a)Funds Available in Wisconsin Deferred Compensation ... · Name of Security None $5,000 to $50,000...

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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

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 : __________________________________________