Janis Van Meerveld

What was filed

135
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

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

Brokerage Account #1 (H)

FIDELITY GOVERNMENT CASH RESERVES (FDRXX) — Interest

FIDELITY ADVISOR NEW INSIGHTS CL Z(FZANX) — Int/Div

4. — Distribution

FIDELITY EMERGING MKTS INDEX (FPADX) — Int/Div — Buy (add'l)

THE GROWTH FUND OF AMERICA F3 (1GAFFX) — Int/Div

- — istrnibution

HARTFORD INTL EQUITY FUND CL Y (HDVYX) — Int/Div

9 — Distribution

VANGUARD LIMITD TERM TAX EXEMPT ADMIRAL (VMLUX) — Int/Div — Sold

VANGUARD SPECIALIZED FUNDS DIV APP ETF (VIG) — Int/Div

VANGUARD ALL WORLD EX-LS(VEL) — Int/Div

VANGUARD INDEX FDS MID-CAP VALUE INDEX (VOE) — Int/Div — Buy (add'l)

VANGUARD INDEX FDS VANGUARD SMALL CAP (VBR) — Int/Div — Buy (add'l)

IRA Account £1 (H)

FIDELITY GOVERNMENT CASH RESERVES (FDRXX) — Interest

FIDELITY TOTAL MARKET INDEX FUND (FSKAX) — Int/Div

IS. — Distribution

VANGUARD ALL WORLD EX-LS(VEL — Int/Div

Variable Annuity #1 (H)

FIDELITY LIFE PRA HIGH INCOME — None

FIDELITY LIFE PRA INDEX S00 — None

FIDELITY VIP BOND INDEX — None — Buy

FIDELITY VIP INTERNATIONAL INDEX — None — Buy

FIDELITY LIFE PRA OVERSEAS — None — Sold

FIDELITY LIFE PRA INV GRADE BOND — None — Sold

Brokerage Account #2 (H)

FIDELITY GOVERNMENT CASH RESERVES (FDRXX) — Interest

FIDELITY EMERGING MKTS INDEX PREMIUM (FPADX) — Int/Div — Buy (add'l)

FIDELITY EMERGING MKTS INDEX PREMIUM (FPADX) — Buy (add'l)

CAPITAL WORLD GROWTH AND INCOME F3 (FWGIX) — Int/Div

12 — Distribution

THE GROWTH FUND OF AMERICA F3 {GAFFX) — Int/Div

u — Distribution

THE INCOME FUND OF AMERICA F3 (FIFAX) — Int/Div

RI — Distribution

VANGUARD LIMITD TERM TAX EXEMPT ADMIRAL (VMLUX) — Int/Div — Sold

VANGUARD SPECIALIZED FUNDS DIV APP ETF (VIG) — Int/Div

VANGUARD WHITEHALL FDS HIGH DIVIDEND YIELD ETF IVYM) — Int/Div

VANGUARD INTL EQUITY INDEX FUND VT) — Int/Div

VANGUARD INDEX FDS MID-CAP VALUE INDEX (VOE) — Int/Div — Buy (add'l)

VANGUARD INDEX FDS MID-CAP VALUE INDEX (VOE) — Buy (add'l)

VANGUARD INDEX FDS VANGUARD SMALL CAP (VBR) — Int/Div — Buy (add'l)

VANGUARD INDEX FDS VANGUARD SMALL CAP (VBR) — Buy (add'l)

IRA Account #2 (H)

FIDELITY GOVERNMENT CASH RESERVES (FDRXX) — Interest

FIDELITY ADVISOR NEW INSIGHTS CL 1(FINSX) — None — Sold

FIDELITY EMERGING MKTS INDEX PREMIUM (FPMAX) — Int/Div

THE GROWTH FUND OF AMERICA F3 (GAFFX) — Int/Div

S10. — Distribution

NEW PERSPECTIVE FUND F3 (FNPFX) — Int/Div

52 — istnibution

VANGUARD 500 INDEX ADMIRAL (VFIAX) — Int/Div

ISHARES EDGE MSC INTERNATIONAL VALUE ETF (IVLLU) — Int/Div — Buy

VANGUARD SPECIALIZED FUNDS DIV APP ETF (VIG) — Int/Div

VANGUARD ALL WORLD EX-LS{(VEL) — Int/Div

VANGUARD INDEX FDS MID-CAP VALUE INDEX (VOE) — Int/Div

VANGUARD INDEX FDS VANGUARD SMALL CAP (VBR) — Int/Div

Variable Annuity £2 (H)

Nationwide Destination B2 American NVIT Asset Allocation — None

Nationwide Destination B2 American NVIT Bond — None

Nationwide Destination B2 American NVIT Growth & Income — None

Variable Annuity £3 (H)

Nationwide Destination B2 American NVIT Asset Allocation — None

Nationwide Destination B2 American NVIT Growth & Income — None

Nationwide Destination B2 American NVIT Bond — None

Brokerage Account #3 (H)

Fidelity Government Cash Reserves (FDRXX) — Interest

Fidelity Emerging Makrets Index Fund (FPADX) — Int/Div — Buy (add'l)

iShares Core S&P Total US Stock Market ETF ATOT) — Int/Div — Buy (add'l)

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

Brokerage #4 (H)

Fidelity Government Cash Reserves {(FDRXX) — Interest

iShares Core S&P Total US Stock Market ETF ATOT) — Int/Div — Buy (add'l)

401K) 21 (H)

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

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

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

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

Dodge & Cox (DODGX) — Buy (add'l)

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

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

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

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

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

401K) #2 (H)

Vanguard Institutional Index {VINIX) — Int/Div

Dodge & Cox Stock (DODGX) — Int/Div

127 — Iistnbution

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

129. — istnbution

Harbor International Institutional (HAINX) — Int/Div

13 — Iistnbution

Bank Account £1 (H)

Regions Bank — Interest

Bank Account #2 (H)

ASI Federal Credit Union — Interest

Board Member, Boys Hope Girls Hope of New Orleans

Board Member, Susan G. Komen, New Orleans Affihate

Bowrd Member, Federal Bar Association

Executor, Family Estate

Spouse's income — 2018 — Adams and Reese LLP

1. In Brokerage Account #1, holding FINSX was converted to FZANX via a non-taxable share class conversion on 05/31/2018. FZANX does not represent the

purchase of a new security.

2. In Brokerage Account #1, FCASH was converted to FDRXX on 02/08/2018. FDRXX does not represent the purchase of a new security,

3. In Brokerage Account #1, holding FPMAX merged with fund FPADX on 11/09/2018. FPADX does not represent the purchase of a new security,

4. In Brokerage Account #1, holding HCTYX merged with fund HDVYX on 10/26/2018. HDVYX does not represent the purchase of a new security.

5. In IRA Account #1, holding FSTVX merged with fund FSKAX on 11/02/2018. FSKAX does not represent the purchase of a new security.

6.1n Brokerage Account #2, FCASH was converted to FDRXX on 02/08/2018. FDRXX does not represent the purchase of a new security.

7. In Brokerage Account #2, holding FPMAX merged with fund FPADX on 11/09/2018. FPADX does not represent the purchase of a new security.

8. In IRA Account #2, holding FPMAX merged with fund FPADX on | 1/09/2018. FPADX does not represent the purchase of a new security

9. In Brokerage Account #3, FCASH was converted to FDRXX on 02/08/2018. FDRXX does not represent the purchase of a new security.

10. In Brokerage Account #3, holding FPMAX merged with fund FPADX on 11/09/2018. FPADX does not represent the purchase of a new security.

11. No assets are reportable relative to the position of executor listed in Part 1.