Viktor V Pohorelsky
2018Final
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What was filed
27
investments
0
positions
0
gifts
0
agreements
2
debts
0
reimbursements
0
income
1
spouse income
Named parties
- US, Department of Education, William ) D. Ford Federal Direct Loan Program
- U.S. Department of Education ( Navient)
- Studio In A School (teachmmg)
As filed
Rental Apartment; Brooklyn NY — Rent
Boeing, Inc. Common Stock — Int/Div
Voya Core Equity Research Fund Mutual Fund — Int/Div
Lake Charles LA vacant lot; undivided one sixth interest — None
Citibank mterest bearing checking account — Interest
Citibank savings account — Interest
TD Bank interest bearing checking account — Interest
Nationwide Insurance IRA - Variable Annuity Contract (H)
NVIT Government Bond Fund — None
NVIT Nationwide Fund — None
Citibank IRA (H)
ClearBridge Dividend Strategy Fund Class A — Int/Div
Prudential IRA (H)
Nuveen Core Equity Alpha Fund — Int/Div
First Eagle Global Fund — Int/Div
Clearbridge Aggressive Growth Fund Class A — Int/Div
Moneymart Assets Inc. Money Market Fund — Int/Div
Intel Corp. Common Stock — Int/Div
Johnson & Johnson Co. Common Stock a — Int/Div
Microsoft Corp. Common Stock — Int/Div
Educaton Savings Plan # (H) Scholars Edge: New Mexico 529 Program
Portfolio 100 A — None — Sold
T Rowe Price Blue Chip Growth Portfolio — None — Sold (part)
Main Street Mid Cap Portfolio A — None — Sold
Equitable Whole Life Policy — None
Berkshire Hathaway Inc. Class B — None
Moneymart Assets, Inc. Money Market Fund — Int/Div
Liability — US, Department of Education, William ) D. Ford Federal Direct Loan Program — Student Loan
Liability — U.S. Department of Education ( Navient) — Student Loan
Spouse's income — 2018 — Studio In A School (teachmmg)
Part VII, Line 8: The Nationwide Insurance IRA is a Variable Annuity Contract which does not yield income such as dividends or interest. The mvestment is a
purchase of "units" of accounts which are in tum invested in mutual funds. The number of units purchased remains essentially the same (slight deductions are
taken annually for administrative fees), but the value of each unit increases or decreases with fluctuations in the mutual funds markets.
Part VII, Line 12: This fund was formerly named CleurBridge Equity Income Builder Fund. The change to its present name is & change in name only.
Part VII, Line 21: The Education Savings Plan #1 operates under the name Scholar's Edge and is offered by The Education Trust Board of New Mexico. It is
an Internal Revenue Code Section 529 Trust, serving as an investment vehicle to provide for higher education expenses for my children. The monies invested
(known as contributions) are used to purchase units in various investment portfolios which in tum invest in mutual funds or other investment instruments, The
value of cach unit increases or decreases with fluctuations in the value of the mutual funds or other investment instruments in which the mvestment portfolio is
imvested. No income is received by, and no distributions are made to, the mvestors except that the investors may redeem units to pay for the educational expenses
of the children for whose benefit the investment contributions are made.
Part VII, Lines 22-24: The proceeds of the sales listed on these lines were used to pay educational expenses for one of my children,
Part VII, Line 23: This plan portfolio was formerly named Dreyfus Research Growth Portfolio. The plan administrator decided to withdraw all of the assets in the
portfolio and reinvest them into the plan portfolio listed on this line.
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.