# Kimberly A. Jolson

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/10375

## Record

- **Judge:** Kimberly A. Jolson
- **Year:** 2015
- **Report type:** Initial
- **Pages:** 6

## Text

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)

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/10375. Public record. Not legal advice.
