# Shelley Clauson Chapman

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/29870

## Record

- **Judge:** Shelley Clauson Chapman
- **Year:** 2019
- **Pages:** 11

## Text

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

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/29870. Public record. Not legal advice.