Janis Van Meerveld

What was filed

159
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 Affiliate
Federal Bar Association
Estate
Adams and Reese LLP

As filed

Brokerage Account #1 (H)

FIDELITY GOVERNMENT CASH RESERVES (FDRXX) — Interest

FIDELITY EMERGING MARKETS INDEX FUND (FPADX) — Dividend — Buy (add'l)

FIDELITY EMERGING MARKETS INDEX FUND (FPADX) — Buy (add'l)

CAPITAL WORLD GROWTH AND INCOME F3 (FWGIX) — Dividend

THE GROWTH FUND OF AMERICA F3 (GAFFX) — Dividend

THE INCOME FUND OF AMERICA F3 (FIFAX) — Dividend

VANGUARD GROUP DIV APP ETF (VIG) — Dividend

VANGUARD WHITEHALL FDS HIGH DIVIDEND YIELD ETF (VYM) — Dividend

VANGUARD INTL EQUITY INDEX FUND INC TOTAL (VT) — Dividend

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

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

IRA Account #1 (H)

FIDELITY GOVERNMENT CASH RESERVES (FDRXX) — Interest

FIDELITY INTERNATL INDEX FUND (FSPSX) — Dividend — Buy

FIDELITY 500 INDEX FUND (FXAIX) — Dividend — Buy

FIDELITY 500 INDEX FUND (FXAIX) — Distribution — Buy (add'l)

FIDELITY 500 INDEX FUND (FXAIX) — Sold (part)

FIDELITY SMALL CAP INDEX FUND (FSSNX) — Dividend — Buy

FIDELITY MID CAP INDEX FUND (FSMDX) — Dividend — Buy

FIDELITY EMERGING MARKETS INDEX FUND (FPADX) — Dividend — Buy

FIDELITY EMERGING MARKETS INDEX FUND (FPADX) — Buy (add'l)

FIDELITY LARGE CAP GROWTH INDEX FUND (FSPGX) — Dividend — Buy

FIDELITY LARGE CAP GROWTH INDEX FUND (FSPGX) — Distribution — Buy (add'l)

VANGUARD GROUP DIV APP ETF (VIG) — Dividend — Buy (add'l)

VANGUARD WHITEHALL FUNDS INTERNATIONAL (VYMI) — Dividend — Buy

VANGUARD WHITEHALL FUNDS INTERNATIONAL (VYMI) — Buy (add'l)

NEW PERSPECTIVE FUND F3 (FNPFX) — None — Sold

THE GROWTH FUND OF AMERICA F3 (GAFFX) — None — Sold

ISHARES EDGE MSCI INTERNATIONAL VALUE FACTOR ETF (IVLU) — None — Sold

VANGUARD INDEX FDS VANGUARD SMALL CAP (VBR) — None — Sold

VANGUARD INTL EQUITY INDEX FDS ALLWRLD EX US (VEU) — Dividend — Sold

VANGUARD 500 INDEX ADMIRAL (VFIAX) — Dividend — Sold

VANGUARD INDEX FDS MID-CAP VALUE INDEX (VOE) — None — Sold

FIDELITY EMERGING MKTS INDEX PREMIUM (FPMAX) — None — Sold

IRA Account #2 (H)

FIDELITY GOVERNMENT CASH RESERVES (FDRXX) — Interest

FIDELITY INTERNATL INDEX FUND (FSPSX) — Dividend — Buy

FIDELITY 500 INDEX FUND (FXAIX) — Dividend — Buy

FIDELITY SMALL CAP INDEX FUND (FSSNX) — Dividend — Buy

FIDELITY MID CAP INDEX FUND (FSMDX) — Dividend — Buy

FIDELITY EMERGING MARKETS INDEX FUND (FPADX) — Dividend — Buy

FIDELITY EMERGING MARKETS INDEX FUND (FPADX) — Buy (add'l)

FIDELITY LARGE CAP GROWTH INDEX FUND (FSPGX) — Dividend — Buy

VANGUARD GROUP DIV APP ETF (VIG) — Dividend — Buy

VANGUARD WHITEHALL FUNDS INTERNATIONAL (VYMI) — Dividend — Buy

VANGUARD WHITEHALL FUNDS INTERNATIONAL (VYMI) — Buy (add'l)

VANGUARD INTL EQUITY INDEX FDS ALLWRLD EX US (VEU) — None — Sold

FIDELITY TOTAL MARKET INDEX FUND (FSKAX) — None — Sold

Brokerage Account #2 (H)

FIDELITY GOVERNMENT CASH RESERVES (FDRXX) — Interest

FIDELITY ADVISOR NEW INSIGHTS CL Z (FZANX) — Dividend

FIDELITY EMERGING MARKETS INDEX FUND (FPADX) — Dividend

THE GROWTH FUND OF AMERICA F3 (GAFFX) — Dividend

HARTFORD INTRNL EQUITY FUND CL F (HDVFX) — Dividend

VANGUARD GROUP DIV APP ETF (VIG) — Dividend

VANGUARD INTL EQUITY INDEX FDS ALLWRLD EX US (VEU) — Dividend

VANGUARD INDEX FDS MID-CAP VALUE INDEX (VOE) — Dividend

VANGUARD INDEX FDS VANGUARD SMALL CAP (VBR) — Dividend

Variable Annuity #1 (H)

INVESCO V.I. MONEY MARKET — None — Sold

VANGUARD EQUITY INDEX — None — Buy

VANGUARD GROWTH — None — Buy

VANGUARD MID-CAP INDEX — None — Buy

VANGUARD TOTAL INTERNATIONAL STOCK MARKET — None — Buy

NATIONWIDE DESTINATION B2 AMERICAN NVIT ASSET ALLOCATION — None — Sold

NATIONWIDE DESTINATION B2 AMERICAN NVIT BOND — None — Sold

NATIONWIDE DESTINATION B2 AMERICAN NVIT GROWTH & INCOME — None — Sold

Variable Annuity #2 (H)

INVESCO V.I. MONEY MARKET — None — Buy

INVESCO V.I. MONEY MARKET — Sold

VANGUARD EQUITY INDEX — None — Buy

VANGUARD GROWTH — None — Buy

VANGAURD MID-CAP INDEX — None — Buy

VANGUARD TOTAL INTERNATIONAL STOCK MARKET (CNG42V50N) — None — Buy

NATIONWIDE DESTINATION B2 AMERICAN NVIT ASSET ALLOCATION — None — Sold

NATIONWIDE DESTINATION B2 AMERICAN NVIT BOND — None — Sold

NATIONWIDE DESTINATION B2 AMERICAN NVIT GROWTH & INCOME — None — Sold

Variable Annuity #3 (H)

FIDELITY LIFE PRA: INDEX 500 — None

FIDELITY LIFE PRA: INTERNATIONAL INDEX — None

FIDELITY LIFE PRA: BOND INDEX — None

FIDELITY LIFE PRA: HIGH INCOME — None

401k Account #1 (H)

Harbor International Fund Institutional Class (HAINX) — None — Sold

Harbor International Opportunities Fund (IHOTX) — Dividend — Buy

Harbor International Opportunities Fund (IHOTX) — Distribution — Buy (add'l)

Harbor International Opportunities Fund (IHOTX) — Buy (add'l)

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

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

Dodge & Cox (DODGX) — Buy (add'l)

Vanguard Institutional Index (VINIX) — Dividend — Sold

Schwab S&P 500 Index (SWPPX) — Dividend — Buy

Schwab S&P 500 Index (SWPPX) — Buy (add'l)

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

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

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

401k Account #2 (H)

Vanguard Institutional Index I (VINIX) — Dividend

Dodge & Cox Stock (DODGX) — Dividend

American Growth Fund of America R6 (RGAGX) — Dividend

Harbor International Fund Institutional Class (HAINX) — Dividend

Bank Accont #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 Affiliate

Board Member, Federal Bar Association

Executor, Estate

Spouse's income — 2019 — Adams and Reese LLP

1. Brokerage Account # 3 reported on previous reports was an account for a minor who has now reached age of majority and the account is registered soley

to that individual thus the account is not required to be reported.

2. Brokerage Account #4 reported on previous reports was an account for a minor who has now reached age of majority and the account is registered soley

to that individual thus the account is not required to be reported.

3. No assets are reportable relative to the positon of executor listed in Part 1.