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What was filed

  • 66

    investments

  • 0

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 1

    income

  • 0

    spouse income

Named parties

  • State of Wisconsin - Pension / Retirement

As filed

Citizens Bank of Munkowago — Interest

DFA Emerging Markets Core Equity DFCEX — Buy (add'l)

DFA Emerging Markets Core Equity DFCEX — Sold (part)

DFA Emerging Markets Core Equity DFCEX — Sold (part)

DFA International Core DFIEX — Sold (part)

DFA Muni Real Return DMREX — Buy (add'l)

DFA Real Estates Securities DFREX — Buy (add'l)

DFA Real Estates Securities DFREX — Buy (add'l)

DFA Real Estates Securities DFREX — Sold (part)

DFA Real Estates Securities DFREX — Sold (part)

DFA Real Estates Securities DFREX — Sold (part)

DFA US Core Equity 1 DFEOX — Buy (add'l)

DFA US Core Equity 1 DFEOX — Sold (part)

DFA US Core Equity 1 DFEOX — Sold (part)

Edgewell Personal Care EPC — None

Energizer Holding Inc ENR — Int./Div.

Exxon Mobil Corporation XOM — Int./Div.

Gilead Sciences Inc. CILD — Dividend

Henderson European Focus HFEAX — Int./Div.

Money Market Pool (Schwab Charitable Fund) SCGM1 — Buy (add'l)

Money Market Pool (Schwab Charitable Fund) SCGM1 — Sold (part)

Money Market Pool (Schwab Charitable Fund) SCGM1 — Sold (part)

Nike Stock NKE — Int./Div.

Pfizer PFE — Int./Div.

Rental Property - Milwaukee, WI ($473,500) — Rent

Royal Dutch Shell A Adrf RDSA — Int./Div.

Schwab Government Fund SWGXX — Buy (add'l)

Schwab Government Fund SWGXX — Buy (add'l)

Schwab Government Fund SWGXX — Buy (add'l)

Schwab Government Fund SWGXX — Buy (add'l)

Schwab Government Fund SWGXX — Buy (add'l)

Schwab Government Fund SWGXX — Buy (add'l)

Schwab Government Fund SWGXX — Buy (add'l)

Schwab Government Fund SWGXX — Buy (add'l)

Schwab Government Fund SWGXX — Sold (part)

Schwab Government Fund SWGXX — Sold (part)

Schwab Government Fund SWGXX — Sold (part)

Schwab Government Fund SWGXX — Sold (part)

Schwab Government Fund SWGXX — Sold (part)

Schwab Government Fund SWGXX — Sold (part)

Schwab Government Fund SWGXX — Sold (part)

Schwab Government Fund SWGXX — Sold (part)

Spdr S&P Mdcap 400 ETF MDY — Dividend

Vanguard Tax-Exempt Money Market VMSXX — Dividend

Vanguard Total Intl Bond Index - Admiral VTABX — Buy (add'l)

Vanguard Total Intl Bond Index - Admiral VTABX — Buy (add'l)

Vanguard Total Intl Bond Index - Admiral VTABX — Sold (part)

Vanguard Total Intl Bond Index - Admiral VTABX — Sold (part)

Vanuard Intermediate-Term Tax Exempt - Adminar VWIUX — Buy (add'l)

Vanuard Intermediate-Term Tax Exempt - Adminar VWIUX — Sold (part)

Vanuard Intermediate-Term Tax Exempt - Adminar VWIUX — Sold (part)

Vanguard Limited-Term Tax Exempt - Admiral VMLUX — Buy (add'l)

Vanguard Limited-Term Tax Exempt - Admiral VMLUX — Sold (part)

WP Carey Inc WPS — Dividend

Appletree Creditu Union Money Market — Interest

PNC Bank — Interest

Income — 2019 — State of Wisconsin - Pension / Retirement — $17,843.00

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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Lynn S. Adelman | Frix