Annual financial disclosure for 2013, filed May 15, 2013. Includes 26 assets and 1 liabilities.
| Asset | Value |
|---|---|
Money Market Accounts | $50,001 - $100,000 |
American Funds Washington Mutual | $250,001 - $500,000 |
| Creditor | Type | Amount |
|---|---|---|
| Bank of America | mortgage | $500,001 - $1,000,000 |
| $100,001 - $250,000 |
Artisan International Value Fund | $50,001 - $100,000 |
Cambiar Small Cap Fund | $15,001 - $50,000 |
Franklin California Tax Free Income Advantage Fund | $100,001 - $250,000 |
Franklin California Interim Term Tax Free Fund | $100,001 - $250,000 |
Franklin Small-Mid Cap Growth Fund | $25,001 - $50,000 |
Franklin Large Cap Growth Fund | $100,001 - $250,000 |
Nuveen High Yield Muni Bond Fund | $15,001 - $50,000 |
Thornburg International Value Fund | $50,001 - $100,000 |
BlackRock High Yield Corporate Bond Fund | $15,001 - $50,000 |
MFS Research Bond Fund | $1,001 - $15,000 |
Oppenheimer International Bond Fund | $1,001 - $15,000 |
Pimco Low Duration Fund | $1,001 - $15,000 |
Pimco Real Return Fund | $1,001 - $15,000 |
Pimco Total Return Fund | $15,001 - $50,000 |
ISHARES MSCI EAFE Index Fund | $15,001 - $50,000 |
Standard & Poors Dep Rcp Fund | $5,001 - $15,000 |
Cambiar Conquistador Inv Fund | N/A |
10 Acres in Kern County Kern County, US | $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1 - $1,000 |
AIG Annuity - Fixed | $1,001 - $15,000 |
Hartford Annuity - Fixed | $1,001 - $15,000 |
393 3rd Street #6 - Santa Monica, CA investment property Santa Monica, CA, US | $500,001 - $1,000,000 |