Kimberly A. Jolson
2015Initial
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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.