Joel Harvey Slomsky

2011Annual

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What was filed

82
investments
0
positions
0
gifts
1
agreements
0
debts
0
reimbursements
0
income
0
spouse income

As filed

IRA #1 — Interest

General Electric Capital (Bond) — Buy

JP Morgan Chase (Bond) — Buy

Federated Prime Mgmt. Obligations Fund — Open

Fidelity Money Market Account — Closed

IRA #2 — Int/Div

Legacy Texas Bank (CD) — Matured

Bank of the Commonwealth of Virginia Cny — Matured

Georgia Bank and Trust Co. (CD) — Matured

Bank Union (CD) — Matured

Cit Bank (CD) — Matured

Mid Carolina Bank (CD) — Matured

Macon Bank (CD) — Matured

DMB Community Bank (CD)

First Jackson Bank (CD) — Matured

First Commericial Bank (Jackson, MS) cD — Matured

Amencan Bank CD)

LCommerce Bank (CD) — Matured

Crescent Bank (CD) — Matured

Sallie Mae Bank (CD)

Great Southern Bank (CD)

Pacific Continental Bank (CD) — Matured

General Electric Capital (Bond)

Goldman Sachs Group Inc. (Bond)

Goldman Sachs Group Inc. (Bond) — Buy

Genworth Fimancial Inc. (Bond)

Genwoth Financial Inc. (Bond) — Buy

Citigroup Inc. (Bond)

Citigroup Inc. (Bond) — Buy

Prudential Financial Inc. (Bond)

American International Group (Bond)

American International Group (Bond) — Buy

Vanguard Wellington Fund

Vanguard Wellington Fund — Buy (add'l)

Verizon Communications Inc. (Common Stock)

Verizon Communications Inc. (Common Stock) — Buy (add'l)

Ally Bank (CD) — Matured

Ally Bank (CD) — Buy

Frontier Communications (Common Stock) — Sold

Memll Lynch (Bond)

Bank of America (Bond)

Bank of America (Bond) — Buy

Morgan Stanley (Bond)

Morgan Stanley (Bond) — Buy

Franklin Income Fund

Franklin Income Fund — Buy (add'l)

IShares Preferred Stock Index Fund — Buy

ATET Ine. (Common Stock)

Beal Bank of Texas (CD) — Buy

JP Morgan Chase (Bond) — Buy

JP Morgan Chase (Bond) — Buy (add'l)

Wells Fargo & Co. (Bond) — Buy

Wells Fargo & Co. (Bond) — Buy (add'l)

GE Capital Financial Inc. (CD) — Buy

Cithank (CD) — Buy

BMW Bank Nocth America (CD) — Buy

HSBC Finance Corporation (Bond) — Buy

Amernican Express Centurian Bank (CD) — Buy

Federated Prime Mgmt. Obligations Fund — Open

Fidelity Money Market Account — Closed

Fidelity Money Market Account — Sold (part)

IRA #3 — Interest

PNC Bank (CD)

PNC Bank (CD) — Buy

Flexible Annuity Plan — Int/Div

Mutual of America Conservative Allocation Fund

Mutual of Amenica Moderate Allocation Fund — Buy

Mutual of Amenca 2020 Retirement Fund — Buy

Mutual of America General Account — Sold (part)

Tax Deferred Annuity — Int/Div

Mutual of America Conservative Allocation Fund

Mutual of Amenca Interest Accumulation Account

PNC Bank Money Market Account — Interest

Citizens Bank Checking Account — None

Agreement — 2011 — Joel Harvey Slomsky Individual Retirement Account (IRAs), control

The numbering of the IRAs has been changed on this reporting form to reduce the number of IRAs and make the numbers sequential. First, IRA #1 on this form

was IRA #2 on the 2010 reporting form. TRA #2 was IRA #3 on the 2010 reporting form. IRA #3 wus IRA numbers #5 und #6 on the 2010 reporting form. In

addition, IRAs #5 and #6 on the 2010 reporting form have been consolidated under IRA #3 (lines 69 to 72) on this reporting form because the three CDs listed are

assets in only one IRA. Because cach CD has a different number, 1 listed them last year under different IRAs. However, IRA #3 represents only one IRA with its

own number and the three CDs are included within this one IRA.

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.