Annual financial disclosure for 2011, filed May 13, 2011. Includes 32 assets and 2 liabilities.
| Asset | Value |
|---|---|
Ameriprise Fund Tax Exempt Class A | $1,001 - $15,000 |
Fundamental Investors Inc A | $1,001 - $15,000 |
| Creditor | Type | Amount |
|---|---|---|
| Citibank A Advantage | credit card | $15,001 - $50,000 |
| Wells Fargo | margin loan | $10,001 - $15,000 |
| $1,001 - $15,000 |
Washington Mutual Investors Fund | $1,001 - $15,000 |
EuroPacific Growth Fund Class A | $1,001 - $15,000 |
Small Cap World Fund Class A | $1,001 - $15,000 |
American High Income Trust | N/A |
American Bank Fund | N/A |
Morgan Stanley Dean Witter Tax Free Fund | N/A |
Capital One Bank (Checking) | N/A |
Fidelity Liquidity Fund (Cash) | N/A |
Putnam Voyager Advantage | N/A |
Joint Investment (2000) | N/A |
Joint Investment (3000) | N/A |
Joint Investment (2000 - second listing) | N/A |
Bank of America (Checking) | N/A |
Nortrust (Closed - held at NMB Bank) | N/A |
Wells Fargo Cash | N/A |
Wells Fargo Bank | N/A |
T Rowe Price Institutional Large Cap | N/A |
American Funds | N/A |
Oakmark Fund Inc | N/A |
Global Growth & Income | N/A |
Private Bank Checking Chicago, IL, US | N/A |
Hartford Mutual Funds | $1,001 - $15,000 |
Madison Fund Class A | $1,001 - $15,000 |
Growth Fund of America | $1,001 - $15,000 |
Comerica Bank | $1 - $1,000 |
BlackRock College Advantage 1998 | $15,001 - $50,000 |
BlackRock College Advantage 2001 | $1,001 - $15,000 |
BlackRock College Advantage 2003 | $1,001 - $15,000 |
United Omaha Universal Life | $1 - $1,000 |