Annual financial disclosure for 2011, filed May 12, 2011. Includes 14 assets and 1 liabilities.
| Asset | Value |
|---|---|
| $1,001 - $15,000 | |
Capital Appreciated Equity FDS Cl A | $15,001 - $50,000 |
| Creditor | Type | Amount |
|---|---|---|
| PNC Bank | mortgage | $250,001 - $500,000 |
IRA - Wells Fargo Advantage Class Asset Allocation FDS | $15,001 - $50,000 |
IRA - Wells Fargo Bank Cash | $1 - $1,000 |
Marriott Vacation Club | $15,001 - $50,000 |
Personal Residence: 315 Westfield Circle Alpine, UT, US | $500,001 - $1,000,000 |
The Investment Company of America-529A | $1,001 - $15,000 |
The Investment Company of America-529A | $1,001 - $15,000 |
The Investment Company of America-529A | $1,001 - $15,000 |
American Funds Fundamental-Income Horizon Fund | $1,001 - $15,000 |
Wells Fargo Bank Alpine, UT, US | $1,001 - $15,000 |
Zions Bank Alpine, UT, US | $1,001 - $15,000 |
Zions Bank Alpine, UT, US | $1,001 - $15,000 |
Zions Bank Alpine, UT, US | $1 - $1,000 |