Shelley Clauson Chapman

What was filed

92
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)

BBHCORESELECT FUNDN — None — Sold

HAMLIN HIGH DIVIDEND EQUITY INSTL — Int/Div — Sold (part)

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

VANGUARD S&P SOO ETF — Int/Div

U.S. Treasury Note .625% — None — Buy

SCHWAB U.S. TREASURY MONEY FUND (x) — None

IRA #1 (H)

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

GOLDMAN SACHS TR STRG INCM INST — Int/Div — Sold

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

SCHWAB US. TREASURY MONEY FUND — None

IRA #2 (H)

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

SCHWAB US TREAS MONEY FD — None

ISHARES TR S&P SMLCAP 600 — Int/Div

VANGUARD S&P SOD ETF — Int/Div

VANGUARD EUROPE PACIFIC EY — Int/Div

VANGUARD INTL EMG MKT VIPERS — Int/Div

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

BLACKROCK FDS II STRG OPP INSTL — Int/Div — Buy (add'l)

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

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

IRA 43 (H)

EATON VANCE GLOBAL MACRO ABSOLUTE RETURN — Int/Div — Buy (add'l)

BBH CORE SELECT FUND N — Int/Div

FIDELITY CONCORD STR SP US EQT ADV — Int/Div — Sold (part)

SCHWAB CAP TR S&P S00 INVS SELECT SHARES — Int/Div

FIDELITY CASH RESERVES (Y)

FIDELITY TREASURY MONEY MARKET FUND (X)

PIMCO ALL ASSET ALL AUTHORITY 1 — Int/Div

FIDELITY TREASURY FUND DAILY MONEY CLASS

ISHARES TR S&P SMLCAP 600 — Int/Div

VANGUARD S&P SOO ETF — Int/Div

VANGUARD EUROPE PACIFIC ETF — Int/Div

VANGUARD INTL EMG MKT VIPERS — Int/Div

GOLDMAN SACHS TR STRG INCM INST — Int/Div — Sold

ISHARES CORE US AGGREGATE BOND — Int/Div

METROPOLITAN WEST TOTAL RETURN CLASS 1 — Int/Div — Buy

IRA #3 (H)

EATON VANCE GLOBAL MACRO ABSOLUTE RETURN — Int/Div — Buy (add'l)

ISHARES CORE US AGGREGATE BOND — Int/Div

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

VANGUARD TOTAL INTL STOCK INDEX INV — Int/Div

SCHWAB US TREASURY MONEY FUND — None

HAMLIN HIGH DIVIDEND EQUITY INSTL — Int/Div

BLACKROCK FDS HHSTRG OPP INSTL — Int/Div — Buy (add'l)

GOLDMAN SACHS TR STRG INCM INST — Int/Div — Sold

J ISHARES TR S&P SMLCAP 600 — Int/Div

VANGUARD S&P SOO ETF — Int/Div — Sold

VANGUARD EUROPE PACIFIC ETF — Int/Div

VANGUARD INTL EMG MKT VIPERS — Int/Div

METROPOLITAN WEST TOTAL RETURN BOND — 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 (part)

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

VANGUARD BD INDEX FD TOT BD PTF INS — Int/Div — Sold (part)

VANGUARD TOTAL INTL STOCK INDEX INSTL — Int/Div — Buy

RETIREMENT ACCOUNT £2 (H)

VANGUARD LIFESTRATEGY MODERATE GROWTH — Int/Div — Sold

TIAA REAL ESTATE — None — Buy (add'l)

VANGUARD TOTAL INTL STOCK INDEX INSTL — Int/Div — Buy

CITIBANK JOINT CHECKING ACCOUNT — Interest

PRUDENTIAL WHOLE LIFE INSURANCE POLICY — None

Liability — CHARLES SCHWAB CORPORATION — MARGIN LOAN

Spouse's income — 2016 — SELF-EMPLOYED MEDICAL LECTURER AND CONSULTANT