Kimberly A. Jolson

2017Annual

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Pull out the substance of this filing.

What was filed

  • 32

    investments

  • 0

    positions

  • 0

    gifts

  • 1

    agreements

  • 2

    debts

  • 0

    reimbursements

  • 0

    income

  • 1

    spouse income

Named parties

  • City Investors, LLC
  • Amencan Education Services
  • American Education Services
  • Nabonwide Mutual Insurance Company (salary)

As filed

Fifth Third Bank {various accounts) — Interest

Ohio Public Employees Retirement System {Hy

OPERS Stable Value Fund — None

OPERS Bond Index Fund — None

OPERS Stock Index Fund — None

OPERS Large Cap Index Fund — None

OPERS Small Cap Index Fund — None

OPERS Non-US Stock Index Fund — None

529 Plan #1 (H)

Vanguard Aggressive Age-Based Portfolio, Aggressive Growth Index Port. — None

529 Plan £2 (H)

Vanguard Aggressive Age-Based Portfolio, Aggressive Growth Index Port. — None

401K £1 (H)

Nationwide Retirement Plan, Fidelity Cash Balance (cash) (X) — Interest

Fidelity 2045 Model Portfolio — None

401K £2 (H)

Jones Day 2015 Fund (Y)

Jones Day 2045 Fund (Y)

Brokerage Account #1 (H)

BP PLC-ADR (BP) — Int/Div — Sold

PSCH Powershares ETF (PSCH) — None — Sold

VDE Vanguard Energy ETF (VDE) — Int/Div

IRA #1 (H)

Vanguard Total Stock Market Index Inv — Int/Div

Insurance Policies (H)

Guardian Whole Life Insurance Policy — Interest

USAA Whole Life Insurance — Interest

USAA Universal Life Insurance (policy #1) — Interest

USAA Universal Life Insurance (policy #2) — Interest

Misc Holdings (H)

Arch City Investors, LLC (X) — Rent

Promissory Note — Interest — Open — City Investors, LLC

Agreement — 2010 — Retirement plan with Jones Day (former law firm)

Liability — Amencan Education Services — Student Loan

Liability — American Education Services — Student Loan

Spouse's income — 2017 — Nabonwide Mutual Insurance Company (salary)

Part VII, line 31: Real estate company.

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 42 of the filing instructions.

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.

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Kimberly A. Jolson | Frix