Annual financial disclosure for 2008, filed June 4, 2008. Includes 33 assets and 1 liabilities.
| Asset | Value |
|---|---|
Best of American (BOA) Am Cent Value | $1,001 - $15,000 |
Best of American (BOA) Drey VF APP Port | $15,001 - $50,000 |
| Creditor | Type | Amount |
|---|---|---|
| Wells Fargo Bank | other | $55,000 - $55,000 |
| $1,001 - $15,000 |
Best of America (BOA) Fidelity VIP Equity INCM Port | $1,001 - $15,000 |
Lehman Bros 4.75% 05/16 | $1,001 - $15,000 |
Lehman BRAMT SHRT DUE INTMTBND PT | $1,001 - $15,000 |
Best of America (BOA) FDVALIC | $1,001 - $15,000 |
Farmers New World Reassure AUL | $1,001 - $15,000 |
Chase Investment Services Corp IRA-HQ Stock | $15,001 - $50,000 |
JP Morgan Chase IRA MMAT | $1,001 - $15,000 |
JP Morgan Mutual Funds - 564/Growth Advantage Fund A | $1,001 - $15,000 |
JP Morgan Chase Personal Checking Account | $15,001 - $50,000 |
JP Morgan Chase Bank Super Saver Account | $1,001 - $15,000 |
JP Morgan/Chase Manhattan Employee Stock | $1 - $1,000 |
JP Morgan/Chase Retirement Plan | $50,001 - $100,000 |
JP Morgan/Chase 401K Common Stock Fund | $100,001 - $250,000 |
JP Morgan Chase 401K JP Morgan Fleming Small Cap | $25,001 - $50,000 |
JP Morgan Chase 401K Causeway Capital Emerging Cap Core | $15,001 - $50,000 |
Morgan Chase Securities Employee Stock Option Plan | $1,001 - $15,000 |
Pacific Life VUL | $1,001 - $15,000 |
Putnam College Adv Aggressive 1998 A | $15,001 - $50,000 |
Putnam IRA Mid-Cap Value | $1,001 - $15,000 |
Putnam MM Fund A | $1,001 - $15,000 |
Putnam Small Cap Value Fund | $15,001 - $50,000 |
Putnam Cap OPPS CL A IRA | $1,001 - $15,000 |
Putnam Growth & Income Fund | $15,001 - $50,000 |
State of Texas Retirement | $15,001 - $50,000 |
Putnam College Adv Aggressive 2000-A | $1,001 - $15,000 |
Wells Fargo Checking | $1 - $1,000 |
Wells Fargo Savings | $1 - $1,000 |
Woodforest National Bank Checking | $1 - $1,000 |
Woodforest National Bank Savings | $1 - $1,000 |
Woodforest National Bank Savings - minor child | $1 - $1,000 |