Janis Van Meerveld

What was filed

190
investments
3
positions
0
gifts
0
agreements
0
debts
0
reimbursements
0
income
1
spouse income

Named parties

Boys Hope Girls Hope of New Orleans
Federal Bar Association
Family Estate
Adams and Reese LLP

As filed

IRA Account #1 (H)

FIDELITY GOVERNMENT CASH RESERVES (FDRXX) — Interest

FIDELITY INTERNATL INDEX FUND (FSPSX) — Dividend

FIDELITY 500 INDEX FUND (FXAIX) — Dividend

FIDELITY SMALL CAP INDEX FUND (FSSNX) — Dividend

FIDELITY MID CAP INDEX FUND (FSMDX) — Dividend

FIDELITY EMERGING MARKETS INDEX FUND (FPADX) — Dividend

FIDELITY LARGE CAP GROWTH INDEX FUND (FSPGX) — Dividend — Sold (part)

FIDELITY LARGE CAP GROWTH INDEX FUND (FSPGX) — Distribution — Sold (part)

VANGUARD SPECIALIZED FUNDS DIV APP ETF (VIG) — Dividend

VANGUARD WHITEHALL FDS INTL DVD ETF (VIGI) — Dividend — Buy

VANGUARD WHITEHALL FDS INTL HIGH ETF (VYMI) — Dividend — Sold

Brokerage Account #1 (H)

FIDELITY GOVERNMENT CASH RESERVES (FDRXX) — Interest

FIDELITY ADVISOR NEW INSIGHTS CL Z (FZANX) — Dividend

THE GROWTH FUND OF AMERICA F3 (GAFFX) — Dividend

VANGUARD SHORT TERM TAX EXEMPT ADMIRAL (VWSUX) — Dividend — Buy

VANGUARD SHORT TERM TAX EXEMPT ADMIRAL (VWSUX) — Buy (add'l)

GOLDMAN SACHS ETF TR ACTIVEBETA INT (GSIE) — Dividend — Buy

VANGUARD SPECIALIZED FUNDS DIV APP ETF (VIG) — Dividend

VANGUARD MID CAP VALUE INDEX FUND (VOE) — Dividend — Sold

ISHARES TRUST CORE MSCI EAFE ETF (IEFA) — None — Buy

ISHARES TRUST CORE MSCI EAFE ETF (IEFA) — Sold

ISHARES S&P SMALLCAP 600 VALUE INDEX FUND (IJS) — None — Buy

ISHARES S&P SMALLCAP 600 VALUE INDEX FUND (IJS) — Sold

HARTFORD INTRNL EQUITY FUND CL F (HDVFX) — None — Sold

FIDELITY EMERGING MARKETS INDEX FUND (FPADX) — None — Sold

VANGUARD SMALL CAP VALUE ETF (VBR) — Dividend — Sold

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

IRA #2 (H)

FIDELITY GOVERNMENT CASH RESERVES (FDRXX) — Interest

FIDELITY INTERNATL INDEX FUND (FSPSX) — Dividend — Sold (part)

FIDELITY INTERNATL INDEX FUND (FSPSX) — Buy (add'l)

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

FIDELITY SMALL CAP INDEX FUND (FSSNX) — Dividend — Sold (part)

FIDELITY MID CAP INDEX FUND (FSMDX) — Dividend — Sold (part)

FIDELITY EMERGING MARKETS INDEX FUND (FPADX) — Dividend — Sold (part)

FIDELITY LARGE CAP GROWTH INDEX FUND (FSPGX) — Dividend — Sold (part)

VANGUARD HI YIELD CORPORATE ADMIRAL (VWEAX) — Dividend — Buy

VANGUARD GNMA ADMIRAL (VFIJX) — Dividend — Buy

VANGUARD SPECIALIZED FUNDS DIV APP ETF (VIG) — Dividend — Sold (part)

VANGUARD WHITEHALL FDS INTL DVD ETF (VIGI) — Dividend — Buy

INVESCO EXCH TRADED FD TR II TAXABLE MUN BD (BAB) — Dividend — Buy

VANGUARD WHITEHALL FDS INTL HIGH ETF (VYMI) — Dividend — Sold

Brokerage Account #2 (H)

FIDELITY GOVERNMENT CASH RESERVES (FDRXX) — Interest

THE GROWTH FUND OF AMERICA F3 (GAFFX) — Dividend

THE INCOME FUND OF AMERICA F3 (FIFAX) — Dividend — Buy (add'l)

THE INCOME FUND OF AMERICA F3 (FIFAX) — Buy (add'l)

THE INCOME FUND OF AMERICA F3 (FIFAX) — Sold (part)

THE INCOME FUND OF AMERICA F3 (FIFAX) — Buy (add'l)

VANGUARD SHORT TERM TAX EXEMPT ADMIRAL (VWSUX) — Dividend — Buy

VANGUARD SHORT TERM TAX EXEMPT ADMIRAL (VWSUX) — Buy (add'l)

VANGUARD SHORT TERM TAX EXEMPT ADMIRAL (VWSUX) — Sold (part)

VANGUARD SHORT TERM TAX EXEMPT ADMIRAL (VWSUX) — Buy (add'l)

GOLDMAN SACHS ETF TR ACTIVEBETA INT (GSIE) — Dividend — Buy

VANGUARD SPECIALIZED FUNDS DIV APP ETF (VIG) — Dividend

VANGUARD WHITEHALL FDS HIGH DIV YLD (VYM) — Dividend

VANGUARD INTL EQUITY INDEX FDS TT WRLD ST ETF (VT) — Dividend

VANGUARD SMALL CAP VALUE ETF (VBR) — Dividend — Sold

ISHARES S&P SMALLCAP 600 VALUE INDEX FUND (IJS) — None — Buy

ISHARES S&P SMALLCAP 600 VALUE INDEX FUND (IJS) — Sold

CAPITAL WORLD GROWTH AND INCOME F3 (FWGIX) — Dividend — Sold

CAPITAL WORLD GROWTH AND INCOME F3 (FWGIX) — Buy (add'l)

FIDELITY EMERGING MARKETS INDEX FUND (FPADX) — None — Sold

VANGUARD MID-CAP VALUE INDEX FUND (VOE) — Dividend — Sold

Annuity #1 (H)

FIDELITY LIFE PRA: HIGH INCOME (9060) (9060-3002) — None — Buy (add'l)

FIDELITY LIFE PRA: HIGH INCOME (9060) (9060-3002) — Buy (add'l)

FIDELITY LIFE PRA: HIGH INCOME (9060) (9060-3002) — Sold (part)

FIDELITY LIFE PRA: HIGH INCOME (9060) (9060-3002) — Buy (add'l)

FIDELITY LIFE PRA: INDEX 500 (9064) (9064-3006) — None — Sold (part)

FIDELITY LIFE PRA: INDEX 500 (9064) (9064-3006) — Sold (part)

FIDELITY LIFE PRA: INDEX 500 (9064) (9064-3006) — Buy (add'l)

FIDELITY LIFE PRA: INDEX 500 (9064) (9064-3006) — Sold (part)

FIDELITY LIFE PRA: BOND INDEX (9461) (9461-3240) — None — Buy (add'l)

FIDELITY LIFE PRA: BOND INDEX (9461) (9461-3240) — Buy (add'l)

FIDELITY LIFE PRA: BOND INDEX (9461) (9461-3240) — Sold (part)

FIDELITY LIFE PRA: BOND INDEX (9461) (9461-3240) — Buy (add'l)

FIDELITY LIFE PRA: INTERNATIONAL INDEX (9473) (9473-3243) — None — Sold (part)

FIDELITY LIFE PRA: INTERNATIONAL INDEX (9473) (9473-3243) — Sold (part)

FIDELITY LIFE PRA: INTERNATIONAL INDEX (9473) (9473-3243) — Buy (add'l)

Annuity #2 (H)

Vanguard Variable Insurance Fund - Equity Income Portfolio (0108) — None — Sold (part)

Vanguard Variable Insurance Fund - Equity Income Portfolio (0108) — Buy (add'l)

Vanguard Variable Insurance Fund Growth Portfolio (0109) — None — Sold (part)

Vanguard Variable Insurance Fund Growth Portfolio (0109) — Sold (part)

Vanguard Variable Insurance Fund - Mid- Cap Index Portfolio (0288) — None — Buy (add'l)

Vanguard Variable Insurance Fund - Mid- Cap Index Portfolio (0288) — Sold (part)

Vanguard Variable Insurance Fund Tot Intl Stock Market Ind Port (1557) — None — Buy (add'l)

Vanguard Variable Insurance Fund Tot Intl Stock Market Ind Port (1557) — Buy (add'l)

Annuity #3 (H)

Vanguard Variable Insurance Fund - Equity Income Portfolio (0108) — None — Sold (part)

Vanguard Variable Insurance Fund - Equity Income Portfolio (0108) — Sold (part)

Vanguard Variable Insurance Fund - Equity Income Portfolio (0108) — Buy (add'l)

Vanguard Variable Insurance Fund - Growth Portfolio (0109) — None — Sold (part)

Vanguard Variable Insurance Fund - Growth Portfolio (0109) — Sold (part)

Vanguard Variable Insurance Fund - Mid Cap Index Portfolio (0288) — None — Buy (add'l)

Vanguard Variable Insurance Fund - Mid Cap Index Portfolio (0288) — Buy (add'l)

Vanguard Variable Insurance Fund - Mid Cap Index Portfolio (0288) — Sold (part)

Vanguard Variable Insurance Fund - Tot Intl Stock Mark Ind Port(1557) — None — Buy (add'l)

Vanguard Variable Insurance Fund - Tot Intl Stock Mark Ind Port(1557) — Buy (add'l)

Vanguard Variable Insurance Fund - Tot Intl Stock Mark Ind Port(1557) — Sold (part)

401(k) #1 (H)

Hartford Intl Opportunities R5 (IHOTX) — None — Buy (add'l)

Hartford Intl Opportunities R5 (IHOTX) — Buy (add'l)

Schwab S&P 500 Index (SWPPX) — None — Buy (add'l)

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

American Growth Fund of America R6 (RGAGX) — None — Buy (add'l)

American Growth Fund of America R6 (RGAGX) — Buy (add'l)

Dodge & Cox Stock Fund (DODGX) — None — Buy (add'l)

Dodge & Cox Stock Fund (DODGX) — Buy (add'l)

401(k) #2 (H)

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

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

Vanguard Institutional Index I (VINIX) — None — Sold

American Growth Fund of America R6 (RGAGX) — Dividend

Dodge & Cox Stock Fund (DODGX) — Dividend

Hartford Intl Opportunities R5 (IHOTX) — Dividend — Buy

Bank Account #1 (H)

Regions Bank 1 — Interest

Bank Account #2 (H)

ASI Federal Credit Union — Interest

Board Member, Boys Hope Girls Hope of New Orleans

Board Member, Federal Bar Association

Executor, Family Estate

Spouse's income — 2020 — Adams and Reese LLP

1. No longer holding board position on Susan G. Komen

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

3. For Annuity #2, Vanguard Variable Insurance Fund- Equity Income Portfolio (0108) and Vanguard Equity Index reported on 2019 report are the same

investment. Vanguard Variable Insurance Fund- Equity Income Portfolio (0108) does not represent purchase of a new investment but provides further

clarification and the full name of the investment.

4. For Annuity #2, Vanguard Variable Insurance Fund- Growth Portfolio (0109) and Vanguard Growth Index reported on 2019 report are the same investment.

Vanguard Variable Insurance Fund- Growth Portfolio (0109) does not represent purchase of a new investment but provides further clarification and the full name

of the investment.

5. For Annuity #2, Vanguard Variable Insurance Fund- Mid Cap Index Portfolio (0288) and Vanguard Mid-Cap Index reported on 2019 report are the same

investment. Vanguard Variable Insurance Fund- Mid Cap Index Portfolio (0288) does not represent purchase of a new investment but provides further

clarification and the full name of the investment.

6. For Annuity #2, Vanguard Variable Insurance Fund- Total International Stock Market Index Portfolio (1557) and Vanguard Total International Stock Market

Index reported on 2019 report are the same investment. Vanguard Variable Insurance Fund- Total International Stock Market Index Portfolio (1557) does not

represent purchase of a new investment but provides further clarification and the full name of the investment.

7. For Annuity #3, Vanguard Variable Insurance Fund- Equity Income Portfolio (0108) and Vanguard Equity Index reported on 2019 report are the same

investment. Vanguard Variable Insurance Fund- Equity Income Portfolio (0108) does not represent purchase of a new investment but provides further

clarification and the full name of the investment.

8. For Annuity #3, Vanguard Variable Insurance Fund- Growth Portfolio (0109) and Vanguard Growth Index reported on 2019 report are the same investment.

Vanguard Variable Insurance Fund- Growth Portfolio (0109) does not represent purchase of a new investment but provides further clarification and the full name

of the investment.

9. For Annuity #3, Vanguard Variable Insurance Fund- Mid Cap Index Portfolio (0288) and Vanguard Mid-Cap Index reported on 2019 report are the same

investment. Vanguard Variable Insurance Fund- Mid Cap Index Portfolio (0288) does not represent purchase of a new investment but provides further

clarification and the full name of the investment.

10. For Annuity #3, Vanguard Variable Insurance Fund- Total International Stock Market Index Portfolio (1557) and Vanguard Total International Stock Market

Index reported on 2019 report are the same investment. Vanguard Variable Insurance Fund- Total International Stock Market Index Portfolio (1557) does not

represent purchase of a new investment but provides further clarification and the full name of the investment.