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kaggle-ho-016730House Oversight

OGE Form 278e listing Donald J. Trump’s family trust investment holdings (2018)

OGE Form 278e listing Donald J. Trump’s family trust investment holdings (2018) The document provides a concrete list of securities and amounts held in trusts associated with Donald J. Trump, offering a verifiable financial trail. While it confirms the existence of holdings, it lacks direct evidence of wrongdoing, but the specifics (dates, fund names, amounts) give a clear avenue for deeper financial investigation. Key insights: Form 278e is a public disclosure of investment holdings for federal officials.; Lists multiple mutual fund and equity positions dated Jan‑2018 and Nov‑2018.; Each holding is in the $1,001‑$15,000 range, suggesting modest individual positions.

Date
Unknown
Source
House Oversight
Reference
kaggle-ho-016730
Pages
1
Persons
9
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Summary

OGE Form 278e listing Donald J. Trump’s family trust investment holdings (2018) The document provides a concrete list of securities and amounts held in trusts associated with Donald J. Trump, offering a verifiable financial trail. While it confirms the existence of holdings, it lacks direct evidence of wrongdoing, but the specifics (dates, fund names, amounts) give a clear avenue for deeper financial investigation. Key insights: Form 278e is a public disclosure of investment holdings for federal officials.; Lists multiple mutual fund and equity positions dated Jan‑2018 and Nov‑2018.; Each holding is in the $1,001‑$15,000 range, suggesting modest individual positions.

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kagglehouse-oversightmedium-importancefinancial-disclosuretrust-holdingsdonald-trumpoge-form-278einvestment-portfolio

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Text extracted via OCR from the original document. May contain errors from the scanning process.
OGE Form 278e (March 2014) Instructions for Part 7 Note: This is a public form. Do not include account numbers, street addresses, or family member names. See instructions for required information. Page Number ; : ff [Description ype Date JAmount 24 ISHARES INC MSCI JAPAN NEW 25-Jan-2018 $1,001 - $15,000 eed aad MN a) 27 fen LONG/SHORT OPPORTUNITIES FUND 25-Jan-2018 $1,001 - $15,000 28 american BEACON GLG Total Return - Ultra Purchase 25-Jan-2018 $1,001 - $15,000 29|cmo SGM MAJOR MARKETS FD-VI Purchase 25-Jan-2018 METROPOLITAN WEST Total Return Bond-PLN DODGE & COX INCOME FD th oo $1,001 - $15,000 16-Nov-2018 $1,001 - $15,000 34 PIMCO UNCONSTRAINED BOND-INS aniston $1,004 ~ $14,000 Sale Sale : se] 7s) ~ 32 CHILTON STRATEGIC EUROPEAN EQUITIES FD Nand eet 33) CHILTON STRATEGIC EUROPEAN EQUITIES FO ee) ae ot a 08-Nov-2018 $1,001 - $15,000 Sat CRM LONG/SHORT OPPORTUNITIES FUND 38 GMO 5GM MAJOR MARKETS FD-VI 39) JPMORGAN GL RES ENH IDX-R6 08-Nov-2018 $1,001 - $15,000 * J.P. Morgan is the sole Trustee. Donald J. Trump retains an income interest only in the Family Trusts and has no investment decision authority.

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