Joshua P. Kolar

2020

Ask Donna

Pull out the substance of this filing.

Parts of this filing are redacted in the source. Gaps below are the filing's, not ours.

What was filed

96
investments
1
positions
0
gifts
0
agreements
1
debts
0
reimbursements
0
income
0
spouse income

Named parties

Shedd Aquarium
Navient

As filed

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

Northern Trust (Banking-Checking Cash Equivalent) — None

USAA/Charles Schwab (SPY) — Dividend

USAA/Charles Schwab (DIA) — Dividend

Fidelity (Fidelity Freedom 2040) — Dividend

Fidelity (Vanguard Target 2045) — None

Fidelity (Vanguard Target 2040 — None

Morgan Stanley (GIBIX) — Dividend — Buy (add'l)

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

Morgan Stanley (GIBIX) — Dividend — Buy

Morgan Stanley (GIBIX) — Dividend — Sold

Morgan Stanley (XLV) — Dividend — Sold

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

Morgan Stanley (MTUM) — Dividend — Sold

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

Morgan Stanley (QUAL) — Dividend — Sold

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

Morgan Stanley (EMGF) — None — Sold

Morgan Stanley (LFMIX) — None — Buy (add'l)

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

Morgan Stanley (LFMIX) — None — Buy (add'l)

Morgan Stanley (LFMIX) — None — Sold

Morgan Stanley (LOTIX) — None — Buy (add'l)

Morgan Stanley (LOTIX) — None — Sold

Morgan Stanley (PONPX) — Dividend — Buy (add'l)

Morgan Stanley (PONPX) — Dividend — Sold

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

Morgan Stanley (DLS) — Dividend — Buy (add'l)

Morgan Stanley (DLS) — Dividend — Sold

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

Morgan Stanley (DRGW) — Dividend — Sold

Morgan Stanley (EES) — Dividend — Buy (add'l)

Morgan Stanley (EES) — Dividend — Sold

Morgan Stanley (PDBC) — Dividend — Sold

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

Morgan Stanley (SPHD) — Dividend — Buy (add'l)

Morgan Stanley (SPHD) — Dividend — Sold

Morgan Stanley (IVV) — Dividend — Buy (add'l)

Morgan Stanley (IVV) — Dividend — Sold

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

Morgan Stanley (EFAV) — None — Sold

Morgan Stanley (PULS) — Dividend — Buy (add'l)

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

Morgan Stanley (PULS) — Dividend — Sold

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

Morgan Stanley (XLF) — Dividend — Buy (add'l)

Morgan Stanley (XLF) — Dividend — Sold

Morgan Stanley (EZM) — Dividend — Buy (add'l)

Morgan Stanley (EZM) — Dividend — Sold

Morgan Stanley (DON) — Dividend — Buy (add'l)

Morgan Stanley (DON) — Dividend — Sold

Morgan Stanley (AZIPX) — None — Buy (add'l)

Morgan Stanley (AZIPX) — None — Sold

Morgan Stanley (BXMIX) — None — Buy (add'l)

Morgan Stanley (BXMIX — None — Sold (part)

Morgan Stanley (BXMIX) — None — Sold

Morgan Stanley (IUSG) — Dividend — Buy

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

Morgan Stanley (IUSG) — Dividend — Sold

Morgan Stanely (IEFA) — None — Buy

Morgan Stanely (IEFA) — None — Buy (add'l)

Morgan Stanely (IEFA) — None — Sold (part)

Morgan Stanely (IEFA) — None — Sold

Morgan Stanley (HYSZX) — Dividend — Buy

Morgan Stanley (HYSZX) — Dividend — Sold

Morgan Stanley (PIFZX) — Dividend — Buy

Morgan Stanley (PIFZX) — Dividend — Sold

Morgan Stanley (SPY) — Dividend — Buy

Morgan Stanley (MDY) — Dividend — Buy

Morgan Stanley (PCVXX) — None — Buy

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

Morgan Stanley (PCVXX) — None — Buy

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.

College Choice 529 2033 Enrollment — None

College Choice 529 2036 Enrollment — None

College Choice 529 2030 Enrollment — None

President's Council, Shedd Aquarium

Liability — Navient — Student Loans

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 to simply reporting in future years. I made monthly deposits to 529 plans

Those fiunds are disclosed in Part VII.

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.