUND ADMIRAL SHARES Vanguard P.O. Box 1110 Valley Forge, PA 19482-1110
VCIT VANGUARD SCOTTSDALE FOS VANGUARD INTERMEDIATE-TERM CORP Vanguard P.O, Box 1110 Vatley Forge, PA 19482-1110
VEA VANGUARD TAX-MANAGED INTL FD FTSE DEVELOPED MKTS ETF Vanguard P.O. Box 1110 Valley Forge, PA 19482-1110
VMRXX VANGUARD CASH RESERVES FEDERAL MONEY MARKET FUND ADMIRAL SHARES Vanguard P.O, Box 1110 Valley Forge, PA 19482-1110
VMSXX VANGUARD MUNICIPAL MONEY MARKET FUND INVESTOR SHARES Vanguard P.O. Box 1110 Valley Forge, PA 19482-1110
VWwo VNQ VANGUARD VANGAURD INDEX INTL EQUITY FDS REIT INDEX ETF FDS FTSE EMERGING MKTS ETF Vanguard Vanguard P.O. P.O. Box Box 1110 1110 Valley Vattey Forge, Forge, PA PA 19482-1110 19482-1110 bee: ane
Yaw Joint/Pepperman Joint
Symbol AGG ISHARES TR CORE U S AGGREGATE BD Sec. ETF Description Address iShares/BlackRock 400 Howard St. San Francisco, CA 94105 CONE
cowz PACER FDS TR US CASH COWS 100 ETF S00 Chesterfield Parkway, Malvern, PA 1935S
DEW WISDOMTREE TR GLOBAL HIGH DIVID FD WisdomTree, Inc., 250 West 34th St, 3rd Floor,New York, NY 10119
FNCFX IEF FRANKLIN ISHARES TR INCOME 7-10 YR FUND TREAS CLASS BD ETF R6 Franklin iShares/BlackRock Templeton 400 P.O. Howard Box 33030 St. San St. Petersburg, Francisco, CA FL 94105 33733-8030 WW
DH ISHARES TR CORE S&P MID-CAP ETF iShares/BlackRock 400 Howard St. San Francisco, CA 94105
DR ISHARES TR CORE S&P SMALL-CAP ETF iShares/BlackRock 400 Howard St. San Francisco, CA 94105
Iw ISHARES TR CORE S&P 500 ETF iShares/BlackRock 400 Howard St. San Franciso, CA 94105
MMHIX MAINSTAY MACKAY HIGH YIELD MUNI BOND New York Life Investments 30 Hudson Street Jersey City, N3 07302
PIMIX PIMCO INCOME FUND INSTITUTIONAL CLASS 1633 Broadway New York, NY 10019
PRPFX PERMANENT PORTFOLIO CLASS I c/o U.S, Bank Global Fund Services P.O, Box 701 Milwaukee, Wisconsin 53201
SCHD SCHWAB STRATEGIC TR US DIVIDEND EQUITY ETF Charles Schwab & Co., Inc. Orlando Operations Center P.O. Box 628291 Orlando, FL 32862-8291
VBIAX VANGUARD BALANCED INDEX Vanguard P.O, Box 1110 Valley Forge, PA 19482-1110
vcIT VANGUARD SCOTTSDALE FOS VANGUARD INTERMEDIATE-TERM CORP Vanguard P.O, Box 1110 Valley Forge, PA 19482-1110
VEA VANGUARD TAX-MANAGED INTL FO FTSE Vanguard P.O. Box 1110 Valley Forge, PA 19482-1110
VMRXX VANGUARD CASH RESERVES FEDERAL MONEY MARKET FUND ADMIRAL SHARES Vanguard P.O. Box 1110 Valley Forge, PA 19482-1110
VNQ VANGUARD INDEX FDS REIT ETF Vanguard P.O. Box 1110 Valley Forge, PA 19482-1110
VANGUARD INTL EQUITY INDEX FDS FTSE Vanguard P.O. Box 1110 Valley Forge, PA 19482-1110
Hudock Capital Group, LLC does not render tax or legal advice, but we will be pleased to work with professionals you may hire in those areas. This document was produced using a personal computer. The data contained herein was obtained from
sources we believe reliable, but we do not guarantee its accuracy, PleaSe consult your account statements as the official record for alt account values and transactions. The material has been prepared or is distributed solely for information
purposes and is not a solicitation or an offer to buy any security or instrument or to participate in any trading strategy.
Page 5
00- SNA
Statement ot Financial Interests: E. Eugene Yaw
Supplement 2023
hee
74
#13 (Continued) Ht ee NUP
C2
Center for Rural Pennsylvania — Board of Directors, Chairman, 625 Fo VE
Harrisburg, Pa 17120 NO] Sl +
Chesapeake Bay Commission—Board of Directors, 60 West Street, Annapoli “ MD
21401
Consortium for Advanced Manufacturing Productivity (CAMP), board member, One
College Ave, Williamsport, Pa 17701
Pennsylvania Energy Development Authority—board member, 400 Market St,
Harrisburg, Pa 17101
Environmental Quality Board, board member, 400 Market Street, Harrisburg, Pa 17101
Aggregate Advisory Board, board member, 400 Market Street, Harrisburg, Pa 17101
Low-Leve! werk Adnier Gea ro, Boag Men br
4/66 Melt Stet, Horns bu 6. PA 2101
Accaclig +foo poecket Fue Sfreot, Adri Heer r, Os bu, nara Tht PA , Booed 1901 vane |

Notes from reading it: block 12: heading not found; block 13: heading not found.