Washington · Established 2026

The Potomac Ledger

Dossier

Katherine Tai

U.S. Trade Representative, Office of the US Trade Representative · disclosures May 13 – May 15

19Disclosures
—No current committee — not screened
0%Late rate (0)
—Avg mkt-adj 3 months
$485K – $1.4MDisclosed $ volume

Agency

U.S. Trade Representative, Office of the US Trade Representative

Disclosed trades

Disclosed Traded Action Ticker / Asset Amount Sector Flags
May 15 Apr 4 SELL $VFIAX Miller and Chevalier Chartered 401K: See Endnote Vanguard 500 Index Fund (VFIAX) $1K–$15K —
May 13 Dec 21 SELL $RERGX Miller and Chevalier 401K: American Funds See Endnote EuroPacific Growth Fund (RERGX) $15K–$50K —
May 13 Dec 21 SELL $HACAX Miller and Chevalier 401K: Harbor Capital See Endnote Appreciation Fund (HACAX) $15K–$50K —
May 13 Dec 21 SELL $MWTRX Miller and Chevalier 401K: Metropolitan West See Endnote Total Return Bond Fund (MWTRX) $1K–$15K —
May 13 Dec 21 SELL $VFIAX Miller and Chevalier 401K: Vanguard 500 See Endnote Index Fund (VFIAX) $15K–$50K —
May 13 Dec 21 SELL $VFORX Miller and Chevalier 401K: Vanguard Target See Endnote Retirement 2040 Fund (VFORX) $15K–$50K —
May 13 Dec 29 SELL Baker & MacKenzie 401K: BlackRock Equity See Endnote Index Fund (WBREOX) $15K–$50K —
May 13 Dec 29 SELL Baker & MacKenzie 401K: Russell See Endnote Investments Global Balanced Fund $1K–$15K —
May 13 Dec 29 SELL Baker & MacKenzie 401K: Russell See Endnote Investments Intermediate Term Bond Fund $1K–$15K —
May 13 Dec 29 SELL Baker & MacKenzie 401K: Russell See Endnote Investments Non-U.S. Equity Fund $1K–$15K —
May 13 Dec 29 SELL Baker & MacKenzie 401K: Russell See Endnote Investments Real Asset Fund $1K–$15K —
May 13 Dec 29 SELL Baker & MacKenzie 401K: Russell See Endnote Investments Short Term Bond Fund $1K–$15K —
May 13 Dec 29 SELL Baker & MacKenzie 401K: Russell See Endnote Investments Stable Value Fund $1K–$15K —
May 13 Dec 29 SELL Baker & MacKenzie 401K: Russell See Endnote Investments U.S. Small Cap Equity Fund $1K–$15K —
May 13 Dec 29 SELL $VQNPX Baker & MacKenzie 401K: Vanguard Growth See Endnote and Income Fund (VQNPX) $1K–$15K —
May 13 Jan 5 SELL $FSNUX Fidelity Freedom 2035 Fund (FSNUX) $100K–$250K —
May 13 Jan 5 SELL $BKTSX iShares Total US Stock Market Index Fund (BKTSX) $100K–$250K —
May 13 Jan 5 BUY $FXAIX Fidelity 500 Index Fund (FXAIX) $100K–$250K —
May 13 Jan 5 BUY $RFFTX American Funds 2035 Target Date Retirement Fund (RFFTX) $100K–$250K —

Disclosures are drawn entirely from public STOCK Act and OGE Form 278-T filings; a conflict flag marks a trade in a sector the member's committee oversees (a signal to read, not a finding of wrongdoing). The average market-adjusted return is a descriptive summary of how these already-disclosed trades fared versus the market — it is not a prediction and not investment advice. Conflict screening compares trades only to the sectors a member's current committees oversee; members with no current committee seat (departed members, chamber leadership) aren't screened, so a 0 (or —) here is not an all-clear. See our methodology and data dictionary.

See how every flag is defined — and verify it against the original filings.

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