Matthew F. Kennelly

2020

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What was filed

354
investments
6
positions
2
gifts
0
agreements
0
debts
2
reimbursements
0
income
2
spouse income

Named parties

Inherited from father
Inherited from fatehr
Richard Linn American Inn of Court (bar organization)
Federal Bar Association, Chicago Chapter (bar organization)
HFS Chicago Scholars (not-for-profit scholarship fund)
Union League Club of Chicago
Renmin Univ. of China Law School
City of Evanston, Illinois - salary

As filed

Am. Funds Europacific Grth Fund mut fund — Dividend

Am. Funds Fundamental Investors mut fund — Dividend

Am. Funds Growth Fund of Am. mut fund — Dividend

Am. Funds Investment Co. fo Am. mut fund — Dividend

MFS Munic. Ltd. Maturity Bond Fund mut fund — Dividend

Am. Funds New Perspective Fund — Dividend

Am. Funds Smallcap World Fund mut fund — Dividend

Am. Funds Tax Exempt Bond Fund of Am. mut fund — Dividend

NM Insured Deposit - money mkt fund — Dividend

Fidelity Cash Reserves - money mkt fund — Dividend

Fidelity Growth & Income mut fund — Dividend

JP Morgan Chase bank accounts — Interest

JP Morgan Chase checking account — None

Am. Funds AMCAP Fund mut fund (IRA) — Dividend

Am. Century Diversified Bond Fund mut fund (IRA) — Dividend

Am. Century Small Gap Grth mut fund (IRA) — Dividend

Am. Century Heritage Fund mut fund (IRA) — Dividend

Am. Corporate Fond Fund mut fund (IRA) — Dividend

Am. Fund Bond Fund of Am. mut fund (IRA) — Dividend

Am. Funds. Investment Co. of Am. mut fund (IRA) — Dividend

Am. Funds New World Fund mut fund (IRA) — Dividend

Russell Global Real Estate Secs. mut fund (IRA) — Dividend

Am. Funds Wash. Mut. Investors mut fund (IRA) — Dividend

Invesco Oppenheimer Devel Mkts Fund mut fund (IRA) — Dividend — Sold (part)

AB Global Bond Fund mut fund (IRA) — Dividend — Sold (part)

AB Global Bond Fund mut fund (IRA) — Sold (part)

Brown Cap. Mgmt. Small Co. Fund mut fund (IRA) — Dividend

Delaware Emerging Mkts Fund mut fund (IRA) — Dividend

DWS Enhanced Commod. Strategy Fund mut fund (IRA) — Dividend

John Hancock Disciplined Value Mid Cap Fund mut fund (IRA) — Dividend

Pimco Commod. Real Return Fund mut fund (IRA) — Dividend

Silverpepper Commod. Strategy Global Fund mut fund — Dividend

NM Insured Deposit money mkt fund (IRAs) — Dividend

Northwestern Mutual Extra Ordinary Life whole life ins policy — Dividend

Fidelity 500 Index Fund mut fund (inherited IRA) — Dividend — Buy — Inherited from father

Fidelity 500 Index Fund mut fund (inherited IRA) — Sold

JPMorgan Exch Trad Fund Betabuilders mut fund (inherited IRA) — Dividend — Buy — Inherited from father

JPMorgan Exch Trad Fund Betabuilders mut fund (inherited IRA) — Sold

Six Circles US Unconstrained Equity Fund mut fund (inherited IRA) — Dividend — Buy — Inherited from father

Six Circles US Unconstrained Equity Fund mut fund (inherited IRA) — Sold

Vanguard 500 Index Fund mut fund (inherited IRA) — Dividend — Buy — Inherited from father

Vanguard 500 Index Fund mut fund (inherited IRA) — Sold

Dodge & Cox Inc Fund mut fund (inherited IRA) — Dividend — Buy — Inherited from father

Dodge & Cox Inc Fund mut fund (inherited IRA) — Sold

iShares Barclays 20+ Yr T Bond ETF mut fund (inherited IRA) — Dividend — Buy — Inherited from father

iShares Barclays 20+ Yr T Bond ETF mut fund (inherited IRA) — Sold

iShares Barclays 7-10 Yr T Bond ETF mut fund (inherited IRA) — Dividend — Buy — Inherited from father

iShares Barclays 7-10 Yr T Bond ETF mut fund (inherited IRA) — Sold

iShares MBS ETF mut fund (inherited IRA) — Dividend — Buy — Inherited from father

iShares MBS ETF mut fund (inherited IRA) — Sold

JPMorgan Core Bond Fund mut fund (inherited IRA) — Dividend — Buy — Inherited from father

JPMorgan Core Bond Fund mut fund (inherited IRA) — Sold

Pimco Inv Grade Credit Bond Fund mut fund (inherited IRA) — Dividend — Buy — Inherited from father

Pimco Inv Grade Credit Bond Fund mut fund (inherited IRA) — Sold

Pimco Total Return Fund mut fund (inherited IRA) — Dividend — Buy — Inherited from father

Pimco Total Return Fund mut fund (inherited IRA) — Sold

T Rowe Price New Income Fund mut fund (inherited IRA) — Dividend — Buy — Inherited from father

T Rowe Price New Income Fund mut fund (inherited IRA) — Sold

Six Circles Ultra Short Duration Fund mut fund (inherited IRA) — Dividend — Buy — Inherited from father

Six Circles Ultra Short Duration Fund mut fund (inherited IRA) — Sold

Vanguard Total Bond Mkt Index Fund mut fund (inherited IRA) — Dividend — Buy — Inherited from father

Vanguard Total Bond Mkt Index Fund mut fund (inherited IRA) — Sold

Vanguard Total Intl Bond Index Fund mut fund (inherited IRA) — Dividend — Buy — Inherited from father

Vanguard Total Intl Bond Index Fund mut fund (inherited IRA) — Sold

Vanguard Charlotte Total Intl Bond ETF mut fund (inherited IRA) — Dividend — Buy — Inherited from father

Vanguard Charlotte Total Intl Bond ETF mut fund (inherited IRA) — Sold

Brown Cap Mgmt Small Co Fund mut fund (inherited IRA) — Dividend — Buy

Cohen & Steers RE Secs Fund mut fund (inherited IRA) — Dividend — Buy

DWS Enhanced Commod Strategy Fund mut fund (inherited IRA) — Dividend — Buy

DWS Enhanced Commod Strategy Fund mut fund (inherited IRA) — Sold

FMI Intl Fund mut fund (inherited IRA) — Dividend — Buy

Fidelity Advisory Total Bond Fund mut fund (inherited IRA) — Dividend — Buy

Fidelity Advisory Total Bond Fund mut fund (inherited IRA) — Sold (part)

Goldman Sachs Int Small Cap Insights Fund mut fund (inherited IRA) — Dividend — Buy

Oakmark Select Fund mut fund (inherited IRA) — Dividend — Buy

Oakmark Select Fund mut fund (inherited IRA) — Sold (part)

New World Fund mut fund (inherited IRA) — Dividend — Buy

Parnassus Mid Cap Fund mut fund (inherited IRA) — Dividend — Buy

Pimco Income Fund mut fund (inherited IRA) — Dividend — Buy

Pimco Income Fund mut fund (inherited IRA) — Sold (part)

Pimco Commod Plus Strategy Fund mut fund (inherited IRA) — Dividend — Buy

iShares Gold Tr mut fund (inherited IRA) — Dividend — Buy

iShares Core SP500 ETF mut fund (inherited IRA) — Dividend — Buy

iShares Core SP500 ETF mut fund (inherited IRA) — Buy (add'l)

iShares Core SP Mid Cap ETF mut fund (inherited IRA) — Dividend — Buy

iShares Core SP Small Cap ETF mut fund (inherited IRA) — Dividend — Buy

iShares MSCI USA Value Factor ETF mut fund (inherited IRA) — Dividend — Buy

Schwab Strategic Tr Intl Equity ETF mut fund (inherited IRA) — Dividend — Buy

Vanguard Total Bond Mkt Index Fund mut fund (inherited IRA) — Dividend — Buy

Vanguard Total Bond Mkt Index Fund mut fund (inherited IRA) — Buy (add'l)

Vanguard Malvern Funds ShortTerm Inflation Prot mut fund (inher IRA) — Dividend — Buy

Vanguard Intl Eq Funds FTSE Emerg Mkt ETF mut fund (inherited IRA) — Dividend — Buy

Alphabet Inc stock (inherited acct) — None — Buy — Inherited from father

Alphabet Inc stock (inherited acct) — Sold

Ambev SA stock (inherited acct) — None — Buy — Inherited from fatehr

Ambev SA stock (inherited acct) — Sold

Am Elec Power stock (inherited acct) — None — Buy — Inherited from father

Am Elec Power stock (inherited acct) — Sold

Brit Am Tobacco stock (inherited acct) — None — Buy — Inherited from father

Brit Am Tobacco stock (inherited acct) — Sold

Deere & Co stock (inherited acct) — Dividend — Buy — Inherited from father

Deere & Co stock (inherited acct) — Sold

Exxon Mobil Co stock (inherited acct) — Dividend — Buy — Inherited from father

Exxon Mobil Co stock (inherited acct) — Sold

Ford Motor Co stock (inherited acct) — None — Buy — Inherited from father

Ford Motor Co stock (inherited acct) — Sold

Gen Elec Co Stock (inherited acct) — None — Buy — Inherited from father

Gen Elec Co Stock (inherited acct) — Sold

JP Morgan Chase stock (inherited acct) — None — Buy — Inherited from father

JP Morgan Chase stock (inherited acct) — Sold

Pepsico stock (inherited acct) — Dividend — Buy — Inherited from father

Pepsico stock (inherited acct) — Sold

Pfizer stock (inherited acct) — None — Buy — Inherited from father

Pfizer stock (inherited acct) — Sold

Pimco Emerg Mkts Bond Fund mut fund (inherited acct) — Dividend — Buy — Inherited from father

Pimco Emerg Mkts Bond Fund mut fund (inherited acct) — Sold

Procter & Gamble stock (inherited acct) — None — Buy — Inherited from father

Procter & Gamble stock (inherited acct) — Sold

South32 Ltd stock (inherited acct) — None — Buy — Inherited from father

South32 Ltd stock (inherited acct) — Sold

Steel Dynamics Inc stock (inherited acct) — Dividend — Buy — Inherited from father

Steel Dynamics Inc stock (inherited acct) — Sold

Taiwan Semiconductor stock (inherited acct) — Dividend — Buy — Inherited from father

Taiwan Semiconductor stock (inherited acct) — Sold

Toyota Motor Co stock (inherited acct) — None — Buy — Inherited from father

Toyota Motor Co stock (inherited acct) — Sold

Verizon Communications stock (inherited acct) — None — Buy — Inherited from father

Verizon Communications stock (inherited acct) — Sold

Wabtec Corp stock (inherited acct) — Dividend — Buy — Inherited from father

Wabtec Corp stock (inherited acct) — Sold

Walt Disney Co stock (inherited acct) — None — Buy — Inherited from father

Walt Disney Co stock (inherited acct) — Sold

Waste Mgmt Co stock (inherited acct) — Dividend — Buy — Inherited from father

Waste Mgmt Co stock (inherited acct) — Sold

Yum Brands Inc stock (inherited acct) — Dividend — Buy — Inherited from father

Yum Brands Inc stock (inherited acct) — Sold

Yum China Holdings stock (inherited acct) — None — Buy — Inherited from father

Yum China Holdings stock (inherited acct) — Sold

Dodge & Cox Income Fund mut fund (inherited acct — Dividend — Buy — Inherited from father

Dodge & Cox Income Fund mut fund (inherited acct — Sold

Fidelity 500 Index Fund mut fund (inherited acct) — Dividend — Buy — Inherited from father

Fidelity 500 Index Fund mut fund (inherited acct) — Sold

iShares 20+ Yr T Bond Fund mut fund (inherited acct) — Dividend — Buy — Inherited from father

iShares 20+ Yr T Bond Fund mut fund (inherited acct) — Sold

iShares 7-20 Yr T Bond Fund mut fund (inherited acct) — Dividend — Buy — Inherited from father

iShares 7-20 Yr T Bond Fund mut fund (inherited acct) — Sold

iShares MBS ETF mut fund (inherited acct) — Dividend — Buy — Inherited from father

iShares MBS ETF mut fund (inherited acct) — Sold

JPMorgan ETF Betabuilders mut fund (inherited acct) — Dividend — Buy — Inherited from father

JPMorgan ETF Betabuilders mut fund (inherited acct) — Sold

JPMorgan Core Bond Fund mut fund (inherited acct) — Dividend — Buy — Inherited from father

JPMorgan Core Bond Fund mut fund (inherited acct) — Sold

Mainstay Mackay High Yld Corp Bond Fund mut fund (inherited acct) — Dividend — Buy — Inherited from father

Mainstay Mackay High Yld Corp Bond Fund mut fund (inherited acct) — Sold

Pimco Investment Grd Credit Bond Fund mut fund (inherited acct) — Dividend — Buy — Inherited from father

Pimco Investment Grd Credit Bond Fund mut fund (inherited acct) — Sold

Pimco Total Return Fund mut fund (inherited acct) — Dividend — Buy — Inherited from father

Pimco Total Return Fund mut fund (inherited acct) — Sold

T Rowe Price New Inc Fund mut fund (inherited acct) — Dividend — Buy — Inherited from father

T Rowe Price New Inc Fund mut fund (inherited acct) — Sold

Six Circles Intl Unconstrained Eq Fund mut fund (inherited acct) — Dividend — Buy — Inherited from father

Six Circles Intl Unconstrained Eq Fund mut fund (inherited acct) — Sold

Six Circles US Unconstrained Eq Fund mut fund (inherited acct) — Dividend — Buy — Inherited from father

Six Circles US Unconstrained Eq Fund mut fund (inherited acct) — Sold

Six Circles Ultra Short Duration Fund mut fund (inherited acct) — Dividend — Buy — Inherited from father

Six Circles Ultra Short Duration Fund mut fund (inherited acct) — Sold

SPDR SP 500 ETF mut fund (inherited acct) — Dividend — Buy — Inherited from father

SPDR SP 500 ETF mut fund (inherited acct) — Sold

Vanguard Charlotte Total Bond Idx Fund mut fund (inherited acct) — Dividend — Buy — Inherited from father

Vanguard Charlotte Total Bond Idx Fund mut fund (inherited acct) — Sold

Vanguard 500 Index Fund mut fund (inherited acct) — Dividend — Buy — Inherited from father

Vanguard 500 Index Fund mut fund (inherited acct) — Sold

Vanguard Total Intl Bd Fund ETF mut fund (inherited acct) — Dividend — Buy — Inherited from father

Vanguard Total Intl Bd Fund ETF mut fund (inherited acct) — Sold

iShares Core SP500 ETF mut fund (inherited acct) — Dividend — Buy — Inherited from father

iShares Core SP500 ETF mut fund (inherited acct) — Sold

Am Funds New Perspective Fund - 529A mut fund — Dividend — Buy