James Donald Peterson

Ally Bank cash account — Interest

Associated Bank cash account — Interest

UW Credit Union cash account — Interest

Associated Banc-Corp Stock — Int/Div

BMO Financial Group Stock — Int/Div — Sold (part)

BMO Financial Group Stock — Sold

Amencan Funds EuroPacific Growth Fund — Int/Div — Sold

Columbia Mid Cap Value Fund — Int/Div — Sold

CREF Stock — None

Dodge & Cox Stock Fund — Int/Div — Sold

Fidelity Government Money Market Fund — Int

Fidelity Small Cap Value Fund — Int/Div

Franklin Templeton Moderate Allocation Fund — Int/Div — Sold

Harbor International Institutional Fund — Int./y

Fidelity S00 Index — Ine — Buy (add'l)

Fidelity Mid Cap Index — Int/Div

Fidelity Small Cap Index — Int/Div

TT. Rowe Price Growth Stock Fund — Int/Div — Sold

Vanguard Institutional Index Fund (H) — Int/Div — Sold

Vanguard Balanced Index Fund — Int/Div

GK Phenomenelle Fund LLC Membership — None

Eagle Mid Cap Growth — Int/Div — Sold

Med West Total Return Bond — Int/Div — Sold

PIF LGCP S&P S00 R% — Int/Div — Sold

Fidelity Core Cash Account — Interest — Open

Fidelity International Index — Int/Div — Buy

Fidelity Total Bond — Int/Div — Buy

Fidelity Individual Cash Account — Interest — Open

Vanguard Institutional Index (W) — Int/Div — Buy

Vanguard Bond MKT ADM — Int/Div — Buy

Vanguard Target Retirement 2020 — Int/Div — Buy

Co-Trustee, Trust No.

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

Spouse's income — 2017 — Associated Banc<Corp - salary and bonus

I. Positions - Trust No. | has no reportable assets.