Annual financial disclosure for 2013, filed July 19, 2013. Includes 31 assets and 2 liabilities.
| Asset | Value |
|---|---|
Vanguard Short Term Bond Fund | $1,001 - $15,000 |
401(k) Liberty Mutual Retirement Target Date 2045 | $15,001 - $50,000 |
| Creditor | Type | Amount |
|---|---|---|
| JP Morgan Chase | mortgage | $250,001 - $500,000 |
| Bank of America | mortgage | $250,001 - $500,000 |
| $15,001 - $50,000 |
403(b) Plan, Fidelity Advisor Freedom 2035 | $250,001 - $500,000 |
American Funds ScholarShare Age Based 5-8 | N/A |
529 California ScholarShare Age Based 15 | $1,001 - $15,000 |
529 California ScholarShare Age Based 15 | $1,001 - $15,000 |
529 California ScholarShare Age Based Portfolio 16 | $15,001 - $50,000 |
Age-Based Union Accounts | $15,001 - $50,000 |
Fidelity Spartan Index Investor Class (FISIX) | $15,001 - $50,000 |
Fidelity Spartan Total Market Index Investor Class | $15,001 - $50,000 |
Fidelity Spartan U.S. Bond Index Fund Investor Class (FIBDX) | $1,001 - $15,000 |
American Funds Europacific Growth | $1,001 - $15,000 |
IRA Investments C.I.P. Emerging Markets Equity | $15,001 - $50,000 |
IRA Investments C.I.P. International Equity | $50,001 - $100,000 |
IRA Investments C.I.P. Income Investment Fixed | $15,001 - $50,000 |
IRA Pace Large Company Growth Equity Investments C.I.P. | $15,001 - $50,000 |
IRA Investments C.I.P. Large Company Value Equity Investments | $50,001 - $100,000 |
IRA Investments C.I.P. Growth Equity Investments | $15,001 - $50,000 |
IRA Pace Small/Medium Company Value Equity Investments C.I.P. | $1,001 - $15,000 |
IRA - Paca Strategic Fixed Income Investments CIP | $1,001 - $15,000 |
Rental Property Sacramento, CA, US | $500,001 - $1,000,000 |
Sun Life Var. Ann. MFS Growth Portfolio Class | $1,001 - $15,000 |
Sun Life Var. Ann. MFS New Discovery Portfolio Class | $1,001 - $15,000 |
Sun Life Var. Ann. MFS International Portfolio Class | $1,001 - $15,000 |
Sun Life Var. Ann. MFS Value Series India Class I | $1,001 - $15,000 |
Sun Life Var. Ann. MFS VT III Service Class | $1,001 - $15,000 |
Sun Life Var. Ann. MFS Util III Service Class | $1,001 - $15,000 |
Sun Life Var. Ann. MFS VT III Mid Cap Value Portfolio Initial | $1,001 - $15,000 |
Sun Life Var. Ann. Oppenheimer Main St Fund | $1,001 - $15,000 |
Sun Life Var. Ann. Templeton Global Bond Foreign Securities Fund | $1,001 - $15,000 |