Kimberly A. Jolson

2016Annual

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Pull out the substance of this filing.

What was filed

  • 35

    investments

  • 0

    positions

  • 0

    gifts

  • 1

    agreements

  • 2

    debts

  • 0

    reimbursements

  • 0

    income

  • 1

    spouse income

Named parties

  • Amencan Education Services
  • American Education Services
  • Nabonwide Mutual Insurance Company (salary)

As filed

OPERS Bond Index Fund — None

Capital One (various accounts) (Y)

Fifth Third Bank (various accounts) (X) — Interest

Ohio Public Employees Retirement System (Hy

OPERS Stable Value 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)

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

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

529 Plan #2 (H)

Aggressive Age-Based College Advantage $29 Vanguard Port, & 500 Index — Interest — Sold

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

401K £1 (H)

Fidelity 2045 Model Portfolio — None

401K 22 (H)

Jones Day 2015 Fund — None

Jones Day 2045 Fund — None

Brokerage Account #1 (H)

Bond PIMCO Total Return ETF — None — Sold

SPLV Powershares SNP 500 (Y)

BP PLC-ADR (BP) — Int/Div

GE Co. Suxk (Y)

PSCH Powershares ETF (PSCH) — None

SCHG Schwab Strategic TR (Y)

VDE Vanguard Energy ETF (VDE) — Int/Div

IRAZI (HY

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

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 — 2016 — Nabonwide Mutual Insurance Company (salary)

Part II, line 1: This information was reflected only in Part VII of my prior report.

Part 111 A: Earnings for work in the private sector before taking the bench.

Part V1, line 3 of the initial report was below the reporting threshold throughout 2016 and therefore was omitted from this filing.

Part VII, lines 4-9, 12, 15, 17, 19, and 20: These investments report only adjustments to unit value, not income eumed on individual holdings, therefore Column

B(2) reflects "None," per page 40 of the filing instructions.

Part VII, line 22: The sale of this asset was inadvertently omitted from my prior report.

Part VIL, line 30: Name change: see line 15 of my prior report.

Part VII, lines 34 and 35: These entries were listed cumulatively in my prior report on line 17.

Wageworks BYN Mellon Health Savings identified in Part VIIT of the initial report was below the reporting threshold throughout 2016 and therefore was omitted

from this filing.

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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