Annual financial disclosure for 2012, filed May 15, 2012. Includes 18 assets and 3 liabilities.
| Asset | Value |
|---|---|
American Funds Bond Portfolio | $15,001 - $50,000 |
Book contract with Rowman & Littlefield (Approved by Committee) | N/A |
| Creditor | Type | Amount |
|---|---|---|
| Credit Union Mortgage Association, Fairfax, VA | mortgage | $250,001 - $500,000 |
| American Express | credit card | $10,001 - $15,000 |
| Wright-Patman Congressional Federal Credit Union, DC | other |
Charles Schwab Money Market Account |
| $1,001 - $15,000 |
Delaware SMID Cap Growth Fund (held in Fidelity SEP IRA) | $1 - $1,000 |
East West Bank Accounts Orlando, CA, US | $15,001 - $50,000 |
Federated Capital Reserves Money Market Fund Class A | $100,001 - $250,000 |
Fidelity Freedom 2020 Fund | $1,001 - $15,000 |
Franklin California Tax-Free Income Fund Class A | N/A |
Franklin Growth Fund Class A | N/A |
| $1,001 - $15,000 |
Mass. Investors Growth Fund | $1 - $1,000 |
Met Annuity Fund / Dimensional Investment Trust - DFA U.S. Targeted Value | $1,001 - $15,000 |
MFS Value Portfolio Fund | $50,001 - $100,000 |
MetLife Variable Annuity Fund | $100,001 - $250,000 |
Pioneer Strategic Income Portfolio Fund | $1,001 - $15,000 |
Putnam Diversified Income Fund Class Y | N/A |
FCMI | $1,001 - $15,000 |
Wells Fargo Bank Checking Account Sun City, AZ, US | $1,001 - $15,000 |
| $15,001 - $50,000 |