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Gene Yaw › Statement of Financial Interests

Gene Yaw: 2023 statement

Covers
calendar year 2023
SeekingHold
STATE SENATOR, 23 SENATORIAL DISTRICT
Hold
SOLICITOR, LOYALSOCK TWP SCHOOL DISTRICT
Filed as
Candidate, Public Official (Current)
Filed
2024-02-09 · 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 income sources. The original is the record: check it before relying on anything here.

13 · Offices, directorships and employment in a business 1

  • See oN Sepp

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

Attached pages

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

Page 2
00° SN4
Statement of Financial interests E. Eugene Yaw
Supplement 2023
ts
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 Stare engi”
FE; MMS
92004
#10 Bendigo Lodge, 10543 Wallis Run Road, Trout Kun, Pa 17771
Pershing Advisor Solutions LLC, One Pershing Plaza, Jersey City, NJ 07399 By |
Equinor USA, 2107 Citywest Bivd, Suite 100, Houston, TX 77042 3
ARD Operating, LL, 500 Dallas St, Houston, 1X 77UU2 rt SS
EQT AMD LLC, 400 Woodside Drive, Canonsburg, Pa 15317 0 =I >
(See attached continuation) 9 O =
#13
Pennsylvania College of Technology — Board of Directors, Chairman, One College Avenue,
Williamsport, Pa 17701
DCR Wiid Resources Advisory Buard, Chairman, Rachel Carson Building, 400 Market St,
Harrisburg, Pa
Page 3
As of 12/31/23 Supfement H/o CrD “ROmS
Yaw Individual
Sumbol Ses, Descriion Address
ABL ABACUS LIFe INC CLA 2101 Park Center Drive, Sulte 170, Orlando, FL 32835
ABLLW ABACUS UFE INC RED WT EXP EXP 06/30/28 2101 Park Center Drive, Suite 170, Orlando, Fl. 32835
AGG ISHARES TR CORE U S AGGREGATE BO ETF iShares/BlackRock 400 Howard St. San Franciso, CA 94105
BRK 8 BERKSHIRE HATHAWAY INC DEL CL 8 NEW 3555 Farnam Street, Omaha, NE 68131
CAT CATERPILLAR INC COM 100 NE ADAMS ST, PEORIA, IL 61629
cM! CUMMINS INC 500 Jackson Street, COLUMBUS, IN 47201
cowz PACER FDS TR US CASH COWS 100 ETF 500 Chesterfield Pkwy, Matvem, PA 19355
FNCFX FRANKLIN INCOME FUND CLASS R6 Franktin Tempieton P.0, Box 33030 St. Petersburg, FL 33733-8030
HAL HALLIBURTON CO COM 3000 North Sam Houston Parkway East, HOUSTON, TX 77032 -
teF ISHARES TR 7-10 YR TREAS 8D ETF iShares/BlackRock 400 Howard St. San Franasco, CA 94105
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
{USG ISHARES TR CORE S&P US GROWTH ETF iShares/BlackRock 400 Howard St. San Francisco, CA 94105
Fw ISHARES TR CORE S&P 500 ETF iShares/BtackRock 400 Howard St. San Franciso, CA 94105
LAAC UTHIUM AMERS ARGENTINA CORP COM ISIN#CA53681K1003 300 - 900 West Hastings Street Vancouver, BC V6C 1E5 Canada
LAC UTHIUM AMERICAS CORP REGISTERED SHS ISIN#CA53680Q2071 300 - 900 West Hastings Street Vancouver, BC V6C 1£S Canada
Licy LI-CYCLE HLDGS CORP COM 2351 Royal Windsor Drive Unit 10 Mississauga, ON L5) 4S7 Canada
LT GLOBAL X LITHIUM AND BATTERY ETF 1 Freedom Valley Drive, Oaks, PA, 19456
Oxy OCCIDENTAL PETE CORP Occidental Petroteum c/o EQ Shareowner Services 1110 Centre Pointe Curve, Suite 101 Mendota Heights, MN $5120-4100
OxY WS OCCIDENTAL PETE CORP WT EXP 08/03/2027 Occidental Petroleum </o EQ Shareowner Services 1110 Centre Pointe Curve, Suite 101 Mendota Heights, MN 5S120-4100
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
QQQM INVESCO EXCHANGE-TRADED FD TR IF NASDAQ 100 ETF Invesco Trust Company Two Peachtree Pointe 1555 Peachtree Street, N.E. Atianta, Georgia 30309
SCHD Vcr VEA VANGUARD SCHWAB VANGUARD STRATEGIC TAX-MANAGED SCOTTSDALE TR US FDS INTL DIVIDEND INTERMEDIATE-TERM FO FTSE ETF CORP Chartes Vanguard Vanguard Schwab P.O, P.O. Box Box & Co., 1110 1110 Inc. Valley Valley Orlando Forge, Forge, Operations PA PA 19482-1110 19482-1110 Center P.O. Box 628291 Orlando, FL 32862-8291 -00
VMRXX VANGUARD CASH RESERVES FEDERAL MONEY MARKET FUND ADMIRAL SHARES Vanguard P.O. Box 1110 Valley Forge, PA 19482-1110
Yaw Joint/Peppermen Vwo VNQ VANGUARD VANGUARD Joint INDEX INTL EQUITY FDS REIT INDEX ETF FDS FTSE Vanguard Vanguard P.O. P.O. Box Box 1110 1110 Valley Valley Forge, Forge, PA PA 19482-1110 19482-1110 Vy, So er ra 8 = : TNS
FNCFX cowz AGG DEW IEF UH UR ISHARES PACER WISDOMTREE FRANKLIN ISHARES ISHARES ISHARES FDS TR TR TR TR INCOME TR CORE 7-10 CORE CORE TR US GLOBAL YR CASH U S&P S&P FUND S TREAS AGGREGATE MID-CAP SMALL-CAP COWS CLASS HIGH BD 100 ETF DIVID RS ETF ETF ETF BO FO ETF N% Ce [wy] mM 7 QO 8 = g 1 2 3 iShares/BlackRock WisdomTree, Frankfin S00 [Shares/BlackRock iShares/BlackRock iShares/BlackRock Chesterfield Templeton Inc, Parkway, 400 250 400 400 400 ?.0. Howard West Howard Howard Howard Box Malvern, 34th 33030 St. St. St. St. St, San San San San PA St. 3rd 19355 Petersburg, Francisco, Francisco, Francisco, Francisco, Floor,New CA CA CA CA FL York, 94105 94105 94105 94105 33733-8030 NY 10119 => oy Y (Co =m 227 o> G = aa —! iT} = > ND Wh
MMHIX Iw ISHARES MAINSTAY TR MACKAY CORE S&P HIGH S00 YIELD ETF MUNI BOND RS = = & iShares/BlackRock New York Life Investments 400 Howard 30 Hudson St. San Street Franciso, Jersey CA City, 94105 NJ 07302 ds
PRPFX PIMIX PIMCO PERMANENT INCOME PORTFOLIO FUND INSTITUTIONAL CLASS I CLASS tA ¢/o 1633 U.S. Broadway Bank Global New York, Fund Services NY 10019 P.O, Box 701 Milwaukee, Wisconsin 53201
SCHD SCHWAB STRATEGIC TR US DIVIDEND EQUITY ETF Charles Schwab & Co., Inc, Ofando Operations Center P.O, Box 628291 Orlando, Fl. 32862-8291
VBIAX VANGUARD BALANCED INDEX Vanguard P.O. Box 1110 Valley Forge, PA 19482-1110
verr VANGUARD SCOTTSDALE FDS 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 3 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 offidal recard for all account values and transactions. The material has been prepared or is distributed solely for information purposes and ts not a
solicitation or an offer to buy any security or instrument or to participate in any trading strategy.
Page 4
Symbot Ses, 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 FOS TR US CASH COWS 100 ETF S00 Chesterfield Pkwy, Malvern, PA 19355
FNCFX FRANKLIN INCOME FUND 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
IGF ISHARES TR 7-10 YR TREAS BD ETF iShares/BlackRock 400 Howard St. San Franciso, CA 94105
DH ISHARES TR CORE S&P MID-CAP ETF iShares/BlackRock 400 Howard St. San Franciso, CA 94105
DR 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 S00 ETF iShares/BiackRock 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 Stanley, c/o DST 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 Frandso, CA 9410S
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
QQQNM INVESCO EXCHANGE-TRADED FD TR NASDAQ 100 ETF Invesco Trust Company Two Peachtree Pointe 1555 Peachtree Street, N.E. Atlanta, Georgia 30309
SCHO 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 SALANCED INDEX FUND ADMIRAL SHARES Vanguard P.O. Box 1110 Valley Forge, PA 19482-1110
vciT VANGUARD SCOTTSDALE FDS VANGUARD INTERMEDIATE-TERM CORP Vanguard P.O. Box 1110 Valley Forge, PA 19482-1110
VEA VANGUARD TAX-MANAGED INTL FO FTSE DEVELOPED MKTS ETF Vanguard P.O. Box 1110 Vattey Forge, PA 19482-1110
VMRXX VMSXX VANGUARD VANGUARD CASH MUNICIPAL RESERVES MONEY FEDERAL MARKET MONEY FUND MARKET INVESTOR FUND SHARES ADMIRAL SHARES Vanguard Vanguard P.O. P.O. Box Box 1110 1110 Valley Valley Forge, Forge, PA PA 19482-1110 19482-1110 -00
vNQ VANGUARD INDEX FOS REIT ETF Vanguard P.O, Box 1110 Valley Forge, PA 19482-1110
VWO VANGAURD INTL EQUITY INDEX FDS FTSE EMERGING MKTS ETF Vanguard P.O. Box 1110 Valley Forge, PA 19482-1110
Yaw Joint/Pepperman Symbot Joint Sec. Description Address . INS
AGG ISHARES TR CORE U S AGGREGATE BD ETF 7 iShares/BlackRock 400 Howard St. San Francisco, CA 94105 —
cowz PACER FDS TR US CASH COWS 100 ETF cy 500 Chesterfieid Parkway, Matvern, PA 19355 ane RP
FNCFX DEW IEF WISDOMTREE FRANKLIN ISHARES TR INCOME 7-10 TR GLOBAL YR FUND TREAS CLASS HIGH BD ETF DIVID R6 FD raat Tj x | WisdomTree, Franklin IShares/BlackRock Templeton Inc., 250 400 P.O. West Howard Bax 34th 33030 St. St, San St. 3rd Petersburg, Francisco, Floor,New CA FL York, 94105 33733-8030 NY 10119 ra = = 4p a ae = =
MMHIX Tw DH UR ISHARES ISHARES ISHARES MAINSTAY TR TR TR MACKAY CORE CORE CORE S&P S&P S&P HIGH SMALL-CAP MID-CAP S00 YIELD ETF MUNI ETF ETF BOND Wy No © = & ro) 8 iShares/BlackRock iShares/BlackRock iShares/BlackRack New York Life Investments 400 400 400 Howard Howard Howard 30 Hudson St. St. St. San San San Street Francisco, Francisco, Franciso, Jersey CA CA CA City, 94105 94105 94105 NJ 07302 ie soi on —_ Heal tn Ss >
VBIAX PIMIX PRPFX SCHD PIMCO VANGUARD PERMANENT SCHWAB INCOME STRATEGIC BALANCED PORTFOLIO FUND TR INSTITUTIONAL (NDEX CLASS US DIVIDEND 1 CLASS EQUITY ETF Pd 5 g c/o Charles Vanguard 1633 U.S, Broadway Schwab Bank P.O. Global Box New & Co., 1110 York, Fund Inc. Valley NY Services Orlando 10019 Forge, P.O, Operations PA Box 19482-1110 701 Center Milwaukee, P.O, Box Wisconsin 628291 53201 Orlando, On 77 FL 32862-60 = .
vert VANGUARD SCOTTSDALE FDS 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 1120 Valley Forge, PA 19482-1110
VNQ VANGUARD INDEX FOS REIT ETF Vanguard P.O. Box 1110 Valley Forge, PA 19482-1110
wo 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 lega! advice, but we will be pleased to work with professionals you may hire tn those areas. This document was produced using a personal computer. The data contained herein was obtained from
sources we betleve reliable, but we do not guarantee its accuracy. Please cansult your account statements as the official record for all account values and transactions. The materiat 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
QO - SN4
Statement of Financial interests M8 JIN 22 A Ih . Eugene 53 Yaw
Supplement 2023 STAVE ETHICS
COMMISSION
#13 (Continued)
Center for Rural Pennsylvania — Board of Directors, Chairman, 625 Forster Street,
Harrisburg, Pa 17120
Chesapeake Bay Commission—Board of Directors, 60 West Street, Annapolis, MD
21401
TA
ern
Consortium College for Ave, Advanced Williamsport, Manufacturing Pa 17701 Productivity (CAMP), board member, Pee 9 20% “OMS Sray,
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
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06 Melt Steet, Horns bv «. | 42101
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