https://www.courtlistener.com/api/rest/v4/financial-disclosures/34210/?format=xml34210https://www.courtlistener.com/api/rest/v4/gifts/5535/?format=xml55352023-08-31T08:47:57.114909-07:002023-08-31T08:47:57.114917-07:00John SteelePainting$580.00Falsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/34210/?format=xmlhttps://www.courtlistener.com/api/rest/v4/gifts/5536/?format=xml55362023-08-31T08:47:57.114934-07:002023-08-31T08:47:57.114938-07:00Oprah WinfreyCongratulatory floral arrangement$1,200.00Falsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/34210/?format=xmlhttps://www.courtlistener.com/api/rest/v4/gifts/5537/?format=xml55372023-08-31T08:47:57.114950-07:002023-08-31T08:47:57.114954-07:00Advance Magazine Publishers Inc., d/b/a Condé Nast/Vogue MagazineDesigner dress and jacket worn in photo shoot$6,580.00Falsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/34210/?format=xmlhttps://www.courtlistener.com/api/rest/v4/gifts/5538/?format=xml55382023-08-31T08:48:38.099491-07:002023-08-31T08:48:38.099499-07:00John SteelePainting$580.00Falsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/34210/?format=xmlhttps://www.courtlistener.com/api/rest/v4/gifts/5539/?format=xml55392023-08-31T08:48:38.099513-07:002023-08-31T08:48:38.099516-07:00Oprah WinfreyCongratulatory floral arrangement$1,200.00Falsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/34210/?format=xmlhttps://www.courtlistener.com/api/rest/v4/gifts/5540/?format=xml55402023-08-31T08:48:38.099525-07:002023-08-31T08:48:38.099528-07:00Advance Magazine Publishers Inc., d/b/a Condé Nast/Vogue MagazineDesigner dress and jacket worn in photo shoot$6,580.00Falsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/34210/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5385730/?format=xml53857302023-08-31T08:47:57.106584-07:002023-08-31T08:47:57.106595-07:004Individual Assets (H)FalseFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/34210/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5385731/?format=xml53857312023-08-31T08:47:57.106631-07:002023-08-31T08:47:57.106636-07:004PNC Bank (cash)FalseAInterestKTFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/34210/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5385732/?format=xml53857322023-08-31T08:47:57.106661-07:002023-08-31T08:47:57.106665-07:004TD Bank (cash)FalseNoneJTFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/34210/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5385733/?format=xml53857332023-08-31T08:47:57.106688-07:002023-08-31T08:47:57.106692-07:004TIAA-Cref Money Market FundFalseADividendJTFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/34210/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5385734/?format=xml53857342023-08-31T08:47:57.106715-07:002023-08-31T08:47:57.106719-07:004Black Rock Money Market Class AFalseADividendJTFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/34210/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5385735/?format=xml53857352023-08-31T08:47:57.106742-07:002023-08-31T08:47:57.106747-07:004Black Rock Wealth Liquid Env AwareFalseADividendJTFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/34210/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5385736/?format=xml53857362023-08-31T08:47:57.106771-07:002023-08-31T08:47:57.106775-07:004Black Rock Large Cap Core- Class AFalseADividendJTFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/34210/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5385737/?format=xml53857372023-08-31T08:47:57.106799-07:002023-08-31T08:47:57.106803-07:004Account #1 (H)FalseFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/34210/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5385738/?format=xml53857382023-08-31T08:47:57.106826-07:002023-08-31T08:47:57.106830-07:004PRIMECAP Odyssey Growth (POGRX)FalseBDividendKTFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/34210/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5385739/?format=xml53857392023-08-31T08:47:57.106861-07:002023-08-31T08:47:57.106866-07:004Schwab Inst Large Cap Val Trust Fd InFalseNoneKTFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/34210/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5385740/?format=xml53857402023-08-31T08:47:57.106888-07:002023-08-31T08:47:57.106892-07:004Schwab S&P 500 (SWPPX)FalseADividendKTFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/34210/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5385741/?format=xml53857412023-08-31T08:47:57.106915-07:002023-08-31T08:47:57.106919-07:004DFA US Target Value I (DFFVX) (X)FalseADividendJTFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/34210/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5385937/?format=xml53859372023-08-31T08:48:38.094545-07:002023-08-31T08:48:38.094554-07:004Individual Assets (H)FalseFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/34210/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5385938/?format=xml53859382023-08-31T08:48:38.094580-07:002023-08-31T08:48:38.094584-07:004PNC Bank (cash)FalseAInterestKTFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/34210/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5385939/?format=xml53859392023-08-31T08:48:38.094603-07:002023-08-31T08:48:38.094607-07:004TD Bank (cash)FalseNoneJTFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/34210/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5385940/?format=xml53859402023-08-31T08:48:38.094623-07:002023-08-31T08:48:38.094626-07:004TIAA-Cref Money Market FundFalseADividendJTFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/34210/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5385941/?format=xml53859412023-08-31T08:48:38.094643-07:002023-08-31T08:48:38.094646-07:004Black Rock Money Market Class AFalseADividendJTFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/34210/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5385942/?format=xml53859422023-08-31T08:48:38.094663-07:002023-08-31T08:48:38.094666-07:004Black Rock Wealth Liquid Env AwareFalseADividendJTFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/34210/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5385943/?format=xml53859432023-08-31T08:48:38.094681-07:002023-08-31T08:48:38.094684-07:004Black Rock Large Cap Core- Class AFalseADividendJTFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/34210/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5385944/?format=xml53859442023-08-31T08:48:38.094700-07:002023-08-31T08:48:38.094703-07:004Account #1 (H)FalseFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/34210/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5385945/?format=xml53859452023-08-31T08:48:38.094719-07:002023-08-31T08:48:38.094722-07:004PRIMECAP Odyssey Growth (POGRX)FalseBDividendKTFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/34210/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5385946/?format=xml53859462023-08-31T08:48:38.094738-07:002023-08-31T08:48:38.094741-07:004Schwab Inst Large Cap Val Trust Fd InFalseNoneKTFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/34210/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5385947/?format=xml53859472023-08-31T08:48:38.094757-07:002023-08-31T08:48:38.094760-07:004Schwab S&P 500 (SWPPX)FalseADividendKTFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/34210/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5385948/?format=xml53859482023-08-31T08:48:38.094776-07:002023-08-31T08:48:38.094779-07:004DFA US Target Value I (DFFVX) (X)FalseADividendJTFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/34210/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5385949/?format=xml53859492023-08-31T08:48:38.094794-07:002023-08-31T08:48:38.094797-07:004Schwab Small Cap Index (SWSSX)FalseADividendJTFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/34210/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5385950/?format=xml53859502023-08-31T08:48:38.094812-07:002023-08-31T08:48:38.094815-07:004Vanguard Mid Cap Index Ins (VMCIX)FalseADividendJTFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/34210/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5385951/?format=xml53859512023-08-31T08:48:38.094830-07:002023-08-31T08:48:38.094833-07:004Dodge & Cox International Stock (DODFX)FalseADividendJTFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/34210/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5385952/?format=xml53859522023-08-31T08:48:38.094848-07:002023-08-31T08:48:38.094850-07:004T. Rowe Price International Discovery Fund (PRIDX)FalseADividendJTFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/34210/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5385953/?format=xml53859532023-08-31T08:48:38.094865-07:002023-08-31T08:48:38.094868-07:004Vanguard Total Intl Stock Index (VGTSX)FalseADividendJTFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/34210/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5385954/?format=xml53859542023-08-31T08:48:38.094884-07:002023-08-31T08:48:38.094887-07:005Schwab Instl CorePlus Fixed Inc IIIFalseNoneKTFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/34210/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5385955/?format=xml53859552023-08-31T08:48:38.094902-07:002023-08-31T08:48:38.094905-07:005Victory Integrity Sm Cap Value Y (VSCVX) (Y)FalseFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/34210/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5385956/?format=xml53859562023-08-31T08:48:38.094920-07:002023-08-31T08:48:38.094923-07:005Account #2 (H)FalseFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/34210/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5385957/?format=xml53859572023-08-31T08:48:38.094938-07:002023-08-31T08:48:38.094941-07:005MedStar Health, Inc. Cash Balance Retirement Plan (cash)FalseNoneMTFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/34210/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5385958/?format=xml53859582023-08-31T08:48:38.094957-07:002023-08-31T08:48:38.094960-07:005Account #3 (H)FalseFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/34210/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5385959/?format=xml53859592023-08-31T08:48:38.094975-07:002023-08-31T08:48:38.094978-07:005NY's 529 College Savings Plan, Growth (formerly Age-Based) PortfolioFalseNoneJTFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/34210/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5385960/?format=xml53859602023-08-31T08:48:38.094993-07:002023-08-31T08:48:38.094995-07:005Account #4 (H)FalseFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/34210/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5385961/?format=xml53859612023-08-31T08:48:38.095010-07:002023-08-31T08:48:38.095013-07:005The Education Plan Enrollment (formerly Age-Based) PortfolioFalseNoneJTFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/34210/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5385742/?format=xml53857422023-08-31T08:47:57.106941-07:002023-08-31T08:47:57.106945-07:004Schwab Small Cap Index (SWSSX)FalseADividendJTFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/34210/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5385743/?format=xml53857432023-08-31T08:47:57.106968-07:002023-08-31T08:47:57.106972-07:004Vanguard Mid Cap Index Ins (VMCIX)FalseADividendJTFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/34210/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5385744/?format=xml53857442023-08-31T08:47:57.107008-07:002023-08-31T08:47:57.107012-07:004Dodge & Cox International Stock (DODFX)FalseADividendJTFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/34210/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5385745/?format=xml53857452023-08-31T08:47:57.107036-07:002023-08-31T08:47:57.107040-07:004T. Rowe Price International Discovery Fund (PRIDX)FalseADividendJTFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/34210/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5385746/?format=xml53857462023-08-31T08:47:57.107062-07:002023-08-31T08:47:57.107066-07:004Vanguard Total Intl Stock Index (VGTSX)FalseADividendJTFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/34210/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5385747/?format=xml53857472023-08-31T08:47:57.107088-07:002023-08-31T08:47:57.107092-07:005Schwab Instl CorePlus Fixed Inc IIIFalseNoneKTFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/34210/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5385748/?format=xml53857482023-08-31T08:47:57.107114-07:002023-08-31T08:47:57.107118-07:005Victory Integrity Sm Cap Value Y (VSCVX) (Y)FalseFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/34210/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5385749/?format=xml53857492023-08-31T08:47:57.107140-07:002023-08-31T08:47:57.107144-07:005Account #2 (H)FalseFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/34210/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5385750/?format=xml53857502023-08-31T08:47:57.107166-07:002023-08-31T08:47:57.107170-07:005MedStar Health, Inc. Cash Balance Retirement Plan (cash)FalseNoneMTFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/34210/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5385751/?format=xml53857512023-08-31T08:47:57.107192-07:002023-08-31T08:47:57.107196-07:005Account #3 (H)FalseFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/34210/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5385752/?format=xml53857522023-08-31T08:47:57.107219-07:002023-08-31T08:47:57.107223-07:005NY's 529 College Savings Plan, Growth (formerly Age-Based) PortfolioFalseNoneJTFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/34210/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5385753/?format=xml53857532023-08-31T08:47:57.107246-07:002023-08-31T08:47:57.107250-07:005Account #4 (H)FalseFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/34210/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5385754/?format=xml53857542023-08-31T08:47:57.107273-07:002023-08-31T08:47:57.107277-07:005The Education Plan Enrollment (formerly Age-Based) PortfolioFalseNoneJTFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/34210/?format=xmlhttps://www.courtlistener.com/api/rest/v3/disclosure-positions/99097/990972023-08-31T08:47:57.113062-07:002023-08-31T08:47:57.113071-07:00OverseerHarvard UniversityFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/34210/?format=xmlhttps://www.courtlistener.com/api/rest/v3/disclosure-positions/99098/990982023-08-31T08:47:57.113088-07:002023-08-31T08:47:57.113093-07:00Council MemberAmerican Law InstituteFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/34210/?format=xmlhttps://www.courtlistener.com/api/rest/v3/disclosure-positions/99099/990992023-08-31T08:47:57.113104-07:002023-08-31T08:47:57.113108-07:00Board MemberGeorgetown Day SchoolFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/34210/?format=xmlhttps://www.courtlistener.com/api/rest/v3/disclosure-positions/99100/991002023-08-31T08:47:57.113118-07:002023-08-31T08:47:57.113122-07:00Board of DirectorsHistorical Society of the District of Columbia CircuitFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/34210/?format=xmlhttps://www.courtlistener.com/api/rest/v3/disclosure-positions/99112/991122023-08-31T08:48:38.098453-07:002023-08-31T08:48:38.098462-07:00OverseerHarvard UniversityFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/34210/?format=xmlhttps://www.courtlistener.com/api/rest/v3/disclosure-positions/99113/991132023-08-31T08:48:38.098476-07:002023-08-31T08:48:38.098479-07:00Council MemberAmerican Law InstituteFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/34210/?format=xmlhttps://www.courtlistener.com/api/rest/v3/disclosure-positions/99114/991142023-08-31T08:48:38.098488-07:002023-08-31T08:48:38.098491-07:00Board MemberGeorgetown Day SchoolFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/34210/?format=xmlhttps://www.courtlistener.com/api/rest/v3/disclosure-positions/99115/991152023-08-31T08:48:38.098500-07:002023-08-31T08:48:38.098503-07:00Board of DirectorsHistorical Society of the District of Columbia CircuitFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/34210/?format=xmlhttps://www.courtlistener.com/api/rest/v4/reimbursements/97029/?format=xml970292023-08-31T08:47:57.120522-07:002023-08-31T08:47:57.120531-07:00Harvard UniversityMay 24-27, 2022Boston, MABoard of Overseers Meeting & CommencementTransportation, meals, lodgingFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/34210/?format=xmlhttps://www.courtlistener.com/api/rest/v4/reimbursements/97034/?format=xml970342023-08-31T08:48:38.100473-07:002023-08-31T08:48:38.100481-07:00Harvard UniversityMay 24-27, 2022Boston, MABoard of Overseers Meeting & CommencementTransportation, meals, lodgingFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/34210/?format=xmlhttps://www.courtlistener.com/api/rest/v4/spouse-incomes/61816/?format=xml618162023-08-31T08:47:57.125531-07:002023-08-31T08:47:57.125540-07:00Medstar (salary)2022Falsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/34210/?format=xmlhttps://www.courtlistener.com/api/rest/v4/spouse-incomes/61817/?format=xml618172023-08-31T08:47:57.125553-07:002023-08-31T08:47:57.125557-07:00Self-employed (expert witness fees)2022Falsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/34210/?format=xmlhttps://www.courtlistener.com/api/rest/v4/spouse-incomes/61823/?format=xml618232023-08-31T08:48:38.102056-07:002023-08-31T08:48:38.102067-07:00Medstar (salary)2022Falsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/34210/?format=xmlhttps://www.courtlistener.com/api/rest/v4/spouse-incomes/61824/?format=xml618242023-08-31T08:48:38.102087-07:002023-08-31T08:48:38.102094-07:00Self-employed (expert witness fees)2022Falsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/34210/?format=xmlhttps://www.courtlistener.com/api/rest/v4/people/1609/?format=xmlhttps://storage.courtlistener.com/us/federal/judicial/financial-disclosures/1609/ketanji-brown-jackson-disclosure.2022.pdfhttps://storage.courtlistener.com/us/federal/judicial/financial-disclosures/1609/ketanji-brown-jackson-disclosure.2022-thumbnail_1.png2023-08-31T08:47:54.669177-07:002023-08-31T08:48:38.085824-07:00202217cee8e2182d00600decf81638b4f0297b41d1c6de-1False Part VII: Account #1 is a Morrison & Foerster Retirement Plan managed by Charles Schwab. There were no reportable transactions in this account within the 2022 reporting cycle. Part VII, line 21: This item was converted by the employer from Fidelity Freedom K-2035 to a cash balance retirement plan prior to the 2022 reporting cycle; the participant has no control over this plan and did not initiate the conversion. Part VII, lines 23 and 25: Updated naming conventions do not reflect a change in holdings. Part VII, Column B: Lines reflecting no income are so reported because none was attributed to those particular holdings during the reporting period, whether taxable, tax exempt, or tax deferred, or because the investments do not allocate income to individual holdings, but instead are credited only in unit value, per page 45 of the filing instructions.FalseTrue