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Jana C. Toner

White House Office

Deputy Assistant to the President and Chief of Staff to the Second Lady | Associate Director of Presidential Peronnel | $149,337 | Financial Disclosure »

See more financial disclosure details ⬇

Employment Assets

Description Value Income
Trade PMR Defined Contribution Plan
Dimensional Funds DFA Investment Grade Portfolio Institutional Class Shares (DFAPX) $15,001 - $50,000 None (or less than $201)
Dimensional Funds DFA Emerging Markets Core Equity Portfolio Institutional Class (DFCEX) $1,001 - $15,000 None (or less than $201)
Dimensional Funds DFA International Core Equity Portfolio Institutional Class (DFIEX) $15,001 - $50,000 $1,001 - $2,500
Dimensional Funds DFA U.S. Core Equity 1 Portfolio Institutional Class (DFEOX) $1,001 - $15,000 None (or less than $201)
Dimensional Funds DFA U.S. Core Equity II Portfolio Institutional Class (DFQTX) $15,001 - $50,000 $2,501 - $5,000
Dimensional Funds DFA Short-Term Extended Quality Portfolio Institutional Class (DFEQX) $1,001 - $15,000 None (or less than $201)
Dimensional Funds DFA Five-Year Global Fixed Income Portfolio Institutional Class (DFGBX) $1,001 - $15,000 None (or less than $201)

Other Income/Assets

Description Value Income
U.S. bank account #1 (cash) $1,001 - $15,000 None (or less than $201)
U.S. bank account #2 (cash) $1,001 - $15,000 None (or less than $201)
U.S. bank account #3 (cash) $100,001 - $250,000 $201 - $1,000
CollegeAmerica 529 College Savings Plan
American Funds Balanced Portfolio F-1 (BLPFX) $15,001 - $50,000 $1,001 - $2,500
American Funds American High-Income Trust (AHTFX) $15,001 - $50,000 $201 - $1,000
American Mutual Fund F-1 (AMFFX) $15,001 - $50,000 $2,501 - $5,000
Capital World Bond Fund F-1 (WBFFX) $1,001 - $15,000 None (or less than $201)
New World Fund F-1 (NWFFX) $1,001 - $15,000 None (or less than $201)

Employment Agreements and Arrangements

Employer or Party City, State Status and Terms Date
Trade PMR Washington, District of Columbia I will continue to participate in this defined contribution plan, but the plan sponsor no longer makes contributions. Jan. 16, 2009

Liabilities

Creditor Name Creditor Type Amount Rate Year Incurred
Citibank Exercised Line of Credit $100,001 - $250,000 3.99 2016

Spouse's Employment Assets

Description Value Income Type Income Amount
CNN Contributer consulting fees
Wiley Rein (Law Firm) partnership share
Wiley Rein, capital contribution $100,001 - $250,000 None (or less than $201)
Wiley Rein, cash balance retirement plan $250,001 - $500,000 $15,001 - $50,000
Trade PMR Defined Contribution Plan
Dimensional Funds DFA Investment Grade Portfolio Institutional Class Shares (DFAPX) $50,001 - $100,000 $1,001 - $2,500
Dimensional Funds DFA Emerging Markets Core Equity Portfolio Institutional Class (DFCEX) $1,001 - $15,000 $201 - $1,000
Dimensional Funds DFA International Core Equity Portfolio Institutional Class (DFIEX) $15,001 - $50,000 $201 - $1,000
Dimensional Funds DFA U.S. Core Equity 1 Portfolio Institutional Class (DFEOX) $15,001 - $50,000 $1,001 - $2,500
Dimensional Funds DFA U.S. Core Equity II Portfolio Institutional Class (DFQTX) $50,001 - $100,000 $1,001 - $2,500
Dimensional Funds DFA Short-Term Extended Quality Portfolio Institutional Class (DFEQX) $1,001 - $15,000 None (or less than $201)
Dimensional Funds DFA Five-Year Global Fixed Income Portfolio Institutional Class (DFGBX) $15,001 - $50,000 $2,501 - $5,000
Bryan Cave 401(k)
Vanguard Wellington Fund Admiral Shares (VWENX) $50,001 - $100,000 $2,501 - $5,000
Vanguard Institutional Target Retirement 2030 Fund (VTTWX) $100,001 - $250,000 $5,001 - $15,000
Vanguard Target Retirement Income Fund (VTINX) $15,001 - $50,000 $2,501 - $5,000
Wiley 401(k)
Fidelity Freedom K 2030 Fund (FFKEX) $100,001 - $250,000 $15,001 - $50,000

Do you know something about Jana C. Toner? Send us an email at [email protected] or send a Signal message to 347-244-2134.

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