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sfi.db/filings 46499 Deborah B Goldberg 2024 2024-01-01T00:00:00   1 Goldberg Deborah B (617) 367-6900 dgoldberg@tre.state.ma.us You indicated that you had no dependent child(ren) residing in your household at any time during 2024. Page 1 of 34 Office of the Treasurer and Receiver General 24 Beacon Street, State House, Room 227, Boston, MA, 02133, US Treasurer and Receiver General 01/21/2015 Public Agency Public Agency Consultant / Services Provided Contractor? State Massachusett s Democratic Party 11 Beacon Street, Suite 410, Boston, MA, 02108, US State Committee Member Federal Democratic National Committee 430 S. Capital Street, SE, Washington, DC, 20003, State Treasurers' Delegate Federal Democratic Treasurers Association P.O. Box 96503 PMB 65071, Washington, DC, 20043, Chair Page 2 of 34 Beth Israel Deaconess Medical Center 330 Brookline Avenue, Boston, MA, 02215, US The Miriam Fund 126 High Street, Boston, MA, 02110, US The Greater Boston Food Bank 70 South Bay Avenue, Boston, MA, 02118, US MSPCA-Angell 350 South Huntington Avenue, Boston, MA, 02130, US Goldberg Nominee Partnership c/o Choate, Hall & Stewart LLP, 2 International Place, Boston, MA, 02110, US $10,001 to 20,000 J.P. Morgan Securities Inc. 50 Rowes Wharf, Floor 04, Boston, MA, 02110, US Employee Page 3 of 34 Percentage of stock Goldberg Nominee Partnership c/o Choate, Hall & Stewart LLP, 2 International Place, Boston, MA, 02110, US 5% $10,001 to 20,000 SRR Trust LLC 800 South Street, Suite 300, Waltham, MA, 02453, US 50% Page 4 of 34 Page 5 of 34 Name of Trust Real Estate Address Beneficiary Transferor 185 Willowbend Realty Trust 185 Willowbend Drive, Mashpee, MA, 02649, US Endyke, Daniel 1115 Westford Street, Lowell, MA, 01851 Page 6 of 34 Page 7 of 34 Page 8 of 34 Page 9 of 34 Name of Issuer Description of Investment Principal Place of Business or State of Incorporation Fidelity Massachusetts Municipal Income Fund Mutual Fund Massachusetts 82 DEVONSHIRE STREET, BOSTON, MA, 02109, US GQG Partners International Opportunities Fund Mutual Fund Florida 450 East Las Olas Boulevard, Suite 750, Fort Lauderdale, FL, 33301, US Vanguard FTSE Social Index Fund Mutual Fund Pennsylvania PO Box 2600 , V26, Valley Forge, PA, 19482, Artisan Focus-Inst (APHTX) Mutual Fund Wisconsin 875 East Wisconsin Avenue , Milwaukee, WI, 53202, US TIAA-CREF International Equity Index Inst Cl(TCIEX) Boston Common International Fund(BCAIX) Page 10 of 34 Fidelity Adv Con Muni Inc-Z (FMNHX) Mutual Fund Massachusetts 245 SUMMER STREET , BOSTON, MA, 02210, US FIMM Government Portfolio: Institutional Class(FRGXX) Green Century Equity-Inst (GCEUX) Mutual Fund Massachusetts 114 STATE STREET, SUITE 200, BOSTON, MA, 02110, US iShares Core S&P 500 ETF(IVV) Oakmark Fund-Inst (OANMX) Mutual Fund Illinois 111 SOUTH WACKER DRIVE, SUITE 4600, CHICAGO, IL, 60606, US Oberweis SML Cap Opport-Inst (OBSIX) Mutual Fund Illinois 3333 WARRENVILLE ROAD, SUITE 500, LISLE, IL, 60532, Pioneer Fund Cl Y(PYODX) TIAA-CREF International Equity Index Inst Cl(TCIEX) Page 11 of 34 WCM Focused International Growth Fund Insti Cl(WCMIX) Eaton Vance Massachusetts Limited Maturity Muni Incm Fd Cl I(EMAIX) Parnassus Endeavor Fund Institutional Shares(PFPWX) Brown Advisory Sustainability Growth Fd Inst Shs(BAFWX) Domini International Social Equity Fund-Institutiona l Shares(DOMOX) iShares Core S&P Small-Cap ETF(IJR) SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX) Vanguard Mid-Cap ETF - DNQ(VO) Mutual Fund Massachusetts ONE LINCOLN STREET, BOSTON, MA, 02211, US Page 12 of 34 Aldine Tex Indpt Sch Dist | 5% | 02/15/2033 (014393B50) Bond Texas 14910 ALDINE WESTFIELD RD, HOUSTON, TX, 77032, US Connecticut St | 5% | 11/15/2031 (20772KYE3) Bond Connecticut 210 CAPITOL AVENUE, HARTFORD, CT, 06106, US Fidelity Inv MMKT Govt-Inst Mutual Fund Massachusetts 82 DEVONSHIRE STREET, BOSTON, MA, 02109, US Idaho St Bldg Auth Sales Tax Rev | 5% | 06/01/2034 (451446AK4) Bond Idaho PO BOX 36, BOISE, ID, 83722, US Jea Fla Elec Sys Rev | 5% | 10/01/2034 (46613SSL5) Bond Florida 225 N. PEARL ST., JACKSONVILLE, FL, 32202, US Manchester N H Swr Rev | 5% | 06/01/2030 (562361AT2) Bond New Hampshire 1 CITY HALL PLZ, MANCHESTER, NH, 03101, US New York NY City Mun Wtr Fin Auth Wtr & Swr Sys Rev | Callable | 5% | 06/15/2034 (64972GA46) Bond New York 255 GREENWICH STREET, 6TH FLOOR, NEW YORK, NY, 10007, US New York NY City Tr Cultural Res Rev | Callable | 5% | 07/15/2036 (649717VX0) Bond New York 220 E 42ND ST, SUITE 3101, NEW YORK, NY, 10017, Page 13 of 34 New York NY City Transitional Fin Auth Rev | Callable | 5% | 05/01/2029 (64972JMU9) Bond New York 255 GREENWICH STREET, 6TH FLOOR, NEW YORK, NY, 10007, US New York NY City Transitional Fin Auth Rev | Callable | 5% | 05/01/2030 (64971W6T2) Bond New York 255 GREENWICH STREET, 6TH FLOOR, NEW YORK, NY, 10007, US New York N Y | 5% | 08/01/2029 (64966QM56) Bond New York ONE CENTRE STREET, ROOM 517, NEW YORK, NY, 10007, US New York St Dorm Auth Revs Non St Supported Debt | 5% | 07/01/2035 (65000B6E3) Bond New York 515 BROADWAY, ALBANY, NY, 12207, US New York St Dorm Auth Revs Non St Supported Debt | Callable | 5% | 10/01/2031 (65000B7C6) Bond New York 515 BROADWAY, ALBANY, NY, 12207, US New York St Dorm Auth St Pers Income Tax Rev | Callable | 5% | 02/15/2032 (64990FPK4) Bond New York 515 BROADWAY, ALBANY, NY, 12207, US New York St Twy Auth Gen Rev | 5% | 01/01/2030 (6500092P7) Bond New York 200 SOUTHERN BLVD, ALBANY, NY, 12209, US North Carolina St Grant Antic Rev | 5% | 03/01/2028 (658268EN3) Bond North Carolina 325 NORTH SALISBURY STREET, RALEIGH, NC, 27603, US Page 14 of 34 North Tex Twy Auth Rev | 5% | 01/01/2032 (66285WS56) Bond Texas 5900 WEST PLANO PARKWAY, PLANO, TX, 75093, US Oklahoma Dev Fin Auth Lease Rev | Callable | 5% | 06/01/2031 (67884GUU6) Bond Oklahoma 9220 NORTH KELLEY AVENUE, OKLAHOMA CITY, OK, 73131, Texas Transn Commn | 5% | 04/01/2032 (882830BS0) Bond Texas 125 EAST 11TH STREET, AUSTIN, TX, 78701, US University Colo Enterprise Sys Rev | 5% | 10/01/2028 (91417NHV0) Bond Colorado 1800 GRANT STREET, SUITE 800, DENVER, CO, 80203, US Verax Biomedical Incorporated Common Stock (999862VX3) Common Stock Massachusetts 148 BARTLETT STREET, MARLBOROUGH, MA, 01752, US JPMRGN Hedged Equity 3-I (JHQTX) Mutual Fund New York 270 PARK AVENUE, 22ND FLOOR, NEW YORK, NY, 10017, Atlanta Ga Wtr & Wastewtr Rev | 5% | 11/01/2033 (047870SW1) Bond Georgia 55 TRINITY AVENUE SW , SUITE 4700, ATLANTA, GA, 30303, US Atlanta Ga Wtr & Wastewtr Rev | Callable | 5% | 11/01/2033 (047870RE2) Bond Georgia 55 TRINITY AVENUE SW , SUITE 4700, ATLANTA, GA, 30303, US Page 15 of 34 Broward Cnty Fla Tourist Dev Tax Rev | Callable | 4% | 09/01/2036 (115085AP7) Bond Florida 115 SOUTH ANDREWS AVE, ROOM 513, FORT LAUDERDALE, FL, 33301, US Clark Cnty Nev Hwy Impt Rev | Callable | 5% | 07/01/2034 (181000NT3) Bond Nevada 500 SOUTH GRAND CENTRAL PKWY, LAS VEGAS, NV, 89155, Connecticut St Spl Tax Oblig Rev | Callable | 5% | 10/01/2033 (207758YH0) Bond Connecticut 450 COLUMBUS BLVD., STE 1, HARTFORD, CT, 06103 5032, US District Columbia Wtr & Swr Auth Pub Util Rev | Callable | 5% | 10/01/2038 (254845RX0) Bond District of Columbia 1385 CANAL STREET, SE, WASHINGTON, DC, 20003, US District Columbia | Callable | 5% | 06/01/2031 (25476FWV6) Bond DISTRICT OF COLUMBIA 1350 PENNSYLVANIA AVENUE NW, SUITE 316, WASHINGTON, DC, 20004, US Garland Tex Indpt Sch Dist | Callable | 5% | 02/15/2035 (366155Z44) Bond Texas 501 SOUTH JUPITER, GARLAND, TX, 75042, US Harris Cnty Tex | Callable | 5% | 09/15/2035 (414005X78) Bond Texas 1001 PRESTON, SUITE 652, HOUSTON, TX, 77002, US Idaho Hsg & Fin Assn | Callable | 5% | 07/15/2032 (45129WPL8) Bond Idaho 565 WEST MYRTLE, BOISE, ID, 83702, Page 16 of 34 Maine Mun Bd Bk | Callable | 5% | 11/01/2036 (56045SAM9) Bond Maine 127 COMMUNITY DRIVE, AUGUSTA, ME, 04330, US Maryland St Transn Auth Transn Facs Prjs Rev | 5% | 07/01/2034 (574300PK9) Bond Maryland 2310 BROENING HIGHWAY, SUITE 150, BALTIMORE, MD, 21224, US North Carolina Mun Pwr Agy No 1 Catawba Elec Rev | Callable | 5% | 01/01/2030 (6582036B5) Bond North Carolina 1427 MEADOW WOOD BOULEVARD, RALEIGH, NC, 27604, US North Thurston Pub Schs Wash | 5% | 12/01/2030 (66285THX4) Bond Washington 305 COLLEGE STREET NORTHEAST, LACEY, WA, 98516, Ohio St Wtr Dev Auth Wtr Pollutn Ctl Rev | 5% | 12/01/2031 (67766WG71) Bond Ohio 480 SOUTH HIGH STREET, COLUMBUS, OH, 43215, US Oklahoma St Capitol Impt Auth St Facs Rev | Callable | 5% | 07/01/2033 (679088HH0) Bond OKLAHOMA 3400 NORTH MARTIN LUTHER KING AVENUE, OKLAHOMA CITY, OK, 73111, Pennsylvania St Tpk Commn Tpk Rev | 5% | 12/01/2029 (709225LW4) Bond Pennsylvania 700 SOUTH EISENHOWER BLVD, MIDDLETOWN, PA, 17057, US Pennsylvania St | 5% | 08/15/2032 (70914P3W0) Bond Pennsylvania 303 WALNUT STREET, HARRISBURG, PA, 17101, US Page 17 of 34 Tennessee St Sch Bd Auth | Callable | 5% | 11/01/2034 (880558LY5) Bond Tennessee 600 Charlotte Ave, NASHVILLE, TN, 37243, US Texas Transn Commn | 5% | 04/01/2031 (882830BR2) Bond Texas 125 EAST 11TH STREET, AUSTIN, TX, 78701, US Volusia Cnty Fla Sch Brd Ctfs Partn | 5% | 08/01/2031 (92884EKF3) Bond Florida 200 NORTH CLARA AVE, DELAND, FL, 32720, US Washington D C Met Area Tran Auth Dedicated Rev | Callable | 5% | 07/15/2032 (93878YAK5) Bond District of Columbia 600 5th Street Northwest, Washington, DC, 20001, US Wisconsin St Health & Edl Facs Auth Rev | Callable | 5% | 11/15/2030 (97712DQK5) Bond Wisconsin P.O. BOX 7864, MADISON, WI, 53707 7864, US Page 18 of 34 Name of Issuer Beneficiary Description of Principal Place of Business Investment or State of Incorporation Issuer Address Mutual Fund Wisconsin 875 East Wisconsin Avenue , Milwaukee, WI, 53202, Artisan Focus Fund Brown Advisory Sustainability Growth Fd Inst Shs(BAFWX) Domini International Social Equity Fund-Institutiona l Shares(DOMOX) GQG Partners International Opportunities Fund Mutual Fund Florida 450 East Las Olas Boulevard, Suite 750, Fort Lauderdale, FL, 33301, Green Century Equity-Inst (GCEUX) Mutual Fund Massachusetts 114 STATE STREET, SUITE 200, BOSTON, MA, 02110, US Vanguard FTSE Social Index Fund Mutual Fund Pennsylvania P.O. Box 2600, V26, Valley Forge, PA, 19482, US Name of Trust Page 19 of 34 WCM Focused International Growth Fund Insti Cl(WCMIX) California St Ref 26 Oct 2017 5% 01 Aug 2035 Bond California 2550 Mariposa Mall, Room 3070, Fresno, CA, 93721 2273, Chelan Cnty Wa Public Utilityd Ref-Ser A 01 May 2020 5% 01 Jul 2031 Bond Washington PO Box 1231, Wenatchee, WA, 98807, Illinois St Fin Auth Revenue Green Bond-II St Clean Wtr Ini 16 Apr 2019 5% 01 Jan 2032 Bond Illinois 180 N. Stetson Avenue, #2555, Chicago, IL, 60601, US Los Angeles Cnty Ca Met Transp Sustainable Bd-Measure R Junio 27 Aug 2020 5% 01 Jun 2034 Bond California 1 Gateway Plaza, 15th Floor, Los Angeles, CA, 90012, US New York St Envrnmntl Facs Cor Ref-Sub-Nyc Municipal Water Fi 13 Apr 2017 5% 15 Jun 2030 Bond New York 625 Broadway , Albany, NY, 12245, North Carolina St Grant Antic Vehicle-Garvee 28 May 2015 5% 01 Mar 2030 Bond North Carolina 509 Town Creek Mound Road, Mount Gilead, NC, 27306 8506, Page 20 of 34 Pennsylvania St Hgr Eductnl Fa University Of Pa Hlth Sys-Ser 13 Dec 2017 5% 15 Aug 2029 Bond Pennsylvania 3400 Spruce Street, Philadelphia , PA, 19104, Artisan Focus Fund Mutual Fund Wisconsin 875 East Wisconsin Avenue , Milwaukee, WI, 53202, Boston Common International Fund(BCAIX) Brown Advisory Sustainability Growth Fd Inst Shs(BAFWX) Enanta Pharmaceuticals, Inc. - Common Stock(ENTA) Fidelity Massachusetts Municipal Income Fund Mutual Fund Massachusetts 82 DEVONSHIRE STREET, BOSTON, MA, 02109, US GQG Partners International Opportunities Fund Mutual Fund Florida 450 East Las Olas Boulevard, Suite 750, Fort Lauderdale, FL, 33301, Page 21 of 34 Green Century Equity-Inst (GCEUX) WCM Focused International Growth Fund Insti Cl(WCMIX) Fidelity Government Portfolio iShares Core S&P 500 ETF(IVV) Verax Biomedical Incorporated Eaton Vance Massachusetts Limited Maturity Muni Incm Fd Cl I(EMAIX) Eaton Vance Massachusetts Limited Maturity Muni Incm Fd Cl I(EMAIX) Mutual Fund Massachusetts 114 STATE STREET, SUITE 200, BOSTON, MA, 02110, US Mutual Fund Massachusetts 82 DEVONSHIRE STREET, BOSTON, MA, 02109, US Common Stock Massachusetts 148 BARTLETT STREET, MARLBOROUGH, MA, 01752, Deborah B. Goldberg 2016 Irrevocable Trust Page 22 of 34 Parnassus Endeavor Fund Institutional Shares(PFPWX) Fidelity Adv Con Muni Inc-Z (FMNHX) Mutual Fund Massachusetts 245 SUMMER STREET , BOSTON, MA, 02210, US SPDR S&P 500 Fossil Fuel Reserves Free ETF ETF Massachusetts ONE LINCOLN STREET, BOSTON, MA, 02211, US Washington St Ser 2020a 25 Sep 2019 5% 01 Aug 2031 Bond Washington 416 Sid Snyder Avenue SW, Suite 200, Olympia, WA, 98501 1355, Maryland St Ser A-Bidding Group 2 10 Mar 2021 5% 01 Mar 2032 Bond Maryland 100 State Circle, Annapolis, MD, 21401, Indiana St Fin Auth Revenue Ref-Green Bond-State Revolving 07 Jul 2021 5% 01 Feb 2030 Bond Indiana 1 North Capitol Avenue, Indianapolis , IN, 46204, Windy Gap Firming Proj Wtr Act Windy Gap Firming Project 19 Aug 2021 5% 15 Jul 2034 Bond Colorado 220 Water Avenue, Berthoud, CO, 80513, Page 23 of 34 Clark Cnty Nv Highway Impt Rev Subordinate 10 May 2022 5% 01 Jul 2031 Bond Nevada 600 South Grand Central Parkway, Suite 300, Las Vegas, NV, 89106, Georgia St Ser A-Group 2 27 Aug 2020 5% 01 Aug 2032 Bond Georgia 270 Washington Street, Suite 2140, Atlanta, GA, 30334, US Great Lakes Mi Wtr Auth Wtr Sp Second Lien-Ser B 13 Sep 2022 5% 01 Jul 2036 Bond Michigan 735 Randolph Street, Suite 1608, Detroit , MI, 48226, Iowa St Fin Auth Revenue Green Bond-Ref-State Revolving 03 May 2022 5% 01 Aug 2035 Bond Iowa 1963 Bell Avenue, Suite 200, Des Moines, IA, 50315, Fidelity Adv Con Muni Inc-Z (FMNHX) Mutual Fund Massachusetts 245 SUMMER STREET , BOSTON, MA, 02210, US SPDR S&P 500 Fossil Fuel Reserves Free ETF ETF Massachusetts ONE LINCOLN STREET, BOSTON, MA, 02211, US TIAA-CREF International Equity Index Inst Cl(TCIEX) Page 24 of 34 TIAA-CREF International Equity Index Inst Cl(TCIEX) New York City Ny Transitional Ref-Subordinate-S er E-1 28 Feb 2023 5% 01 Nov 2033 Bond New York 625 Broadway , Albany, NY, 12245, Philadelphia Pa Wtr & Wstwtr R Ser C 07 Oct 2021 5% 01 Oct 2046 Bond Pennsylvania 3400 Spruce Street, Philadelphia , PA, 19104, Port Houston Tx Auth First Lien 31 Aug 2023 5% 01 Oct 2033 Bond Texas 10300 Jones Road, Houston, TX, 77065, US iShares Core S&P 500 ETF(IVV) FIMM Government Portfolio: Institutional Class(FRGXX) Government National Mortgage Association | 6.5% | 10/20/2028 (36202C5T6) Agency Fixed Rate Bond Pool District of Columbia 425 3RD STREET, SW, SUITE 500, WASHINGTON, DC, 20024, Page 25 of 34 iShares Core S&P Small-Cap ETF(IJR) Oakmark Fund-Inst (OANMX) Mutual Fund Illinois 111 SOUTH WACKER DRIVE, SUITE 4600, CHICAGO, IL, 60606, US Oberweis SML Cap Opport-Inst (OBSIX) Mutual Fund Illinois 3333 WARRENVILLE ROAD, SUITE 500, LISLE, IL, 60532, Pioneer Fund Cl Y(PYODX) Vanguard Mid-Cap ETF - DNQ(VO) FIMM Government Portfolio: Institutional Class(FRGXX) Oberweis SML Cap Opport-Inst (OBSIX) Mutual Fund Illinois 3333 WARRENVILLE ROAD, SUITE 500, LISLE, IL, 60532, Page 26 of 34 Vanguard Mid-Cap ETF - DNQ(VO) Allegheny Cnty Pa San Auth Swr Rev | Callable | 5% | 12/01/2034 (017357Q31) Bond Pennsylvania 3300 PREBLE AVE., PITTSBURGH, PA, 15233, Atlanta Ga Urban Redev Agy Rev | 5% | 07/01/2032 Bond Georgia 55 TRINITY AVENUE SW , SUITE 4700, ATLANTA, GA, 30303, US Chicago Ill O Hare Intl Arpt Rev | 5% | 01/01/2033 Bond Illinois 10000 WEST O'HARE, CHICAGO, IL, 60666, US Fidelity Inv MMKT Govt-Inst Mutual Fund Massachusetts 82 DEVONSHIRE STREET, BOSTON, MA, 02109, US Jea Fla Elec Sys Rev | 5% | 10/01/2028 Bond Florida 225 N. PEARL ST., JACKSONVILLE , FL, 32202, Kentucky St Ppty & Bldgs Commn Revs | 5% | 11/01/2034 Bond Kentucky 200 MERO ST., 5TH FLOOR, FRANKFORT, KY, 40622, Page 27 of 34 Lower Colo Riv Auth Tex Rev | Callable | 5% | 05/15/2036 Bond Texas 3700 LAKE AUSTIN BOULEVARD, AUSTIN, TX, 78703, US New York N Y | Callable | 5% | 03/01/2044 Bond New York ONE CENTRE STREET, ROOM 517, NEW YORK, NY, 10007, US North Tex Twy Auth Rev | 5% | 01/01/2034 Bond Texas 5900 WEST PLANO PARKWAY, PLANO, TX, 75093, US North Thurston Pub Schs Wash | 5% | 12/01/2030 Bond Washington 305 COLLEGE ST., NORTHEAST LACEY, WA, 98516, US Oklahoma Dev Fin Auth Lease Rev | Callable | 5% | 06/01/2027 Bond Oklahoma 9220 North Kelly Avenue, Oklahoma City, OK, 73131, US Oregon St | Callable | 5% | 05/01/2033 Bond Oregon 550 CAPITOL STREET NORTHEAST, SALEM, OR, 97301, US Pennsylvania St | 5% | 09/15/2026 Bond Pennsylvania 303 WALNUT ST, HARRISBURG, PA, 17101, Page 28 of 34 Snohomish Cnty Wash Pub Util Dist No 001 Elec Rev | Callable | 5% | 12/01/2037 Bond Washington PO BOX 1107, EVERETT, WA, 98206, US Texas Wtr Dev Brd Rev | 5% | 04/15/2031 Bond Texas 1700 NORTH CONGRESS AVE, AUSTIN, TX, 78701, Washoe Cnty Nev Sch Dist | 5% | 06/01/2032 Bond Nevada 425 EAST NINTH ST, RENO, NV, 89512, US BNY Mellon, N.A. Department 382006, Pittsburgh, PA, 15250 8006, US 30 years 6.5 2040 Page 29 of 34 Page 30 of 34 you received at any time during 2024 from any person having a direct interest in legislation, legislative action, or a matter before a governmental body. Page 31 of 34 37.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to Question 37, having a direct interest in legislation, legislative action, or a matter before a governmental body. a direct interest in legislation, legislative action, or a matter before a governmental body. residing in your household at any time during 2024 by any person having a direct interest in legislation, legislative action, or a matter before a governmental body. Page 32 of 34 Page 33 of 34 I, Deborah B Goldberg, certify under the pains and penalties of perjury that: Submitted: 05/27/2025 Page 34 of 34