Brett H. Ludwig
2020
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What was filed
57
investments
0
positions
0
gifts
0
agreements
0
debts
1
reimbursements
0
income
1
spouse income
Named parties
- Wisconsin State Bar
- Marquette University Law School -- adjunct professor
As filed
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
Account #1 (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
Account #2 (H)
Vanguard Target Ret 2035 I (VTTHX) — Dividend
Account #3 (H)
Vanguard Fed MMF (VMFXX) (cash equivalent) — Dividend
Vanguard Target Ret 2035 I (VTTHX) — Dividend
Account #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
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
Account #5 (H)
Northwestern Mutual Annual Fixed Rate Fund (4769) — Dividend
Vanguard Target Retirement 2035 Trust II (1477) — None
Vanguard Mid-Cap Index Fund (VMCPX) — Dividend
Vanguard Total Stock Market Index Fund (VSMPX) — Dividend
Vanguard Total Bond Market Index Fund (VBTIX) — Dividend
Vanguard Real Estate Index Instl. (VGSNX) — Dividend
Account #6 (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
Account #7 (H)
Northwestern Mutual Cash Deposits (cash) — 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
Account #8 (H)
Northwestern Mutual Cash Deposits (cash) — 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) — Dividend
Account #9 (H)
Edvest 529 Account - Age-Based Investment Option 3403 — None
Account #10 (H)
American Funds 529 Account - College 2021 Fund (CTOAX) — Dividend
Reimbursement — Wisconsin State Bar — Feb. 26-27, 2020 — Kohler, WI — Bankruptcy, Insolvency & Creditors' Rights Section Meeting — Transportation, meals, lodging
Spouse's income — 2020 — Marquette University Law School -- adjunct professor
Part VII, line 5: Whole life policy; no underlying assets.
Account #6 is a Northwestern Mutual Variable Life Insurance Policy. Underlying assets are listed in Part VII.
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.
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.