Kimberly A. Jolson

2018Annual

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Pull out the substance of this filing.

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.

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Kimberly A. Jolson | Frix