Kimberly A. Jolson

2019

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Pull out the substance of this filing.

What was filed

  • 26

    investments

  • 0

    positions

  • 1

    gifts

  • 0

    agreements

  • 1

    debts

  • 1

    reimbursements

  • 0

    income

  • 2

    spouse income

Named parties

  • Duke University Law School
  • American Education Services
  • Nationwide Mutual Insurance Company (salary)
  • Village of Marble Cliff (salary)

As filed

Individual Assets (H)

Fifth Third Bank (cash) — None

Arch City Investors, LLC — Distribution

Promissory Note (Arch City Investors, LLC) — Interest

Ohio Public Employees Retirement System (H)

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

529 Plan #1 (H)

Vanguard Aggressive Age-Based PortfolioBlended Aggressive Growth Port — None

529 Plan #2 (H)

Vanguard Aggressive Age-Based Portfolio:Blended Aggressive Growth Port — None

401K #1 (H)

Nationwide Retirement Plan, Fidelity Cash Balance (cash) — Interest

Fidelity 2045 Model Portfolio — None

IRA #1 (H)

Vanguard Total Stock Market Index Inv. (VTSMX) — Dividend — Sold

Vanguard Total Stock Mkt inx Adm. (VTSAX) — Dividend — Buy

Insurance Policies (H)

Guardian Whole Life Insurance Policy — Dividend

USAA Whole Life Insurance — None

USAA Universal Life Insurance (policy #1) — Interest

USAA Universal Life Insurance (policy #2) — Interest

Gift — Duke University Law School — LLM Scholarship — $22,400.00

Liability — American Education Services — Student Loan

Reimbursement — Duke University Law School — May 19-June 14, 2019 — Durham, NC — LLM — Transportation, meals, lodging

Spouse's income — 2019 — Nationwide Mutual Insurance Company (salary)

Spouse's income — 2019 — Village of Marble Cliff (salary)

Part VII, line 3: 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