Kimberly A. Jolson
2018Annual
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What was filed
31
investments
0
positions
1
gifts
0
agreements
2
debts
0
reimbursements
0
income
2
spouse income
Named parties
- City Investors, LLC
- Duke Umiversity Law School
- Amencan Education Services
- American Education Services
- Nationwide Mutual Insurance Company (salary)
- Village of Marble Chiff (salary)
As filed
529 Plan #1 (H)
Fifth Third Bank (cash) — Interest
Ohio Public Employees Retirement System {Hy
OPERS Stable Value Fund — None
OPERS Bond Index 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
Vanguard Aggressive Age-Based Portfolio: Aggressive Growth Index Port — None — Sold
Vanguard Aggressive Age-Based PortfolioBlended Aggressive Growth Port — None — Buy
529 Plan #2 (H)
Vanguard Aggressive Age-Based Portfolio, Aggressive Growth Index Port. — None — Sold
Vanguard Aggressive Age-Based Portfolio:Growth Index Port — None — Buy
Vanguard Aggressive Age-Based Portfolio:Growth Index Port — Sold
Vanguard Aggressive Age-Based Portfolio:Blended Aggressive Growth Port — None — Buy
401K 21 (H)
Nationwide Retirement Plan, Fidelity Cash Balance (cash) — Interest
Fidelity 2045 Model Portfolio — None
Brokerage Account #1 (H)
VDE Vanguard Energy ETF (VDE) (Y)
IRA #1 (H)
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
Misc Holdings (H)
Arch City Investors, LLC — Rent
Promissory Note — Interest — City Investors, LLC
Gift — Duke Umiversity Law School — LLM Scholarship — $23,340.00
Liability — Amencan Education Services — Student Loan
Liability — American Education Services — Student Loan
Spouse's income — 2018 — Nationwide Mutual Insurance Company (salary)
Spouse's income — 2018 — Village of Marble Chiff (salary)
Part VII, line 30: Real estate company.
Part VII, Column B: Lines reflecting no income are so reported because none was attributed to those particular holdings during the reporting period, whether
taxable, tax exempt, or tax deferred, or because the investments do not allocate income to individual holdings, but instead are credited only in unit value, per
page 42 of the filing instructions.
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.