Shelley Clauson Chapman

What was filed

105
investments
0
positions
0
gifts
0
agreements
0
debts
0
reimbursements
0
income
1
spouse income

Named parties

SELF-EMPLOYED MEDICAL LECTURER AND CONSULTANT

As filed

Brokerage Account #1 (H)

ISHARES TR S&P SMLCAP 600 — Int/Div

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

VANGUARD TOTAL INTL STOCK INDEX INV — Int/Div — Sold

VANGUARD S&P S00 ETF — Int/Div — Sold (part)

VANGUARD S&P S00 ETF — Sold (part)

SCHWAB US. TREASURY MONEY FUNDY)

SCHWAB BANK (X) — Interest

IRA #1 (H)

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

PIMCO ALL ASSET ALL AUTHORITY CL INST — Int/Div — Sold

SCHWAB U.S. TREASURY MONEY FUNDY)

ISHARES CORE US TREASURY BOND ETF — Int/Div

BAIRD CORE PLLS BD INST — Int/Div

METROPOLITAN WEST TOTAL RETURN BOND FUND — Int/Div

SCHWAB CHARLES FAMILY VALUE ADVANTAGE (X) — Int/Div

SCHWAB BANK (X) — Interest

IRA 22 (H)

PIMCO ALL ASSET ALL AUTHORITY 1 — Int/Div — Sold

SCHWAB US TREAS MONEY FD (Y)

ISHARES TR S&P SMLCAP 600 — Int/Div

VANGUARD S&P SOO ETF — Int/Div

VANGUARD S&P SOO ETF — Sold

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

METROPOLITAN WEST TOTAL RETURN BOND FUND — Int/Div

ISHARES US TREASURY BOND ETF — Int/Div

BAIRD CORE PLLS BD INST — Int/Div — Sold

WESTERN ASSET MACRO OPPORTUNITIES — Int/Div — Buy

WESTERN ASSET MACRO OPPORTUNITIES — Sold

SCHWAB CHARLES FAMILY VALUE ADVANTAGE (X) — Int/Div

POLEN GROWTH — Int/Div — Buy

EATON VANCE GLOBAL MACRO ABS RETURN ADV 1 — Int/Div — Buy

EATON VANCE GLOBAL MACRO ABS RETURN ADV 1 — Sold

HAMLIN HIGH DIVIDEND EQUITY INSTL — Int/Div — Buy

SCHWAB BANK (X) — Interest

IRA #3 (H)

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

BBH CORE SELECT FUNDN — Int/Div — Sold

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

FIDELITY TREASURY MONLY MARKET FUND — Int/Div

PIMCO ALL ASSET ALL AUTHORITY 1 — Int/Div — Sold

ISHARES TR S&P SMLCAP 600 — Int/Div — Buy (add'l)

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

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

METROPOLITAN WEST TOTAL RETURN CLASS — Int/Div

BAIRD CORE PLUS BOND INSTITUTIONAL — Int/Div

ISHARES TR LSTREAS BD ETF — Int/Div

HAMLIN HIGH DIVIDEND EQUITY INSTL FD — Int/Div — Buy

ISHARES S&P S00 INDEX — Int/Div — Buy

POLEN GROWTH — Int/Div — Buy

FIDELITY MONEY MARKET PREMIUM CLASS (X) — Int/Div

IRA #4 (HH

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

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

PIMCO ALL ASSET ALL AUTHORITY 1 — Sold

SCHWAB US TREASURY MONEY FUNDY)

METROPOLITAN WEST TOTAL RETURN BOND — Int/Div — Sold

ISHARES US TREASURY BOND ETF — Int/Div — Sold (part)

BAIRD CORE PLLS BD INST — Int/Div — Sold

SCHWAB S&P 500 INDEX FD — Int/Div

VANGUARD TOTAL INTL STK INDEX ADMIRAL — Int/Div — Sold (part)

VANGUARD TOTAL INTL STK INDEX ADMIRAL — Sold

HAMLIN HIGH DIVIDEND EQUITY INSTL — Int/Div — Buy

HAMLIN HIGH DIVIDEND EQUITY INSTL — Buy (add'l)

POLEN GROWTH — Int/Div — Buy

POLEN GROWTH — Buy (add'l)

SCHWAB CHARLES FAMILY VALUE ADVANTAGE (X) — Int/Div

SCHWAB BANK (X) — Interest

RETIREMENT ACCOUNT #1 (H)

VANGUARD INSTITUTIONAL INDEX FUND — Int/Div — 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 (add'l)

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

VANGUARDINSTL INDX FD INSTL PLUS — Int/Div — Buy

RETIREMENT ACCOUNT £2 (H)

TIAA REAL ESTATE — None

VANGUARD TOTAL INTL STOCK INDEX INSTL — Int/Div — Sold (part)

VANGUARD INSTL INDX FD INSTL PLUS — Int/Div — Buy

CITIBANK JOINT CHECKING ACCOUNT — Interest

PRUDENTIAL WHOLE LIFE INSURANCE POLICY — None

Spouse's income — 2018 — SELF-EMPLOYED MEDICAL LECTURER AND CONSULTANT