# Jeffrey James Helmick

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/19434

## Record

- **Judge:** Jeffrey James Helmick
- **Year:** 2018
- **Report type:** Annual
- **Pages:** 10

## Text

Trust #1 (H)
Apple Inc. Stock — Int/Div
Dodge & Cox Int'l Stock Fund — Int/Div
Doubleline Total Return Bond Fd — Interest
Google, Inc. Stock Class A (Alphabet Inc) — Int/Div — Sold (part)
Intel Corp. — Int/Div
iShares Core MSCI EAFE ETF — Int/Div
iShares Core S&P SMALL-CAP ETF — Int/Div
iShares Core S&P MID-CAP ETF — Int/Div
iShares Core S&P S00 ETF — Int/Div
JP Morgan US Equity Fund — Int
Neuberger Berman Emerg Mkis Eqty — Int/Div
Vanguard Emerging Markets Fund — Int/Div
Western Asset Core Plus Bond — Interest
KT Short Term Tax-Free Fund — Int/Div
KT Short Term Tax-Free Fund — Int/Div — Sold (part)
KT Short Term Tax-Free Fund — Int/Div — Sold (part)
KT Short Term Deposit/Investment Fund — Int/Div
American Beacon Bridgeway — Int/Div
IRA #1 (H)
Merrill Lynch Cash/Money Account aka Bank of America NA RASP — Int/Div
Time Inc. Stock — Int/Div — Sold
Time Warner Inc. Stock — Int/Div — Sold
AT&T Ine Stock (NEW) — Int/Div — Buy
Charter Communications Inc (formerly Time Wamer Cable Inc. Stock) — Int/Div
Deferred Compensation #1 (H)
Ohio DC Intermediate Bond — Int/Div
Ohio DC Stable Value Option — Int/Div
Ohio DC Small-Cap Value (X) — Int/Div
Dodge & Cox Stock Fund — Int/Div
Fidelity Contrafund CP (Formerly Fidelity Contrafund) — Int/Div
Vanguard Capital Opportunity Stock Fund — Int/Div
MetLife Whole Life (H) — Int/Div
Fidelity Investments (formerly Morgan Stanlev) (H)
3M Company Stock — Int/Div
Amazon Com Inc Stock — Int/Div
American Water Works Co Stock — Int/Div
AT&T Ine Stock — Int/Div
Bank of Hawaii Corp Stock — Int/Div
Cincinnati Financial Corp Stock — Int/Div
CME Group Inc Stock — Int/Div
Comcast Corp (New) Class A Stock — Int/Div
Harbor Intl Inst (Y)
Honeywell Intl Inc Stock — Int/Div
Intel Corp Stock — Int/Div
iShares Core MSCI EAFE ETF — Int/Div — Sold
iShares Russell MID-CAP ETF — Int/Div
JPMorgan Chase & Co Stock — Int/Div
Kraft Heinz Co Stock — Int/Div
McDonalds Corp Stock — Int/Div
MetLife Inc Stock — Int/Div
Microsoft Corp Stock — Int/Div
Oracle Corp Stock — Int/Div
Pepsico Inc NC Stock — Int/Div
Pfizer Inc Stock — Int/Div
Phillip Morris Intl Inc Stock — Int/Div
PNC Finl Sves GP Stock — Int/Div
Republic Services Inc Stock — Int/Div
Rockwell Automation Inc Stock — Int/Div
iShares Core S&P S00 ETF (formerly S & P 500 Index Fund) — Int
Sherwin Williams Co Ohio Stock — Int/Div
United Technologies Corp Stock — Int/Div
Venzon Commumcations Stock — Int/Div
Wells Fargo & Co NEW Stock — Int/Div
Welllower Inc Stock — Int/Div
Biogen Inc — Int/Div
Boeing Co — Int/Div
Merck & Co he — Int/Div
Qualcomm Inc — Int/Div
Eaton Vance Tax Mgd Div Equ FD — Int/Div
First TR Momingstar Div — Int/Div
iShares iBoxx — Int/Div
iShares iBoxx Invest — Int/Div
iShares Russell MID-CAP G ETF — Int/Div
iShares Russell MID-CAP V ETF — Int/Div
Invesco Van Rate Preferred (formerly Powershares Variable Rate) — Int/Div
Pioneer Strategic Income — Int/Div
Vanguard Reit Etf — Int/Div
Pimco Foreign Bd US $ Hedged — Int/Div
Apple he — Int/Div
Alphabet Inc (Google) — Int/Div
American Express — Int/Div
Fudelity Government Cash Reserves (X) — Interest
Garrett Motion Inc Stock (distnibution from Honeywell) (X) — Distribution
Resideo Technologies Corp (Distribution from Honevwell) (X) — Distribution
Member, Board of Trustees, Maumee Valley Country Day School
Liability — American Express Gold (previously ) known as American Express) — Credit Card
Liability — Maumee Valley Country Day School — Tuttion
Liability — Discover — Credit Card
Liability — American Express Delta — Credit Card
Liability — Chase — Credit Card
Regarding “Trust #17, the first listing in Part VIL, JIN is the sole beneficiary of the trust.

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/19434. Public record. Not legal advice.
