Brett H. Ludwig

2016Initial

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Pull out the substance of this filing.

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

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.

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