Joshua P. Kolar

2019

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Pull out the substance of this filing.

What was filed

76
investments
1
positions
0
gifts
0
agreements
1
debts
1
reimbursements
0
income
0
spouse income

Named parties

Shedd Aquarium
Navient
Federal Judicial Center

As filed

Northern Trust (Money Market) Market/ NORXX) — Dividend

Northern Trust (Banking-Checking Cash Equivalent) — None

USAA (SPY) — Dividend

USAA (DIA) — Dividend

Fidelity (Fidelity Freedom 2040) — Dividend

Fidelity (Vanguard Target 2045) — None

Fidelity (Vanguard Target 2040 — None

Morgan Stanley (GIBIX) — Dividend — Buy

Morgan Stanley (GIBIX) — Dividend — Sold (part)

Morgan Stanley (XLV) — Dividend — Buy

Morgan Stanley (XLV) — Dividend — Sold (part)

Morgan Stanley (XLI) — None — Sold

Morgan Stanley (DBC) — None — Sold (part)

Morgan Stanley (DBC) — None — Sold

Morgan Stanley (PIE) — None — Sold

Morgan Stanley (INTF) — None — Sold (part)

Morgan Stanley (INTF) — None — Sold

Morgan Stanley (LGRF) — Dividend — Sold (part)

Morgan Stanley (LGRF) — Dividend — Sold

Morgan Stanley (MTUM) — Dividend — Buy

Morgan Stanley (MTUM) — Dividend — Sold (part)

Morgan Stanley (QUAL) — Dividend — Buy

Morgan Stanley (QUAL) — Dividend — Sold (part)

Morgan Stanley (VLUE) — None — Sold (part)

Morgan Stanley (VLUE) — None — Sold

Morgan Stanley (EMGF) — Dividend — Buy

Morgan Stanley (EMGF) — Dividend — Sold (part)

Morgan Stanley (IJH) — None — Sold

Morgan Stanely (IJR) — None — Sold

Morgan Stanley (LFMIX) — Dividend — Buy

Morgan Stanley (LFMIX) — Dividend — Sold (part)

Morgan Stanley (LOTIX) — None — Sold

Morgan Stanley (LOTIX) — None — Buy

Morgan Stanley (PONPX) — Dividend — Buy

Morgan Stanley (PONPX) — Dividend — Sold (part)

Morgan Stanley (SMEZ) — Dividend — Sold

Morgan Stanley (DLS) — Dividend — Buy

Morgan Stanley (DLS) — Dividend — Sold (part)

Morgan Stanley (DLS) — Dividend — Buy

Morgan Stanley (DLS) — Dividend — Sold (part)

Morgan Stanley (USFR) — Dividend — Buy

Morgan Stanley (USFR) — Dividend — Sold

Morgan Stanley (DRGW) — Dividend — Buy

Morgan Stanley (DRGW) — Dividend — Sold (part)

Morgan Stanley (EES) — Dividend — Buy

Morgan Stanley (EES) — Dividend — Sold (part)

Morgan Stanley (PDBC) — Dividend — Buy

Morgan Stanley (SPHD) — Dividend — Buy

Morgan Stanley (IVV) — Dividend — Buy

Morgan Stanley (EFAV) — Dividend — Buy

Morgan Stanley (PULS) — Dividend — Buy

Morgan Stanley (XLF) — Dividend — Buy

Morgan Stanley (EZM) — Dividend — Buy

Morgan Stanley (DON) — Dividend — Buy

Morgan Stanley (AZIPX) — Dividend — Buy

Morgan Stanley (AZIPX) — Distribution — Buy

Morgan Stanley (AZIPX) — Dividend — Buy

Morgan Stanley (BXMIX) — Dividend — Buy

Morgan Stanley (BXMIX) — Distribution — Buy

Morgan Stanley (MYFRX) — Dividend — Buy

Morgan Stanley (MYFRX) — Distribution — Sold

Morgan Stanley Bank (Cash Equivalent) — Int./Div.

Capital One (Cash Equivalent) — Interest

Invesco Mid Cap Core Equity Fund-Class C — Dividend

Invesco Mid Cap Core Equity Fund-Class A — Dividend

Centier Bank (Checking Cash Equivalent) Y — Int./Div.

President's Council, Shedd Aquarium

Liability — Navient — Student Loans

Reimbursement — Federal Judicial Center — 03/11/2019-03/15/2019 — 9 San Antonio, TX — FJC Phase I MJ Training — Travel Expenses, Hotel, Per Diem

Upon assuming the role of a United States Magistrate Judge, I ensured my investments were unlikely to raise a need for recusal and instructed my financial advisor

to avoid a broad range of investments that had a high likelihood of creating the need for recusal at some point in my judicial career. I have now further instructed

my financial advisor to limit my holdings to a small number of investments that broadly track market index funds and to hold those investments, without selling

them or exchanging them for similar such funds.

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.