Annual financial disclosure for 2012, filed June 25, 2012. Includes 15 assets and 2 liabilities.
| Asset | Value |
|---|---|
Vanguard Small-Cap Index Fund Admiral Shares | $50,001 - $100,000 |
Vanguard Wellington Fund | $100,001 - $250,000 |
| Creditor | Type | Amount |
|---|---|---|
| Sallie Mae | student loan | $50,001 - $100,000 |
| US Bank | mortgage | $100,001 - $250,000 |
JPMorgan Equity Income Fund Class I |
| $50,001 - $100,000 |
Vanguard Institutional Index Fund Institutional Shares | $100,001 - $250,000 |
PNC Interest Taxable Account | $15,001 - $50,000 |
Capital Income Builder Fund | $1,001 - $15,000 |
Capital Income Builder Fund (cont.) | $1,001 - $15,000 |
EuroPacific Growth Fund Class A | $1,001 - $15,000 |
Intermediate Bond Fund of America | $1,001 - $15,000 |
Income Fund of America | $1,001 - $15,000 |
New Perspective Fund | $1,001 - $15,000 |
New World Fund | $1,001 - $15,000 |
American Balanced Fund | $1,001 - $15,000 |
Capital World Growth and Income Fund | $1,001 - $15,000 |
Small Cap World Fund | $1,001 - $15,000 |