a)Funds Available in Wisconsin Deferred Compensation ... · Name of Security None $5,000 to $50,000...
Transcript of a)Funds Available in Wisconsin Deferred Compensation ... · Name of Security None $5,000 to $50,000...
Official Name: Schraa, Michael
Agency or Office: Legislature
Position Title: Assembly-District 53
a)Funds Available in Wisconsin Deferred Compensation Program
Information current as of December 31, 2019
Name of Security None $5,000 to $50,000 More Than $50,000
Vanguard Retirement 2055
Vanguard Retirement 2045
PROFILE SERIES
Vanguard Retirement 2035
Vanguard Retirement 2025
Vanguard Retirement 2015
Vanguard Target RetirementIncome
Name of Security None $5,000 to $50,000 More Than $50,000
Name of Security None $5,000 to $50,000 More Than $50,000
American Euro Pacific Growth
BlackRock EAFE Equity Index
Name of Security None $5,000 to $50,000 More Than $50,000
BlackRock Russell 2000 Index
DFA US Micro Cap Portfolio
Name of Security None $5,000 to $50,000 More Than $50,000
BlackRock Mid Cap Equity Index
T Rowe Price Mid Cap Growth
Name of Security None $5,000 to $50,000 More Than $50,000
Calvert Social Investment Equity
Fidelity Contrafund
Vanguard Institutional Index Plus
Vanguard Wellington - AdmiralShares
Name of Security None $5,000 to $50,000 More Than $50,000
BlackRock US Debt Index
Federated US GovernmentSecurities 2-5yrs
Vanguard Long-term InvestmentGrade Adm Shares
Name of Security None $5,000 to $50,000 More Than $50,000
Vanguard Admiral Treasury MoneyMarket
Name of Security None $5,000 to $50,000 More Than $50,000
Stable Value
FDIC Bank Option
INTERNATIONAL
SMALL CAP
MID CAP
LARGE CAP
BOND
MONEY MARKET
FIXED RETURNS FOR THEQUARTER
b) Other Investments.
WISCONSIN GOVERNMENTAL SECURITY
Name of Security None $5,000 to $50,000 More Than $50,000
STOCK
Name of Security None $5,000 to $50,000 More Than $50,000
DSPP Equity Residential
MUTUAL FUND OR MONEY MARKET FUND
Name of Security None $5,000 to $50,000 More Than $50,000
Betterment
LIMITED PARTNERSHIP
Name of Security None $5,000 to $50,000 More Than $50,000
BOND
Name of Security None $5,000 to $50,000 More Than $50,000
a) Enterprises operating under a business or trade name:
# Name of Business Nature of Business City County State
1 Leons Classic Cars Ebay business/sales Oshkosh Winnebago WI
2 Leons Frozen Custard Restaurant Oshkosh Winnebago WI
3 Leon's Rental Corp rentals Oshkosh Winnebago WI
b) Enterprises not operating under a business or trade name:
# Name of Business Nature of Business City County State
Business Partners.
# Name of Business Partners,or Officers and Directors City State
1 Leons Classic Cars Christine Schraa Oshkosh WI
2 Leon's Rental Corp Christine Schraa Oshkosh WI
Commercial Customers, Clients, and Tenants.
# Name of Customers City State Spokesperson
Non-Commercial Real Estate.
# Location of Property Municipality or town County State Nature of interest
1 1722 Burdick Street Oshkosh Winnebago Wisconsin own
Officers and Directors.
# Business or Organization City State Position
Agent, Representative or Spokesperson.
# Business or Organization City State
Creditors.
# Ceditor City State $5,000 to $50,000 More Than $50,000
1 Choice Bank Oshkosh WI
2 Citizens First Credit Union Oshkosh WI
Information covers entire calendar year of 2019
Employers.
# Name of Business City State Nature of Business
1 Leon's Classic Cars Oshkosh WI Ebay Sales
2 Leon's Frozen Custard Inc Oshkosh WI Restaurant
3 Leon's Rental Corp Oshkosh WI Rental Business
4 State of Wisconsin Madison WI Legislature
# Source of Income City State
# Name of Provider City State
# Payer Expenses Value Honorarium Amount Circumstances of receipt
1 National Conference of State Legislatures (NCSL) $1,200.00 $1,200.00 Check
Due Date: 4/30/2020
Certified Date: 4/30/2020
I have read the accompanying instructions and certify that the information contained in this Statement of Economic Interestsis true, complete, and correct to the best of my knowledge, information, and belief. In the event this Statement of EconomicInterests is filed prior to December 31st for the following calendar year, I certify that I will amend it on or before the statutoryfiling deadline to accurately reflect my economic interests as of December 31st. If any part has been left blank, I have doneso intentionally because there is nothing to report.
The information sought in this form is required by Wis. Stat. §§ 19.43 and 19.44, or Supreme Court Rule 60.05. Failure to filea completed form may result in a forfeiture of up to $500. Statements of Economic Interests are open for public inspection.The Wisconsin Ethics Commission will notify you of the identity of any person who examines your Statement. In accordancewith Wis. Stat. § 15.04(1)(m), the Wisconsin Ethics Commission states that no personally identifiable information is likely tobe used for purposes other than those for which it is collected.
If Filing a paper copy please sign and date:
Signature: __________________________________________
Date : __________________________________________