Brett H. Ludwig
2018Annual
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Pull out the substance of this filing.
What was filed
54
investments
0
positions
0
gifts
0
agreements
0
debts
1
reimbursements
0
income
1
spouse income
Named parties
- Wisconsin State Bar
- Marquette University Law School «= ad junct professor
As filed
Harris Accounts (cash) — 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 — None
American Funds 529 Account - College 2021 Fund — Int/Div
NORTHWESTERN MUTUAL 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 (VMFXX) (cash equivalent) — Int./y
VANGUARD TARGET RET 2035 (VITHX) — Int/Div
IRA #2 (H)
VANGUARD TARGET RET 2035 (VITHX) — Int/Div
IRA #3 (H)
American Funds The Bond Fund of America (ABNDX) — Int/Div
American Funds Evropacific Growth Fund (AFPGX) — 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 #4 (H)
American Funds The Bond Fund of America (ABNDX) — Int/Div
American Funds Europacific 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 Washington Mutual Investors Fund (AWSHX) — Int/Div
401K 21 (H)
Northwestern Mutual Annual Fixed Rate Fund (4769) — 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 (1477 — 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 21 (H)
American Funds Europacific Growth Fund (AFPGX) — 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 22 (H)
American Funds Europacific Growth Fund (AEPGX) — 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 Amenica (AFTEX) — Interest
Reimbursement — Wisconsin State Bar — Feb 28 - Mar 2, 2018 — Kohler, Wi — CLE Speaker — Travel, Lodging and Meals
Spouse's income — 2018 — Marquette University Law School «= ad junct professor
Part VIL, line 4: Whole life, no underlying assets.
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.
Part VIL, line 17 (2017) is not reportable in 2018; there is not a corresponding reportable transaction.
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