Brett H. Ludwig
2016Initial
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Pull out the substance of this filing.
What was filed
72
investments
2
positions
0
gifts
1
agreements
0
debts
0
reimbursements
4
income
1
spouse income
Named parties
- Foley & Lardner LLP
- Meguon Thiensville Education Foundation
- Foley & Lardner -- law partnership distributions (gross)
- Marquette Umversity Law School < ad junct professor appomtment
- Foley & Lardner -— law partnership distributions (gross)
- Foley & Lardner -- law partner distributions (gross)
- Marquette University Law School «= ad junct professor
As filed
BMO Harms Cash Accounts — Interest — Exempt
Northwestern Mutual Whole Life — Int/Div
Northwestern Mutual Whole Life Il — Int/Div
Edvest 529 Account - Balanced Portfolio [] — Int/Div
American Funds 529 Account - College 2021 Fund — Int/Div
Northwestern Mutual Adjustable Complafe — Int/Div
A01K/Defined Contribution Plan (H)
Fidelity Contrafund — Int/Div
Harbor Capital Appreciation Inst] — Int/Div
Vanguard Value Index — Int/Div
Franklin Small Cap Growth R6 — None
Aberdeen Emerging Markets Inst] — Int/Div
AllianzGl Intn'l Small-Cap Inst) — Int/Div
Artisan Int'l Inst] — Int/Div
DFA Int] Inst) — Int/Div
Dodge & Cox Int'l Stock — Int/Div
Nuveen Real Estate Securities — Int/Div
Oppenheimer Steelpath MLP Select 40 — Int/Div
PIMCO Commodity Real Ret Strat Inst] — Int/Div
RPC fund — None
Baird Aggregate Bond Inst — Int/Div
PIMCO Foreigh Bond (LUSD-Hedged) — Interest
PIMCO High Yield Inst] — Interest
Vanguard Inflation-Protected Secs — Int/Div
NMIS Brokerage Account (H)
American Funds Europacific Growth Fund — Int/Div
Dreyfus General Money Market Fund Class B — None
Amencan Funds Smallcap World Fund — Int/Div
American Funds The Growth Fund of America — Int/Div
American Funds Washington Mutual Investors Fund — Int/Div
NMFN Vanable Life (H)
MSA/The Boston Company Growth Stock — Int/Div
MSA Index 400 Stock — Int/Div
MSA Index 500 Stock — Int/Div
MSA/Franklin Templeton Int'l Equity — Int/Div
MSA/Wellington Mgmt Small Cap Growth — Int/Div
IRA LH)
American Funds Europacific Growth Fund — Int/Div
Northwestern Mutual Money Market Account — None
Amencan Funds New Perspective Fund — Int/Div
American Funds Smallcap World Fund — Int/Div
American Funds The Bond Fund of America — Int/Div
American Funds The Growth Fund of America — Int/Div
American Funds Washington Mutual Investors Fund — Int/Div
NML Employee Savings Plan (H)
Looms Sayles Small Cap Growth Fund — Int/Div
Northwestern Mutual Annual Fixed Rate Fund — Int/Div
T Rowe Price Real Estate Fund — Int/Div
Vanguard Target Retirement 2035 Trust 1 — Int/Div
Vanguard Mid-Cap Index Fund — Int/Div
Vanguard Total Bond Market Index Fund — Int/Div
Vanguard Total Int'l Stock Index Fund — Int/Div
Vanguard Total Stock Market Index Fund — Int/Div
NMIS Brokerage Account 2 (H)
American Funds Europacific Growth Fund — Int/Div
Dreyfus Money Market Fund — Interest
Amencan Funds New Perspective Fund — Int/Div
American Funds Smallcap World fund — Int/Div
American Funds The Growth Fund of America — Int/Div
American Funds The Tax-Exempt Bond Fund of Amenca — Interest
IRA2(H)
American Funds Evropacific Growth Fund — Int/Div
Northwestern Mutual Money Market Account — None
American Funds New Perspective Fund — Int/Div
Amencan Funds Smallcap World Fund — Int/Div
American Funds The Bond Fund of America — Int/Div
American Funds The Growth Fund of Amenica — Int/Div
Vanguard 500 Index — Int/Div
Vanguard Life Strategy Growth Portfolio — Int/Div
Vanguard US Growth Fund — Int/Div
American Funds Washington Mutual Investors Fund — Int/Div
Foley & Lardner LLP Cash Balance Plan — Interest
Partner (withdrew effective 2/15/17), Foley & Lardner LLP
Director {resigned effective 2/1/17), Meguon Thiensville Education Foundation
Agreement — 02/06/17 — Withdrawal Agreement with Foley & Lardner LLP that confirms exact amounts to be paid post withdrawal
Income — 32017 — Foley & Lardner -- law partnership distributions (gross) — $630,000.00
Income — 2007 — Marquette Umversity Law School < ad junct professor appomtment — S4.600.00
Income — 32016 — Foley & Lardner -— law partnership distributions (gross) — $518,160.00
Income — 32015 — Foley & Lardner -- law partner distributions (gross) — $494 085.00
Spouse's income — 201517 — Marquette University Law School «= ad junct professor
Part VII Investments and Trusts
Row 4 lists a 529 Account with Edvest Edvest does not report interest or dividends. Based on a telephone inquiry, Edvest reported interest/divident income of
[0 and itis that telephone report that forms the basis for the information in Columns B(1) and (2).
Rows 31-36 relate to a Northwestern Mutual Financial Network Variable Life Insurance Policy. The company reports a small total for dividends for the policy of
I during the reporting period. The company does not break this number out by underling funds invested in through the policy. After multiple calls and
emails, my investment adviser informs me that it does not have subaccount-specific divident/interest data to provide me. Accordingly, to complete Columns B(1)
and (2) on the Financial Disclosure form, 1 have allocated the total dividend pro rata across the underlying investments within the policy.
This amendment adds the Foley & Lardner LLP Cash Balance Plan in Row 72. This asset was inadvertantly omitted from the mitial report.
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.