Kevin A Ohlson

2017Annual

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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

  • 33

    investments

  • 0

    positions

  • 0

    gifts

  • 0

    agreements

  • 1

    debts

  • 0

    reimbursements

  • 0

    income

  • 2

    spouse income

Named parties

  • NA
  • GreenSky LLC
  • EN M.D. P.C. (salary)
  • INOVA Fairfax Hospital

As filed

Fidelity S00 Index Fund — Int/Div

Fidelity Money Market Account — Int/Div

Fidelity International Discovery Fund — Int/Div

Fidelity Diversified Intemational Fund — Int/Div

Fidelity International Capital Appreciation Fund — Int/Div

Fidelity Extended Market Index Fund — Int/Div

Fidelity Equity Dividend Income Fund — Int/Div

Fidelity Fund — Int/Div

Fidelity Growth Company Fund — Int/Div

Fidelity Puritan Fund — Int/Div — Sold — NA

Fidelity Value Fund — Int/Div

Vanguard Health Care Fund (Educational IRA 1) — Int/Div

Vanguard Health Care Fund (Educational IRA - 11) — Int/Div

Vanguard Long-Term Tax Exempt Fund — Int/Div

Virginia Educational Savings Trust Plan (1) « Potomac Fund — Int/Div

Virginia Educational Savings Trust Plan (11) « Potomac Fund — Int/Div

Fidelity Asset Manager (Sep IRA) 30% Fund — Int/Div

Vanguard Tax-Exempt Money Market Fund — Int/Div

Vanguard Star Portfolio Fund — Int/Div

Vanguard Intermediate Term Tax-Exempt Bond Fund — Int/Div

Vanguard Tax-Managed Capital Appreciation Fund — Int/Div

Vanguard Windsor Il Fund (IRA) — Int/Div

Vanguard Total Stock Market Index Fund — Int/Div

Vanguard Long-Term Tax Exempt Fund — Int/Div

Fidelity Destiny 11 Mutual Fund (IRA) — Int/Div

Vanguard Total Bond Market Index Fund (IRA) — Int/Div

Vanguard Total International Stock Inde Fund (IRA) — Int/Div

Vanguard Total International Stock Index Fund — Int/Div

Savings Bank Life Insurance policy ("SBLI" Whole Life) — Int/Div

Bank of America (Checking) — Int/Div

Fidelity Small Cap Discovery Fund — Int/Div

Janus Triton Fund Class T Shares — Int/Div

Tocqueville Select Fund — Int/Div

Liability — GreenSky LLC — ("6 financing for home window replacement by Andersen Windows

Spouse's income — 2017 — EN M.D. P.C. (salary)

Spouse's income — 2007 — INOVA Fairfax Hospital

My previous report listed the "Spartan 500 Index Fund" und the "Spartan Extended Market Index Fund.” Fidelity has now changed the names of these funds to the

"Fidelity S00 Index Fund" and the "Fidelity Extended Market Index Fund." | have made this name change on this report. These are the identical funds as last year

= just different names.

1 sold the entirety of my Fidelity Puritan Fund. The reason the proceceds of this sale ure not reflected in new purchases of mutual funds or in an increase in my

bank account is because these proceeds were used for a major home remodeling project.

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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Kevin A Ohlson | Frix