Robert B. Jones jr
2018Annual
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What was filed
26
investments
0
positions
0
gifts
0
agreements
1
debts
0
reimbursements
0
income
1
spouse income
Named parties
- Sallie Mae
- Physician Salary - Glen Meade Center for Womens' Health, PA /Atrium Health
As filed
IRA #1
Wells Fargo Sweep Account(X) — Interest
Fidelity Low Price Stock Fund — Int/Div
Fidelity Magellan Fund — Int/Div
Fidelity OTC Portfolio Fund — Int/Div
IRA®2
Wells Fargo Sweep Account(X) — Interest
Duke Enery Corp. (Common) — Int/Div
Fidelity Investment Grade Bond Fund — Int/Div
Fidelity Dividend Growth Fund — Int/Div
Fidelity Mid-Cap Growth Fund — Int/Div
Fidelity Intermediate Bond Fund — Int/Div
Wells Fargo Bank Accounts — Interest
IRA #3
American Funds Europacific Growth — Int/Div
American Funds Growth Fund of America — Int/Div
American Funds Smallcap World Fund — Int/Div
American Funds Investment Company of America — Int/Div
IRAZ4
Fidelty Magellan Fund(X) — Int/Div
529 Plan.
American Funds Europacific Growth Fund — Int/Div
Amernican Funds SmallcapWorls Fund — Int/Div
Amenican Funds Investment Company of America — Int/Div
Anencan Funds Money Market — Int/Div
Glen Meade OWGYN PA 401k) Profit Sharing Plan (PSP#1) — Int
Liability — Sallie Mae — Crraduate School Loan #1
Spouse's income — 2018 — Physician Salary - Glen Meade Center for Womens' Health, PA /Atrium Health
Assets described in Part VII:
There has been no disposition of any assets described in Part VIL in 2018. All IRAs ure held by Wells Fargo. All assets remain same as in 2017 report.
The assets in lines 2 and § have been renamed to reflect the movement of accounts from Fidelity to Wells Fargo. The accounts are not actively traded and assets
remain same as in 2017,
Line 24 is an IRA that was not previously reported because the asset smount was below the reportable threshold.
Line 30 is a money market account not actively traded.
Line 32 is family member's profit sharing plan. The PSP is a risk-based strategy. Family member has no control over selection of assets.
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.