Annual financial disclosure for 2013, filed May 14, 2013. Includes 117 assets and 1 liabilities.
| Asset | Value |
|---|---|
| $1,001 - $15,000 | |
| $1,001 - $15,000 |
| Creditor | Type | Amount |
|---|---|---|
| Community National Bank | personal loan | $100,001 - $250,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
Comerica Money Market Trust | $1,001 - $15,000 |
Comerica Bank | $1,001 - $15,000 |
RMA Money Market - UBS Prime Weber | $1,001 - $15,000 |
Dodge & Cox Income Fund CI A | $50,001 - $100,000 |
Dodge & Cox International Stock Fund CI A | $100,001 - $250,000 |
Cohen & Steers Real Realty 4.5% 01/01/2018 | $15,001 - $50,000 |
Fidelity Advisor High Income Adv C I | $15,001 - $50,000 |
MFS Municipal High Income R6 CA | $100,001 - $250,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
Wells Fargo Checking - Midland, Texas Midland, Texas, US | $15,001 - $50,000 |
Eaton Vance TR Managed Growth Fund | $50,001 - $100,000 |
Franklin Templeton Founding Fund | $50,001 - $100,000 |
UBS Money Fund Fund | $1,001 - $15,000 |
Centennial Money Market Trust | $15,001 - $50,000 |
Merrill Lynch Bus. Acct N (Managed Trust, Not Self Directed) | $250,001 - $500,000 |
Kidwell Exploration Co Midland, Texas, US | $15,001 - $50,000 |
Oil & Gas Mineral Interests Midland, Texas, US | $15,001 - $50,000 |
LA Oil Crude Co - Partnership Midland, Texas, US | $15,001 - $50,000 |
Argentine Peso | $1,001 - $15,000 |
Conocowell Corporation S Corp Midland, Texas, US | $50,001 - $100,000 |
Merrill Lynch Money Fund | $15,001 - $50,000 |
MidlSouth Bank, checking Midland, Texas, US | $15,001 - $50,000 |
Wells Fargo Bank, checking Midland, Texas, US | $1,001 - $15,000 |
Worth Farm Federal Credit Union, savings | $1,001 - $15,000 |
Worth Farm Federal Credit Union, checking | $1,001 - $15,000 |
American Express | $1,001 - $15,000 |
Centennial Money Market | $15,001 - $50,000 |
Oil & Gas Mineral Interests Midland, Texas, US | $15,001 - $50,000 |
Midland, Texas, US | $1,001 - $15,000 |
| $1 - $1,000 |
Publicly Traded Common Stock | $1 - $1,000 |
Invesco Public & Retail Fund | $100,001 - $250,000 |
Virtus InfraCap U.S. Preferred Stock ETF | $100,001 - $250,000 |
| $100,001 - $250,000 |
| $100,001 - $250,000 |
Merrill Lynch Bank & Trust | $100,001 - $250,000 |
JPMorgan U.S. Government Money Market Fund | $15,001 - $50,000 |
Federated Strategic Income Fund | $15,001 - $50,000 |
Federated Institutional Absolute Return Fund | $15,001 - $50,000 |
Federated Kaufmann Fund | $15,001 - $50,000 |
Federated Hermes Strategic Value Dividend Fund | $15,001 - $50,000 |
Franklin Templeton Founding Fund | $15,001 - $50,000 |
DWS Short Term Municipal Bond Fund Class A | N/A |
Double C X Utility 5.04% 02/15/2042 | $100,001 - $250,000 |
Touchstone Strategic Income Fund | $100,001 - $250,000 |
BlackRock Global Allocation Fund | $100,001 - $250,000 |
BlackRock Equity Dividend Fund | $100,001 - $250,000 |
First Eagle Global Fund | $100,001 - $250,000 |
Goldman Sachs Mid Cap Value Fund | $100,001 - $250,000 |
MacKay Shields | $100,001 - $250,000 |
Principal Global Diversified Income Fund | $100,001 - $250,000 |
Wells Fargo Bank - Midland, Texas Midland, Texas, US | $15,001 - $50,000 |
La Oro Cattle Co Partnership Midland, Texas, US | $15,001 - $50,000 |
Travel Exploration S Corp Midland, Texas, US | $15,001 - $50,000 |
SJV Mineral LLC | $50,001 - $100,000 |
Prudential ISA | N/A |
Edward Jones SEP IRA | N/A |
| N/A |
| $50,001 - $100,000 |
| $50,001 - $100,000 |
Invesco Comstock Fund | $15,001 - $50,000 |
AllianceBernstein Growth Fund | $15,001 - $50,000 |
American Funds Capital Income Builder | $15,001 - $50,000 |
Federated Strategic Value Dividend Fund | $1,001 - $15,000 |
Federated Kaufmann Fund | $1,001 - $15,000 |
Lord Abbett Bond Debenture Fund | $15,001 - $50,000 |
UBS U.S. Allocation Fund | $50,001 - $100,000 |
MFS Core Equity Fund Class A | $15,001 - $50,000 |
BlackRock Liquidity Funds TempFund | $1,001 - $15,000 |
Valley National Bank | $1,001 - $15,000 |
FIA Card Services NA VISA | $1,001 - $15,000 |
Putnam Global Health Care Fund Cl A | $1,001 - $15,000 |
Eaton Vance Special Investment Trust | $1,001 - $15,000 |
Edward Jones Money Market Fund (01/01/2008) | $1,001 - $15,000 |
PNC Bank NA | $1,001 - $15,000 |
Chicago IL Midway Rev Bd (01/01/2011) Chicago, IL, US | $1,001 - $15,000 |
Berks Co PA IDA Rev (07/01/2009) Berks County, PA, US | $50,001 - $100,000 |
Wells Fargo Advantaged Tax Free Fund | $15,001 - $50,000 |
Van Kampen Unit Trust 490 Series 18 | $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
AMCAP Fund Cl A | $1,001 - $15,000 |
American Balanced Fund Cl A | $1,001 - $15,000 |
American EuroPacific Growth Fund Cl A | $1,001 - $15,000 |
American Fundamental Investors Cl A | $15,001 - $50,000 |
American Income Fund Cl A | $15,001 - $50,000 |
Capital Income Builder Fund Cl A | $50,001 - $100,000 |
Capital World Growth & Income Fund Cl A | $15,001 - $50,000 |
Euro Pacific Growth Fund Cl A | $15,001 - $50,000 |
Growth Fund of America Cl A | $15,001 - $50,000 |
Investment Company of America Cl A | $15,001 - $50,000 |
New World Fund Cl A | $1,001 - $15,000 |
The Growth Fund of America Cl A | $1,001 - $15,000 |
Washington Mutual Investors Fund Cl A | $50,001 - $100,000 |
Washington Mutual Investors Fund Cl A | $1,001 - $15,000 |
Edward Jones Managed Account | $250,001 - $500,000 |
2/3 undivided interest in 89 acres Fannin County, Texas, US | $100,001 - $250,000 |
Various Louisiana oil & gas royalty interests Louisiana, US | $15,001 - $50,000 |
American General Life Whole Life Insurance Policy | $15,001 - $50,000 |
American General Life | $1,001 - $15,000 |
American General Life | $1,001 - $15,000 |
Northwestern Mutual | $1,001 - $15,000 |
Northwestern Mutual | $1,001 - $15,000 |
Northwestern Mutual | $1,001 - $15,000 |
Northwestern Mutual | $1,001 - $15,000 |
Northwestern Mutual | $15,001 - $50,000 |
Northwestern Mutual | $15,001 - $50,000 |