Shelley Clauson Chapman

What was filed

84
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 — None — Sold

SCHWAB CAP TR S&P 500 INVS SELECT SHARES — None — Sold

SCHWAB BANK (X) — Interest

IRA #1 (H)

BAIRD CORE PLUS BD INST — Dividend

SCHWAB BANK (X) — Interest

POLEN GROWTH FD INST CL — None — Sold

JOHCM INTERNATIONAL SEL — Dividend — Buy

IRA #2 (H)

ISHARES TR S&P SMLCAP 600 — Dividend — Sold

BAIRD CORE PLUS BD INST — Dividend

POLEN GROWTH — Sold

INVESCO TAXABLE MUNICIPAL BOND ETF — Dividend — Buy

HAMLIN HIGH DIVIDEND EQUITY INSTL — Sold

POLEN GLOBAL GROWTH INST — Buy

SCHWAB BANK — Interest

IRA #3 (H)

FIDELITY TREASURY MONEY MARKET FUND (Y)

PNC BANK (X) — Interest

ISHARES TR S&P SMLCAP 600 — Dividend — Sold

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

PIONEER STRATEGIC INCOME FD CL Y — Dividend — Sold

INVESCO EXCHNG TRADED FD TR II — Dividend — Buy (add'l)

INVESCO EXCHNG TRADED FD TR II — Buy (add'l)

HAMLIN HIGH DIVIDEND EQUITY INSTL FD — Sold

POLEN GROWTH — Sold

SPDR SER TR S&P DIVID ETF — Dividend — Buy

SPDR SER TR S&P DIVID ETF — Buy (add'l)

IRA #4 (H)

BAIRD CORE PLUS BD INST — Dividend — Buy (add'l)

BAIRD CORE PLUS BD INST — Buy (add'l)

BAIRD CORE PLUS BD INST — Sold (part)

SCHWAB S&P 500 INDEX FD — Sold (part)

SCHWAB S&P 500 INDEX FD — Sold

PIONEER STRATEGIC INCOME FD CL Y — Dividend — Sold

HAMLIN HIGH DIVIDEND EQUITY INSTL — Sold

POLEN GROWTH — Sold

SCHWAB BANK — Interest

INVESCO TAXABLE MUNICIPAL BOND ETF — Dividend — Buy

INVESCO TAXABLE MUNICIPAL BOND ETF — Buy (add'l)

SCHWAB US DIVIDEND EQUITY ETF — Dividend — Buy

SPDR S&P DIVIDEND ETF — Dividend — Buy

SPDR S&P DIVIDEND ETF — Buy (add'l)

RETIREMENT ACCOUNT #1 (H)

VANGUARD BD INDEX FD TOT BD PTF INS — Dividend — Buy (add'l)

VANGUARD TOTAL INTL STOCK INDEX INSTL — Dividend — Sold

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 — Sold (part)

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

VANGUARD INSTL INDX FD INSTL PLUS — Dividend — Sold (part)

VANGUARD INSTL INDX FD INSTL PLUS — Buy (add'l)

RETIREMENT ACCOUNT #2 (H)

TIAA REAL ESTATE — None

VANGUARD TOTAL INTL STOCK INDEX INSTL — Dividend — Sold

VANGUARD INSTL INDX FD INSTL PLUS — Dividend — Buy (add'l)

CITIBANK CHECKING ACCOUNT — Interest

PRUDENTIAL WHOLE LIFE INSURANCE POLICY — None

Spouse's income — 2020 — MEMORIAL SLOAN-KETTERING CANCER CENTER, WAGES

Spouse's income — 2020 — SELF-EMPLOYED MEDICAL LECTURER AND CONSULTANT