Robert B. Jones jr

What was filed

300
investments
6
positions
0
gifts
0
agreements
6
debts
0
reimbursements
0
income
6
spouse income

Named parties

Sallie Mae

As filed

IRA #1

Wells Fargo Sweep Account — Interest

Fidelity Low Price Stock Fund — Dividend

Fidelity Magellan Fund — Dividend

Fidelity OTC Portfolio Fund — Dividend

IRA#2

Wells Fargo Sweep Account — Interest

Duke Energy Corp. (Common) — Dividend

Fidelity Investment Grade Bond Fund — Dividend

Fidelity Dividend Growth Fund — Dividend

Fidelity Mid-Cap Growth Fund — Dividend

Fidelity Intermediate Bond Fund — Dividend

PNC (Common) — Dividend

Enbridge Inc. — Dividend

IRA #3

American Funds Europacific Growth — Dividend

American Funds Growth Fund of America — Dividend

American Funds Smallcap World Fund — Dividend

American Funds Investment Company of America — Dividend

IRA#4

Fidelty Magellan Fund — Dividend

529 Plan

American Funds Europacific Growth Fund — Dividend

American Funds SmallcapWorld Fund — Dividend

American Funds Investment Company of America — Dividend

Anerican Funds Money Market — Int./Div.

American Funds College Fund — Dividend — Buy (add'l)

American Funds College Fund — Buy (add'l)

Wells Fargo Bank Accounts — Interest

401(k) Profit Sharing Plan — Int./Div.

IRA #1

Wells Fargo Sweep Account — Interest

Fidelity Low Price Stock Fund — Dividend

Fidelity Magellan Fund — Dividend

Fidelity OTC Portfolio Fund — Dividend

IRA#2

Wells Fargo Sweep Account — Interest

Duke Energy Corp. (Common) — Dividend

Fidelity Investment Grade Bond Fund — Dividend

Fidelity Dividend Growth Fund — Dividend

Fidelity Mid-Cap Growth Fund — Dividend

Fidelity Intermediate Bond Fund — Dividend

PNC (Common) — Dividend

Enbridge Inc. — Dividend

IRA #3

American Funds Europacific Growth — Dividend

American Funds Growth Fund of America — Dividend

American Funds Smallcap World Fund — Dividend

American Funds Investment Company of America — Dividend

IRA#4

Fidelty Magellan Fund — Dividend

529 Plan

American Funds Europacific Growth Fund — Dividend

American Funds SmallcapWorld Fund — Dividend

American Funds Investment Company of America — Dividend

Anerican Funds Money Market — Int./Div.

American Funds College Fund — Dividend — Buy (add'l)

American Funds College Fund — Buy (add'l)

Wells Fargo Bank Accounts — Interest

401(k) Profit Sharing Plan — Int./Div.

IRA #1

Wells Fargo Sweep Account — Interest

Fidelity Low Price Stock Fund — Dividend

Fidelity Magellan Fund — Dividend

Fidelity OTC Portfolio Fund — Dividend

IRA#2

Wells Fargo Sweep Account — Interest

Duke Energy Corp. (Common) — Dividend

Fidelity Investment Grade Bond Fund — Dividend

Fidelity Dividend Growth Fund — Dividend

Fidelity Mid-Cap Growth Fund — Dividend

Fidelity Intermediate Bond Fund — Dividend

PNC (Common) — Dividend

Enbridge Inc. — Dividend

IRA #3

American Funds Europacific Growth — Dividend

American Funds Growth Fund of America — Dividend

American Funds Smallcap World Fund — Dividend

American Funds Investment Company of America — Dividend

IRA#4

Fidelty Magellan Fund — Dividend

529 Plan

American Funds Europacific Growth Fund — Dividend

American Funds SmallcapWorld Fund — Dividend

American Funds Investment Company of America — Dividend

Anerican Funds Money Market — Int./Div.

American Funds College Fund — Dividend — Buy (add'l)

American Funds College Fund — Buy (add'l)

Wells Fargo Bank Accounts — Interest

401(k) Profit Sharing Plan — Int./Div.

IRA #1

Wells Fargo Sweep Account — Interest

Fidelity Low Price Stock Fund — Dividend

Fidelity Magellan Fund — Dividend

Fidelity OTC Portfolio Fund — Dividend

IRA#2

Wells Fargo Sweep Account — Interest

Duke Energy Corp. (Common) — Dividend

Fidelity Investment Grade Bond Fund — Dividend

Fidelity Dividend Growth Fund — Dividend

Fidelity Mid-Cap Growth Fund — Dividend

Fidelity Intermediate Bond Fund — Dividend

PNC (Common) — Dividend

Enbridge Inc. — Dividend

IRA #3

American Funds Europacific Growth — Dividend

American Funds Growth Fund of America — Dividend

American Funds Smallcap World Fund — Dividend

American Funds Investment Company of America — Dividend

IRA#4

Fidelty Magellan Fund — Dividend

529 Plan

American Funds Europacific Growth Fund — Dividend

American Funds SmallcapWorld Fund — Dividend

American Funds Investment Company of America — Dividend

Anerican Funds Money Market — Int./Div.

American Funds College Fund — Dividend — Buy (add'l)

American Funds College Fund — Buy (add'l)

Wells Fargo Bank Accounts — Interest

401(k) Profit Sharing Plan — Int./Div.

IRA #1

Wells Fargo Sweep Account — Interest

Fidelity Low Price Stock Fund — Dividend

Fidelity Magellan Fund — Dividend

Fidelity OTC Portfolio Fund — Dividend

IRA#2

Wells Fargo Sweep Account — Interest

Duke Energy Corp. (Common) — Dividend

Fidelity Investment Grade Bond Fund — Dividend

Fidelity Dividend Growth Fund — Dividend

Fidelity Mid-Cap Growth Fund — Dividend

Fidelity Intermediate Bond Fund — Dividend

PNC (Common) — Dividend

Enbridge Inc. — Dividend

IRA #3

American Funds Europacific Growth — Dividend

American Funds Growth Fund of America — Dividend

American Funds Smallcap World Fund — Dividend

American Funds Investment Company of America — Dividend

IRA#4

Fidelty Magellan Fund — Dividend

529 Plan

American Funds Europacific Growth Fund — Dividend

American Funds SmallcapWorld Fund — Dividend

American Funds Investment Company of America — Dividend

Anerican Funds Money Market — Int./Div.

American Funds College Fund — Dividend — Buy (add'l)

American Funds College Fund — Buy (add'l)

Wells Fargo Bank Accounts — Interest

401(k) Profit Sharing Plan — Int./Div.

IRA #1

Wells Fargo Sweep Account — Interest

Fidelity Low Price Stock Fund — Dividend

Fidelity Magellan Fund — Dividend

Fidelity OTC Portfolio Fund — Dividend

IRA#2

Wells Fargo Sweep Account — Interest

Duke Energy Corp. (Common) — Dividend

Fidelity Investment Grade Bond Fund — Dividend

Fidelity Dividend Growth Fund — Dividend

Fidelity Mid-Cap Growth Fund — Dividend

Fidelity Intermediate Bond Fund — Dividend

PNC (Common) — Dividend

Enbridge Inc. — Dividend

IRA #3

American Funds Europacific Growth — Dividend

American Funds Growth Fund of America — Dividend

American Funds Smallcap World Fund — Dividend

American Funds Investment Company of America — Dividend

IRA#4

Fidelty Magellan Fund — Dividend

529 Plan

American Funds Europacific Growth Fund — Dividend

American Funds SmallcapWorld Fund — Dividend

American Funds Investment Company of America — Dividend

Anerican Funds Money Market — Int./Div.

American Funds College Fund — Dividend — Buy (add'l)

American Funds College Fund — Buy (add'l)

Wells Fargo Bank Accounts — Interest

401(k) Profit Sharing Plan — Int./Div.

Member, Board of Trustees

Liability — Sallie Mae — Graduate School Loan #1

Spouse's income — Self-Employed

Assets described in Part VII:

Line 56 is profit sharing plan. The PSP is a risk-based strategy. has no control over selection of assets.