Annual financial disclosure for 2012, filed May 15, 2012. Includes 17 assets and 1 liabilities.
| Asset | Value |
|---|---|
American Capital World Growth & Income - IRA | $15,001 - $50,000 |
American Mutual - IRA | $50,001 - $100,000 |
Delaware Limited Term Dividend Income Fund | $15,001 - $50,000 |
Putnam Dynamic Asset Allocation Growth - IRA | $50,001 - $100,000 |
Income Fund of America | $50,001 - $100,000 |
American Growth Fund of America | N/A |
Calvert Short Duration - IRA | $15,001 - $50,000 |
Fidelity Cash Reserves | $1,001 - $15,000 |
Washington Mutual A 529 | $1,001 - $15,000 |
Washington Mutual B 529 | $1,001 - $15,000 |
Lincoln IRA Annuity - American Growth & Income | $1,001 - $15,000 |
Lincoln IRA Annuity - American Growth | $15,001 - $50,000 |
Lincoln IRA Annuity - Delaware | $1,001 - $15,000 |
Lincoln IRA Annuity - MES VIT Total Return | $1,001 - $15,000 |
Putnam Equity Income | $1 - $1,000 |
American Express Bank | $1,001 - $15,000 |
Congressional Federal Credit Union | $1,001 - $15,000 |
| Creditor | Type | Amount |
|---|---|---|
| Credit Union Mortgage Assoc. | mortgage | $250,001 - $500,000 |