Robert B. Jones jr
2019
Ask Donna
Pull out the substance of this filing.
What was filed
31
investments
0
positions
0
gifts
0
agreements
1
debts
0
reimbursements
0
income
1
spouse income
Named parties
- Sallie Mae
- Self-Employed
As filed
IRA #1
Wells Fargo Sweep Account — Interest
Fidelity Low Price Stock Fund — Dividend
Fidelity Magellan Fund — Dividend
Fidelity OTC Portfolio Fund — Dividend
IRA#2
Wells Fargo Sweep Account — Interest
Duke Enery Corp. (Common) — Dividend
Fidelity Investment Grade Bond Fund — Dividend
Fidelity Dividend Growth Fund — Dividend
Fidelity Mid-Cap Growth Fund — Dividend
Fidelity Intermediate Bond Fund — Dividend
PNC (Common) — Dividend
Enbridge Inc. — Dividend
IRA #3
American Funds Europacific Growth — Dividend
American Funds Growth Fund of America — Dividend
American Funds Smallcap World Fund — Dividend
American Funds Investment Company of America — Dividend
IRA#4
Fidelty Magellan Fund — Dividend
529 Plan
American Funds Europacific Growth Fund — Dividend
American Funds SmallcapWorld Fund — Dividend
American Funds Investment Company of America — Dividend
Anerican Funds Money Market — Int./Div.
American Funds College Fund — Dividend — Buy
American Funds College Fund — Buy (add'l)
American Funds College Fund — Buy (add'l)
Wells Fargo Bank Accounts — Interest
401(k)/Profit Sharing Plan — Int./Div.
Liability — Sallie Mae — Graduate School Loan #1
Spouse's income — 2019 — Self-Employed
Assets described in Part VII:
Line 14 & 15 were inadvertently omitted from the 2018 Report. These assets were included in the 2017 Report.
Line 44 is profit sharing plan. The PSP is a risk-based strategy. 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.