Joel Harvey Slomsky
2012Annual
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What was filed
74
investments
0
positions
0
gifts
1
agreements
0
debts
0
reimbursements
0
income
0
spouse income
As filed
IRA #1 — Int/Div
General Electric Capital (Bond)
JP Morgan Chase (Bond)
Federated Prime Mgmt. Obligations Fund
IShares preferred Stock Index Fund — Buy
IRA #2 — Int/Div
DMB Community Bank (CD) — Matured
DMB Community Bank (CD)
Amencan Bank CD)
Sallie Mae Bank (CD) — Matured
Great Southern Bank (CD) — Matured
General Electric Capital (Bond)
General Electric Capital (Bond)
Goldman Sachs Group Inc. (Bond)
Goldman Sachs Group Inc. (Bond)
Goldman Sachs Group Inc. (Bond)
Genworth Fiancial Inc. (Bond)
Genwoth Financial Inc. (Bond)
Citigroup Inc. (Bond) — Matured
Citigroup Inc. (Bond)
Citigroup Inc. (Bond)
Prudential Financial Inc. (Bond)
American International Group (Bond)
Amernican International Group (Bond)
Vanguard Wellington Fund
Verizon Communications Inc. (Common Stock)
Ally Bank (CD) — Matured
Ally Bank (CD)
Ally Bank (CD)
Merrill Lynch (Bond)
Bank of America (Bond)
Bank of America (Bond)
Morgan Stanley (Bond)
Morgan Stanley (Bond)
Franklin Income Fund
IShares Preferred Stock Index Fund
AT&T Inc. (Common Stock)
AT&T Ine. (Common Stock) — Buy (add'l)
Beal Bank of Texas (CD) — Matured
JP Morgan Chase (Bond)
Wells Fargo & Co. (Bond)
GE Capital Financial Inc. (CD)
Cithank (CD)
BMW Bank Nocth Amenca (CD)
HSBC Finance Corporation (Bond)
American Express Centurian Bank (CD)
Federated Prime Mgmt. Obligations Fund
Federated Prime Mgmt. Obligations Fund — Sold (part)
Federated Prime Mgmt. Obligations Fund — Sold (part)
Goldman Sachs (CD) — Buy
Goldman Sachs (CD) — Buy
GE Capital (CD) — Buy
Discover Bank (CD) — Buy
Discover Bank (CD) — Buy
Goldman Sachs (CD) — Buy
Ally Bank (CD) — Buy
Discover Bank (CD) — Buy
GE Capital (CD) — Buy
BMW Bank of North America — Buy
IRA #3 — Interest
PNC Bank (CD) — Matured
PNC Bank (CD) — Matured
PNC Bank (CD) — Matured
Flexible Annuity Plan — Int/Div
Mutual of America Conservative Allocation Fund
Mutual of America Moderate Allocation Fund
Mutual of America 2020 Retirement Fund
Mutual of America General Account
Tax Deferred Annuity — Int
Mutual of America Conservative Allocation Fund
Mutual of America Interest Accumulation Account
PNC Bank Money Market Account — Interest — Closed
Citizens Bank Checking Account — None
PNC Bank Checking Account (X) — Interest
Agreement — 2012 — Joel Harvey Slomsky Individual Retirement Account (IRAs), control
IRA #3 was closed during 2012. The cash realized from the maturing PNC Bank Certificates of Deposit (CDs) was rolled over into IRA #2.
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