Ask Donna

Pull out the substance of this filing.

What was filed

  • 37

    investments

  • 1

    positions

  • 0

    gifts

  • 0

    agreements

  • 2

    debts

  • 0

    reimbursements

  • 0

    income

  • 4

    spouse income

Named parties

  • Seventh Circuit Bar Association Foundation
  • Capital One Master Card
  • Target Master Card
  • Darrell A. Francis, SC--wages
  • Dr. Andrew Patterson, DDS--wages
  • Shorewest Realtors--commission
  • Potawatomi Bingo and Casino--gambling winnings

As filed

BMO Harris Bank accounts — Int./Div.

Edvest 529 plan

Age-Based Option 18 & Over — Int./Div.

Northwestern Mutual Adjustable Comp Life — Dividend

IRA #1

American Funds

AMCAP Fund-A — Int./Div.

The Income Fund of America-A — Int./Div.

The Bond Fund of America-A — Int./Div.

Fundamental Investors-A — Int./Div.

American Balanced Fund-A (X) — Int./Div.

IRA #2

IShares TR Core US Aggregate BD ETF — Dividend — Buy (add'l)

Artisan High Income Fund Advisor Shares — Dividend — Buy (add'l)

Artisan Global Opportunities Fund Advisor Shares — Dividend — Sold (part)

Artisan Small Cap Fund Advisor Class — Dividend — Buy

Blackrock Commodity Strategies Fund Institutional Class — Dividend — Buy (add'l)

Blackrock Commodity Strategies Fund Institutional Class — Sold

IShares Inc. MSCI Eurozone ETF — Dividend — Buy (add'l)

Fidelity Advisor Total Bond Fund Class 1 — Dividend — Sold (part)

Franklin Small-Cap Value Fund Advisor Class — Dividend — Buy

IShares TR IShares Currency Hedged MSCI EAFE ETF — Dividend — Buy

IShares TR Core MSCI EAFE ETF — Dividend — Sold

IShares TR S&P 500 Value ETF — Dividend — Buy (add'l)

Janus Henderson Enterprise Fund Class 1 — Dividend — Buy

Janus Henderson Small Cap Value Fund Class 1 — Dividend — Buy (add'l)

Janus Henderson Small Cap Value Fund Class 1 — Sold

Matthews Pacific Tiger Fund Investor Class — Dividend — Sold (part)

MFS International New Discovery Fund Class 1 — Dividend — Sold

Northern Mid-Cap Index Portfolio — Dividend — Sold (part)

Northern Stock Index Fund — Dividend — Sold (part)

PIMCO Income Fund Class 1-2 — Dividend — Sold (part)

Principal Global Real Estate SEC Fund Instl Class — Dividend — Buy (add'l)

PIMCO Short Term Fund Class 1-2 — Dividend — Sold (part)

Invesco QQQ TR Unit SER 1 — Dividend — Sold (part)

Invesco Oppenheimer Developing Markets Fund Class Y — Dividend — Buy (add'l)

Royce International Premier Fund Investment Class — Dividend — Buy

Director, Seventh Circuit Bar Association Foundation

Liability — Capital One Master Card — Credit Card

Liability — Target Master Card — Credit Card

Spouse's income — 2020 — Darrell A. Francis, SC--wages

Spouse's income — 2020 — Dr. Andrew Patterson, DDS--wages

Spouse's income — 2020 — Shorewest Realtors--commission

Spouse's income — 2020 — Potawatomi Bingo and Casino--gambling winnings

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.

A word about cookies

We need a few to keep you signed in and the library working. The rest help us see which pages people use and where they get stuck. They stay off unless you say yes.