G. Michael Halfenger

2020

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Parts of this filing are redacted in the source. Gaps below are the filing's, not ours.

What was filed

510
investments
2
positions
0
gifts
0
agreements
0
debts
0
reimbursements
0
income
4
spouse income

Named parties

WisPACT Trust II (no reportable holdings)
my Gsalary)
yy (salary)

As filed

Individual Assets (H)

Associated Bank (cash) — Interest

Northwestern Mutual Whole Life Ins — None

Nike Inc (NKE) — Int/Div

Walt Disney (DIS) — Int/Div

Oppenheimer Champion Income Fund A (OPCHX) — None

Voya 529 Age 18+ Option Class A — None

Edvest TIAA Age-Based Option 18 & Over — None — Buy (add'l)

Edvest TIAA Age-Based Option 18 & Over — Sold

EdVest In-School Portfolio — None — Buy

EdVest Wells Fargo Moderate Portfolio — None — Sold

Account #1 (H)

JP Morgan Fed Money Mkt (cash) (Y)

SPDR Dow Jones Global Real Estate ETF (RWO) — Int/Div — Buy (add'l)

SPDR Dow Jones Global Real Estate ETF (RWO) — Buy (add'l)

SPDR Dow Jones Global Real Estate ETF (RWO) — Sold

Vanguard Value E11 (V1V) — Int/Div — Buy (add'l)

Vanguard Value E11 (V1V) — Buy (add'l)

Vanguard Value E11 (V1V) — Sold

Vanguard Small Cap Index ETF (VB) — Int/Div — Sold (part)

Vanguard Small Cap Index ETF (VB) — Sold

American Capital World Bond F3 (WEBFX) — Int/Div — Sold (part)

American Capital World Bond F3 (WEBFX) — Sold

American INIL Growth & Inc F3 (GAIX) — Int/Div — Buy

American INIL Growth & Inc F3 (GAIX) — Sold (part)

American INIL Growth & Inc F3 (GAIX) — Sold

American New World Cl F3 (FNWFX) — Int/Div — Buy

Artisan Mid Cap C11 (APHMX) — None — Buy

Bridge Builder Core Bond (BB'1X) — Int/Div — Sold (part)

Bridge Builder Core Bond (BB'1X) — Sold (part)

Bridge Builder Core Bond (BB'1X) — Buy (add'l)

Bridge Builder Core Bond (BB'1X) — Sold

Bridge Builder Core Plus Bond (BBCPX) — Int/Div — Sold (part)

Bridge Builder Core Plus Bond (BBCPX) — Sold (part)

Bridge Builder Core Plus Bond (BBCPX) — Buy (add'l)

Bridge Builder Core Plus Bond (BBCPX) — Sold

Bridge Builder INTL Equity (BBIEX) — None — Buy (add'l)

Bridge Builder INTL Equity (BBIEX) — Sold (part)

Bridge Builder INTL Equity (BBIEX) — Sold

Bridge Builder Large Growth (BBGLX) — Int/Div — Sold (part)

Bridge Builder Large Growth (BBGLX) — Buy (add'l)

Bridge Builder Large Growth (BBGLX) — Sold (part)

Bridge Builder Large Growth (BBGLX) — Sold

Bridge Builder Large Cap Value (BBVLX) — Int/Div — Buy (add'l)

Bridge Builder Large Cap Value (BBVLX) — Buy (add'l)

Bridge Builder Large Cap Value (BBVLX) — Sold (part)

Bridge Builder Large Cap Value (BBVLX) — Sold

Bridge Builder Small/Mid Cap Growth (BBGSX) — Int/Div — Sold (part)

Bridge Builder Small/Mid Cap Growth (BBGSX) — Sold

Bridge Builder Small/Mid Cap Value (BBVSX) — None — Buy (add'l)

Bridge Builder Small/Mid Cap Value (BBVSX) — Sold (part)

Bridge Builder Small/Mid Cap Value (BBVSX) — Sold

Columbia Corporate Income Cl I3 (CRIYX) — None — Buy

Columbia Dividend Income Cl I3 (CDDYX) — None — Buy

Columbia Small Cap Growth I C1 B (CSGYX) — None — Buy

Columbia Strategic Income Cl I3 (CPHUX) — None — Buy

Fa New Markets Income Z (FGBMX) — Int/Div — Buy

Fa New Markets Income Z (FGBMX) — Sold

Franklin Dynatech Cl R6 (FD!1KX) — None — Buy

Goldman Sachs Financial Square Government Cl I (FGTXX) — None — Buy

Invesco Op Developing Mkts R6 (ODVIX) — Int/Div — Buy (add'l)

Invesco Op Developing Mkts R6 (ODVIX) — Sold (part)

Invesco Op Developing Mkts R6 (ODVIX) — Sold

Invesco Global Opportunities C1 R6 (OGIKX) — None — Buy

LSV Value Equity Fund (LSVEX) — None — Buy (add'l)

LSV Value Equity Fund (LSVEX) — Sold

MES Emerging Markets Debt R6 (MEDHX) — Int/Div — Buy

MES Emerging Markets Debt R6 (MEDHX) — Buy (add'l)

MES Emerging Markets Debt R6 (MEDHX) — Sold

MEFS Intemational Diversification Cl R6 (MDIZX) — Int/Div — Buy

Pgim Jennison Global Opportunities C1 R6 (PRIQX) — None — Buy

Pgim Total Retum Bond Cl R6 (PTRQX) — None — Buy

PIMCO High Yield Fund Inst! (PHIYX) — Int/Div — Sold (part)

PIMCO High Yield Fund Inst! (PHIYX) — Buy (add'l)

PIMCO High Yield Fund Inst! (PHIYX) — Sold

T Rowe Price Dividend Growth C1I (PDGIX) — None — Buy

Victory Sycamore Established Value Cl R6 (VEVRX) — Int/Div — Buy

Victory Sycamore Small Company Opportunity Cl R6 (VSORX) — Int/Div — Buy

Account #2 (H)

iShares Russell 1000 Value Fund (1WD) — Int/Div — Sold

American New World Cl F3 (KNWEX) — Int/Div — Buy

Artisan International Value Cl I (APHKX) — Int/Div — Buy

Artisan International Value Cl I (APHKX) — Sold

Artisan Mid Cap Cl I (APHMX) (X) — Int/Div

Columbia Dividend Income Cl I3 (CDDYX) — Int/Div — Buy

Columbia Small Cap Growth I C1 B (CSGYX) — Int/Div — Buy

Columbia Strategic Income Cl 3 (CPHUX) — Int/Div — Buy

First Eagle Global (SGIIX) — None — Sold

First Eagle Global C1 R6 (FEGRX) — None — Buy

First Eagle Global C1 R6 (FEGRX) — Sold

Franklin Dynatech Cl R6 (kU'1KX) — None — Buy

Hartford Dividend & Growth C1 F (HDGFX) — Int/Div — Buy

Hartford Dividend & Growth C1 F (HDGFX) — Sold

Invesco Op Developing Mkts R6 (ODVLX) — None — Sold

Invesco Global Opportunities Cl R6 (OGIIX) (X) — Int/Div

JPMorgan Mid Cap Value Cl R6 (MVYX) (y)

MFS Intemational Diversification Cl R6 (MDIZX) — Int/Div — Buy

Oakmark International (OANLX) — None — Sold

PGIM High Yield Cl R6 (PHYQX) (X) — Int/Div — Sold

PGIM Jennison Global Opportunities Class R6 (PRJQX) — Int/Div

PGIM Short Duration Multi Sector Bond Class R6 (SDMQX) — Int/Div — Sold

PGIM Total Return Bond Cl R6 (P1KQX) — Int/Div — Buy

Principal Midcap Cl R6 (PMAQX) — None — Sold

T Rowe Price Dividend Growth C1 I (PDGIX) — Int/Div — Buy

T Rowe Price International Discovery C11 (TIDDX) (Y)

T Rowe Price Large-Cap Growth Class Instl (TRLGX) — None — Sold

T Rowe Price Qm U.S. Small Cap Growth Equity Cl 1 (TQATX) — None — Sold

Victory Sycamore Established Value Cl R6 (VEVRX) (X) — Int/Div

Victory Sycamore Small Company Opportunity Cl 1 (VSOIX) — None — Sold

Victory Sycamore Small Company Opportunity R6 (VSORX) — Int/Div — Buy

Account #3 (H)

Schwab US Reit E1r (SCHH) — Int/Div — Sold

Vanguard Value E1t (V1V) — Int/Div — Sold

Vanguard Small Cap Index b1+ (VB) — Int/Div — Buy (add'l)

Vanguard Small Cap Index b1+ (VB) — Sold (part)

Vanguard Small Cap Index b1+ (VB) — Sold

American INTL Growth & Inc F3 (GAIX) — Int/Div — Buy

American INTL Growth & Inc F3 (GAIX) — Sold

American New World Cl F3 (FNWEX) — Int/Div — Buy

Artisan Mid Cap Cl I (APHMX) — Int/Div — Buy

Bridge Builder Core Bond (BBTBX) — Int/Div — Sold (part)

Bridge Builder Core Bond (BBTBX) — Sold (part)

Bridge Builder Core Bond (BBTBX) — Buy (add'l)

Bridge Builder Core Bond (BBTBX) — Sold

Bridge Builder Core Plus Bond (BBCPX) — Int/Div — Sold (part)

Bridge Builder Core Plus Bond (BBCPX) — Sold (part)

Bridge Builder Core Plus Bond (BBCPX) — Buy (add'l)

Bridge Builder Core Plus Bond (BBCPX) — Sold

Bridge Builder IN1‘L Equity (BBLEX) — None — Buy (add'l)

Bridge Builder IN1‘L Equity (BBLEX) — Sold (part)

Bridge Builder IN1‘L Equity (BBLEX) — Sold

Bridge Builder Large Growth (BBGLX) — Int/Div — Buy (add'l)

Bridge Builder Large Growth (BBGLX) — Sold (part)

Bridge Builder Large Growth (BBGLX) — Sold

Bridge Builder Large Cap Value (BBVLX) — Int/Div — Buy (add'l)

Bridge Builder Large Cap Value (BBVLX) — Sold (part)

Bridge Builder Large Cap Value (BBVLX) — Sold

Bridge Builder Small/Mid Cap Growth (BBGSX) — Int/Div — Sold

Bridge Builder Small/Mid Cap Value (BBVSX) — None — Buy (add'l)

Bridge Builder Small/Mid Cap Value (BBVSX) — Sold

Columbia Corporate Income Cl I3 (CRIYX) — None — Buy

Columbia Dividend Income Cl I3 (CDDYX) — None — Buy

Columbia Small Cap Growth I C1 B (CSGYX) — None — Buy

Columbia Strategic Income Cl I3 (CDDYX) — None — Buy

Fa New Markets Income Z (FGBMX) — Int/Div — Buy

Fa New Markets Income Z (FGBMX) — Sold

Franklin Dynatech Cl R6 (kKU'1KX) — None — Buy

Goldman Sachs Financial Square Government Cl I (FGTXX) — None — Buy

Hartford World Bond F (HWDFX) — Int/Div — Sold

Invesco Diversified Div R6 (LCEFX) — Int/Div — Sold (part)

Invesco Diversified Div R6 (LCEFX) — Sold

Invesco Global Opportunities Cl R6 (OGIIX) — None — Buy

JPM Emerging Markets Equity R6 (JEMWX) — None — Sold (part)

JPM Emerging Markets Equity R6 (JEMWX) — Sold

MainStay Mackay High Yd Cp R6 (MHYSX) — Int/Div — Sold

MEFS Emerging Markets Debt R6 (MEDHX) — Int/Div — Buy

MEFS Emerging Markets Debt R6 (MEDHX) — Sold

MFS Intemational Diversification Cl R6 (MDIZX) — Int/Div — Buy

PGIM High Yield Cl R6 (PHYQX) — Int/Div — Buy

PGIM High Yield Cl R6 (PHYQX) — Sold

Pgim Jennison Global Opportunities Cl R6 (PRJQX) — None — Buy

Pgim Total Retum Bond Cl R6 (P1KQX) — None — Buy

T Rowe Price Dividend Growth C1I (PDGIX) — None — Buy

Victory Sycamore Established Valued R6 (VEVRX) — Int/Div — Buy

Victory Sycamore Small Company Opportunity Cl R6 (VSORX) — Int/Div — Buy

Account #4 (H)

American New Perspective (FNPFX) — None — Sold

American New World Cl F3 (FNWEX) — Int/Div — Buy

Artisan International Value Cl I (APHKX) — Int/Div — Buy

Artisan International Value Cl I (APHKX) — Sold

Blackrock Equity Dividend Fund (MKDVX) — Int/Div — Sold

Columbia Corporate Income Cl I3 (CRIYX) cm) — Int/Div

Columbia Dividend Income Cl I3 (CDDYX) — Int/Div — Buy

Columbia Strategic Income C1 13 (CPHUX) re.4) — Int/Div

First Eagle Global Fund (SGX) — None — Sold

First Eagle Global Cl R6 (FEGRX) — None — Buy

First Eagle Global Cl R6 (FEGRX) — Sold

Franklin Dynatech Cl R6 (FDTRX) — None — Buy

Hartford Dividend & Growth C1 F (HDGFX) — Int/Div — Buy

Hartford Dividend & Growth C1 F (HDGFX) — Sold

JPMorgan Core Bond CI R6 (JCBUX) — Int/Div — Sold

MEFS International Diversification Cl R6 (MDIZX) — Int/Div — Buy

Oakmark International (OANIX) — None — Sold

PGIM High Yield C1 R6 (PHYQX) (X) — Int/Div — Sold

PGIM Jennison Global Opportunities C1 R6 (PRIQX) — Int/Div — Buy

PGIM Total Return Bond (P'1KQX) — Int/Div — Buy (add'l)

T Rowe Price Blue Chip Growth C1 I (TBCIX) — None — Sold

T Rowe Price Dividend Growth C1 I (PDGIX) — Int/Div — Buy

Account #5 (H)

JP Morgan Fed Money Mkt (cash) — Int/Div

iShares Russell 1000 Value E1t (IWD) — Int/Div — Buy (add'l)

iShares Russell 3000 K1t (LWV) — Int/Div

iShares MSCI EAFE Growth ETF (EFG) — Int/Div — Sold (part)

iShares MSCI EAFE Growth ETF (EFG) — Sold (part)

iShares MSCI EAFE Growth ETF (EFG) — Sold

iShares MSCI EAFE Value Et (EF V) — Int/Div — Buy (add'l)

iShares MSCI EAFE Value Et (EF V) — Sold

Vanguard 1 SE All-World Ex-US (VFWIX) — None — Buy (add'l)

Vanguard 1 SE All-World Ex-US (VFWIX) — Sold (part)

Vanguard 1 SE All-World Ex-US (VFWIX) — Sold

Vanguard Growth ETF (VUG) — Int/Div — Buy

Vanguard Value E1F (V1V) — Int/Div

Vanguard Mid Cap Value Et (VOE) — Int/Div — Buy (add'l)

Vanguard Mid Cap Value Et (VOE) — Sold

Vanguard Mid Cap Growth ETF (VOT) — Int/Div

Vanguard Small Cap Growth ETF (VBK) — Int/Div — Sold (part)

Vanguard Small Cap Value E'lk (VBR) — Int/Div — Buy (add'l)

Vanguard Small Cap Value E'lk (VBR) — Sold (part)

Vanguard Small Cap Value E'lk (VBR) — Sold

American Fundamental Invs F3 (FUNFX) — Int/Div — Buy (add'l)

American High Income Mun BD F3 (AMHIX) — Int/Div — Sold (part)

American High Income Mun BD F3 (AMHIX) — Sold

American New World F3 (ENWEX) — Int/Div — Buy

American New World F3 (ENWEX) — Buy (add'l)

American New World F3 (ENWEX) — Sold (part)

American Funds Tax-Exempt Bond Fund F3 (AFTEX) — Int/Div — Buy (add'l)

Artisan INTL Value I (APHKX) — Int/Div — Buy

Artisan INTL Value I (APHKX) — Buy (add'l)

BlackRock Eq Div Fund K (MKDVX) — Int/Div — Sold

Bnym Intemational Stock Y (DISYX) — Int/Div — Buy

Bnym Intemational Stock Y (DISYX) — Buy (add'l)

Dodge & Cox Intl Stock (DIDFX) — None — Buy (add'l)

Dodge & Cox Intl Stock (DIDFX) — Sold

Dodge & Cox Stock (DODGX) — Int/Div — Sold

Eaton Vance Atlanta Cap SMLD (EISMX) — None — Sold

Eaton Vance Atlanta Capital SMID-Cap R6 (ERASX) — Int/Div — Buy

Eaton Vance Atlanta Capital SMID-Cap R6 (ERASX) — Sold (part)

Fidelity Adv Interm Muni Inc Fd Cl Z (FIQZX) — Int/Div — Sold (part)

Fidelity Adv Interm Muni Inc Fd Cl Z (FIQZX) — Buy (add'l)

Fmkln Fed Inter Term T/F R6 (F11QX) — Int/Div — Sold (part)

Fmkln Fed Inter Term T/F R6 (F11QX) — Buy (add'l)

Hartford Dividend & Growth F (HDGVX) — Int/Div — Buy

Invesco Comstock Class R6 (ICSEX) — Int/Div — Buy (add'l)

Invesco Intemational Growth Fund Class R6 (iGFRX) — None — Sold (part)

Invesco Intemational Growth Fund Class R6 (iGFRX) — Sold

JH Disciplined Val Mid Cap R6 (IVMRX) — Int/Div — Buy

MFS Growth Fund Class R6 (MFEKX) — Int/Div — Sold (part)

MFS Growth Fund Class R6 (MFEKX) — Buy (add'l)

MFS INTL Intrinsic Value R6 (MINJX) — Int/Div — Buy

MFS INTL Intrinsic Value R6 (MINJX) — Buy (add'l)

MFS Municipal High Income R6 (MMHKX) — Int/Div — Buy

Primecap Odyssey Stock (POSKX) — Int/Div

TRP Intemational Discovery I (TIDDX) — Int/Div — Buy

Victory Sycamore Small Co Op I (VSOLX) — Int/Div — Buy

Victory Sycamore Small Co Op I (VSOLX) — Buy (add'l)

Victory Sycamore Small Co Op I (VSOLX) — Sold

Victory Sycamore Small Company Opportunity R6 (VSORX) — None — Buy

Individual Assets (H)

Associated Bank (cash) — Interest

Northwestern Mutual Whole Life Ins — None

Nike Inc (NKE) — Int/Div

Walt Disney (DIS) — Int/Div

Oppenheimer Champion Income Fund A (OPCHX) — None

Voya 529 Age 18+ Option Class A — None

Edvest TIAA Age-Based Option 18 & Over — None — Buy (add'l)

Edvest TIAA Age-Based Option 18 & Over — Sold

EdVest In-School Portfolio — None — Buy

EdVest Wells Fargo Moderate Portfolio — None — Sold

Account #1 (H)

JP Morgan Fed Money Mkt (cash) (Y)

SPDR Dow Jones Global Real Estate ETF (RWO) — Int/Div — Buy (add'l)

SPDR Dow Jones Global Real Estate ETF (RWO) — Buy (add'l)

SPDR Dow Jones Global Real Estate ETF (RWO) — Sold

Vanguard Value E11 (V1V) — Int/Div — Buy (add'l)

Vanguard Value E11 (V1V) — Buy (add'l)

Vanguard Value E11 (V1V) — Sold

Vanguard Small Cap Index ETF (VB) — Int/Div — Sold (part)

Vanguard Small Cap Index ETF (VB) — Sold

American Capital World Bond F3 (WEBFX) — Int/Div — Sold (part)

American Capital World Bond F3 (WEBFX) — Sold

American INIL Growth & Inc F3 (GAIX) — Int/Div — Buy

American INIL Growth & Inc F3 (GAIX) — Sold (part)

American INIL Growth & Inc F3 (GAIX) — Sold

American New World Cl F3 (FNWFX) — Int/Div — Buy

Artisan Mid Cap C11 (APHMX) — None — Buy

Bridge Builder Core Bond (BB'1X) — Int/Div — Sold (part)

Bridge Builder Core Bond (BB'1X) — Sold (part)

Bridge Builder Core Bond (BB'1X) — Buy (add'l)

Bridge Builder Core Bond (BB'1X) — Sold

Bridge Builder Core Plus Bond (BBCPX) — Int/Div — Sold (part)

Bridge Builder Core Plus Bond (BBCPX) — Sold (part)

Bridge Builder Core Plus Bond (BBCPX) — Buy (add'l)

Bridge Builder Core Plus Bond (BBCPX) — Sold

Bridge Builder INTL Equity (BBIEX) — None — Buy (add'l)

Bridge Builder INTL Equity (BBIEX) — Sold (part)

Bridge Builder INTL Equity (BBIEX) — Sold

Bridge Builder Large Growth (BBGLX) — Int/Div — Sold (part)

Bridge Builder Large Growth (BBGLX) — Buy (add'l)

Bridge Builder Large Growth (BBGLX) — Sold (part)

Bridge Builder Large Growth (BBGLX) — Sold

Bridge Builder Large Cap Value (BBVLX) — Int/Div — Buy (add'l)

Bridge Builder Large Cap Value (BBVLX) — Buy (add'l)

Bridge Builder Large Cap Value (BBVLX) — Sold (part)

Bridge Builder Large Cap Value (BBVLX) — Sold

Bridge Builder Small/Mid Cap Growth (BBGSX) — Int/Div — Sold (part)

Bridge Builder Small/Mid Cap Growth (BBGSX) — Sold

Bridge Builder Small/Mid Cap Value (BBVSX) — None — Buy (add'l)

Bridge Builder Small/Mid Cap Value (BBVSX) — Sold (part)

Bridge Builder Small/Mid Cap Value (BBVSX) — Sold

Columbia Corporate Income Cl I3 (CRIYX) — None — Buy

Columbia Dividend Income Cl I3 (CDDYX) — None — Buy

Columbia Small Cap Growth I C1 B (CSGYX) — None — Buy

Columbia Strategic Income Cl I3 (CPHUX) — None — Buy

Fa New Markets Income Z (FGBMX) — Int/Div — Buy

Fa New Markets Income Z (FGBMX) — Sold

Franklin Dynatech Cl R6 (FD!1KX) — None — Buy

Goldman Sachs Financial Square Government Cl I (FGTXX) — None — Buy

Invesco Op Developing Mkts R6 (ODVIX) — Int/Div — Buy (add'l)

Invesco Op Developing Mkts R6 (ODVIX) — Sold (part)

Invesco Op Developing Mkts R6 (ODVIX) — Sold

Invesco Global Opportunities C1 R6 (OGIKX) — None — Buy

LSV Value Equity Fund (LSVEX) — None — Buy (add'l)

LSV Value Equity Fund (LSVEX) — Sold

MES Emerging Markets Debt R6 (MEDHX) — Int/Div — Buy

MES Emerging Markets Debt R6 (MEDHX) — Buy (add'l)

MES Emerging Markets Debt R6 (MEDHX) — Sold

MEFS Intemational Diversification Cl R6 (MDIZX) — Int/Div — Buy

Pgim Jennison Global Opportunities C1 R6 (PRIQX) — None — Buy

Pgim Total Retum Bond Cl R6 (PTRQX) — None — Buy

Victory Sycamore Small Co Op I (VSOLX) — Sold

PIMCO High Yield Fund Inst! (PHIYX) — Int/Div — Sold (part)

PIMCO High Yield Fund Inst! (PHIYX) — Buy (add'l)

PIMCO High Yield Fund Inst! (PHIYX) — Sold

T Rowe Price Dividend Growth C1I (PDGIX) — None — Buy

Victory Sycamore Established Value Cl R6 (VEVRX) — Int/Div — Buy

Victory Sycamore Small Company Opportunity Cl R6 (VSORX) — Int/Div — Buy

Account #2 (H)

iShares Russell 1000 Value Fund (1WD) — Int/Div — Sold

American New World Cl F3 (KNWEX) — Int/Div — Buy

Artisan International Value Cl I (APHKX) — Int/Div — Buy

Artisan International Value Cl I (APHKX) — Sold

Artisan Mid Cap Cl I (APHMX) (X) — Int/Div

Columbia Dividend Income Cl I3 (CDDYX) — Int/Div — Buy

Columbia Small Cap Growth I C1 B (CSGYX) — Int/Div — Buy

Columbia Strategic Income Cl 3 (CPHUX) — Int/Div — Buy

First Eagle Global (SGIIX) — None — Sold

First Eagle Global C1 R6 (FEGRX) — None — Buy

First Eagle Global C1 R6 (FEGRX) — Sold

Franklin Dynatech Cl R6 (kU'1KX) — None — Buy

Hartford Dividend & Growth C1 F (HDGFX) — Int/Div — Buy

Hartford Dividend & Growth C1 F (HDGFX) — Sold

Invesco Op Developing Mkts R6 (ODVLX) — None — Sold

Invesco Global Opportunities Cl R6 (OGIIX) (X) — Int/Div

JPMorgan Mid Cap Value Cl R6 (MVYX) (y)

MFS Intemational Diversification Cl R6 (MDIZX) — Int/Div — Buy

Oakmark International (OANLX) — None — Sold

PGIM High Yield Cl R6 (PHYQX) (X) — Int/Div — Sold

PGIM Jennison Global Opportunities Class R6 (PRJQX) — Int/Div

PGIM Short Duration Multi Sector Bond Class R6 (SDMQX) — Int/Div — Sold

PGIM Total Return Bond Cl R6 (P1KQX) — Int/Div — Buy

Principal Midcap Cl R6 (PMAQX) — None — Sold

T Rowe Price Dividend Growth C1 I (PDGIX) — Int/Div — Buy

T Rowe Price International Discovery C11 (TIDDX) (Y)

T Rowe Price Large-Cap Growth Class Instl (TRLGX) — None — Sold

T Rowe Price Qm U.S. Small Cap Growth Equity Cl 1 (TQATX) — None — Sold

Victory Sycamore Established Value Cl R6 (VEVRX) (X) — Int/Div

Victory Sycamore Small Company Opportunity Cl 1 (VSOIX) — None — Sold

Victory Sycamore Small Company Opportunity R6 (VSORX) — Int/Div — Buy

Account #3 (H)

Schwab US Reit E1r (SCHH) — Int/Div — Sold

Vanguard Value E1t (V1V) — Int/Div — Sold

Vanguard Small Cap Index b1+ (VB) — Int/Div — Buy (add'l)

Vanguard Small Cap Index b1+ (VB) — Sold (part)

Vanguard Small Cap Index b1+ (VB) — Sold

American INTL Growth & Inc F3 (GAIX) — Int/Div — Buy

American INTL Growth & Inc F3 (GAIX) — Sold

American New World Cl F3 (FNWEX) — Int/Div — Buy

Artisan Mid Cap Cl I (APHMX) — Int/Div — Buy

Bridge Builder Core Bond (BBTBX) — Int/Div — Sold (part)

Bridge Builder Core Bond (BBTBX) — Sold (part)

Bridge Builder Core Bond (BBTBX) — Buy (add'l)

Bridge Builder Core Bond (BBTBX) — Sold

Bridge Builder Core Plus Bond (BBCPX) — Int/Div — Sold (part)

Bridge Builder Core Plus Bond (BBCPX) — Sold (part)

Bridge Builder Core Plus Bond (BBCPX) — Buy (add'l)

Bridge Builder Core Plus Bond (BBCPX) — Sold

Bridge Builder IN1‘L Equity (BBLEX) — None — Buy (add'l)

Bridge Builder IN1‘L Equity (BBLEX) — Sold (part)

Bridge Builder IN1‘L Equity (BBLEX) — Sold

Bridge Builder Large Growth (BBGLX) — Int/Div — Buy (add'l)

Bridge Builder Large Growth (BBGLX) — Sold (part)

Bridge Builder Large Growth (BBGLX) — Sold

Bridge Builder Large Cap Value (BBVLX) — Int/Div — Buy (add'l)

Bridge Builder Large Cap Value (BBVLX) — Sold (part)

Bridge Builder Large Cap Value (BBVLX) — Sold

Bridge Builder Small/Mid Cap Growth (BBGSX) — Int/Div — Sold

Bridge Builder Small/Mid Cap Value (BBVSX) — None — Buy (add'l)

Bridge Builder Small/Mid Cap Value (BBVSX) — Sold

Columbia Corporate Income Cl I3 (CRIYX) — None — Buy

Columbia Dividend Income Cl I3 (CDDYX) — None — Buy

Columbia Small Cap Growth I C1 B (CSGYX) — None — Buy

Columbia Strategic Income Cl I3 (CDDYX) — None — Buy

Fa New Markets Income Z (FGBMX) — Int/Div — Buy

Fa New Markets Income Z (FGBMX) — Sold

Franklin Dynatech Cl R6 (kKU'1KX) — None — Buy

Goldman Sachs Financial Square Government Cl I (FGTXX) — None — Buy

Hartford World Bond F (HWDFX) — Int/Div — Sold

Invesco Diversified Div R6 (LCEFX) — Int/Div — Sold (part)

Invesco Diversified Div R6 (LCEFX) — Sold

Invesco Global Opportunities Cl R6 (OGIIX) — None — Buy

JPM Emerging Markets Equity R6 (JEMWX) — None — Sold (part)

JPM Emerging Markets Equity R6 (JEMWX) — Sold

MainStay Mackay High Yd Cp R6 (MHYSX) — Int/Div — Sold

MEFS Emerging Markets Debt R6 (MEDHX) — Int/Div — Buy

MEFS Emerging Markets Debt R6 (MEDHX) — Sold

MFS Intemational Diversification Cl R6 (MDIZX) — Int/Div — Buy

PGIM High Yield Cl R6 (PHYQX) — Int/Div — Buy

PGIM High Yield Cl R6 (PHYQX) — Sold

Pgim Jennison Global Opportunities Cl R6 (PRJQX) — None — Buy

Pgim Total Retum Bond Cl R6 (P1KQX) — None — Buy

T Rowe Price Dividend Growth C1I (PDGIX) — None — Buy

Victory Sycamore Established Valued R6 (VEVRX) — Int/Div — Buy

Victory Sycamore Small Company Opportunity Cl R6 (VSORX) — Int/Div — Buy

Account #4 (H)

American New Perspective (FNPFX) — None — Sold

American New World Cl F3 (FNWEX) — Int/Div — Buy

Artisan International Value Cl I (APHKX) — Int/Div — Buy

Artisan International Value Cl I (APHKX) — Sold

Blackrock Equity Dividend Fund (MKDVX) — Int/Div — Sold

Columbia Corporate Income Cl I3 (CRIYX) cm) — Int/Div

Columbia Dividend Income Cl I3 (CDDYX) — Int/Div — Buy

Columbia Strategic Income C1 13 (CPHUX) re.4) — Int/Div

First Eagle Global Fund (SGX) — None — Sold

First Eagle Global Cl R6 (FEGRX) — None — Buy

First Eagle Global Cl R6 (FEGRX) — Sold

Franklin Dynatech Cl R6 (FDTRX) — None — Buy

Hartford Dividend & Growth C1 F (HDGFX) — Int/Div — Buy

Hartford Dividend & Growth C1 F (HDGFX) — Sold

JPMorgan Core Bond CI R6 (JCBUX) — Int/Div — Sold

MEFS International Diversification Cl R6 (MDIZX) — Int/Div — Buy

Oakmark International (OANIX) — None — Sold

PGIM High Yield C1 R6 (PHYQX) (X) — Int/Div — Sold

PGIM Jennison Global Opportunities C1 R6 (PRIQX) — Int/Div — Buy

PGIM Total Return Bond (P'1KQX) — Int/Div — Buy (add'l)

T Rowe Price Blue Chip Growth C1 I (TBCIX) — None — Sold

T Rowe Price Dividend Growth C1 I (PDGIX) — Int/Div — Buy

Account #5 (H)

JP Morgan Fed Money Mkt (cash) — Int/Div

iShares Russell 1000 Value E1t (IWD) — Int/Div — Buy (add'l)

iShares Russell 3000 K1t (LWV) — Int/Div

iShares MSCI EAFE Growth ETF (EFG) — Int/Div — Sold (part)

iShares MSCI EAFE Growth ETF (EFG) — Sold (part)

iShares MSCI EAFE Growth ETF (EFG) — Sold

iShares MSCI EAFE Value Et (EF V) — Int/Div — Buy (add'l)

iShares MSCI EAFE Value Et (EF V) — Sold

Vanguard 1 SE All-World Ex-US (VFWIX) — None — Buy (add'l)

Vanguard 1 SE All-World Ex-US (VFWIX) — Sold (part)

Vanguard 1 SE All-World Ex-US (VFWIX) — Sold

Vanguard Growth ETF (VUG) — Int/Div — Buy

Vanguard Value E1F (V1V) — Int/Div

Vanguard Mid Cap Value Et (VOE) — Int/Div — Buy (add'l)

Vanguard Mid Cap Value Et (VOE) — Sold

Vanguard Mid Cap Growth ETF (VOT) — Int/Div

Vanguard Small Cap Growth ETF (VBK) — Int/Div — Sold (part)

Vanguard Small Cap Value E'lk (VBR) — Int/Div — Buy (add'l)

Vanguard Small Cap Value E'lk (VBR) — Sold (part)

Vanguard Small Cap Value E'lk (VBR) — Sold

American Fundamental Invs F3 (FUNFX) — Int/Div — Buy (add'l)

American High Income Mun BD F3 (AMHIX) — Int/Div — Sold (part)

American High Income Mun BD F3 (AMHIX) — Sold

American New World F3 (ENWEX) — Int/Div — Buy

American New World F3 (ENWEX) — Buy (add'l)

American New World F3 (ENWEX) — Sold (part)

American Funds Tax-Exempt Bond Fund F3 (AFTEX) — Int/Div — Buy (add'l)

Artisan INTL Value I (APHKX) — Int/Div — Buy

Artisan INTL Value I (APHKX) — Buy (add'l)

BlackRock Eq Div Fund K (MKDVX) — Int/Div — Sold

Bnym Intemational Stock Y (DISYX) — Int/Div — Buy

Bnym Intemational Stock Y (DISYX) — Buy (add'l)

Dodge & Cox Intl Stock (DIDFX) — None — Buy (add'l)

Dodge & Cox Intl Stock (DIDFX) — Sold

Dodge & Cox Stock (DODGX) — Int/Div — Sold

Eaton Vance Atlanta Cap SMLD (EISMX) — None — Sold

Eaton Vance Atlanta Capital SMID-Cap R6 (ERASX) — Int/Div — Buy

Eaton Vance Atlanta Capital SMID-Cap R6 (ERASX) — Sold (part)

Fidelity Adv Interm Muni Inc Fd Cl Z (FIQZX) — Int/Div — Sold (part)

Fidelity Adv Interm Muni Inc Fd Cl Z (FIQZX) — Buy (add'l)

Fmkln Fed Inter Term T/F R6 (F11QX) — Int/Div — Sold (part)

Fmkln Fed Inter Term T/F R6 (F11QX) — Buy (add'l)

Hartford Dividend & Growth F (HDGVX) — Int/Div — Buy

Invesco Comstock Class R6 (ICSEX) — Int/Div — Buy (add'l)

Invesco Intemational Growth Fund Class R6 (iGFRX) — None — Sold (part)

Invesco Intemational Growth Fund Class R6 (iGFRX) — Sold

JH Disciplined Val Mid Cap R6 (IVMRX) — Int/Div — Buy

MFS Growth Fund Class R6 (MFEKX) — Int/Div — Sold (part)

MFS Growth Fund Class R6 (MFEKX) — Buy (add'l)

MFS INTL Intrinsic Value R6 (MINJX) — Int/Div — Buy

MFS INTL Intrinsic Value R6 (MINJX) — Buy (add'l)

MFS Municipal High Income R6 (MMHKX) — Int/Div — Buy

Primecap Odyssey Stock (POSKX) — Int/Div

TRP Intemational Discovery I (TIDDX) — Int/Div — Buy

Victory Sycamore Small Co Op I (VSOLX) — Int/Div — Buy

Victory Sycamore Small Co Op I (VSOLX) — Buy (add'l)

Victory Sycamore Small Company Opportunity R6 (VSORX) — None — Buy

Co-trustee, WisPACT Trust II (no reportable holdings)

Spouse's income — 2020 — my Gsalary)

Spouse's income — 2020 — yy (salary)

Spouse's income — 2020 — my Gsalary)

Spouse's income — 2020 — yy (salary)

Education account holdings have been consolidated under Individual Assets. Name and class changes of 529 assets resulted from corporate action rather than

reportable transactions.

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 to 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.