Kevin A Ohlson
2017Annual
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Pull out the substance of this filing.
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.