James Donald Peterson

What was filed

189
investments
1
positions
0
gifts
1
agreements
0
debts
1
reimbursements
0
income
2
spouse income

Named parties

Trust No. 1
Federal Judges Association
Associated Bank-Corp - salary
University of Wisconsin Law School - stipend for teaching

As filed

Ally Bank cash account — Interest

Associated Bank cash account — Interest — Closed

UW Credit Union cash account — Interest

Associated Banc-Corp Stock — Dividend — Buy (add'l)

Associated Banc-Corp Stock — Buy (add'l)

Associated Banc-Corp Stock — Sold (part)

CREF Stock — None

Fidelity Government Money Market Fund — Int./Div.

GK Phenomenelle Fund LLC Membership — None

Fidelity Core Cash Account (Fidelity Gov Cash Reserves) — Interest

Fidelity Individual Cash Account — Merged (with line 8)

Fidelity Int'l Enhanced Index Fund — Dividend — Sold (part)

Fidelity SAI US Value Index Fund — Dividend — Buy (add'l)

Fidelity SAI US Value Index Fund — Buy (add'l)

Fidelity SAI US Value Index Fund — Sold (part)

Fidelity SAI US Value Index Fund — Sold

Fidelity SAI U.S. Momentum Index Fund — Dividend — Buy (add'l)

Fidelity SAI U.S. Momentum Index Fund — Sold (part)

Fidelity SAI U.S. Momentum Index Fund — Sold

Fidelity SAI U.S. Large Cap Index — Dividend — Buy (add'l)

Fidelity SAI U.S. Large Cap Index — Sold (part)

Fidelity SAI U.S. Large Cap Index — Sold

Fidelity SAI International Index — None — Buy (add'l)

Fidelity SAI International Index — Sold (part)

Fidelity SAI International Index — Sold

Fidelity SAI Emerg Markets Index — None — Buy (add'l)

Fidelity SAI Emerg Markets Index — Buy (add'l)

Fidelity SAI Emerg Markets Index — Sold (part)

Fidelity SAI Emerg Markets Index — Sold

Fidelity SAI U.S. Quality Index Fund — Int./Div. — Buy (add'l)

Fidelity SAI U.S. Quality Index Fund — Buy (add'l)

Fidelity SAI U.S. Quality Index Fund — Sold (part)

Fidelity SAI U.S. Quality Index Fund — Sold

FID SAI Small Mid Cap 500 Index Fund — Dividend — Sold (part)

FID SAI Small Mid Cap 500 Index Fund — Sold (part)

FID SAI Small Mid Cap 500 Index Fund — Sold

Fidelity Strategic Income Fund — Dividend — Sold

Fidelity US Bond Index Fund — Dividend — Buy

Fidelity US Bond Index Fund — Sold (part)

Fidelity Conservative Income Bond Fd — Dividend — Sold (part)

Fidelity Conservative Income Bond Fd — Sold (part)

Strategic Advisers Income Opportunities — Int./Div. — Buy (add'l)

Strategic Advisers Income Opportunities — Sold

Fidelity Inflat-Prot Bd Index Fund — Dividend

Fidelity Government Cash Reserves — Interest

Fidelity SAI Inflation Focused FD — Dividend — Buy

Fidelity SAI Inflation Focused FD — Buy (add'l)

Fidelity SAI Inflation Focused FD — Sold (part)

Fidelity SAI Inflation Focused FD — Sold

Fidelity Flex Interantional Index — Dividend — Buy

Fidelity Flex Interantional Index — Buy (add'l)

Fidelity Flex Interantional Index — Sold (part)

Fidelity Flex 500 Index Fund — Dividend — Buy

Fidelity Flex 500 Index Fund — Buy (add'l)

Fidelity Flex 500 Index Fund — Sold (part)

Fidelity Flex Small Cap Index Fund — Int./Div. — Buy

Fidelity Flex Mid Cap Index Fund — Int./Div. — Buy

Fidelity Flex Mid Cap Index Fund — Buy (add'l)

Fidelity Flex Cons Income Bond Fund — Dividend — Buy

Fidelity Flex Cons Income Bond Fund — Buy (add'l)

Fidelity Flex U.S. Bond Index Fund — Int./Div. — Buy

Fidelity Flex U.S. Bond Index Fund — Buy (add'l)

Fidelity Flex Government Money Mkt — Dividend

Fidelity Deposit at BNY Mellon — None

IShares Core S&P Small Cap — Dividend — Sold (part)

IShares Core S&P Small Cap — Sold (part)

IShares TR EAFE Sml Cp — Int./Div. — Sold (part)

IShares TR EAFE Sml Cp — Sold (part)

IShares TR EAFE Grwth ETF — Dividend — Sold (part)

IShares Inc Core MSCI Emerging Mkts — Dividend — Buy

IShares Inc Core MSCI Emerging Mkts — Buy (add'l)

IShares Inc Core MSCI Emerging Mkts — Sold (part)

Select Sector Spdr Tr Energy — None — Sold

Select Sector Spdr Tr Energy (W) — Dividend — Buy

Select Sector Spdr Tr Energy (W) — Sold

Ishares TR EAFE SML CP ETF (W) — Dividend — Buy

Ishares TR EAFE SML CP ETF (W) — Sold (part)

Ishares TR EAFE SML CP ETF (W) — Sold

Ishares Core S&P Small Cap E (W) — Dividend — Buy

Ishares Core S&P Small Cap E (W) — Sold (part)

Ishares Core S&P Small Cap E (W) — Sold

Ishares Inc Core MSCJ Emerging Mkts ETF (W) — Dividend — Buy

Ishares Inc Core MSCJ Emerging Mkts ETF (W) — Buy (add'l)

Ishares Inc Core MSCJ Emerging Mkts ETF (W) — Sold (part)

Fidelity SAI Small Mid Cap 500 Index Fund (W) — Dividend — Sold (part)

Fidelity SAI Small Mid Cap 500 Index Fund (W) — Sold (part)

Fidelity SAI Small Mid Cap 500 Index Fund (W) — Sold

Fidelity U.S. Bond Index Fund (W) — Dividend — Buy

Fidelity U.S. Bond Index Fund (W) — Buy

Fidelity U.S. Bond Index Fund (W) — Buy (add'l)

Fidelity U.S. Bond Index Fund (W) — Sold (part)

Fidelity U.S. Bond Index Fund (W) — Sold

Fidelity SAI U.S. Quality Index Fund (W) — Dividend — Buy

Fidelity SAI U.S. Quality Index Fund (W) — Buy (add'l)

Fidelity SAI U.S. Quality Index Fund (W) — Sold (part)

Fidelity SAI U.S. Quality Index Fund (W) — Sold

Fidelity SAI U.S. Momentum Index Fund (W) — Dividend — Buy

Fidelity SAI U.S. Momentum Index Fund (W) — Sold (part)

Fidelity SAI U.S. Momentum Index Fund (W) — Sold

Fidelity SAI U.S. Value Index Fund (W) — Dividend — Buy

Fidelity SAI U.S. Value Index Fund (W) — Buy (add'l)

Fidelity SAI U.S. Value Index Fund (W) — Sold (part)

Fidelity SAI U.S. Value Index Fund (W) — Sold

Strategic Advisors Income Opportunities (W) — Dividend — Buy

Strategic Advisors Income Opportunities (W) — Sold

Fidelity SAI U.S. Large Cap Index (W) — Dividend — Buy (add'l)

Fidelity SAI U.S. Large Cap Index (W) — Sold (part)

Fidelity SAI U.S. Large Cap Index (W) — Sold

Fidelity SAI International Index (W) — Dividend — Buy (add'l)

Fidelity SAI International Index (W) — Sold (part)

Fidelity SAI International Index (W) — Sold

Fidelity SAI Inflation Focused Fund (W) — Dividend — Buy

Fidelity SAI Inflation Focused Fund (W) — Buy (add'l)

Fidelity SAI Inflation Focused Fund (W) — Sold (part)

Fidelity SAI Inflation Focused Fund (W) — Sold

Fidelity Int'l Enhanced Index Fund (W) — Dividend — Buy

Fidelity Int'l Enhanced Index Fund (W) — Sold (part)

Fidelity Int'l Enhanced Index Fund (W) — Sold

Fidelity SAI Emerging Markets Index (W) — Dividend — Buy

Fidelity SAI Emerging Markets Index (W) — Buy (add'l)

Fidelity SAI Emerging Markets Index (W) — Sold

Fidelity Conservative Income Bnd Inst Cl (W) — Dividend — Buy

Fidelity Conservative Income Bnd Inst Cl (W) — Buy (add'l)

Fidelity Conservative Income Bnd Inst Cl (W) — Sold (part)

Fidelity Conservative Income Bnd Inst Cl (W) — Sold

Fidelity Strategic Income Fund (W) — Dividend — Buy

Fidelity Strategic Income Fund (W) — Buy (add'l)

Fidelity Strategic Income Fund (W) — Sold (part)

Fidelity Strategic Income Fund (W) — Sold

Ishares TR EAFE Growth ETF (W) — Dividend — Sold

Fidelity Inflat-Prot Bd Index Fund (W) — Dividend — Buy

Fidelity Inflat-Prot Bd Index Fund (W) — Sold

Fidelity Flex 500 Index Fund (W) — Dividend — Buy

Fidelity Flex 500 Index Fund (W) — Buy (add'l)

Fidelity Flex 500 Index Fund (W) — Sold (part)

Fidelity Flex Cons Income Bond Fund (W) — Dividend — Buy

Fidelity Flex Cons Income Bond Fund (W) — Buy (add'l)

Fidelity Flex International Index (W) — Dividend — Buy

Fidelity Flex International Index (W) — Buy (add'l)

Fidelity Flex International Index (W) — Sold (part)

Fidelity Flex Small Cap Index Fund (W) — Dividend — Buy

Fidelity Flex Small Cap Index Fund (W) — Buy (add'l)

Fidelity Flex Small Cap Index Fund (W) — Sold (part)

Fidelity Flex U.S. Bond Index Fund (W) — Dividend — Buy

Fidelity Flex U.S. Bond Index Fund (W) — Buy (add'l)

Fidelity Flex U.S. Bond Index Fund (W) — Dividend — Sold

Fidelity Flex U.S. Bond Index Fund (W) — Buy

Fidelity Flex U.S. Bond Index Fund (W) — Buy (add'l)

Vanguard Institutional Index (W) — Dividend — Buy (add'l)

Vanguard Institutional Index (W) — Sold (part)

Vanguard Total Bond MKT ADM (W) — Int./Div.

Vanguard Target Retirement 2020 (W) — Dividend — Buy (add'l)

Vanguard Target Retirement 2020 (W) — Sold (part)

Co-Trustee, Trust No. 1

Agreement — 1998-1999 — Wisconsin Retirement System Plan; balance payable at retirement

Reimbursement — Federal Judges Association — April 15-16, 2019 — Washington, D.C. — Board of Directors Meeting — Travel, lodging, meals

Spouse's income — 2019 — Associated Bank-Corp - salary

Spouse's income — 2019 — University of Wisconsin Law School - stipend for teaching

Investments designated (W) are held in the accounts of the judge’ In previous reports, these investments were reported in combination with the judge’s

investments.

The 2018 report erroneously listed three investments as “sold” instead of “sold (part).” They are reported at lines 42, 85, and 86 in this report.