Shelley Clauson Chapman

What was filed

100
investments
0
positions
0
gifts
0
agreements
1
debts
0
reimbursements
0
income
1
spouse income

Named parties

CHARLES SCHWAB CORPORATION
SELF-EMPLOYED MEDICAL LECTURER AND CONSULTANT

As filed

Brokerage Account #1 (H)

HAMLIN HIGH DIVIDEND EQUITY INSTL — None — Sold

ISHARES TR S&P SMLCAP s00 — Int/Div

SCHWAB CAP TR S&P 500 INVS SELECT SHARES — Int/Div

VANGUARD TOTAL INTL STOCK INDEX INV — Int/Div

VANGUARD S&P S00 ETF — Int/Div

US. Treasury Note 625% — None — Sold

SCHWAB US. TREASURY MONEY FUND — Int/Div

IRA #1 (H)

SCHWAB CAP TR S&P 500 INVS SELECT SHARES — Int/Div

PIMCO ALL ASSET ALL AUTHORITY CL INST — Int/Div

SCHWAB US. TREASURY MONEY FUND — Int/Div

ISHARES CORE US TREASURY BOND ETF — Int/Div — Buy

BAIRD CORE PLLS BD INST — Int/Div — Buy

METROPOLITAN WEST TOTAL RETURN BOND FUND — Int/Div — Buy

IRA #2 (H)

PIMCO ALL ASSET ALL AUTHORITY 1 — Int/Div — Sold (part)

SCHWAB US TREAS MONEY FD — Int/Div

ISHARES TR S&P SMLCAP 600 — Int/Div

VANGUARD S&P SOO ETF — Int/Div — Sold (part)

VANGUARD EUROPE PACIFIC ETF — Int/Div — Sold

VANGUARD INTL EMG MKT VIPERS — Int/Div — Sold

EATON VANCE GLOBAL MACRO ABSOLUTE RETURN — Int/Div

METROPOLITAN WEST TOTAL RETURN BOND FUND — Int/Div — Buy (add'l)

ISHARES CORE US AGGREGATE BOND — Int/Div — Buy

ISHARES CORE US AGGREGATE BOND — Sold

ISHARES US TREASURY BOND ETF — Int/Div — Buy

BAIRD CORE PLLS BD INST — Int/Div — Buy

IRA 43H)

EATON VANCE GLOBAL MACRO ABSOLUTE RETURN — Int/Div

BBH CORE SELECT FUND N — Int/Div

SCHWAB CAP TR S&P 500 INVS SELECT SHARES — Int/Div

FIDELITY TREASURY MONLY MARKET FLND — Int/Div

PIMCO ALL ASSET ALL AUTHORITY 1 — Int/Div

FIDELITY TREASURY FUND DAILY MONEY CLASS — Int/Div — Redeemed

ISHARES TR S&P SMLCAP 600 — Int/Div

VANGUARD INDEX FDS (FORMERLY S&P S00 ETF) — Int/Div

VANGUARD FISE DEV MARKET ETF (FORMERLY EUROPE PACIFIC ETF) — Int/Div

ISHARES CORE US AGGREGATE BOND — Int/Div — Buy (add'l)

ISHARES CORE US AGGREGATE BOND — Sold

METROPOLITAN WEST TOTAL RETURN CLASS 1 — Int/Div — Sold (part)

BAIRD CORE PLUS BOND INSTITUTIONAL — Int/Div — Buy

ISHARES TR LSTREASBDETD — Int/Div — Buy

IRA #4 (HY

EATON VANCE GLOBAL MACRO ABSOLUTE RETURN — Int/Div — Sold

EATON VANCE GLOBAL MACRO ABSOLUTE RETURN — Buy

ISHARES CORE US AGGREGATE BOND — Int/Div — Sold

PIMCO ALL ASSET ALL AUTHORITY 1 — Int/Div — Sold (part)

PIMCO ALL ASSET ALL AUTHORITY 1 — Buy (add'l)

BBH CORE SELECT FUND N — Sold

VANGUARD TOTAL INTL STOCK INDEX INV — Sold

SCHWAB US TREASURY MONEY FUND — Int/Div

HAMLIN HIGH DIVIDEND EQUITY INSTL — Int/Div — Sold

HAMLIN HIGH DIVIDEND EQUITY INSTL — Buy

ISHARES TR S&P SMLCAP 600 — Int/Div — Sold

VANGUARD EUROPE PACIFIC ETF — Int/Div — Sold

VANGUARD INTL EMG MKT VIPERS — Int/Div — Sold

METROPOLITAN WEST TOTAL RETURN BOND — Int/Div — Sold

METROPOLITAN WEST TOTAL RETURN BOND — Buy

ISHARES US TREASURY BOND ETF — Int/Div — Buy

BAIRD CORE PLLS BD INST — Int/Div — Buy

SCHWAB S&P SOO INDEX FD — Int/Div — Buy

VANGUARD TOTAL INTL STK INDEX ADMIRAL — Int/Div — Buy

RETIREMENT ACCOUNT #1 (H)

VANGUARD INSTITUTIONAL INDEX FUND — Int/Div

VANGUARD LIFESTRATEGY MODERATE GROWTH FUND — Int/Div — Buy (add'l)

VANGUARD LIFESTRATEGY MODERATE GROWTH FUND — Buy (add'l)

VANGUARD LIFESTRATEGY MODERATE GROWTH FUND — Sold

VANGUARD BD INDEX FD TOT BD PTF INS — Int/Div

VANGUARD TOTAL INTL STOCK INDEX INSTL — Int/Div

VANGUARD INSTITUTIONAL TARGET RETIREMENT 2020 FUND — Int/Div — Buy

VANGUARD INSTITUTIONAL TARGET RETIREMENT 2020 FUND — Buy (add'l)

RETIREMENT ACCOUNT #2 (H)

TIAA REAL ESTATE — None

VANGUARD TOTAL INTL STOCK INDEX INSTL — Int/Div

CITIBANK JOINT CHECKING ACCOUNT — Interest

PRUDENTIAL WHOLE LIFE INSURANCE POLICY — None

Liability — CHARLES SCHWAB CORPORATION — MARGIN LOAN

Spouse's income — 2007 — SELF-EMPLOYED MEDICAL LECTURER AND CONSULTANT