Joel Harvey Slomsky

2019

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Pull out the substance of this filing.

What was filed

  • 40

    investments

  • 1

    positions

  • 0

    gifts

  • 1

    agreements

  • 0

    debts

  • 1

    reimbursements

  • 1

    income

  • 0

    spouse income

Named parties

  • V1 anova University _aw Sci100
  • New York Intellectual Property Lawyers Assn
  • Vi. anova University Law Sc100’ - Teac ung Income

As filed

IRA#1

Vanguard Wellington Fund — Int/Div

Venzon Communications Inc. (Common Stock) — Int/Div

Franklin Income Fund — Int/Div

IShares Preferred Stock Index Fund — Int/Div

AT&T Inc. Common Stock — Int/Div

Federated Prime Cash Obligations Fund — Int/Div

Federated Pnme Cash Obligations Fund — Sold (part)

Wilshire Ret (ETF) — Int/Div

Vanguard Wellsley Fund — Int/Div

Comcast (Common Stock) — Int/Div

Bickel Bank Miami Fla. (CD) — Interest — Redeemed

Wells Fargo Bank (CD) — Interest — Redeemed

Discover Bank (CD) — Interest — Redeemed

Amencan Express Federal Savings Bank (CD) — Interest — Redeemed

Goldman Sachs Bank USA NY (CD) — Interest — Redeemed

Capital One Bank USA Nat'l Association (CD) — Interest — Redeemed

Ally Bank Midvale Utah (CD) — Interest — Redeemed

Morgan Stanley Bank NA Utah (CD) — Interest — Redeeemed

Morgan Stanley Bank NA Utah (CD) — Interest — Redeemed

Goldman Sachs Bank USA (CD) — Interest — Redeemed

Bank Amenca NA Charlotte NC (CD) — Interest

BMW Bank North America Salt Lake (CD) — Interest — Buy

TIAA FSB Jacksonville Fla (CD) — Interest — Buy

Ally Bank (CD) — Interest — Buy

Morgan Stanley Pvt Bank Purchase (CD) — Interest — Buy

Capital One Nat'l Assn. Va (CD) — Interest — Buy

Sallie Mae Bank Salt Lake City Utah (CD) — Interest — Buy

Morgan Stanley Bank NA (CD) — Interest — Buy

Flexible Annuity Plan

Mutual of America Conservative Allocation Fund — None

Mutual of America Moderate Allocation Fund — None

Mutual of America 2020 Retirement Fund — None

Mutual of America General Account — Interest

Tax Deferred Annuity

Mutual of America Conservative Allocation Fund — None

Mutual of America Interest Accumulation Account — Interest

Citizens Bank Checking Account — None

PNC Bank Checking Account — Interest

PNC Bank Money Market Account — Interest

Dean's Distinguis 1ec. .“e OW, V1 anova University _aw Sci100

Agreement — 2019 — Joel Harvey Slomsky Individual Retirement Account (IRA). control

Reimbursement — New York Intellectual Property Lawyers Assn — 3/22-23/2019 — New York New York — Annual Event to Honor Federal Judges — Hotel, Food, Transportation, Semunar

Income — 2019 — Vi. anova University Law Sc100’ - Teac ung Income — $15.000

1. For the Flexible Annuity Plan and the Tax Deferred Annuity holdings listed in Part VII with no income, "none" was listed because the statements do not

provide the income attributable to those assets.

2. IRA #1 in this Financial Disclosure Report was IRA #2 in the 2018 Report. IRA #1 in the 2018 Report was closed in 2018 and therefore the title "IRA #1"

is being given in this Report to IRA #2 in the 2018 Report.

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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Joel Harvey Slomsky | Frix