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Gene Yaw › Statement of Financial Interests

Gene Yaw: 2024 statement

Covers
calendar year 2024
Hold
STATE SENATOR, 23 SENATORIAL DISTRICT
Filed as
Public Official (Current)
Filed
2025-04-01 · due 2025-05-01
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. The original is the record: check it before relying on anything here.

Answered “none”: financial interests.

Attached pages

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

Page 2
O6 -SM
Statement of Financial Interests E. Eugene Yaw
Supplement 2024
#9
American Express -888-258-3741 20.09%
AA Advantage MasterCard—866-928-303075 20.09%
Capital One MasterCard—800-CAPITAL 20.09%
Capital One Venture Visa—800-CAPITAL 20.09%
Brooks Brothers MasterCard —888-274-3777 20.09%
Capital One Quicksilver MasterCard—800-CAPITAL 20.09%
TE ETE
#10 Bendigo Lodge, 10543 Wallis Run Road, Trout Run, Pa 17771
Pershing Advisor Solutions LLC, One Pershing Plaza, Jersey City, NJ 07399
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
(See attached continuation)
#13
Pennsylvania College of Technology — Board of Directors, Chairman, One College Avenue,
Williamsport, Pa 17701
DCNR Wild Resources Advisory Board, board member, Rachel Carson Building, 400 Market
St, Harrisburg, Pa 17101
Page 3
“SM
As of 12/31/24 SupplersvT to O) Dory
Yaw Individual
Symbol Sec, Description Address
ABL ABACUS LIFE INC CLA 2101 Park Center Drive, Suite 170, Oriando, FL 32835
ABLLW ABACUS LIFE INC RED WT EXP EXP 06/30/28 2101 Park Center Drive, Sume 170, Orlando, FL 32835
AGG ISHARES TR CORE U S AGGREGATE BD ETF iShares/BlackRock 400 Howard St. San Franciso, CA 9410S
BRK B BERKSHIRE HATHAWAY INC DEL CL 8 NEW 3555 Farnam Street, Omaha, NE 68131
CAT CATERPILLAR INC COM 100 NE ADAMS ST, PEORIA, IL 61629
cowz CMI CUMMINS PACER FOS INC TR US CASH COWS 100 ETF 500 500 Jackson Chesterfield Street, Pkwy, COLUMBUS, Malvern, PA IN 47201 19355 Ke QS
ENCFX FRANKLIN INCOME FUND CLASS R6 Franklin Templeton P.O. Box 33030 St. Petersburg, FL 33733-8030 ‘ NS
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 i wang
DH ISHARES TR CORE S&P MIO-CAP ETF iShares/BlackRock 400 Howard St. San Francisco, CA 94105 a
TUSG UR ISHARES ISHARES TR TR CORE CORE S&P S&P SMALL-CAP U S GROWTH ETF ETF iShares/BlackRock iShares/BlackRock 400 400 Howard Howard St. St. San San Francisco, Francisco, CA CA 94105 94105 Fe uw = Ps
Ivv ISHARES TR CORE S&P S00 ETF iShares/BlackRock 400 Howard St. San Franciso, CA 94105
PST JPMORGAN ULTRA-SHORT INCOME ETF 1.P. Morgan Funds, 801 Pennsylvania Ave Suite 219143, Kansas City, MO earos-ia0ke
LAAC LITHIUM AMERS ARGENTINA CORP COM ISIN#CA53681K1003 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 Orive Unk 10 Mississauga, ON L5) 4S7 Canada
uT GLOBAL X LITHIUM AND BATTERY ETF 1 Freedom Valiey 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 </o U.S. Bank Global Fund Services P.O. Box 701 Milwaukee, Wisconsin $3201
QQQM INVESCO EXCHANGE-TRADED FO TR Il 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 & Co., Inc. Orlando Operations Center P.O. Box 628291 Orlando, FL 32862-8291
SHYG ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF iShares/BlackRock 400 Howard St. San Franctso, CA 94105
UTES VIRTUS REAVES UTILITIES ETF Virtus Investment Partners, P.O. Box 534470, Pittsburgh, PA 15253-4470
vcr VANGUARD SCOTTSDALE FDS 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 Vailey Forge, PA 19482-1110
VMRXX VANGUARD CASH RESERVES FEOERAL MONEY MARKET FUND ADMIRAL SHARES Vanguard P.O. Box 1110 Valiey Forge, PA 19482-1110
vwO VANGUARD INTL EQUITY INDEX FDS FTSE Vanguard P.O. Box 1110 Valley Forge, PA 19482-1110
XLRE REAL ESTATE SELECT SECTOR SPDR FUND State Street Global! Advisors, Channel Center, 1 Iron Street, Boston, MA 02210
Yaw Joint/Pepperman Joint
Symbot Sec. Description Address
AGG ISHARES TR CORE U S AGGREGATE 8D ETF 1iShares/BlackRock 400 Howard St. San Francisco, CA 94105
cowz PACER FDS TR US CASH COWS 100 ETF $00 Chesterfield Parkway, Matvern, PA 19355
DEW WISDOMTREE TR GLOBAL HIGH DIVID FD WisdomTree, Inc., 250 West 34th St, 3rd Floor,New York, NY 10119
FNCFX FRANKLIN INCOME FUND CLASS R6 Franklin Templeton P.O. Box 33030 St. Petersburg, FL 33733-8030
IEF ISHARES TR 7-10 YR TREAS BD ETF iShares/BlackRock 400 Howard St. San Francisco, CA 94105
DK ISHARES TR CORE S&P MID-CAP ETF iShares/BlackRock 400 Howard St. San Francisco, CA 94105
UR ISHARES TR CORE S&P SMALL-CAP ETF iShares/BlackRock 400 Howard St. San Franasco, CA 94105
WV ISHARES TR CORE S&P 500 ETF tShares/BlackRock 400 Howard St. San Franciso, CA 94105
IPST JPMORGAN ULTRA-SHORT INCOME ETF J.P. Morgan Funds, 801 Pennsyivania Ave Suite 219143, Kansas City, MO 64105-1307
MMHIX MAINSTAY MACKAY HIGH YIELD MUNI BOND New York Life Investments 30 Hudson Street Jersey City, N) 07302
MUB ISHARES AMT-FREE MUNI BOND ETF iShares/BlackRock 400 Howard St. San Francisco, CA 94105
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
SCHO 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
vat VANGUARD SCOTTSDALE FOS VANGUARD INTERMEDIATE-TERM CORP Vanquard P.O. Box 1110 Valley Forge, PA 19482-1110
VEA VANGUARD TAX-MANAGED INTL FO FTSE Vanquard P.O. Box 1110 Valley Forge, PA 19482-1110
vwo VANGUARD INTL EQUITY INDEX FDS FTSE Vanquard P.O. Box 1110 Valley Forge, PA 19482-1110
XLRE REAL ESTATE SELECT SECTOR SPDR FUND State Street Global Advisors, Channel Center, 1 Iron Street, Boston, MA 02210
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. Ths 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 secunty or Instrument or to participate In any trading strategy
Page 4
OG - SM
As of 12/31/24 SoPplEeEnstatT 4 C2) 20 >4
Pepperman Individual
Symbol Sec, Descriotion 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 B NEW 3555 Farnam Street, Omaha, NE 68131
cowz PACER FOS TR US CASH COWS 100 ETF 500 Chesterfield Pkwy, Malvern, PA 1935S
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 $5022 Boston, MA 02205-5022
Jer ISHARES TR 7-10 YR TREAS BD ETF iShares/BlackRock 400 Howard St. San Franciso, CA 9410S
DH ISHARES TR CORE S&P MIO-CAP ETF iShares/BlackRock 400 Howard St. San Franciso, CA 94105
uR ISHARES TR CORE S&P SMALL-CAP ETF iShares/BlackRock 400 Howard St. San Franciso, CA 94105
tWSG ISHARES TR CORE S&P U S GROWTH ETF iShares/BlackRock 400 Howard St. San Franciso, CA 94105 s
Iw ISHARES TR CORE S@P S00 ETF iShares/BlackRock 400 Howard St. San Franciso, CA 94105 Q
MINT JPST JPMORGAN PIMCO ETF TR ULTRA-SHORT ENHANCED SHORT INCOME MAT ETF ).P. 1633 Morgan Broadway Funds, New 801 York, Pennsytvania NY 10019 Ave Suite 219143, Kansas City, MO 64105-1307 2 insy “AQ
MGISX MORGAN STANLEY GLOBAL FRANCHISE R6 Morqan Stanley, c/o OST Asset Manager Solutions, Inc., P.O. Box 219804, Kansas City, MO 64101-98049
MMHIX MAINSTAY MACKAY HIGH YIELD MUNI BOND New York Life Investments 30 Hudson Steet Jersey City, NJ 07302
MUuB ISHARES TR NATL MUN 6D ETF FD iShares/BlackRock 400 Howard St. San Franciso, CA 94105
PHMIX PIMCO HIGH YIELO MUNICIPAL BOND FUND INSTITUTIONAL CLASS 1633 Broadway New York, NY 10019 ~
PIMIX PIMCO INCOME FUND INSTITUTIONAL CLASS 1633 Broadway New York, NY 10019 Qe
7
QQQmM PRPFX PERMANENT INVESCO EXCHANGE-TRADED PORTFOLIO CLASS FD J TR EI NASOAQ 100 ETF c/o Invesco U.S. Trust Bank Company Global Fund Two Services Peachtree P.O. Pointe Box 701 1555 Milwaukee, Peachtree Wisconsin Street, N.E. 53201 Atlanta, Georgia 30309 =
SCHO SCHWAB STRATEGIC TR US DIVIDEND EQUITY ETF Charles Schwab & Co., Inc. Orlando Operations Center P.O. Box 628291 Orlando, FL 32862-9291
SFCWX AMERICAN FUNDS SMALL CAP WORLD American Funds Service Co P.O. Box 6007 Indianapolis, IN 46206-6007 ”
SHYG ISHARES 0-S YEAR HIGH YIELD CORPORATE BOND ETF iShares/BlackRock 400 Howard St. San Franciso, CA 9410S
UTES VIRTUS REAVES UTILITIES ETF Virtus Investment Partners, P.O. Box 34470, Pittsburgh, PA 15253-4470
VBIAX VANGUARD BALANCED INDEX FUND ADMIRAL SHARES Vanquard 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 DEVELOPED MKTS ETF Vanguard P.O. Box 1110 Valley Forge, PA 19482-1110
VMRXX VANGUARD CASH RESERVES FEDERAL MONEY MARKET FUND ADMIRAL SHARES Vanquard P.O. Box 1110 Valley Forge, PA 19462-1110
VNQ VANGUARD INDEX FDS 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
XLRE REAL ESTATE SELECT SECTOR SPDR FUND State Street Global Advisors, Channel Center, 1 Iron Street, Boston, MA 02210
Yaw Joint/Pepperman Joint
Symbol Sec, Description Address
AGG ISHARES TR CORE U S AGGREGATE BD €TF iShares/BlackfRock 400 Howard St. San Francisco, CA 94105
CcOwz PACER FDS TR US CASH COWS 100 ETF 500 Chesterfield Parkway, Malvern, PA 193S5
DEW WISDOMTREE TR GLOBAL HIGH DIVID FO WisdomTree, Inc., 250 West 34th St, 3rd Floor,New York, NY 10119
FNCFX FRANKLIN INCOME FUND CLASS R6 Franklin Templeton P.O. Box 33030 St. Petersburg, FL 33733-6030
TEF ISHARES TR 7-10 YR TREAS BO ETF iShares/BlackRock 400 Howard St. San Francisco, CA 94105
DH 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 500 ETF iShares/BlackRock 400 Howard St. San Franciso, CA 94105
JPST JPMORGAN ULTRA-SHORT INCOME ETF J.P. Morgan Funds, 801 Pennsylvania Ave Suite 219143, Kansas City, MO 64105-1307
MMHEX MAINSTAY MACKAY HIGH YIELO MUNI BOND New York Life Investments 30 Hudson Street Jersey City, NJ 07302
MuB ISHARES AMT-FREE MUNI BOND ETF iShares/BlackRock 400 Howard St. San Francisco, CA 94105
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 $3201
SCHO SCHWAB STRATEGIC TR US DIVIDENO EQUITY ETF Charles Schwab & Co., Inc. Ortando Operations Center P.O. Box 628291 Orlando, FL 32862-8291
VBIAX VANGUARD BALANCED INDEX Vanquard 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
vwo VANGUARD INTL EQUITY INDEX FDS FTSE Vanquard P.O. Box 1110 Valley Forge, PA 19482-1110
XLRE REAL ESTATE SELECT SECTOR SPDR FUND State Street Gobal Advisors, Channel Center, 1 tron Street, Boston, MA 02210
Hudock Capita) Group, LLC does not render tax or legal advice, but we will be pleased to work with professionais 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 officiat record for all account values and transactions. The material has been prepared or 1s distributed solely for information
purposes and ts not a soticitation or an offer to buy any security or instrument or to participate in any trading strategy.
Page 5
06 -SH/
Statement of Financial Interests E. Eugene Yaw
Supplement 2024
#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
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-Level Waste Advisory Board, board member, 400 Market St, Harrisburg, Pa 17101
Recycling Fund Advisory Committee, board member, 400 Market St, Harrisburg, Pa
17101
STATE EPMSL SOM
APRI 2025

Notes from reading it: block 08: heading not found; block 09: heading not found.