# Brett H. Ludwig

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/10748

## Record

- **Judge:** Brett H. Ludwig
- **Year:** 2017
- **Report type:** Annual
- **Pages:** 11

## Text

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.

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/10748. Public record. Not legal advice.
