Robert B. Jones jr

2018Annual

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Pull out the substance of this filing.

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.

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Robert B. Jones jr | Frix