James Donald Peterson

What was filed

115
investments
1
positions
0
gifts
1
agreements
0
debts
0
reimbursements
0
income
2
spouse income

Named parties

Trust No. 1
SSA Retirement
University of Wisconsin Law School - stipend for teaching

As filed

Ally Bank cash account — Interest

UW Credit Union cash account — Interest

Associated Banc-Corp Stock — Dividend

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 — Closed

Fidelity Int'l Enhanced Index Fund — Dividend

Fidelity US Bond Index Fund — Int./Div.

Fidelity Conservative Income Bond Fd — Int./Div.

Fidelity Inflat-Prot Bd Index Fund — Dividend

Fidelity Government Cash Reserves — Interest — Closed

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

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

Fidelity Flex 500 Index Fund — Sold (part)

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

Fidelity Flex 500 Index Fund — Sold (part)

Fidelity Flex International Index Fund — Dividend — Buy (add'l)

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

Fidelity Flex International Index Fund — Sold (part)

Fidelity Flex Small Cap Index Fund — Int./Div. — Buy (add'l)

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

Fidelity Flex Small Cap Index Fund — Sold (part)

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

Fidelity Flex Small Cap Index Fund — Sold (part)

Fidelity Flex Mid Cap Index Fund — Int./Div. — Buy (add'l)

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

Fidelity Flex Mid Cap Index Fund — Sold (part)

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

Fidelity Flex Mid Cap Index Fund — Sold (part)

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

Fidelity Flex Cons Income Bond Fund — Sold (part)

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

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

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

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

Fidelity Flex Government Money Mkt — Dividend

Fidelity Deposit at BNY Mellon — Interest

Fidelity Deposit Peoples Bank — Interest — Open

IShares Core S&P Small Cap — Dividend

IShares TR EAFE Sml Cp — Int./Div.

IShares TR EAFE Grwth ETF — Dividend

IShares Inc Core MSCI Emerging Mkts — Dividend

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

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

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

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

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 — Sold (part)

Fidelity Flex Cons Income Bond Fund (W) — Sold (part)

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

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

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

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

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

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

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

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

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

Fidelity Flex U.S. Mid Cap Index Fund (W) — Dividend — Buy (add'l)

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

Fidelity Flex U.S. Mid Cap Index Fund (W) — Sold (part)

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

Fidelity Flex U.S. Mid Cap Index Fund (W) — Sold (part)

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

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

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

Vanguard Institutional Index (W) — Dividend — Sold (part)

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

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

Co-Trustee, Trust No. 1

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

Spouse's income — 2020 — SSA Retirement

Spouse's income — 2020 — University of Wisconsin Law School - stipend for teaching

Investments designated at line 99 as Fidelity Flex Mid Cap Fund (W) was incorrectly labeled as Fidelity Flex U.S. Bond Index Fund (W) at line 178 on previous

report.