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What was filed

  • 56

    investments

  • 0

    positions

  • 0

    gifts

  • 1

    agreements

  • 1

    debts

  • 0

    reimbursements

  • 0

    income

  • 0

    spouse income

Named parties

  • Navient

As filed

Fifth Third Bank (Cash Account) — Interest

Discover Bank (Cash Account) — Interest

Jones Day Supplemental Savings Plan (401k) (H) — Closed

Jones Day 2045 Fund — None — Sold

American Funds Growth Fund of America R6 — None — Sold

Ameriprise Brokerage Account (H) — Open

Fidelity Advisor New Insights Fund Class M — Dividend — Buy

Fidelity Advisor New Insights Fund Class M — Buy (add'l)

Fidelity Advisor New Insights Fund Class M — Buy (add'l)

Ameriprise Insured Money Market (Cash Account) — Interest — Open

BlackRock College Advantage 529 Plan (H)

BR College 2027 Option - A — None

BlackRock College Advantage 529 Plan (H)

BR College 2020 Option - A — None — Sold

BR College Enrollment Option - A — None — Buy

Ameriprise Trust Company Coverdell Education Savings Account (H) — Closed

Ameriprise Insured Money Market (Cash Account) — Interest — Closed

Ameriprise Trust Company Coverdell Education Savings Account (H) — Closed

Ameriprise Insured Money Market (Cash Account) — Interest — Closed

Ameriprise ONE Financial Account (H)

SPS Advantage One (Cash Account) — Interest — Closed

Fidelity Advisor Balanced Fund Class M (Mutual Fund) — Int./Div.

Fidelity Advisor Balanced Fund Class M (Mutual Fund) — Buy (add'l)

Ameriprise Brokerage Account (Roth IRA) (H)

Ameriprise Insured Money Market (Cash Account) — Interest

SPDR S&P 500 (Exchange Traded Fund) — Dividend

Healthcare Select Sector SPDR (Exchange Traded Fund) — Dividend

Vanguard Real Estate Index (Exchange Traded Fund) — Dividend

Ameriprise Brokerage Account (Roth IRA) (H)

JPMorgan Equity Income (Mutual Fund) — Dividend

Riversource Variable Universal Life IV ES Insurance (H)

VP Moderate CL4 — None

Fixed Account — None

Ohio Public Employees Retirement System (H)

OPERS Stable Value Fund — None

OPERS Bond Index Fund — None

OPERS Target Payout Fund — None — Buy (add'l)

OPERS Target 2020 Fund — None — Sold

OPERS Target 2035 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

OPERS Retiree Medical Account — None

Ohio Public Employees Retirement System (H) — None

OPERS Stable Value 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

OPERS Retiree Medical Account — None

Ohio Deferred Compensation (H)

LifePath Retirement — None

LifePath 2035 — None

LifePath 2045 — None

Ohio DC Stable Value Option — None

Agreement — 2013 — Ohio Public Employees Retirement System; defined-contribution retirement account

Liability — Navient — Student Loan

Part VII(B): The statements received from the BlackRock 529 Plans did not provide income information and instead listed "unit prices" or "units." In addition, the

statements from the two Ohio Public Employees Retirement System accounts and the Ohio Deferred Compensation account identify only "gains/losses" and do

not separately list income (such as dividends) apart from this "gains/losses" figure, which includes fluctuations in market value. So the income lines are left blank

for these investments in Part VII(B) according to page 42 of the general 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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Eric Earl Murphy | Frix