# Kimberly A. Jolson

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/14992

## Record

- **Judge:** Kimberly A. Jolson
- **Year:** 2016
- **Report type:** Annual
- **Pages:** 8

## Text

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.

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/14992. Public record. Not legal advice.