Kimberly A. Jolson

2015Initial

Ask Donna

Pull out the substance of this filing.

What was filed

  • 17

    investments

  • 0

    positions

  • 0

    gifts

  • 0

    agreements

  • 2

    debts

  • 0

    reimbursements

  • 3

    income

  • 4

    spouse income

Named parties

  • Amencan Education Services
  • American Education Services
  • Jones Day, employed as attorney
  • Jones Day, employed as attormey
  • Jones Day, emploved as attorney
  • Natioowide Mutual Insurance Company, employed as attomey
  • Nationwide Mutual Insurance Company, employed as attomey
  • Nationwide Mutual Insurance Company, emploved as attorney

As filed

Aggressive Age-Based College Advantage 529 Vanguard Port. & 500 Index — Interest — Exempt

Aggressive Age-Based College Advantage 529 Vanguard Port, & 500 Index — Interest — Exempt

Fidelity 401K, 2045 Model Portfolio Recordkeeping Service — None — Exempt

Wells Fargo 401K, Jones Day 2015 Fund & Jones Day 2045 Fund — None — Exempt

Ohio Public Employees Retirement System (see attached) — None — Exempt

Guardian Whole Life Insurance Policy — Interest — Exempt

Capital One Savings Cash Account — Interest — Exempt

Bond PIMCO Total Return ETF — Int/Div — Exempt

SPLV Powershares SNP S00 — Int/Div — Exempt

BP PLC-ADR — Int/Div — Exempt

GE Co. Stock — Int/Div — Exempt

PSCH Powershares ETF — None — Exempt

SCHG Schwab Strategic TR — Int/Div — Exempt

VDE Vanguard Energy ETF — Int/Div — Exempt

Vanguard Index Fund — None — Exempt

USAA Whole Life Insurance — Interest — Exempt

USAA Universal Life Insurance — Interest — Exempt

Liability — Amencan Education Services — Student Loan

Liability — American Education Services — Student Loan

Income — 2014 — Jones Day, employed as attorney — S168.536.00

Income — 20158 — Jones Day, employed as attorney — $179.070.00

Income — 2016 — Jones Day, employed as attormey — $5,700.00

Spouse's income — 2014 — Jones Day, emploved as attorney

Spouse's income — 2014 — Natioowide Mutual Insurance Company, employed as attomey

Spouse's income — 2015 — Nationwide Mutual Insurance Company, employed as attomey

Spouse's income — 2016 — Nationwide Mutual Insurance Company, emploved as attorney

Additional Investment for Part VII:

USAA Universal Life Insurance I, A , Interest, J, T, Exempt

Ohio PERS Funds:

<OPERS Stable Value Fund

-OPERS Bond Index Fund

-OPERS Stock Index Fund

-OPERS Large Cap Index Fund

-OPERS Small Cap Index Fund

<OPERS Non-US Stock Index Fund

My husband and 1 have a Health Savings Account through Nationwide Mutual Insurance Company (his employer):

Wageworks BNY Mellon Health Savings Account

« Interest-Bearing Bank Portion - $490 (paid $1.36 in interest to date)

- Fidelity Spartan International Index - $397.41 (paid $.56 dividend to date)

- Fidelity Spartan Total Market Index - $850.78 (paid $2.46 dividend to date)

- Dreyfus Bond Market Index Fund - $460.63 (paid $1.27 dividend to date)

This is a copy of a public record, reproduced as it was published. It is not legal advice, and it may not be the version a court would rely on. Check the official source before you cite it.

A word about cookies

We need a few to keep you signed in and the library working. The rest help us see which pages people use and where they get stuck. They stay off unless you say yes.