# Shelley Clauson Chapman

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/33365

## Record

- **Judge:** Shelley Clauson Chapman
- **Year:** 2020
- **Pages:** 10

## Text

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

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/33365. Public record. Not legal advice.