Annual financial disclosure for 2011, filed May 13, 2011. Includes 13 assets and 2 liabilities.
| Asset | Value |
|---|---|
Book Contract with Macmillan & Littlefield Publishers, Inc. | N/A |
Charles Schwab Money Market Account | $1 - $1,000 |
| Creditor | Type | Amount |
|---|---|---|
| Wright-Pattman Congressional Federal Credit Union, Washington DC | personal loan | $15,001 - $50,000 |
| Wachovia | mortgage | $1,000,001 - $5,000,000 |
| $1 - $1,000 |
Delaware Trend Fund (held in Fidelity SEP IRA) | N/A |
Fidelity Bank Accounts Oakland, CA, US | $250,001 - $500,000 |
Fidelity Freedom 2020 Fund (held in Fidelity SEP IRA) | $1,001 - $15,000 |
Wells Fargo Bank Checking (Jointly with mother) AZ, US | $1,001 - $15,000 |
Vanguard Total Bond Market Index Fund Admiral Shares (held in State of CA Savings Plus Deferred Compensation Program) | N/A |
TIAA-CREF Large-Cap Growth (held in State of CA Savings Plus Deferred Compensation Program) | N/A |
SPP Intl Mkt Fund (held in State of CA Savings Plus Deferred Compensation Program) | N/A |
State of CA Savings Plus Deferred Compensation CA, US | N/A |
Oakland, CA Residential Property (portion rented out) Oakland, CA, US | $100,001 - $1,000,000 |
Kasa Investors Growth Fund (held in Fidelity SEP IRA) | $1 - $1,000 |