JIM GERLACH Net Worth & Financial Disclosure

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Annual financial disclosure for 2010, filed July 30, 2010. Includes 7 assets.

Year:

2013 2012 2011 2010 2009 2008

Est. Net Worth

$154K

2010 annual disclosure

Total Assets

$63K - $245K

7 assets

Total Liabilities

0 liabilities

Total Trades

From PTR filings

Trade Volume

N/A

Midpoint of disclosed ranges

Net Worth Over Time

Assets by Category

Mutual Funds$98K (3)

Bank & Cash$33K (1)

Retirement & Pension$24K (3)

All Assets (7)

Asset	Type	Owner	Value	Income
Congressional Federal Credit Union	Bank & Cash	Self	$15,001 - $50,000	Interest $1 - $200
State Deferred Compensation Plan - Balanced Tactical Fund	Retirement & Pension	Self	$1,001 - $15,000	Dividends $1 - $200
State Deferred Compensation Program - Extended Market Fund	Retirement & Pension	Self	$1,001 - $15,000	Dividends $1 - $200
State Deferred Compensation Program - State Index Fund	Retirement & Pension	Self	$1,001 - $15,000	Dividends $1 - $200
Vanguard 500 Index Fund	Mutual Funds	Self	$15,001 - $50,000	Dividends $201 - $1,000
Vanguard Balanced Index Fund	Mutual Funds	Self	$15,001 - $50,000	Dividends $201 - $1,000
Vanguard LifeStrategy Moderate Growth	Mutual Funds	Self	$15,001 - $50,000	Dividends $201 - $1,000

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Methodology: Net worth is calculated from annual financial disclosures filed under the STOCK Act. Congress members report asset values and liabilities in ranges (e.g., $1,001–$15,000), not exact amounts. The “estimated net worth” shown is the midpoint of total assets minus the midpoint of total liabilities. Actual values may differ. Stock trading data comes from separate Periodic Transaction Reports (PTRs).