Shelley Clauson Chapman

What was filed

96
investments
0
positions
0
gifts
0
agreements
0
debts
0
reimbursements
0
income
2
spouse income

Named parties

MEMORIAL SLOAN-KETTERING CANCER CENTER, WAGES
SELF-EMPLOYED MEDICAL LECTURER AND CONSULTANT

As filed

Brokerage Account #1 (H)

ISHARES TR S&P SMLCAP 600 — Dividend

SCHWAB CAP TR S&P 500 INVS SELECT SHARES — Dividend

VANGUARD TOTAL INTL STOCK INDEX INV — Dividend — Sold (part)

VANGUARD TOTAL INTL STOCK INDEX INV — Sold (part)

VANGUARD S&P 500 ETF — Dividend — Sold

SCHWAB BANK (Y)

IRA #1 (H)

SCHWAB CAP TR S&P 500 INVS SELECT SHARES — Sold (part)

SCHWAB CAP TR S&P 500 INVS SELECT SHARES — Sold

ISHARES CORE US TREASURY BOND ETF — Dividend — Buy (add'l)

ISHARES CORE US TREASURY BOND ETF — Sold

BAIRD CORE PLUS BD INST — Dividend

METROPOLITAN WEST TOTAL RETURN BOND FUND I — Dividend — Sold

SCHWAB CHARLES FAMILY VALUE ADVANTAGE (Y)

SCHWAB BANK (Y)

POLEN GROWTH FD INST CL — Dividend — Buy

IRA #2 (H)

ISHARES TR S&P SMLCAP 600 — Dividend

VANGUARD S&P 500 ETF — Dividend — Sold

METROPOLITAN WEST TOTAL RETURN BOND FUND — Dividend — Buy (add'l)

METROPOLITAN WEST TOTAL RETURN BOND FUND — Sold

ISHARES US TREASURY BOND ETF — Dividend — Sold

BAIRD CORE PLUS BD INST — Dividend — Buy

BAIRD CORE PLUS BD INST — Buy (add'l)

SCHWAB CHARLES FAMILY VALUE ADVANTAGE (Y)

POLEN GROWTH — Dividend — Buy (add'l)

INVESCO TAXABLE MUNICIPAL BOND ETF — Dividend — Buy

HAMLIN HIGH DIVIDEND EQUITY INSTL — Dividend

SCHWAB BANK — Interest

IRA #3 (H)

FIDELITY 500 INDEX FUND — Dividend — Sold

SCHWAB CAP TR S&P 500 INVS SELECT SHARES — Sold

FIDELITY TREASURY MONEY MARKET FUND — Dividend

ISHARES TR S&P SMLCAP 600 — Dividend

VANGUARD INDEX FDS — Dividend — Sold

METROPOLITAN WEST TOTAL RETURN CLASS I — Dividend — Buy (add'l)

METROPOLITAN WEST TOTAL RETURN CLASS I — Sold

BAIRD CORE PLUS BOND INSTITUTIONAL — Dividend — Buy (add'l)

BAIRD CORE PLUS BOND INSTITUTIONAL — Buy (add'l)

PIONEER STRATEGIC INCOME FD CL Y — Dividend — Buy

INVESCO EXCHNG TRADED FD TR II — Dividend — Buy

ISHARES TR US TREAS BD ETF — Dividend — Sold

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

ISHARES S&P 500 INDEX — Dividend — Sold

POLEN GROWTH — Dividend — Buy (add'l)

FIDELITY MONEY MARKET PREMIUM CLASS (Y)

IRA #4 (H)

ISHARES US TREASURY BOND ETF — Dividend — Buy (add'l)

ISHARES US TREASURY BOND ETF — Sold

BAIRD CORE PLUS BD INST — Dividend — Buy

SCHWAB S&P 500 INDEX FD — Dividend — Sold (part)

SCHWAB S&P 500 INDEX FD — Sold (part)

PIONEER STRATEGIC INCOME FD CL Y — Dividend — Buy

HAMLIN HIGH DIVIDEND EQUITY INSTL — Dividend

POLEN GROWTH — Dividend — Buy (add'l)

SCHWAB CHARLES FAMILY VALUE ADVANTAGE (Y)

SCHWAB BANK (X) — Interest

RETIREMENT ACCOUNT #1 (H)

VANGUARD BD INDEX FD TOT BD PTF INS — Dividend

VANGUARD TOTAL INTL STOCK INDEX INSTL — Dividend

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

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

VANGUARDINSTL INDX FD INSTL PLUS — Dividend

RETIREMENT ACCOUNT #2 (H)

TIAA REAL ESTATE — None

VANGUARD TOTAL INTL STOCK INDEX INSTL — Dividend

VANGUARD INSTL INDX FD INSTL PLUS — Dividend

CITIBANK JOINT CHECKING ACCOUNT — Interest

PRUDENTIAL WHOLE LIFE INSURANCE POLICY — None

Spouse's income — 2019 — MEMORIAL SLOAN-KETTERING CANCER CENTER, WAGES

Spouse's income — 2019 — SELF-EMPLOYED MEDICAL LECTURER AND CONSULTANT