Brett H. Ludwig

BMO Harms Cash Accounts — Interest

Northwestern Mutual Whole Life — Int/Div

Northwestern Mutual Whole Life Il — Int/Div

Northwestern Mutual Adjustable CompLife — Int/Div

Edvest 529 Account - Balanced Portfolio 437 — Int/Div

American Funds 529 Account - College 2021 Fund — Int/Div

VARIABLE LIFE INS POLICY (H)

MSA/The Boston Company Growth Stock — Int/Div

MSA Index 400 Stock — Int/Div

MSA Index S00 Stock — Int/Div

MSA/Franklin Templeton Int'l Equity — Int/Div

MSA/Wellington Mgmt Small Cap Growth — Int/Div

IRA Z(H)

VANGUARD FED MMF — Interest — Open

VANGUARD TARGET RET 2035 (VITHX) — Int/Div — Buy

IRA #2 (H)

VANGUARD FED MMF — Interest — Open

VANGUARD TARGET RET 2035 1 (VITHX) — Int/Div — Buy

IRA #3 (H)

Northwestern Mutual Money Market (Y)

American Funds The Bond Fund of America (ABNDX) — Int/Div

American Funds Europacific Growth Fund (AEPGX) — Int/Div

American Funds The Growth Fund of America (AGTHX) — Int/Div

American Funds New Perspective Fund (ANWPX) — Int/Div

American Funds Smallcap World Fund (SMCWX) — Int/Div

Vanguard Life Strategy Growth Portfolio (VASGX) — Int/Div

Vanguard US Growth Fund (VWUSX) — Int/Div

Vanguard 500 Index (VFINX) — Int/Div

American Funds Washington Mutual Investors Fund (AWSHX) — Int/Div

IRA #3 (H)

Northwestern Mutual Money Market (Y)

American Funds The Bond Fund of America (ABNDX) — Int/Div

American Funds Europacific Growth Fund (AEPGX) — Int/Div

American Funds The Growth Fund of America (AGTHX) — Int/Div

American Funds New Perspective Fund (ANWPX) — Int/Div

American Funds Smallcap World Fund ASMCWX) — Int/Div

American Funds Washington Mutual Investors Fund (AWSHX) — Int/Div

401K #1 (H)

Fidelity Contrafund (FCNTX)) — Int/Div — Buy (add'l)

Fidelity Contrafund (FCNTX)) — Sold

Harbor Capital Appreciation Inst] (HACAX) — None — Buy (add'l)

Harbor Capital Appreciation Inst] (HACAX) — Sold

Frunklin Small Cap Growth R6 (FSMLX) — None — Sold

Vanguard Value Index 1 (VIVAX) — Int/Div — Buy (add'l)

Vanguard Value Index 1 (VIVAX) — Sold

Aberdeen Emerging Markets Instla {(ABEMX) — None — Buy (add'l)

Aberdeen Emerging Markets Instla {(ABEMX) — Sold

AllanzGl Intn'l Small-Cap Inst] (DGSCX) — None — Sold

Artisan Int] Inst] (ARTIX) — None — Sold

Baird Aggregate Bond Inst (BAGIX) — Int/Div — Buy (add'l)

Baird Aggregate Bond Inst (BAGIX) — Sold

DFA Int] Inst {DFIEX) — None — Sold

Oppenheimer Steelpath MLP Select 40 IMLPFX) — Int/Div — Sold

PIMCO Commodity Real Ret Strat Inst] (PCRIX) — Int/Div — Sold

RPC fund (RES) — None — Sold

Dodge & Cox Int'l Stock (DODFX) — None — Buy (add'l)

Dodge & Cox Int'l Stock (DODFX) — Sold

PIMCO Foreign Bond (LUSD-Hedged) (PFORX) — Interest — Buy (add'l)

PIMCO Foreign Bond (LUSD-Hedged) (PFORX) — Sold

PIMCO High Yield Inst] (PHIYX) — Interest — Sold

Nuveen Real Estate Securities (FARCX) — Int/Div — Sold

Vanguard Inflation-Protected Secs (VIPSX) — Int/Div — Buy (add'l)

Vanguard Inflation-Protected Secs (VIPSX) — Sold

AIK 2H)

Northwestern Mutual Annual Fixed Rate Fund (5 — Int/Div

T Rowe Price Real Estate Fund (TRREX) — Int/Div

Loomis Sayles Small Cap Growth Fund (LSSIX) — Int/Div

Vanguard Target Retirement 2035 Trust 11 [ — None

Vanguard Mid-Cap Index Fund (VMCPX) — Int/Div

Vanguard Total Int'l Stock Index Fund (VTSNX) — Int/Div

Vanguard Total Stock Market Index Fund (VSMPX) — Int/Div

Vanguard Total Bond Market Index Fund (VBTIX) — Int/Div

BROKERAGE #1 (H)

Dreyfus General Money Market Fund Class BY)

American Funds Europacific Growth Fund (AEPGX) — Int/Div

American Funds The Growth Fund of America (AGTHX) — Int/Div

American Funds Smallcap World Fund (SMCWX) — Int/Div

American Funds Washington Mutual Investors Fund (AWSHX) — Int/Div

BROKERAGE #2 (H)

Dreyfus Money Market Fund (Y)

American Funds Evropacific Growth Fund (AFPGX) — Int/Div

American Funds The Growth Fund of Amenca (AGTHX) — Int/Div

American Funds New Perspective Fund (ANWPX) — Int/Div

American Funds Smallcap World Fund (SMCWX) — Int/Div

American Funds The Tax-Exempt Bond Fund of America (AFTEX) — Interest

OTHER HOLDINGS (H)

Foley & Lardner LLP Cash Balance Plan — Int/Div — Closed

Partner (withdrew effective 2/15/17), Foley & Lardner LLP

Director {resigned effective 2/1/17), Meguon Thiensville Education Foundation

Adpunct Professor, Marquette University Law School

Agreement — 10210617 — Withdrawal Agreement with Foley & Lardner LLP that confirms exact amounts to be paid post withdrawal

Reimbursement — Wisconsin State Bar — April 27-28, 2017 — Eau Claire, WI — Speaker — Lodging, meals, mileage

Income — 32017 — Foley & Lardner -- law partnership distributions (gross) — $630,000.00

Income — 2007 — Marquette Umversity Law School < ad junct professor appomtment — $2875.00

Spouse's income — 2017 — Marquette University Law School «= ad junct professor

Part VII, line 4: No underlying assets.

Accounts in Part VII have been restructured in this report. Header lines 7, 19, 30, 38, 64, 73, and 79 correspond respectively with header lines 31, 61, 37,

7,45, 25, and 54 of the initial report.

Part VII, Column B: Lines reflecting no income are so reported because none was attributed to those particular holdings during the reporting period, whether

taxable, tax exempt, or tax deferred, or because the investments do not allocate income to individual holdings, but instead are credited only in unit value, per

page 42 of the filing instructions.