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Pull out the substance of this filing.

What was filed

  • 21

    investments

  • 11

    positions

  • 0

    gifts

  • 1

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 0

    income

  • 0

    spouse income

Named parties

  • IRA Distr for 05
  • 1)
  • (Part1,1)
  • 401K Distr for 05
  • 1,2)
  • account
  • 1, 1)
  • 1,1)
  • For benefit of others VII: entries 7, 11, 12, 15, 16
  • Trust VII, entry 1, Attachment 1
  • Irrevocable Trust VII, entry 10, Attachment 3
  • Qualified personal residence trust
  • Eastside Lutheran Church, Madison WI, treasurer serving on coordinating counsel Having no responsibility for fund raising or investments
  • Madison Club, Madison, WI, social club, member RESIGNED
  • Cherokee Association,Madison WI, a residential association, member
  • Cherokee CC, Madison, WI athletic social club, member
  • Princeton Club, Madison, WI, member
  • Lakeside Lutheran School, Lake Mills, WI, Board of Regents. Havingng responsibility for fund raising or investments. We = _

As filed

Trust (Part I, Item 4) — Interest — Attachment

Government Life Ins. (VA) — Interest

Federated Utility Fund, Inc. IRA — Int/Div — IRA Distr for 05

Wisconsin Retirement System — Pension — 1)

U.S. Savings Bonds — Interest

Wisconsin ST GO SER D 1990 BDS, Higher Education Service — Interest

Bank Mutual Corp — Int/Div — (Part1,1)

Robert W. Baird & Co. TT FBO Aggregate Pension PFT — Interest — 2 — 401K Distr for 05

Spectrum Signal — Int/Div

Irrevocable Trust — Interest — 3 — 1,2)

Massachusetts Investment Trust — Interest — sell — (Part1,1)

Massachusetts Investment Trust — Interest — sell — (Part1,1)

Pepsico — Int/Div

Great Midwest Bank, Brookfield, WI — Interest — closed — account

New Economy Fund — Interest — sell — 1, 1)

New Economy Fund — Interest — sell — 1,1)

Bank One, Madison, WI — Interest — account

M&I Bank, Madison, WI — Interest — account

Associated Bank, Madison, WI — Interest — open — account

Goldman Sachs — Int/Div — buy

Morgan Stanley — Int/Div — buy

Custodian, For benefit of others VII: entries 7, 11, 12, 15, 16

Co-Trustee, Trust VII, entry 1, Attachment 1

Co-Trustee, Irrevocable Trust VII, entry 10, Attachment 3

Co-Trustee, Qualified personal residence trust

Co-Trustee, Qualified personal residence trust

Member, Eastside Lutheran Church, Madison WI, treasurer serving on coordinating counsel Having no responsibility for fund raising or investments

Member, Madison Club, Madison, WI, social club, member RESIGNED

Member, Cherokee Association,Madison WI, a residential association, member

Member, Cherokee CC, Madison, WI athletic social club, member

Member, Princeton Club, Madison, WI, member

Member, Lakeside Lutheran School, Lake Mills, WI, Board of Regents. Havingng responsibility for fund raising or investments. We = _

Agreement — Stipulation dated 1/3/1985 in which Wisconsin Retirement System benefits have been irrevocably assigned to another (VII-4) (alimony)

Date of Report

3/24/2006

ATTACHMENT 3

(PART VII,

ITEM 10)

Irrevocable Trust

INCOME

VALUE

A

Money Mkt & Cash Account,

M&I Bank

(f/n/a US Bank)

GNMA Pool #305552 8.75% 5/15/11

GNMA Pool #316399 9.25% 8/15/02

Maricopa County AZ Revenue Bond

Prairie du Chien Wis

Redev Auth Redev Lease

IL DEV FIN ATH RV PRVENA

HLTH SR A RFDG MBIA B/E

due 05/15/23

WISCONSIN ST HLTH & EDL

FACS AUTH RV AMBAC UTD

due 12/15/27

entered in error

Federal Nat’l Mortgage Assoc.

- delete,

previously

B

Merrill Lynch PFD CAP 7.28%

Saturns Goldman Sachs

A

Common Stock as follows:

Harley Davidson,

Inc.

Midwest Express Holdings

Agilent

The following transactions took place during the year 2005:

SECURITY

AMOUNT

DATE

Bought:

09/19/05

Corp Backed Trust CTS

Goldman Sachs

09/19/05

Morgan Stanley Capital

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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