Janis Van Meerveld

What was filed

139
investments
4
positions
0
gifts
0
agreements
0
debts
0
reimbursements
0
income
1
spouse income

Named parties

Boys Hope Girls Hope of New Orleans
Susan G. Komen, New Orleans Affihate
Federal Bar Association
Family Estate
Adams and Reese LLP

As filed

Brokerage #1 (H)

Fidelity Cash Fund (FCASH) — Interest

Fidelity Advisor New Insights CL 1 (FINSX) — Int/Div

4. — Distribution

Fidelity Emerging Markets Index Premium (FPMAX) — Int/Div — Buy (add'l)

6. — Distribution

American Growth Fund of America CL F3 (GAFFX) — Int/Div

R — Distribution

Hartford GL Capital Appreciation CL Y (HCTYX) — Int/Div

10. — Distribution

Vanguard Limited Term Tax Exempt Admiral (VMLUX) — Int/Div

Vanguard Dividend Appreciation (VIG) — Int/Div

Vanguard All World Ex-US (VEU) — Int/Div

Vanguad Mid-Cap Value Index (VOE) — Int/Div

Vanguard Small-Cap Value (VBR) — Int/Div

IRA #1 (H)

Fidelity Govemment Cash Reserves (FDRXX) — Interest

Fidelity Total Stock Market Index Premium CL (FSTVX) — Int/Div

19. — istmbution

Vanguard All World Ex-US (VEU) — Int/Div

Brokerage #2 (H)

Fidelity Cash Fund (FCASH) — Interest

Fidelity Emerging Markets Index Premium (FPMAX) — Int/Div — Buy (add'l)

Fidelity Emerging Markets Index Premium (FPMAX) — Distribution — Buy (add'l)

Fidelity Emerging Markets Index Premium (FPMAX) — Buy (add'l)

American Capital World Growth & Income CL F3(FWGIX) — Int/Div

28 — istmbution

American Growth Fund of America CL F3 {GAFFX) — Int/Div

RI — Distribution

Vanguard Limited Term Tax Exempt Admiral (VMLUX) — Int/Div

Vanguard Dividend Appreciation (VIG) — Int/Div

Vanguard High Dividend Yield (VYM) — Int/Div

Vanguard Total World (VT) — Int/Div

Vanguard Mid-Cap Value Index (VOE) — Int/Div

Vanguard Small-Cap Value (VBR) — Int/Div

American Funds The Income Fund of America F3 (FIFAX) — Int/Div

as. — Distribution

IRA £2 (H)

Fidelity Government Cash Reserves {FDRXX) — Interest

Fidelity Advisor New Insights Cl (FINSX) — Int/Div

42 — Distribution

Fidelity Emergmg Markets Index Premium (FPMAX) — Int/Div — Buy (add'l)

Fidelity Emergmg Markets Index Premium (FPMAX) — Distribution — Buy (add'l)

Fidelity Emergmg Markets Index Premium (FPMAX) — Buy (add'l)

American Growth Fund of America C1 F3 (GAFFX) — Int/Div — Sold (part)

47 — Distribution

American New Perspective Cl F3 (FNPFX) — Int/Div

49 — Distribution

Vanguard 500 Index Admiral (VFIAX) — Int/Div

Vanguard Dwvidend Appreciation (VIG) — Int/Div

Vanguard All World Ex-US (VEU) — Int/Div

Vanguard Mid-Cap Value Index (VOE) — Int/Div

Vanguard Small-Cap Value (VBR) — Int/Div

Brokerage #3 (H)

Fidelity Cash Fund (FCASH) — Interest

iShares Core S&P Total US Stock (1TOT) — Int/Div — Buy (add'l)

iShares Core S&P Total US Stock (1TOT) — Buy (add'l)

Vanguard All World Ex-US (VEU) — Int/Div

Fidelity Emerging Markets Index Premium (FPMAX) — Int/Div — Buy

62 — Distribution

Variable Annuity £1 (H)

Fidelity Life PRA Index 500 — None — Sold (part)

Fidelity Life PRA Investment Grade Bond — None — Sold (part)

Fidelity Life PRA Overseas — None — Buy (add'l)

Fidelity Life PRA High Income — None — Buy

Variable Annuity #2 (H)

Nationwide Destination B2 American NVIT Growth & Income — None

Nationwide Destination B2 American NVIT Asset Allocation — None

Nationwide Destination B2 American NVIT Bond — None

Variable Annuity #3 (H)

Nationwide Destination B2 American NVIT Growth & Income — None

Nationwide Destination B2 American NVIT Asset Allocation — None

Nationwide Destination B2 American NVIT Bond — None

Bank Account £1 (H)

Regions Bank — Interest

Bank Account £2 (H)

ASI Federal Credit Union — Interest

401k £1 (H)

Vanguard Institutional Index (VINIX) — Int/Div

Dodge & Cox Stock (DODGX) — Int/Div

1 — Distribution

American Growth Fund of America R6 (RGAGX) — Int/Div

8s — Distribution

Harbor International Institutional (HAINX) — Int/Div

87 — Distribution

401k £2 (H)

Vanguard Institutional Index (VINIX) — Int/Div — Buy (add'l)

Vanguard Institutional Index (VINIX) — Buy (add'l)

Dodge & Cox Stock (DODGX) — Int/Div — Buy (add'l)

Dodge & Cox Stock (DODGX) — Distribution — Buy (add'l)

Dodge & Cox Stock (DODGX) — Buy (add'l)

American Funds Growth Fund of America (RGAGX) — Int/Div — Buy (add'l)

American Funds Growth Fund of America (RGAGX) — Distribution — Buy (add'l)

American Funds Growth Fund of America (RGAGX) — Buy (add'l)

Harbor International Institutional (HAINX) — Int/Div — Buy (add'l)

Harbor International Institutional (HAINX) — Distribution — Buy (add'l)

Harbor International Institutional (HAINX) — Buy (add'l)

Brokerage Account #4 (H) — Open

Fidelity Government Cash Reserves (FDRXX) — Interest — Buy

iShares Core S&P Total US Stock Market (ITO) — Int/Div — Buy

Board Member, Boys Hope Girls Hope of New Orleans

Board Member, Susan G. Komen, New Orleans Affihate

Board Memeber, Federal Bar Association

Executor, Family Estate

Spouse's income — 2017 — Adams and Reese LLP

1. In Brokerage Account #1, holding GFFFX was converted to GAFFX via a non-taxable share class conversion on 05/23/2017. GAFFX does not represent the

purchase of a new security.

2. In Brokerage Account #2, holding GFFFX was converted to GAFFX via a non-taxable share class conversion on 05/23/2017, GAFFX does not represent the

purchase of & new security.

3. In Brokerage Account #2, holding AMEFX was converted to FIFAX via a non-taxable share class conversion on 05/23/2017. FIFAX does not represent the

purchase of a new security.

4. In Brokerage Account #2, holding WGIFX was converted to FWGIX via a non-taxable share class conversion on 05/23/2017. FWGIX does not represent the

purchase of a new security,

5. In IRA #2, holding GFFFX was converted to GAFFX via 4 non-taxable share class conversion on 05/23/2017. GAFFX does not represent the purchase of

new security.

6. In IRA #2, holding ANWFX was converted to FNPFX via a non-taxable share class conversion on 05/23/2017. FNPFX does not represent the purchase of a

new security.

7. No assets are reportable relative to the position of executor listed in Part |,

8. Brokerage Account #4 is a new account opened in 2017 thus was not included on previous reports,

9. Cash previosaly listed on line 138 for Brokeruge account #4 hus been updated to reflect the appropriate money market mutual fund holding. This is a new

investment in a new account opened in 2017 thus was not included on previous reports.

10. "United States District Court Salary” listed on the previous report has been removed from the amended report because it is not required to be disclosed.

11. "Regions Bank" and "ASI Federal Credit Union" accounts which were previously listed on the 2016 report are on the 2017 report in Part VII listed on lines 76

and 78,