# Jeffrey James Helmick

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/32180

## Record

- **Judge:** Jeffrey James Helmick
- **Year:** 2019
- **Pages:** 10

## Text

TRUST #1 - H
First TR Morningstar Div — Dividend
iShares Core S&P 500 ETE — Int./Div.
iShares Russell MID-CAP ETF — Dividend
iShares Russell MID-CAP G ETF — Dividend
Vanguard Reit ETF — Dividend
Alphabet Inc (Google) — Dividend
Amazon Com Inc Stock — Dividend
American Express — Dividend
American Water Works Co Stock — Dividend
Apple Inc Stock — Dividend
Bank of Hawaii Corp Stock — Dividend
Biogen Inc. — Dividend
Boeing Co. — Int./Div.
CME Group Inc Stock — Dividend
Cincinnati Financial Corp Stock — Dividend
Comcast Corp (New) Classs A Stock — Dividend
Facebook Inc Class A — Dividend — Buy
Honeywell Int Inc Stock — Dividend
Intel Corp — Dividend
JP Morgan Chase & Co Stock — Dividend
McDonalds Corp Stock — Dividend
Merck & Co Inc. — Dividend
MetLife Inc Stock — Dividend
Microsoft Corp Stock — Dividend
Oracle Corp Stock — Dividend
PNC Finl Svcs GP Stock — Dividend
Pepsico Inc NC Stock — Dividend
Pfizer Inc Stock — Dividend
Qualcomm Inc — Dividend
Republic Services Inc Stock — Dividend
Resideo Technologies Corp (Distribution from Honewell) — Dividend
Rockwell Automation Inc Stock — Dividend
Sherwin Williams Co Ohio Stock — Dividend
3M Company Stock — Dividend
United Technologies Corp Stock — Dividend
Verizon Communications Stock — Dividend
Wells Fargo & Co Stock — Dividend
Welltower Inc Stock — Dividend
Kraft Heinze Corp Stock — Dividend — Sold
Phillip Morris Int Inc Stock — Dividend — Sold
Eaton Vance Tax Mgd Div Equ FD — Dividend — Sold
iShares iBoxx — Dividend — Sold
iShares iBoxx Invest — Dividend — Sold
Inveso VariRate Preferred (formerly Powershares Variable Rate) — Dividend — Sold
Pioneer Strategic Income — Dividend — Sold
Pimco Foreign Bd US Hedged — Dividend — Sold
Fidelity Government Cash Reverves — Int./Div.
TRUST #2 (H)
Google Inc Stock Class A (Alphabet Inc) — Dividend
American Beacon Bridgeweay — Dividend
Apple Inc. — Int./Div.
Dodge & Cox Int'l Stock Fund — Int./Div.
Intel Corp Stock — Dividend
iShares Core MSCI EAFE EFT — Int./Div.
iShares Core S&P 500 ETF (formerly S& P 500 Index Fund) — Int./Div.
iShares Core S&P MID-CAP ETF — Int./Div.
iShares Core S&P SMALL -CAP ETF — Int./Div.
JP Morgan US Equity Fund — Int./Div.
Neuberger Berman Emer Mkts Eqty — Int./Div.
Vanguard Emerging Markets Fund — Int./Div.
Doubleline Total Return Bond Fd — Int./Div.
KT Short Term Tax-Free Fund — Dividend
Western Asset Core Plus Bond — Interest
KT Short Term Deposit/Investment Fund — Dividend
DEFERRED COMP #1 (H)
Dodge & Cox Stock Fund — Dividend
Fidelity Contrafund CP (formly Fidelity Contrafund) — Int./Div.
Ohio DC Stable Value Option — Int./Div.
Ohio DC Intermediate Bond — Int./Div.
Ohio DC Small-Cap Value — Int./Div.
Vanguard Capital Opportunity Stock Fund — Dividend
IRA #1
AT&T Inc Stock — Dividend — Sold
Charter Communications Inc (formerly Time Warner Cable Inc Stock) — Dividend — Sold
IRA #2
AT&T — Dividend — Buy
Charter Communications Inc. — Dividend — Buy
Merrill Lynch Cash/Money Account aka Bank of America NA RASP — Int./Div.
MetLife Whole Life (H) — Int./Div.
Member, Board of Trustees, Needmor Fund
Liability — Amex Gold — Credit Card
Liability — Discover — Credit Card
Liability — Amex Delta — Credit Card
Liability — Capital One Visa — Credit Card
Liability — Amex, Standard — Credit Card
Liability — Chase, Freedom — Credit Card
Liability — Chase, Prime — Credit Card
Liability — 5/3 Bank MC — Credit Card

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/32180. Public record. Not legal advice.
