Annual financial disclosure for 2013, filed May 13, 2013. Includes 24 assets and 6 liabilities.
| Asset | Value |
|---|---|
| $15,001 - $50,000 | |
Residential rental property Anderson, SC, US | $100,001 - $250,000 |
| Creditor | Type | Amount |
|---|---|---|
| Congressional Federal Credit Union: VISA | credit card | $10,001 - $15,000 |
| USAA Mastercard | credit card | $15,001 - $50,000 |
| Nationstar Mortgage (previously Aurora Home Loans); Wells Fargo Bank, N.A. | mortgage |
Ameriprise Cash | $1,001 - $15,000 |
RetireSource Retirement Advisor Variable Annuity | N/A |
Invesco Global Health II | $1,001 - $15,000 |
MFS Utilities Svc Cl | $1,001 - $15,000 |
COL VP Global Bnd Cl3 | $1,001 - $15,000 |
COL High Yield Bnd Cl3 | $1,001 - $15,000 |
COL Global Infra Prot Cl3 | $15,001 - $50,000 |
COL VP Dividend Opp Cl3 (formerly COL VP Div Eq Inc Cl3) | $1,001 - $15,000 |
Invesco Global Health II | $15,001 - $50,000 |
MFS Utilities Svc Cl | $15,001 - $50,000 |
COL VP Global Bnd Cl3 | $15,001 - $50,000 |
COL High Yield Bnd Cl3 | $15,001 - $50,000 |
VP BRKG Clnlr F3 (formerly COL Global Infra Prot Cl3) | $15,001 - $50,000 |
COL VP Dividend Opp Cl3 (formerly COL VP Div Eq Inc Cl3) | $15,001 - $50,000 |
Capital One Bank (USA), N.A.: Money market account | $15,001 - $50,000 |
US Bank, N.A.: Savings account | $1,001 - $15,000 |
Ameriprise Trust Co. IRA | N/A |
Ameriprise Insured Money Market | N/A |
American Funds AMCAP Fund | $1,001 - $15,000 |
Columbia Income Opps A | $15,001 - $50,000 |
John Hancock Bond A | $1,001 - $15,000 |
Wells Fargo High Income A | $1,001 - $15,000 |
| $100,001 - $250,000 |
| Wells Fargo Bank, N.A. | mortgage | $100,001 - $250,000 |
| Bank of America, N.A. | mortgage | $100,001 - $250,000 |
| Dr. Jaye Kim (Annandale, VA) | personal loan | $1 - $10,000 |