# James Donald Peterson

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/7572

## Record

- **Judge:** James Donald Peterson
- **Year:** 2017
- **Report type:** Annual
- **Pages:** 7

## Text

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.

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/7572. Public record. Not legal advice.
