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.

This is a copy of a public record, reproduced as it was published. It is not legal advice, and it may not be the version a court would rely on. Check the official source before you cite it.

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Brett H. Ludwig | Frix