Ellen Segal Huvelle

2020

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Pull out the substance of this filing.

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

What was filed

300
investments
2
positions
0
gifts
0
agreements
2
debts
0
reimbursements
0
income
2
spouse income

Named parties

Condominum Asssociation
Nationstar (previously held by Bank of America)
Senior Counsel in Covington & Burling, LLP

As filed

Autumn Smile US Tour LLC — Distribution

Mr. Sheffield LLC — None

Covington & Burling LLP — None

For Forever London LLC — Interest

529 Account ( H) #4

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

CSX Corp — Int/Div

Fiserve Inc ( fka First Data Corp) — None

INVESCO Intl Growth — None

iShares US Healthcare ETF — Int/Div

iShares MSCI EAFE Fund — Int/Div

iShares S&P Small Cap 600 Growth — Int/Div

Oracle Corp — Int/Div

PepsiCo Inc — Int/Div

Schwab Government Money Fund — Interest

DFA Large Cap International — Int/Div — Buy

DFA Large Cap International — Buy (add'l)

Schwab Tax Free Bond — Int/Div — Sold (part)

Schwab Tax Free Bond — Buy (add'l)

SPDR S&P 500 ETF — Int/Div — Sold (part)

Vanguard 500 Index Admiral — Int/Div — Buy

Vanguard 500 Index Admiral — Sold (part)

Vanguard High Dividend Yield — Int/Div

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

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

Vanguard Ltd-term Tx-Ex Adm X — Int/Div — Buy

Vanguard FTSE Emerging Markets ETF — Int/Div

Vanguard Short Term Treasury — Int/Div

Yum Brands — Int/Div

DEA International Core Equity I — Int/Div — Sold

Yum China Holdings — Int/Div — Donated

Dell Technologies Inc. CL V — None

IRA #2 Charles Schwab (H)

Abbott Laboratories — Int/Div

Arbitrage Fds Cl 1 — None

DoubleLine Core Fixed Income I — Int/Div — Sold

DWS RREEF Real Assets Inst X — None — Buy

Guggenheim Total Return Bond Instl X — Int/Div — Buy

Guggenheim Total Return Bond Instl X — Buy (add'l)

Schwab Government Money Fund — Interest

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

Templeton Global Bond adv — Sold

Under Armour — None

Vanguard Short Term Bond Index X — Int/Div — Buy

Vanguard Short-Term Treasury Adm — Int/Div — Sold

DFA Emerging Markets Core Equity I — Int/Div

DFA International Core Equity I — Int/Div

PIMCO All Asset — Int/Div — Sold

Astrazeneca Ple X — Int/Div — Buy

ExxonMobil — Int/Div — Sold

Chevron Corp X — Int/Div — Buy

Facebook Inc — None — Donated

IBM — Int/Div

Vaxart Inc Com New X — None — Buy

Vaxart Inc Com New X — Sold (part)

Zoom Video Communications X — None — Buy

Zoom Video Communications X — Sold (part)

Schwab Government Money Fund — Interest

INVESCO Diversified Dividend — Int/Div

iShares Core MSCI emerging mkts — Int/Div — Sold

iShares MSCI EAFE — Int/Div

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 — None

Schwab Tax Free Bond — Int/Div — Sold (part)

SPDRs S&P 500Fd ETF — Int/Div

Vanguard Interm-Term Tx-Ex Adm X — Int/Div — Buy

Vanguard Interm-Term Tx-Ex Adm X — Sold

Vanguard High Dividend Yield — Int/Div

Vanguard FTSE Emerging Markets ETF — Int/Div

DFA Emerging Markets Core Equity I X — Int/Div — Buy

DEA International Core Equity I — Int/Div — Sold

DFA Large Cap International X — Int/Div — Buy

Amgen Inc — Int/Div

Doubleline Core Fixed Income 1 — Int/Div

Vanguard Extended Market ETF — Int/Div

PIMCO All Asset — Int/Div — Sold

Vanguard Short Term Treasury Adm — Int/Div

Vanguard Ltd-Term Tx-Ex Adm X — Int/Div — Buy

Vanguard Ltd-Term Tx-Ex Adm X — Buy (add'l)

IRA #I (H)

DFA USS. Large Cap Value — Int/Div — Sold

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

Schwab Fundamental US Large Company x — None — Buy

Schwab Government Money Fund X — None

Rental Property, Washington, DC — Rent

Retirement Account (H)

JPMorgan Emerging Markets Equity R6 — None — Buy

Lazard Emerging Mkts — None — Sold

Metropolitan West Total Return — Interest

Retirement Account-IRA #3 (H)

Schwab Government Money Fund — Interest

Arbitrage Fds Cl I — None

DoubleLine Core Fixed Income I — Int/Div

DWS RREEF Real Assets Inst X — None — Buy

DWS RREEF Real Assets Inst X — Buy (add'l)

Eaton Vance Glbl Macr Absolute Retrn — Int/Div

Guggenheim Total Return Bond Instl X — Int/Div — Buy

Templeton Income Global Bond Advisor — Int/Div — Sold

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

Vanguard Short Term Treasury Adm — Sold

Vanguard Short Term Bond Index Adm X — Int/Div — Buy

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

Vanguard Total Bond Market — Sold

PIMCO AIl Asset — Int/Div — Sold (part)

PIMCO AIl Asset — Sold

AQR Equity Market Neutral — None — Buy (add'l)

AQR Equity Market Neutral — Buy (add'l)

AQR Managed Futures Strategy I — None — Buy (add'l)

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

iShares Gold Trust — None — Sold (part)

Variable Annuity Account (H)

DFA VA International Value — None

DFA VA US Large Value — None

Vanguard VA Total Stock Mkt Index — None

Vanguard VA International — None

Vanguard VA Short Term Invest Grade — None

Vanguard VA Total Bond Mkt Index — None

529 Account (H)

American Mutual Fd 529 — Int/Div

Euro Pacific Growth Fund 529F — None

Bond Fund of America 529F — Int/Div

Washington Mutual 529F — Int/Div

Short Term Bond Fund of America 529 F — Int/Div

529 Account (H) #2

American Mutual Fd 529F — Int/Div

Bond Fund of America 529F — Int/Div

Euro Pacific Growth Fund 529F — None

Washington Mutual 529F — Int/Div

Short Term Bond Fund Of America 529 F — Int/Div

529 Account (H) #3

American Mutual Fd 529F — Int/Div

Bond Fund of America 529F — Int/Div

Euro Pacific Growth Fund 529F — None

Washington Mutual 529F — Int/Div

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 — Int/Div

Euro Pacific Gwth Fd 529F — None

Bond Fund Of America 529F — Int/Div

American Mutual Fd 529F — Int/Div

Schwab Government Money Fund — Int/Div

Okta Inc — None

Short Term Income Pool X — None — Sold (part)

Short Term Income Pool X — Sold (part)

Washington Mutual 529F — Int/Div

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

CSX Corp — Int/Div

Fiserve Inc ( fka First Data Corp) — None

INVESCO Intl Growth — None

iShares US Healthcare ETF — Int/Div

iShares MSCI EAFE Fund — Int/Div

iShares S&P Small Cap 600 Growth — Int/Div

Oracle Corp — Int/Div

PepsiCo Inc — Int/Div

Schwab Government Money Fund — Interest

DFA Large Cap International — Int/Div — Buy

DFA Large Cap International — Buy (add'l)

Schwab Tax Free Bond — Int/Div — Sold (part)

Schwab Tax Free Bond — Buy (add'l)

SPDR S&P 500 ETF — Int/Div — Sold (part)

Vanguard 500 Index Admiral — Int/Div — Buy

Vanguard 500 Index Admiral — Sold (part)

Vanguard High Dividend Yield — Int/Div

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

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

Vanguard Ltd-term Tx-Ex Adm X — Int/Div — Buy

Vanguard FTSE Emerging Markets ETF — Int/Div

Vanguard Short Term Treasury — Int/Div

Yum Brands — Int/Div

DEA International Core Equity I — Int/Div — Sold

Yum China Holdings — Int/Div — Donated

Dell Technologies Inc. CL V — None

IRA #2 Charles Schwab (H)

Abbott Laboratories — Int/Div

Arbitrage Fds Cl 1 — None

DoubleLine Core Fixed Income I — Int/Div — Sold

DWS RREEF Real Assets Inst X — None — Buy

Guggenheim Total Return Bond Instl X — Int/Div — Buy

Guggenheim Total Return Bond Instl X — Buy (add'l)

Schwab Government Money Fund — Interest

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

Templeton Global Bond adv — Sold

Under Armour — None

Vanguard Short Term Bond Index X — Int/Div — Buy

Vanguard Short-Term Treasury Adm — Int/Div — Sold

DFA Emerging Markets Core Equity I — Int/Div

DFA International Core Equity I — Int/Div

PIMCO All Asset — Int/Div — Sold

Astrazeneca Ple X — Int/Div — Buy

ExxonMobil — Int/Div — Sold

Chevron Corp X — Int/Div — Buy

Facebook Inc — None — Donated

IBM — Int/Div

Vaxart Inc Com New X — None — Buy

Vaxart Inc Com New X — Sold (part)

Zoom Video Communications X — None — Buy

Zoom Video Communications X — Sold (part)

Schwab Government Money Fund — Interest

INVESCO Diversified Dividend — Int/Div

iShares Core MSCI emerging mkts — Int/Div — Sold

iShares MSCI EAFE — Int/Div

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 — None

Schwab Tax Free Bond — Int/Div — Sold (part)

SPDRs S&P 500Fd ETF — Int/Div

Vanguard Interm-Term Tx-Ex Adm X — Int/Div — Buy

Vanguard Interm-Term Tx-Ex Adm X — Sold

Vanguard High Dividend Yield — Int/Div

Vanguard FTSE Emerging Markets ETF — Int/Div

DFA Emerging Markets Core Equity I X — Int/Div — Buy

DEA International Core Equity I — Int/Div — Sold

DFA Large Cap International X — Int/Div — Buy

Amgen Inc — Int/Div

Doubleline Core Fixed Income 1 — Int/Div

Vanguard Extended Market ETF — Int/Div

PIMCO All Asset — Int/Div — Sold

Vanguard Short Term Treasury Adm — Int/Div

Vanguard Ltd-Term Tx-Ex Adm X — Int/Div — Buy

Vanguard Ltd-Term Tx-Ex Adm X — Buy (add'l)

IRA #I (H)

DFA USS. Large Cap Value — Int/Div — Sold

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

Schwab Fundamental US Large Company x — None — Buy

Schwab Government Money Fund X — None

Rental Property, Washington, DC — Rent

Retirement Account (H)

JPMorgan Emerging Markets Equity R6 — None — Buy

Lazard Emerging Mkts — None — Sold

Metropolitan West Total Return — Interest

Retirement Account-IRA #3 (H)

Schwab Government Money Fund — Interest

Arbitrage Fds Cl I — None

DoubleLine Core Fixed Income I — Int/Div

DWS RREEF Real Assets Inst X — None — Buy

DWS RREEF Real Assets Inst X — Buy (add'l)

Eaton Vance Glbl Macr Absolute Retrn — Int/Div

Guggenheim Total Return Bond Instl X — Int/Div — Buy

Templeton Income Global Bond Advisor — Int/Div — Sold

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

Vanguard Short Term Treasury Adm — Sold

Vanguard Short Term Bond Index Adm X — Int/Div — Buy

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

Vanguard Total Bond Market — Sold

PIMCO AIl Asset — Int/Div — Sold (part)

PIMCO AIl Asset — Sold

AQR Equity Market Neutral — None — Buy (add'l)

AQR Equity Market Neutral — Buy (add'l)

AQR Managed Futures Strategy I — None — Buy (add'l)

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

iShares Gold Trust — None — Sold (part)

Variable Annuity Account (H)

DFA VA International Value — None

DFA VA US Large Value — None

Vanguard VA Total Stock Mkt Index — None

Vanguard VA International — None

Vanguard VA Short Term Invest Grade — None

Vanguard VA Total Bond Mkt Index — None

529 Account (H)

American Mutual Fd 529 — Int/Div

Euro Pacific Growth Fund 529F — None

Bond Fund of America 529F — Int/Div

Washington Mutual 529F — Int/Div

Short Term Bond Fund of America 529 F — Int/Div

529 Account (H) #2

American Mutual Fd 529F — Int/Div

Bond Fund of America 529F — Int/Div

Euro Pacific Growth Fund 529F — None

Washington Mutual 529F — Int/Div

Short Term Bond Fund Of America 529 F — Int/Div

529 Account (H) #3

American Mutual Fd 529F — Int/Div

Bond Fund of America 529F — Int/Div

Euro Pacific Growth Fund 529F — None

Washington Mutual 529F — Int/Div

Autumn Smile Broadway LLC — Distribution

Euro Pacific Gwth Fd 529F — None

Bond Fund Of America 529F — Int/Div

American Mutual Fd 529F — Int/Div

Schwab Government Money Fund — Int/Div

Okta Inc — None

Short Term Income Pool X — None — Sold (part)

Short Term Income Pool X — Sold (part)

Board Member, Condominum Asssociation

Liability — Nationstar (previously held by Bank of America) — Mortgage on Rental Property, Washington, DC (Part VII, Line 87)

Spouse's income — 2020 — Senior Counsel in Covington & Burling, LLP

The assessed value of the Rental Property reported on line 87, Part VII, is $478,800.

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.