{"database": "sfi", "table": "search_index", "rows": [["sfi.db/filings", "46499", "Deborah B Goldberg 2024", "2024-01-01T00:00:00", null, 1, "Goldberg\nDeborah B\n(617) 367-6900\ndgoldberg@tre.state.ma.us\nYou indicated that you had no dependent child(ren) residing in your household at any time during 2024.\nPage 1 of 34\nOffice of the\nTreasurer and\nReceiver General\n24 Beacon Street, State\nHouse, Room 227, Boston,\nMA, 02133, US\nTreasurer and\nReceiver\nGeneral\n01/21/2015\nPublic Agency\nPublic Agency\nConsultant /\nServices Provided\nContractor?\nState\nMassachusett\ns Democratic\nParty\n11 Beacon\nStreet,\nSuite 410,\nBoston, MA,\n02108, US\nState\nCommittee\nMember\nFederal\nDemocratic\nNational\nCommittee\n430 S.\nCapital\nStreet, SE,\nWashington,\nDC, 20003,\nState\nTreasurers'\nDelegate\nFederal\nDemocratic\nTreasurers\nAssociation\nP.O. Box\n96503 PMB\n65071,\nWashington,\nDC, 20043,\nChair\nPage 2 of 34\nBeth Israel\nDeaconess\nMedical\nCenter\n330 Brookline Avenue,\nBoston, MA, 02215, US\nThe Miriam\nFund\n126 High Street, Boston,\nMA, 02110, US\nThe Greater\nBoston Food\nBank\n70 South Bay Avenue,\nBoston, MA, 02118, US\nMSPCA-Angell\n350 South Huntington\nAvenue, Boston, MA,\n02130, US\nGoldberg\nNominee\nPartnership\nc/o Choate, Hall &\nStewart LLP, 2\nInternational Place,\nBoston, MA, 02110, US\n$10,001 to 20,000\nJ.P. Morgan Securities\nInc.\n50 Rowes Wharf, Floor 04,\nBoston, MA, 02110, US\nEmployee\nPage 3 of 34\nPercentage of stock\nGoldberg Nominee\nPartnership\nc/o Choate, Hall & Stewart\nLLP, 2 International Place,\nBoston, MA, 02110, US\n5%\n$10,001 to 20,000\nSRR Trust LLC\n800 South Street, Suite 300,\nWaltham, MA, 02453, US\n50%\nPage 4 of 34\nPage 5 of 34\nName of Trust\nReal Estate Address\nBeneficiary\nTransferor\n185\nWillowbend\nRealty\nTrust\n185 Willowbend\nDrive, Mashpee, MA,\n02649, US\nEndyke,\nDaniel\n1115\nWestford\nStreet,\nLowell, MA,\n01851\nPage 6 of 34\nPage 7 of 34\nPage 8 of 34\nPage 9 of 34\nName of Issuer\nDescription of Investment\nPrincipal Place of Business or\nState of Incorporation\nFidelity\nMassachusetts\nMunicipal Income\nFund\nMutual Fund\nMassachusetts\n82 DEVONSHIRE\nSTREET, BOSTON,\nMA, 02109, US\nGQG Partners\nInternational\nOpportunities\nFund\nMutual Fund\nFlorida\n450 East Las Olas\nBoulevard, Suite\n750, Fort\nLauderdale, FL,\n33301, US\nVanguard FTSE\nSocial Index Fund\nMutual Fund\nPennsylvania\nPO Box 2600 ,\nV26, Valley\nForge, PA, 19482,\nArtisan\nFocus-Inst\n(APHTX)\nMutual Fund\nWisconsin\n875 East\nWisconsin Avenue\n, Milwaukee, WI,\n53202, US\nTIAA-CREF\nInternational\nEquity Index Inst\nCl(TCIEX)\nBoston Common\nInternational\nFund(BCAIX)\nPage 10 of 34\nFidelity Adv Con\nMuni Inc-Z\n(FMNHX)\nMutual Fund\nMassachusetts\n245 SUMMER STREET\n, BOSTON, MA,\n02210, US\nFIMM Government\nPortfolio:\nInstitutional\nClass(FRGXX)\nGreen Century\nEquity-Inst\n(GCEUX)\nMutual Fund\nMassachusetts\n114 STATE STREET,\nSUITE 200,\nBOSTON, MA,\n02110, US\niShares Core S&P\n500 ETF(IVV)\nOakmark Fund-Inst\n(OANMX)\nMutual Fund\nIllinois\n111 SOUTH WACKER\nDRIVE, SUITE\n4600, CHICAGO,\nIL, 60606, US\nOberweis SML Cap\nOpport-Inst\n(OBSIX)\nMutual Fund\nIllinois\n3333 WARRENVILLE\nROAD, SUITE 500,\nLISLE, IL, 60532,\nPioneer Fund Cl\nY(PYODX)\nTIAA-CREF\nInternational\nEquity Index Inst\nCl(TCIEX)\nPage 11 of 34\nWCM Focused\nInternational\nGrowth Fund Insti\nCl(WCMIX)\nEaton Vance\nMassachusetts\nLimited Maturity\nMuni Incm Fd Cl\nI(EMAIX)\nParnassus\nEndeavor Fund Institutional\nShares(PFPWX)\nBrown Advisory\nSustainability\nGrowth Fd Inst\nShs(BAFWX)\nDomini\nInternational\nSocial Equity\nFund-Institutiona\nl Shares(DOMOX)\niShares Core S&P\nSmall-Cap\nETF(IJR)\nSPDR S&P 500\nFossil Fuel\nReserves Free ETF\n(SPYX)\nVanguard Mid-Cap\nETF - DNQ(VO)\nMutual Fund\nMassachusetts\nONE LINCOLN\nSTREET, BOSTON,\nMA, 02211, US\nPage 12 of 34\nAldine Tex Indpt\nSch Dist | 5% |\n02/15/2033\n(014393B50)\nBond\nTexas\n14910 ALDINE\nWESTFIELD RD,\nHOUSTON, TX,\n77032, US\nConnecticut St |\n5% | 11/15/2031\n(20772KYE3)\nBond\nConnecticut\n210 CAPITOL\nAVENUE, HARTFORD,\nCT, 06106, US\nFidelity Inv MMKT\nGovt-Inst\nMutual Fund\nMassachusetts\n82 DEVONSHIRE\nSTREET, BOSTON,\nMA, 02109, US\nIdaho St Bldg\nAuth Sales Tax\nRev | 5% |\n06/01/2034\n(451446AK4)\nBond\nIdaho\nPO BOX 36, BOISE,\nID, 83722, US\nJea Fla Elec Sys\nRev | 5% |\n10/01/2034\n(46613SSL5)\nBond\nFlorida\n225 N. PEARL ST.,\nJACKSONVILLE, FL,\n32202, US\nManchester N H\nSwr Rev | 5% |\n06/01/2030\n(562361AT2)\nBond\nNew Hampshire\n1 CITY HALL PLZ,\nMANCHESTER, NH,\n03101, US\nNew York NY City\nMun Wtr Fin Auth\nWtr & Swr Sys Rev\n| Callable | 5% |\n06/15/2034\n(64972GA46)\nBond\nNew York\n255 GREENWICH\nSTREET, 6TH\nFLOOR, NEW YORK,\nNY, 10007, US\nNew York NY City\nTr Cultural Res\nRev | Callable |\n5% | 07/15/2036\n(649717VX0)\nBond\nNew York\n220 E 42ND ST,\nSUITE 3101, NEW\nYORK, NY, 10017,\nPage 13 of 34\nNew York NY City\nTransitional Fin\nAuth Rev |\nCallable | 5% |\n05/01/2029\n(64972JMU9)\nBond\nNew York\n255 GREENWICH\nSTREET, 6TH\nFLOOR, NEW YORK,\nNY, 10007, US\nNew York NY City\nTransitional Fin\nAuth Rev |\nCallable | 5% |\n05/01/2030\n(64971W6T2)\nBond\nNew York\n255 GREENWICH\nSTREET, 6TH\nFLOOR, NEW YORK,\nNY, 10007, US\nNew York N Y | 5%\n| 08/01/2029\n(64966QM56)\nBond\nNew York\nONE CENTRE\nSTREET, ROOM 517,\nNEW YORK, NY,\n10007, US\nNew York St Dorm\nAuth Revs Non St\nSupported Debt |\n5% | 07/01/2035\n(65000B6E3)\nBond\nNew York\n515 BROADWAY,\nALBANY, NY,\n12207, US\nNew York St Dorm\nAuth Revs Non St\nSupported Debt |\nCallable | 5% |\n10/01/2031\n(65000B7C6)\nBond\nNew York\n515 BROADWAY,\nALBANY, NY,\n12207, US\nNew York St Dorm\nAuth St Pers\nIncome Tax Rev |\nCallable | 5% |\n02/15/2032\n(64990FPK4)\nBond\nNew York\n515 BROADWAY,\nALBANY, NY,\n12207, US\nNew York St Twy\nAuth Gen Rev | 5%\n| 01/01/2030\n(6500092P7)\nBond\nNew York\n200 SOUTHERN\nBLVD, ALBANY, NY,\n12209, US\nNorth Carolina St\nGrant Antic Rev |\n5% | 03/01/2028\n(658268EN3)\nBond\nNorth Carolina\n325 NORTH\nSALISBURY STREET,\nRALEIGH, NC,\n27603, US\nPage 14 of 34\nNorth Tex Twy\nAuth Rev | 5% |\n01/01/2032\n(66285WS56)\nBond\nTexas\n5900 WEST PLANO\nPARKWAY, PLANO,\nTX, 75093, US\nOklahoma Dev Fin\nAuth Lease Rev |\nCallable | 5% |\n06/01/2031\n(67884GUU6)\nBond\nOklahoma\n9220 NORTH KELLEY\nAVENUE, OKLAHOMA\nCITY, OK, 73131,\nTexas Transn\nCommn | 5% |\n04/01/2032\n(882830BS0)\nBond\nTexas\n125 EAST 11TH\nSTREET, AUSTIN,\nTX, 78701, US\nUniversity Colo\nEnterprise Sys\nRev | 5% |\n10/01/2028\n(91417NHV0)\nBond\nColorado\n1800 GRANT\nSTREET, SUITE\n800, DENVER, CO,\n80203, US\nVerax Biomedical\nIncorporated\nCommon Stock\n(999862VX3)\nCommon Stock\nMassachusetts\n148 BARTLETT\nSTREET,\nMARLBOROUGH, MA,\n01752, US\nJPMRGN Hedged\nEquity 3-I\n(JHQTX)\nMutual Fund\nNew York\n270 PARK AVENUE,\n22ND FLOOR, NEW\nYORK, NY, 10017,\nAtlanta Ga Wtr &\nWastewtr Rev | 5%\n| 11/01/2033\n(047870SW1)\nBond\nGeorgia\n55 TRINITY AVENUE\nSW , SUITE 4700,\nATLANTA, GA,\n30303, US\nAtlanta Ga Wtr &\nWastewtr Rev |\nCallable | 5% |\n11/01/2033\n(047870RE2)\nBond\nGeorgia\n55 TRINITY AVENUE\nSW , SUITE 4700,\nATLANTA, GA,\n30303, US\nPage 15 of 34\nBroward Cnty Fla\nTourist Dev Tax\nRev | Callable |\n4% | 09/01/2036\n(115085AP7)\nBond\nFlorida\n115 SOUTH ANDREWS\nAVE, ROOM 513,\nFORT LAUDERDALE,\nFL, 33301, US\nClark Cnty Nev\nHwy Impt Rev |\nCallable | 5% |\n07/01/2034\n(181000NT3)\nBond\nNevada\n500 SOUTH GRAND\nCENTRAL PKWY, LAS\nVEGAS, NV, 89155,\nConnecticut St\nSpl Tax Oblig Rev\n| Callable | 5% |\n10/01/2033\n(207758YH0)\nBond\nConnecticut\n450 COLUMBUS\nBLVD., STE 1,\nHARTFORD, CT,\n06103 5032, US\nDistrict Columbia\nWtr & Swr Auth\nPub Util Rev |\nCallable | 5% |\n10/01/2038\n(254845RX0)\nBond\nDistrict of Columbia\n1385 CANAL\nSTREET, SE,\nWASHINGTON, DC,\n20003, US\nDistrict Columbia\n| Callable | 5% |\n06/01/2031\n(25476FWV6)\nBond\nDISTRICT OF COLUMBIA\n1350 PENNSYLVANIA\nAVENUE NW, SUITE\n316, WASHINGTON,\nDC, 20004, US\nGarland Tex Indpt\nSch Dist |\nCallable | 5% |\n02/15/2035\n(366155Z44)\nBond\nTexas\n501 SOUTH\nJUPITER, GARLAND,\nTX, 75042, US\nHarris Cnty Tex |\nCallable | 5% |\n09/15/2035\n(414005X78)\nBond\nTexas\n1001 PRESTON,\nSUITE 652,\nHOUSTON, TX,\n77002, US\nIdaho Hsg & Fin\nAssn | Callable |\n5% | 07/15/2032\n(45129WPL8)\nBond\nIdaho\n565 WEST MYRTLE,\nBOISE, ID, 83702,\nPage 16 of 34\nMaine Mun Bd Bk |\nCallable | 5% |\n11/01/2036\n(56045SAM9)\nBond\nMaine\n127 COMMUNITY\nDRIVE, AUGUSTA,\nME, 04330, US\nMaryland St\nTransn Auth\nTransn Facs Prjs\nRev | 5% |\n07/01/2034\n(574300PK9)\nBond\nMaryland\n2310 BROENING\nHIGHWAY, SUITE\n150, BALTIMORE,\nMD, 21224, US\nNorth Carolina\nMun Pwr Agy No 1\nCatawba Elec Rev\n| Callable | 5% |\n01/01/2030\n(6582036B5)\nBond\nNorth Carolina\n1427 MEADOW WOOD\nBOULEVARD,\nRALEIGH, NC,\n27604, US\nNorth Thurston\nPub Schs Wash |\n5% | 12/01/2030\n(66285THX4)\nBond\nWashington\n305 COLLEGE\nSTREET NORTHEAST,\nLACEY, WA, 98516,\nOhio St Wtr Dev\nAuth Wtr Pollutn\nCtl Rev | 5% |\n12/01/2031\n(67766WG71)\nBond\nOhio\n480 SOUTH HIGH\nSTREET, COLUMBUS,\nOH, 43215, US\nOklahoma St\nCapitol Impt Auth\nSt Facs Rev |\nCallable | 5% |\n07/01/2033\n(679088HH0)\nBond\nOKLAHOMA\n3400 NORTH MARTIN\nLUTHER KING\nAVENUE, OKLAHOMA\nCITY, OK, 73111,\nPennsylvania St\nTpk Commn Tpk Rev\n| 5% | 12/01/2029\n(709225LW4)\nBond\nPennsylvania\n700 SOUTH\nEISENHOWER BLVD,\nMIDDLETOWN, PA,\n17057, US\nPennsylvania St |\n5% | 08/15/2032\n(70914P3W0)\nBond\nPennsylvania\n303 WALNUT\nSTREET,\nHARRISBURG, PA,\n17101, US\nPage 17 of 34\nTennessee St Sch\nBd Auth |\nCallable | 5% |\n11/01/2034\n(880558LY5)\nBond\nTennessee\n600 Charlotte\nAve, NASHVILLE,\nTN, 37243, US\nTexas Transn\nCommn | 5% |\n04/01/2031\n(882830BR2)\nBond\nTexas\n125 EAST 11TH\nSTREET, AUSTIN,\nTX, 78701, US\nVolusia Cnty Fla\nSch Brd Ctfs\nPartn | 5% |\n08/01/2031\n(92884EKF3)\nBond\nFlorida\n200 NORTH CLARA\nAVE, DELAND, FL,\n32720, US\nWashington D C\nMet Area Tran\nAuth Dedicated\nRev | Callable |\n5% | 07/15/2032\n(93878YAK5)\nBond\nDistrict of Columbia\n600 5th Street\nNorthwest,\nWashington, DC,\n20001, US\nWisconsin St\nHealth & Edl Facs\nAuth Rev |\nCallable | 5% |\n11/15/2030\n(97712DQK5)\nBond\nWisconsin\nP.O. BOX 7864,\nMADISON, WI,\n53707 7864, US\nPage 18 of 34\nName of Issuer\nBeneficiary\nDescription of\nPrincipal Place of Business\nInvestment\nor State of Incorporation\nIssuer Address\nMutual Fund\nWisconsin\n875 East\nWisconsin\nAvenue ,\nMilwaukee,\nWI, 53202,\nArtisan Focus\nFund\nBrown Advisory\nSustainability\nGrowth Fd Inst\nShs(BAFWX)\nDomini\nInternational\nSocial Equity\nFund-Institutiona\nl Shares(DOMOX)\nGQG Partners\nInternational\nOpportunities\nFund\nMutual Fund\nFlorida\n450 East Las\nOlas\nBoulevard,\nSuite 750,\nFort\nLauderdale,\nFL, 33301,\nGreen Century\nEquity-Inst\n(GCEUX)\nMutual Fund\nMassachusetts\n114 STATE\nSTREET,\nSUITE 200,\nBOSTON, MA,\n02110, US\nVanguard FTSE\nSocial Index Fund\nMutual Fund\nPennsylvania\nP.O. Box\n2600, V26,\nValley\nForge, PA,\n19482, US\nName of Trust\nPage 19 of 34\nWCM Focused\nInternational\nGrowth Fund Insti\nCl(WCMIX)\nCalifornia St Ref\n26 Oct 2017 5% 01\nAug 2035\nBond\nCalifornia\n2550\nMariposa\nMall, Room\n3070,\nFresno, CA,\n93721 2273,\nChelan Cnty Wa\nPublic Utilityd\nRef-Ser A 01 May\n2020 5% 01 Jul\n2031\nBond\nWashington\nPO Box 1231,\nWenatchee,\nWA, 98807,\nIllinois St Fin\nAuth Revenue\nGreen Bond-II St\nClean Wtr Ini 16\nApr 2019 5% 01\nJan 2032\nBond\nIllinois\n180 N.\nStetson\nAvenue,\n#2555,\nChicago, IL,\n60601, US\nLos Angeles Cnty\nCa Met Transp\nSustainable\nBd-Measure R\nJunio 27 Aug 2020\n5% 01 Jun 2034\nBond\nCalifornia\n1 Gateway\nPlaza, 15th\nFloor, Los\nAngeles, CA,\n90012, US\nNew York St\nEnvrnmntl Facs\nCor Ref-Sub-Nyc\nMunicipal Water\nFi 13 Apr 2017 5%\n15 Jun 2030\nBond\nNew York\n625 Broadway\n, Albany,\nNY, 12245,\nNorth Carolina St\nGrant Antic\nVehicle-Garvee 28\nMay 2015 5% 01\nMar 2030\nBond\nNorth Carolina\n509 Town\nCreek Mound\nRoad, Mount\nGilead, NC,\n27306 8506,\nPage 20 of 34\nPennsylvania St\nHgr Eductnl Fa\nUniversity Of Pa\nHlth Sys-Ser 13\nDec 2017 5% 15\nAug 2029\nBond\nPennsylvania\n3400 Spruce\nStreet,\nPhiladelphia\n, PA, 19104,\nArtisan Focus\nFund\nMutual Fund\nWisconsin\n875 East\nWisconsin\nAvenue ,\nMilwaukee,\nWI, 53202,\nBoston Common\nInternational\nFund(BCAIX)\nBrown Advisory\nSustainability\nGrowth Fd Inst\nShs(BAFWX)\nEnanta\nPharmaceuticals,\nInc. - Common\nStock(ENTA)\nFidelity\nMassachusetts\nMunicipal Income\nFund\nMutual Fund\nMassachusetts\n82\nDEVONSHIRE\nSTREET,\nBOSTON, MA,\n02109, US\nGQG Partners\nInternational\nOpportunities\nFund\nMutual Fund\nFlorida\n450 East Las\nOlas\nBoulevard,\nSuite 750,\nFort\nLauderdale,\nFL, 33301,\nPage 21 of 34\nGreen Century\nEquity-Inst\n(GCEUX)\nWCM Focused\nInternational\nGrowth Fund Insti\nCl(WCMIX)\nFidelity\nGovernment\nPortfolio\niShares Core S&P\n500 ETF(IVV)\nVerax Biomedical\nIncorporated\nEaton Vance\nMassachusetts\nLimited Maturity\nMuni Incm Fd Cl\nI(EMAIX)\nEaton Vance\nMassachusetts\nLimited Maturity\nMuni Incm Fd Cl\nI(EMAIX)\nMutual Fund\nMassachusetts\n114 STATE\nSTREET,\nSUITE 200,\nBOSTON, MA,\n02110, US\nMutual Fund\nMassachusetts\n82\nDEVONSHIRE\nSTREET,\nBOSTON, MA,\n02109, US\nCommon Stock\nMassachusetts\n148 BARTLETT\nSTREET,\nMARLBOROUGH,\nMA, 01752,\nDeborah B.\nGoldberg 2016\nIrrevocable\nTrust\nPage 22 of 34\nParnassus\nEndeavor Fund Institutional\nShares(PFPWX)\nFidelity Adv Con\nMuni Inc-Z\n(FMNHX)\nMutual Fund\nMassachusetts\n245 SUMMER\nSTREET ,\nBOSTON, MA,\n02210, US\nSPDR S&P 500\nFossil Fuel\nReserves Free ETF\nETF\nMassachusetts\nONE LINCOLN\nSTREET,\nBOSTON, MA,\n02211, US\nWashington St Ser\n2020a 25 Sep 2019\n5% 01 Aug 2031\nBond\nWashington\n416 Sid\nSnyder\nAvenue SW,\nSuite 200,\nOlympia, WA,\n98501 1355,\nMaryland St Ser\nA-Bidding Group 2\n10 Mar 2021 5% 01\nMar 2032\nBond\nMaryland\n100 State\nCircle,\nAnnapolis,\nMD, 21401,\nIndiana St Fin\nAuth Revenue\nRef-Green\nBond-State\nRevolving 07 Jul\n2021 5% 01 Feb\n2030\nBond\nIndiana\n1 North\nCapitol\nAvenue,\nIndianapolis\n, IN, 46204,\nWindy Gap Firming\nProj Wtr Act\nWindy Gap Firming\nProject 19 Aug\n2021 5% 15 Jul\n2034\nBond\nColorado\n220 Water\nAvenue,\nBerthoud,\nCO, 80513,\nPage 23 of 34\nClark Cnty Nv\nHighway Impt Rev\nSubordinate 10\nMay 2022 5% 01\nJul 2031\nBond\nNevada\n600 South\nGrand\nCentral\nParkway,\nSuite 300,\nLas Vegas,\nNV, 89106,\nGeorgia St Ser\nA-Group 2 27 Aug\n2020 5% 01 Aug\n2032\nBond\nGeorgia\n270\nWashington\nStreet,\nSuite 2140,\nAtlanta, GA,\n30334, US\nGreat Lakes Mi\nWtr Auth Wtr Sp\nSecond Lien-Ser B\n13 Sep 2022 5% 01\nJul 2036\nBond\nMichigan\n735 Randolph\nStreet,\nSuite 1608,\nDetroit ,\nMI, 48226,\nIowa St Fin Auth\nRevenue Green\nBond-Ref-State\nRevolving 03 May\n2022 5% 01 Aug\n2035\nBond\nIowa\n1963 Bell\nAvenue,\nSuite 200,\nDes Moines,\nIA, 50315,\nFidelity Adv Con\nMuni Inc-Z\n(FMNHX)\nMutual Fund\nMassachusetts\n245 SUMMER\nSTREET ,\nBOSTON, MA,\n02210, US\nSPDR S&P 500\nFossil Fuel\nReserves Free ETF\nETF\nMassachusetts\nONE LINCOLN\nSTREET,\nBOSTON, MA,\n02211, US\nTIAA-CREF\nInternational\nEquity Index Inst\nCl(TCIEX)\nPage 24 of 34\nTIAA-CREF\nInternational\nEquity Index Inst\nCl(TCIEX)\nNew York City Ny\nTransitional\nRef-Subordinate-S\ner E-1 28 Feb\n2023 5% 01 Nov\n2033\nBond\nNew York\n625 Broadway\n, Albany,\nNY, 12245,\nPhiladelphia Pa\nWtr & Wstwtr R\nSer C 07 Oct 2021\n5% 01 Oct 2046\nBond\nPennsylvania\n3400 Spruce\nStreet,\nPhiladelphia\n, PA, 19104,\nPort Houston Tx\nAuth First Lien\n31 Aug 2023 5% 01\nOct 2033\nBond\nTexas\n10300 Jones\nRoad,\nHouston, TX,\n77065, US\niShares Core S&P\n500 ETF(IVV)\nFIMM Government\nPortfolio:\nInstitutional\nClass(FRGXX)\nGovernment\nNational Mortgage\nAssociation |\n6.5% | 10/20/2028\n(36202C5T6)\nAgency Fixed\nRate Bond\nPool\nDistrict of Columbia\n425 3RD\nSTREET, SW,\nSUITE 500,\nWASHINGTON,\nDC, 20024,\nPage 25 of 34\niShares Core S&P\nSmall-Cap\nETF(IJR)\nOakmark Fund-Inst\n(OANMX)\nMutual Fund\nIllinois\n111 SOUTH\nWACKER\nDRIVE, SUITE\n4600,\nCHICAGO, IL,\n60606, US\nOberweis SML Cap\nOpport-Inst\n(OBSIX)\nMutual Fund\nIllinois\n3333\nWARRENVILLE\nROAD, SUITE\n500, LISLE,\nIL, 60532,\nPioneer Fund Cl\nY(PYODX)\nVanguard Mid-Cap\nETF - DNQ(VO)\nFIMM Government\nPortfolio:\nInstitutional\nClass(FRGXX)\nOberweis SML Cap\nOpport-Inst\n(OBSIX)\nMutual Fund\nIllinois\n3333\nWARRENVILLE\nROAD, SUITE\n500, LISLE,\nIL, 60532,\nPage 26 of 34\nVanguard Mid-Cap\nETF - DNQ(VO)\nAllegheny Cnty Pa\nSan Auth Swr Rev\n| Callable | 5% |\n12/01/2034\n(017357Q31)\nBond\nPennsylvania\n3300 PREBLE\nAVE.,\nPITTSBURGH,\nPA, 15233,\nAtlanta Ga Urban\nRedev Agy Rev |\n5% | 07/01/2032\nBond\nGeorgia\n55 TRINITY\nAVENUE SW ,\nSUITE 4700,\nATLANTA, GA,\n30303, US\nChicago Ill O\nHare Intl Arpt\nRev | 5% |\n01/01/2033\nBond\nIllinois\n10000 WEST\nO'HARE,\nCHICAGO, IL,\n60666, US\nFidelity Inv MMKT\nGovt-Inst\nMutual Fund\nMassachusetts\n82\nDEVONSHIRE\nSTREET,\nBOSTON, MA,\n02109, US\nJea Fla Elec Sys\nRev | 5% |\n10/01/2028\nBond\nFlorida\n225 N. PEARL\nST.,\nJACKSONVILLE\n, FL, 32202,\nKentucky St Ppty\n& Bldgs Commn\nRevs | 5% |\n11/01/2034\nBond\nKentucky\n200 MERO\nST., 5TH\nFLOOR,\nFRANKFORT,\nKY, 40622,\nPage 27 of 34\nLower Colo Riv\nAuth Tex Rev |\nCallable | 5% |\n05/15/2036\nBond\nTexas\n3700 LAKE\nAUSTIN\nBOULEVARD,\nAUSTIN, TX,\n78703, US\nNew York N Y |\nCallable | 5% |\n03/01/2044\nBond\nNew York\nONE CENTRE\nSTREET, ROOM\n517, NEW\nYORK, NY,\n10007, US\nNorth Tex Twy\nAuth Rev | 5% |\n01/01/2034\nBond\nTexas\n5900 WEST\nPLANO\nPARKWAY,\nPLANO, TX,\n75093, US\nNorth Thurston\nPub Schs Wash |\n5% | 12/01/2030\nBond\nWashington\n305 COLLEGE\nST.,\nNORTHEAST\nLACEY, WA,\n98516, US\nOklahoma Dev Fin\nAuth Lease Rev |\nCallable | 5% |\n06/01/2027\nBond\nOklahoma\n9220 North\nKelly\nAvenue,\nOklahoma\nCity, OK,\n73131, US\nOregon St |\nCallable | 5% |\n05/01/2033\nBond\nOregon\n550 CAPITOL\nSTREET\nNORTHEAST,\nSALEM, OR,\n97301, US\nPennsylvania St |\n5% | 09/15/2026\nBond\nPennsylvania\n303 WALNUT\nST,\nHARRISBURG,\nPA, 17101,\nPage 28 of 34\nSnohomish Cnty\nWash Pub Util\nDist No 001 Elec\nRev | Callable |\n5% | 12/01/2037\nBond\nWashington\nPO BOX 1107,\nEVERETT, WA,\n98206, US\nTexas Wtr Dev Brd\nRev | 5% |\n04/15/2031\nBond\nTexas\n1700 NORTH\nCONGRESS\nAVE, AUSTIN,\nTX, 78701,\nWashoe Cnty Nev\nSch Dist | 5% |\n06/01/2032\nBond\nNevada\n425 EAST\nNINTH ST,\nRENO, NV,\n89512, US\nBNY Mellon,\nN.A.\nDepartment 382006,\nPittsburgh, PA, 15250\n8006, US\n30 years\n6.5\n2040\nPage 29 of 34\nPage 30 of 34\nyou received at any time during 2024 from any person having a direct interest in legislation, legislative action, or a matter\nbefore a governmental body.\nPage 31 of 34\n37.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to Question 37,\nhaving a direct interest in legislation, legislative action, or a matter before a governmental body.\na direct interest in legislation, legislative action, or a matter before a governmental body.\nresiding in your household at any time during 2024 by any person having a direct interest in legislation, legislative action, or\na matter before a governmental body.\nPage 32 of 34\nPage 33 of 34\nI, Deborah B Goldberg, certify under the pains and penalties of perjury that:\nSubmitted: 05/27/2025\nPage 34 of 34", null, null]], "columns": ["type", "key", "title", "timestamp", "category", "is_public", "search_1", "search_2", "search_3"], "primary_keys": ["type", "key"], "primary_key_values": ["sfi.db/filings", "46499"], "units": {}, "query_ms": 1.0993815958499908, "source": "State Ethics Commission", "source_url": "https://www.mass.gov/file-or-view-statements-of-financial-interests-sfi", "license": "ODbL", "license_url": "https://opendatacommons.org/licenses/odbl/"}