Brett H. Ludwig

INDIVIDUAL ASSETS (H)

BMO Harris Accounts (cash) — Interest

Northwestern Mutual Whole Life I — Dividend

Northwestern Mutual Whole Life II — Dividend

Northwestern Mutual Adjustable CompLife — Dividend

Edvest 529 Account - Age-Based Investment Option 3402 — None — Sold

Edvest 529 Account - Age-Based Investment Option 3403 — None — Buy

American Funds 529 Account - College 2021 Fund (CTOAX) — Dividend

NORTHWESTERN MUTUAL VARIABLE LIFE INS POLICY (H)

MSA/Franklin Templeton Int'l Equity — Dividend

MSA Index 500 Stock — Dividend

MSA/TRP Growth Stock — Dividend

MSA Index 400 Stock — Dividend

MSA/Wellington Mgmt Small Cap Growth — Dividend

IRA #1 (H)

VANGUARD FED MMF (VMFXX) (cash equivalent) — Int./Div.

VANGUARD TARGET RET 2035 I (VTTHX) — Dividend

IRA #2 (H)

VANGUARD TARGET RET 2035 I (VTTHX) — Dividend

IRA #3 (H)

American Funds The Bond Fund of America (ABNDX) — Dividend

American Funds Europacific Growth Fund (AEPGX) — Dividend

American Funds The Growth Fund of America (AGTHX) — Dividend

American Funds New Perspective Fund (ANWPX) — Dividend

American Funds Smallcap World Fund (SMCWX) — Dividend

Vanguard Life Strategy Growth Portfolio (VASGX) — Dividend

Vanguard US Growth Fund (VWUSX) — Dividend

Vanguard 500 Index Adm. (VFIAX) — Dividend

American Funds Washington Mutual Investors Fund (AWSHX) — Dividend

IRA #4 (H)

American Funds The Bond Fund of America (ABNDX) — Dividend

American Funds Europacific Growth Fund (AEPGX) — Dividend

American Funds The Growth Fund of America (AGTHX) — Dividend

American Funds New Perspective Fund (ANWPX) — Dividend

American Funds Smallcap World Fund (SMCWX) — Dividend

American Funds Washington Mutual Investors Fund (AWSHX) — Dividend

401K #1 (H)

Northwestern Mutual Annual Fixed Rate Fund (4769) — Dividend

T Rowe Price Real Estate Fund (TRREX) — Dividend — Sold

Loomis Sayles Small Cap Growth Fund (LSSIX) — Dividend — Sold

Vanguard Target Retirement 2035 Trust II (1477) — None — Buy (add'l)

Vanguard Mid-Cap Index Fund (VMCPX) — Dividend

Vanguard Total Stock Market Index Fund (VSMPX) — Dividend

Vanguard Total Bond Market Index Fund (VBTIX) — Dividend

Vanguard Total Int'l Stock Index Fund (VTSNX) — None — Sold

Vanguard Real Estate Index Instl. (VGSNX) — Dividend — Buy

BROKERAGE #1 (H)

Northwestern Mutual Cash Deposits (cash) (X) — Interest

American Funds Europacific Growth Fund (AEPGX) — Dividend

American Funds The Growth Fund of America (AGTHX) — Dividend

American Funds Smallcap World Fund (SMCWX) — Dividend

American Funds Washington Mutual Investors Fund (AWSHX) — Dividend

BROKERAGE #2 (H)

Northwestern Mutual Cash Deposits (cash) (X) — Interest

American Funds Europacific Growth Fund (AEPGX) — Dividend

American Funds The Growth Fund of America (AGTHX) — Dividend

American Funds New Perspective Fund (ANWPX) — Dividend

American Funds Smallcap World Fund (SMCWX) — Dividend

American Funds The Tax-Exempt Bond Fund of America (AFTEX) — Interest

Reimbursement — State Bar of Wisconsin — February 28-March 1, 2019 — Kohler, WI — Annual BICR Educational/ Social Retreat — Transportation, meals, lodging

Reimbursement — State Bar of Wisconsin — April 26, 2019 — Eau Claire, WI — Northwest Wisconsin Bankruptcy Institute — Meals

Reimbursement — American Bankruptcy Institute — June 13-15, 2019 — Traverse City, MI — American Bankruptcy Institute # Central States Bankruptcy Workshop — Transportation, meals, lodging

Reimbursement — State Bar of Wisconsin — November 7, 2019 — Madison, WI — State Bar Annual Update — Transportation

Spouse's income — 2019 — Marquette University Law School -- adjunct professor

Part VII, line 5: Whole life policy; no underlying assets.

Edvest 529 Account - Age-Based Investment Option 3402 was formerly listed as Edvest 529 Account - Balanced Portfolio Option 3437.

MSA/TRP Growth Stock was formerly listed as MSA/The Boston Company Growth Stock.

Vanguard 500 Index Adm. (VFIAX) was formerly listed as Vanguard 500 Index (VFINX).

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.