Robert B. Jones jr
2011Annual
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What was filed
35
investments
0
positions
0
gifts
0
agreements
1
debts
0
reimbursements
0
income
1
spouse income
Named parties
- Sallie Mae
- Physician Salary - Glen Meade Center for Womens' Health, PLA
As filed
IRA #1 — Int/Div
Fidelity Money Market
Fidelity Low Price Stock Fund
Fidelity Magellan Fund
Fidelity OTC Portfolio Fund
IRA®2 — Int/Div
Fidelity Money Market
Duke Energy Corp. (Common) — Buy (add'l)
Fidelity Investment Grade Bond Fund
Fidelity Dividend Growth Fund
Fidelity Mid-Cap Growth Fund
Fidelity Select Brokerage and Invetsment Fund — Sold
Fidelity Intermediate Bond Fund
Spectra Energy Corp. (Common)
PNC (Common) — Buy
Wachovia Accounts — Interest
Brokerage Account #1
General Electric (Common) — Int/Div
Centenmal Money Market — Interest
MFS Value Fund — Int/Div
Time Wamer (Common) — Int/Div
Intel Corp. (Common) — Int/Div
Nok Corp. (Common) — Int/Div
Washington Mutual (Common) — None
SPDR Trust (S&P S00 Index Fund) — Int/Div
Brokerage Account 22/529 Plan
Amencan Funds Europacific Growth Fund — Int/Div
Amencan Funds Smallcap World Fund — Int/Div
American Funds Investment Company of Amenca — Int/Div
IRA #3 — Int/Div
Amencan Funds Europacific Growth
Amencan Funds Growth Fund of America
Amencan Funds Smallcap Worls Fund
American Funds Investment Company of Amenca
Glen Meade Ob/Gyn PA 401(k) Profit Sharing Plan (PSP #1) — Int/Div
Liability — Sallie Mae — Crraduate School Loan #1
Spouse's income — 2011 — Physician Salary - Glen Meade Center for Womens' Health, PLA
Assets described in Part VII, Line 44 is Jl profit sharing plan. The PSP is a risk-based strategy. [Jl has no control over selection of assets.
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