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Pull out the substance of this filing.

What was filed

  • 29

    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 Checking — Interest

PNC Bank Checking — Interest

Appletree Credit Union Money Market — Interest

Vanguard Bond Fund BND — Dividend — Buy (add'l)

DFA Emerging Markets DFCEX — Dividend

DFA US Core DFEOX — Dividend

DFA International Core DFIEX — Dividend — Sold (part)

DFA Real Estate DFREX — Dividend

DFA Muni Real Return DMREX — Dividend

Energizer Holdings ENR — Dividend

Edgewell Personal Core EPC — None

Gilead Sciences GILD — Dividend

Henderson European Focus HFEAX — Dividend

SPDR Sep Midcap MDY — Dividend

Nike NKE — Dividend

Pfizer PFE — Dividend

Royal Dutch Shell RDSA — Dividend

Vanguard LT Bond VMLUX — Dividend

Viatris Inc VTRS — Dividend

Vanguard Intermediate Bond VWIUX — Dividend

WP Carey Inc WPC — Dividend

Exxon Mobil XOM — Dividend

Vanguard Total International Bond VTABX — Dividend — Sold (part)

Vanguard Total International Bond VTABX — Sold (part)

Vanguard Total International Bond VTABX — Sold (part)

Vanguard Total International Bond VTABX — Sold (part)

Schwab Money Market SCGM1 — Interest

Schwab Government Money Market SWGXX — Interest

Rental Property Milwaukee, WI ($503,200) — Rent

Income — 2020 — State of Wisconsin - Pension / Retirement — $18,045.52

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