# James Donald Peterson

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/18436

## Record

- **Judge:** James Donald Peterson
- **Year:** 2016
- **Report type:** Annual
- **Pages:** 7

## Text

Ally Bank cash account — Interest
Associated Bank cash account — Interest
UW Credit Union cash account — Interest
Associated Banc-Corp Stock — Int/Div
BMO Financial Group Stock — Int/Div — Sold (part)
Fidelity National Information Stock — Int/Div — Sold
Amencan Funds EuroPacific Growth Fund — Int/Div
BMO TCH Intermediate Income Fund — Int/Div — Sold
Columbia Mid Cap Value Fund — Int/Div
CREF Stock — None
Dodge & Cox Stock Fund — Int
Fidelity Government Money Market Fund — Int/Div
Fidelity Small Cap Value Fund — Int/Div
Franklin Templeton Moderate Allocation Fund — Int./y
Harbor International Institutional Fund — Ine
Fidelity S00 Index (f/k/a Spartan S00 Index Fund) — Int/Div
Fidelity Mid Cap Index (f/k/a Spartan Mid Cap Index Fund) — Int/Div
Fidelity Small Cap Index (f/k/a Spartan Small Cap Index Fund) — Int/Div
T. Rowe Price Growth Stock Fund — Int/Div
Vanguard Institutional Index Fund — Int/Div
Vanguard Balanced Index Fund — Int/Div
GK Phenomenelle Fund LLC Membership — None
Eagle Mid Cap Growth — Int/Div
Med West Total Retum Bond — Int/Div — Buy
PIF LGCP S&P 500 R% — Int/Div — Buy
Co-Trustee, Trust No.
Reimbursement — Foley & Lardner LLP — September 16, 2016 — Chicago, IL — speak at IP Law Conference — Transportation, hotel and meals
Spouse's income — 2016 — Associated Banc<Corp - salary and bonus
I. Positions - Trust No. | has no reportable assets.

VIL Investments and Trusts - lines 16, 17 and 18 - Spartan Funds were renamed as Fidelity Funds.

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/18436. Public record. Not legal advice.
