Ellen Segal Huvelle

2019

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Parts of this filing are redacted in the source. Gaps below are the filing's, not ours.

What was filed

465
investments
6
positions
0
gifts
0
agreements
3
debts
0
reimbursements
0
income
3
spouse income

Named parties

Boston College Law School Board
Abramson Scholarship Foundation
Nationstar (previously held by Bank of America)
Senior Counsel at Covington & Burling, LLP

As filed

Anheuser Busch Inbev SA SPON (BUD) — Int/Div

CSX Corp — Int/Div

Fiserve Inc ( fka First Data Corp) — None

INVESCO Intl Growth — Int/Div

iShares US Healthcare ETF — Int/Div

iShares MSCI EAFE Fund — Int/Div — Sold (part)

iShares S&P Cap 600 Growth — Int/Div

Oracle Corp — Int/Div

PepsiCo Inc — Int/Div

Schlumberger — Int/Div — Sold

Schwab Government Money Fund — Int/Div

Schwab Tax Free Bond — Int/Div — Buy (add'l)

SPDR S&P 500 ETF — Int/Div

Templeton Global Bond Adv — Int/Div — Buy

Templeton Global Bond Adv — Sold

Vanguard High Dividend Yield — Int/Div

Vanguard Interm-Term Tax-Exempt Adm — Int/Div — Buy

Vanguard Interm-Term Tax-Exempt Adm — Buy (add'l)

Vanguard FTSE Emerging Markets ETF — Int/Div

Vanguard Short Term Treasury — Int/Div

Yum Brands — Int/Div

DFA International Core Equity I — Int/Div — Buy (add'l)

Yum China Holdings — Int/Div

Dell Technologies Inc. CL V — None

IRA #2 Charles Schwab (H)

Abbott Laboratories — Int/Div

Arbitrage Fds Cl 1 — Int/Div

DoubleLine Core Fixed Income I — Int/Div — Buy (add'l)

DoubleLine Core Fixed Income I — Buy (add'l)

DoubleLine Core Fixed Income I — Sold (part)

Schwab Government Money Fund — Int/Div

Templeton Global Bond adv — Int/Div — Buy (add'l)

Under Armour — None

Vanguard Short-Term Treasury Adm — Int/Div — Buy (add'l)

DFA Emerging Markets Core Equity I — Int/Div

DFA International Core Equity I — Int/Div

PIMCO AIl Asset — Int/Div

DFA Emrging Mkts Core Eqty 1 — Int/Div — Buy

DFA Emrging Mkts Core Eqty 1 — Buy (add'l)

DFA Emrging Mkts Core Eqty 1 — Sold

ExxonMobil — Int/Div

Facebook Inc — None

IBM — Int/Div

Schwab Government Money Fund — Int/Div

INVESCO Diversified Dividend — Int/Div

iShares Core MSCI emerging mkts — Int/Div — Buy (add'l)

iShares Core MSCI emerging mkts — Sold (part)

iShares MSCI EAFE — Int/Div — Sold (part)

iShares Morningstar Large Cap Value (formerly iShares TR Large Value) — Int/Div

iShares Morningstar Mid Value (formerly iShares TR Mid Value) — Int/Div

iShares S&P 500 Growth — Int/Div

iShares S&P 600 Growth — Int/Div

Oppenheimer Developing Markets Fund — Int/Div

Schwab Tax Free Bond — Int/Div — Buy (add'l)

SPDRs S&P 500Fd ETF — Int/Div

Templeton Global Bond Adv — Int/Div — Buy

Templeton Global Bond Adv — Sold

Vanguard High Dividend Yield — Int/Div

Vanguard FTSE Emerging Markets ETF — Int/Div — Sold (part)

DFA International Core Equity I — Int/Div — Buy (add'l)

Amgen Inc — Int/Div

Doubleline Core Fixed Income 1 — Int/Div — Buy (add'l)

Doubleline Core Fixed Income 1 — Buy (add'l)

Vanguard Extended Market ETF — Int/Div

PIMCO All Asset — Int/Div

Vanguard Short Term Treasury Adm — Int/Div

IRA#I(H)

DFA U.S. Large Cap Value — Int/Div

DoubleLine Core Fixed Income I — Int/Div

Rental Property, Washington, DC — Rent

Retirement Account (H)

Lazard Emerging Mkts — Int/Div

Metropolitan West Total Return — Int/Div

Retirement Account-IRA #3 (H)

Schwab Government Money Fund X — Int/Div

Arbitrage Fds Cl I — Int/Div — Sold (part)

DoubleLine Core Fixed Income I — Int/Div — Sold (part)

Eaton Vance Glbl Macr Absolute Retrn 1 — Int/Div — Buy

Eaton Vance Glbl Macr Absolute Retrn 1 — Sold (part)

Matthews Asian Growth & Income Instl — None — Buy (add'l)

Matthews Asian Growth & Income Instl — Sold

Templeton Income Global Bond Advisor — Int/Div

Vanguard Short Term Treasury Adm — Int/Div

Vanguard Total Bond Market — Int/Div — Buy (add'l)

PIMCO AIl Asset — Int/Div — Buy (add'l)

PIMCO AIl Asset — Sold (part)

AQR Equity Market Neutral — None — Sold (part)

AQR Equity Market Neutral — Sold (part)

AQR Managed Futures Strategy I — Int/Div — Sold (part)

AQR Managed Futures Strategy I — Sold (part)

DFA Emerging Mkts Core Equity I — Int/Div — Buy (add'l)

DFA Emerging Mkts Core Equity I — Sold (part)

iShares Gold Trust — None — Buy

iShares Gold Trust — Buy (add'l)

Variable Annuity Account (H)

DFA VA International Value — None

DFA VA US Large Value — None — Sold (part)

Vanguard VA Total Stock Mkt Index — None — Sold (part)

Vanguard VA International — None — Sold (part)

Vanguard VA Short Term Invest Grade — None — Buy (add'l)

Vanguard VA Total Bond Mkt Index — None — Buy (add'l)

529 Account (H)

AF-Capital Income Builder — None — Sold

AMCAP Fund 529F — None — Sold

American Mutual Fd 529 — Int/Div — Buy

American Mutual Fd 529 — Buy (add'l)

American High Income Tr — Int/Div — Sold

Euro Pacific Growth Fund 529F — Int/Div — Buy (add'l)

Euro Pacific Growth Fund 529F — Buy (add'l)

Fundamental Investors 529F — None — Sold

Bond Fund of America 529F — Int/Div — Buy (add'l)

Bond Fund of America 529F — Buy (add'l)

Capital World Bond Fd 529-F — None — Sold

Small Cap World Fund 529F — None — Sold

Capital World Growth & Inc — None — Sold

Washington Mutual 529F — Int/Div — Buy

Washington Mutual 529F — Buy (add'l)

Short Term Bond Fund of America 529 F — None — Buy

529 Account (H) #2

American Mutual Fd 529F — Int/Div — Buy

American Mutual Fd 529F — Buy (add'l)

Bond Fund of America 529F — Int/Div — Buy (add'l)

Bond Fund of America 529F — Sold (part)

Euro Pacific Growth Fund 529F — Int/Div — Buy

Euro Pacific Growth Fund 529F — Buy (add'l)

Fundamental Investors 529F — None — Sold

Capital World Bond Fd 529-F — None — Sold

Small Cap World Fund 529F — None — Sold

Capital World Growth & Inc — None — Sold

Washington Mutual 529F — Int/Div — Buy

Washington Mutual 529F — Buy (add'l)

529 Account (H) #3

American Mutual Fd 529F — Int/Div — Buy

Bond Fund of America 529F — Int/Div

Fundamental Investors 529F — None — Sold

Euro Pacific Growth Fund 529F — Int/Div — Buy (add'l)

Washington Mutual 529F — Int/Div — Buy

Washington Mutual 529F — Buy (add'l)

Autumn Smile Broadway LLC — Distribution

Autumn Smile US Tour LLC — Distribution

Mr. Sheffield LLC — None

Covington & Burling LLP — None

For Forever London LLC — Interest

529 Account ( H) #4

Washington Mutual 529F X — Int/Div — Buy

Euro Pacific Gwth Fd 529F X — Int/Div — Buy

Bond Fund Of America 529F X — Int/Div — Buy

American Mutual Fd 529F X — Int/Div — Buy

Schwab Money Market Fund X — Int/Div

Schwab Value Adv Money Inv X — Int/Div

Okta Inc — None — Buy

Anheuser Busch Inbev SA SPON (BUD) — Int/Div

CSX Corp — Int/Div

Fiserve Inc ( fka First Data Corp) — None

INVESCO Intl Growth — Int/Div

iShares US Healthcare ETF — Int/Div

iShares MSCI EAFE Fund — Int/Div — Sold (part)

iShares S&P Cap 600 Growth — Int/Div

Oracle Corp — Int/Div

PepsiCo Inc — Int/Div

Schlumberger — Int/Div — Sold

Schwab Government Money Fund — Int/Div

Schwab Tax Free Bond — Int/Div — Buy (add'l)

SPDR S&P 500 ETF — Int/Div

Templeton Global Bond Adv — Int/Div — Buy

Templeton Global Bond Adv — Sold

Vanguard High Dividend Yield — Int/Div

Vanguard Interm-Term Tax-Exempt Adm — Int/Div — Buy

Vanguard Interm-Term Tax-Exempt Adm — Buy (add'l)

Vanguard FTSE Emerging Markets ETF — Int/Div

Vanguard Short Term Treasury — Int/Div

Yum Brands — Int/Div

DFA International Core Equity I — Int/Div — Buy (add'l)

Yum China Holdings — Int/Div

Dell Technologies Inc. CL V — None

IRA #2 Charles Schwab (H)

Abbott Laboratories — Int/Div

Arbitrage Fds Cl 1 — Int/Div

DoubleLine Core Fixed Income I — Int/Div — Buy (add'l)

DoubleLine Core Fixed Income I — Buy (add'l)

DoubleLine Core Fixed Income I — Sold (part)

Schwab Government Money Fund — Int/Div

Templeton Global Bond adv — Int/Div — Buy (add'l)

Under Armour — None

Vanguard Short-Term Treasury Adm — Int/Div — Buy (add'l)

DFA Emerging Markets Core Equity I — Int/Div

DFA International Core Equity I — Int/Div

PIMCO AIl Asset — Int/Div

DFA Emrging Mkts Core Eqty 1 — Int/Div — Buy

DFA Emrging Mkts Core Eqty 1 — Buy (add'l)

DFA Emrging Mkts Core Eqty 1 — Sold

ExxonMobil — Int/Div

Facebook Inc — None

IBM — Int/Div

Schwab Government Money Fund — Int/Div

INVESCO Diversified Dividend — Int/Div

iShares Core MSCI emerging mkts — Int/Div — Buy (add'l)

iShares Core MSCI emerging mkts — Sold (part)

iShares MSCI EAFE — Int/Div — Sold (part)

iShares Morningstar Large Cap Value (formerly iShares TR Large Value) — Int/Div

iShares Morningstar Mid Value (formerly iShares TR Mid Value) — Int/Div

iShares S&P 500 Growth — Int/Div

iShares S&P 600 Growth — Int/Div

Oppenheimer Developing Markets Fund — Int/Div

Schwab Tax Free Bond — Int/Div — Buy (add'l)

SPDRs S&P 500Fd ETF — Int/Div

Templeton Global Bond Adv — Int/Div — Buy

Templeton Global Bond Adv — Sold

Vanguard High Dividend Yield — Int/Div

Vanguard FTSE Emerging Markets ETF — Int/Div — Sold (part)

DFA International Core Equity I — Int/Div — Buy (add'l)

Amgen Inc — Int/Div

Doubleline Core Fixed Income 1 — Int/Div — Buy (add'l)

Doubleline Core Fixed Income 1 — Buy (add'l)

Vanguard Extended Market ETF — Int/Div

PIMCO All Asset — Int/Div

Vanguard Short Term Treasury Adm — Int/Div

IRA#I(H)

DFA U.S. Large Cap Value — Int/Div

DoubleLine Core Fixed Income I — Int/Div

Rental Property, Washington, DC — Rent

Retirement Account (H)

Lazard Emerging Mkts — Int/Div

Metropolitan West Total Return — Int/Div

Retirement Account-IRA #3 (H)

Schwab Government Money Fund X — Int/Div

Arbitrage Fds Cl I — Int/Div — Sold (part)

DoubleLine Core Fixed Income I — Int/Div — Sold (part)

Eaton Vance Glbl Macr Absolute Retrn 1 — Int/Div — Buy

Eaton Vance Glbl Macr Absolute Retrn 1 — Sold (part)

Matthews Asian Growth & Income Instl — None — Buy (add'l)

Matthews Asian Growth & Income Instl — Sold

Templeton Income Global Bond Advisor — Int/Div

Vanguard Short Term Treasury Adm — Int/Div

Vanguard Total Bond Market — Int/Div — Buy (add'l)

PIMCO AIl Asset — Int/Div — Buy (add'l)

PIMCO AIl Asset — Sold (part)

AQR Equity Market Neutral — None — Sold (part)

AQR Equity Market Neutral — Sold (part)

AQR Managed Futures Strategy I — Int/Div — Sold (part)

AQR Managed Futures Strategy I — Sold (part)

DFA Emerging Mkts Core Equity I — Int/Div — Buy (add'l)

DFA Emerging Mkts Core Equity I — Sold (part)

iShares Gold Trust — None — Buy

iShares Gold Trust — Buy (add'l)

Variable Annuity Account (H)

DFA VA International Value — None

DFA VA US Large Value — None — Sold (part)

Vanguard VA Total Stock Mkt Index — None — Sold (part)

Vanguard VA International — None — Sold (part)

Vanguard VA Short Term Invest Grade — None — Buy (add'l)

Vanguard VA Total Bond Mkt Index — None — Buy (add'l)

529 Account (H)

AF-Capital Income Builder — None — Sold

AMCAP Fund 529F — None — Sold

American Mutual Fd 529 — Int/Div — Buy

American Mutual Fd 529 — Buy (add'l)

American High Income Tr — Int/Div — Sold

Euro Pacific Growth Fund 529F — Int/Div — Buy (add'l)

Euro Pacific Growth Fund 529F — Buy (add'l)

Fundamental Investors 529F — None — Sold

Bond Fund of America 529F — Int/Div — Buy (add'l)

Bond Fund of America 529F — Buy (add'l)

Capital World Bond Fd 529-F — None — Sold

Small Cap World Fund 529F — None — Sold

Capital World Growth & Inc — None — Sold

Washington Mutual 529F — Int/Div — Buy

Washington Mutual 529F — Buy (add'l)

Short Term Bond Fund of America 529 F — None — Buy

529 Account (H) #2

American Mutual Fd 529F — Int/Div — Buy

American Mutual Fd 529F — Buy (add'l)

Bond Fund of America 529F — Int/Div — Buy (add'l)

Bond Fund of America 529F — Sold (part)

Euro Pacific Growth Fund 529F — Int/Div — Buy

Euro Pacific Growth Fund 529F — Buy (add'l)

Fundamental Investors 529F — None — Sold

Capital World Bond Fd 529-F — None — Sold

Small Cap World Fund 529F — None — Sold

Capital World Growth & Inc — None — Sold

Washington Mutual 529F — Int/Div — Buy

Washington Mutual 529F — Buy (add'l)

529 Account (H) #3

American Mutual Fd 529F — Int/Div — Buy

Bond Fund of America 529F — Int/Div

Fundamental Investors 529F — None — Sold

Euro Pacific Growth Fund 529F — Int/Div — Buy (add'l)

Washington Mutual 529F — Int/Div — Buy

Washington Mutual 529F — Buy (add'l)

Autumn Smile Broadway LLC — Distribution

Autumn Smile US Tour LLC — Distribution

Mr. Sheffield LLC — None

Covington & Burling LLP — None

For Forever London LLC — Interest

529 Account ( H) #4

Washington Mutual 529F X — Int/Div — Buy

Euro Pacific Gwth Fd 529F X — Int/Div — Buy

Bond Fund Of America 529F X — Int/Div — Buy

American Mutual Fd 529F X — Int/Div — Buy

Schwab Money Market Fund X — Int/Div

Schwab Value Adv Money Inv X — Int/Div

Okta Inc — None — Buy

Anheuser Busch Inbev SA SPON (BUD) — Int/Div

CSX Corp — Int/Div

Fiserve Inc ( fka First Data Corp) — None

INVESCO Intl Growth — Int/Div

iShares US Healthcare ETF — Int/Div

iShares MSCI EAFE Fund — Int/Div — Sold (part)

iShares S&P Cap 600 Growth — Int/Div

Oracle Corp — Int/Div

PepsiCo Inc — Int/Div

Schlumberger — Int/Div — Sold

Schwab Government Money Fund — Int/Div

Schwab Tax Free Bond — Int/Div — Buy (add'l)

SPDR S&P 500 ETF — Int/Div

Templeton Global Bond Adv — Int/Div — Buy

Templeton Global Bond Adv — Sold

Vanguard High Dividend Yield — Int/Div

Vanguard Interm-Term Tax-Exempt Adm — Int/Div — Buy

Vanguard Interm-Term Tax-Exempt Adm — Buy (add'l)

Vanguard FTSE Emerging Markets ETF — Int/Div

Vanguard Short Term Treasury — Int/Div

Yum Brands — Int/Div

DFA International Core Equity I — Int/Div — Buy (add'l)

Yum China Holdings — Int/Div

Dell Technologies Inc. CL V — None

IRA #2 Charles Schwab (H)

Abbott Laboratories — Int/Div

Arbitrage Fds Cl 1 — Int/Div

DoubleLine Core Fixed Income I — Int/Div — Buy (add'l)

DoubleLine Core Fixed Income I — Buy (add'l)

DoubleLine Core Fixed Income I — Sold (part)

Schwab Government Money Fund — Int/Div

Templeton Global Bond adv — Int/Div — Buy (add'l)

Under Armour — None

Vanguard Short-Term Treasury Adm — Int/Div — Buy (add'l)

DFA Emerging Markets Core Equity I — Int/Div

DFA International Core Equity I — Int/Div

PIMCO AIl Asset — Int/Div

DFA Emrging Mkts Core Eqty 1 — Int/Div — Buy

DFA Emrging Mkts Core Eqty 1 — Buy (add'l)

DFA Emrging Mkts Core Eqty 1 — Sold

ExxonMobil — Int/Div

Facebook Inc — None

IBM — Int/Div

Schwab Government Money Fund — Int/Div

INVESCO Diversified Dividend — Int/Div

iShares Core MSCI emerging mkts — Int/Div — Buy (add'l)

iShares Core MSCI emerging mkts — Sold (part)

iShares MSCI EAFE — Int/Div — Sold (part)

iShares Morningstar Large Cap Value (formerly iShares TR Large Value) — Int/Div

iShares Morningstar Mid Value (formerly iShares TR Mid Value) — Int/Div

iShares S&P 500 Growth — Int/Div

iShares S&P 600 Growth — Int/Div

Oppenheimer Developing Markets Fund — Int/Div

Schwab Tax Free Bond — Int/Div — Buy (add'l)

SPDRs S&P 500Fd ETF — Int/Div

Templeton Global Bond Adv — Int/Div — Buy

Templeton Global Bond Adv — Sold

Vanguard High Dividend Yield — Int/Div

Vanguard FTSE Emerging Markets ETF — Int/Div — Sold (part)

DFA International Core Equity I — Int/Div — Buy (add'l)

Amgen Inc — Int/Div

Doubleline Core Fixed Income 1 — Int/Div — Buy (add'l)

Doubleline Core Fixed Income 1 — Buy (add'l)

Vanguard Extended Market ETF — Int/Div

PIMCO All Asset — Int/Div

Vanguard Short Term Treasury Adm — Int/Div

IRA#I(H)

DFA U.S. Large Cap Value — Int/Div

DoubleLine Core Fixed Income I — Int/Div

Rental Property, Washington, DC — Rent

Retirement Account (H)

Lazard Emerging Mkts — Int/Div

Metropolitan West Total Return — Int/Div

Retirement Account-IRA #3 (H)

Schwab Government Money Fund X — Int/Div

Arbitrage Fds Cl I — Int/Div — Sold (part)

DoubleLine Core Fixed Income I — Int/Div — Sold (part)

Eaton Vance Glbl Macr Absolute Retrn 1 — Int/Div — Buy

Eaton Vance Glbl Macr Absolute Retrn 1 — Sold (part)

Matthews Asian Growth & Income Instl — None — Buy (add'l)

Matthews Asian Growth & Income Instl — Sold

Templeton Income Global Bond Advisor — Int/Div

Vanguard Short Term Treasury Adm — Int/Div

Vanguard Total Bond Market — Int/Div — Buy (add'l)

PIMCO AIl Asset — Int/Div — Buy (add'l)

PIMCO AIl Asset — Sold (part)

AQR Equity Market Neutral — None — Sold (part)

AQR Equity Market Neutral — Sold (part)

AQR Managed Futures Strategy I — Int/Div — Sold (part)

AQR Managed Futures Strategy I — Sold (part)

DFA Emerging Mkts Core Equity I — Int/Div — Buy (add'l)

DFA Emerging Mkts Core Equity I — Sold (part)

iShares Gold Trust — None — Buy

iShares Gold Trust — Buy (add'l)

Variable Annuity Account (H)

DFA VA International Value — None

DFA VA US Large Value — None — Sold (part)

Vanguard VA Total Stock Mkt Index — None — Sold (part)

Vanguard VA International — None — Sold (part)

Vanguard VA Short Term Invest Grade — None — Buy (add'l)

Vanguard VA Total Bond Mkt Index — None — Buy (add'l)

529 Account (H)

AF-Capital Income Builder — None — Sold

AMCAP Fund 529F — None — Sold

American Mutual Fd 529 — Int/Div — Buy

American Mutual Fd 529 — Buy (add'l)

American High Income Tr — Int/Div — Sold

Euro Pacific Growth Fund 529F — Int/Div — Buy (add'l)

Euro Pacific Growth Fund 529F — Buy (add'l)

Fundamental Investors 529F — None — Sold

Bond Fund of America 529F — Int/Div — Buy (add'l)

Bond Fund of America 529F — Buy (add'l)

Capital World Bond Fd 529-F — None — Sold

Small Cap World Fund 529F — None — Sold

Capital World Growth & Inc — None — Sold

Washington Mutual 529F — Int/Div — Buy

Washington Mutual 529F — Buy (add'l)

Short Term Bond Fund of America 529 F — None — Buy

529 Account (H) #2

American Mutual Fd 529F — Int/Div — Buy

American Mutual Fd 529F — Buy (add'l)

Bond Fund of America 529F — Int/Div — Buy (add'l)

Bond Fund of America 529F — Sold (part)

Euro Pacific Growth Fund 529F — Int/Div — Buy

Euro Pacific Growth Fund 529F — Buy (add'l)

Fundamental Investors 529F — None — Sold

Capital World Bond Fd 529-F — None — Sold

Small Cap World Fund 529F — None — Sold

Capital World Growth & Inc — None — Sold

Washington Mutual 529F — Int/Div — Buy

Washington Mutual 529F — Buy (add'l)

529 Account (H) #3

American Mutual Fd 529F — Int/Div — Buy

Bond Fund of America 529F — Int/Div

Fundamental Investors 529F — None — Sold

Euro Pacific Growth Fund 529F — Int/Div — Buy (add'l)

Washington Mutual 529F — Int/Div — Buy

Washington Mutual 529F — Buy (add'l)

Autumn Smile Broadway LLC — Distribution

Autumn Smile US Tour LLC — Distribution

Mr. Sheffield LLC — None

Covington & Burling LLP — None

For Forever London LLC — Interest

529 Account ( H) #4

Washington Mutual 529F X — Int/Div — Buy

Euro Pacific Gwth Fd 529F X — Int/Div — Buy

Bond Fund Of America 529F X — Int/Div — Buy

American Mutual Fd 529F X — Int/Div — Buy

Schwab Money Market Fund X — Int/Div

Schwab Value Adv Money Inv X — Int/Div

Okta Inc — None — Buy

Board Member, Boston College Law School Board

Board Member, Abramson Scholarship Foundation

Board Member, Boston College Law School Board

Board Member, Abramson Scholarship Foundation

Board Member, Boston College Law School Board

Board Member, Abramson Scholarship Foundation

Liability — Nationstar (previously held by Bank of America) — Mortgage on Rental Property, Washington, DC (Part VII, Line 71)

Spouse's income — 2019 — Senior Counsel at Covington & Burling, LLP

The assessed value of the Rental Property reported on line 71, Part VII, is $478,800.

The 2019 report is amended to incorporate the changes as per the Letter of Inquiry dated October 25,2021 from the Committe on Financial Disclosure.

This is a copy of a public record, reproduced as it was published. It is not legal advice, and it may not be the version a court would rely on. Check the official source before you cite it.