Annual financial disclosure for 2009, filed June 16, 2009. Includes 36 assets.
| Asset | Value |
|---|---|
Best of America (BOA) Am Cent LV Value | $1,001 - $15,000 |
Best of America (BOA) Dreyfus | $15,001 - $50,000 |
| $15,001 - $50,000 |
Best of America (BOA) NVIT | $1 - $1,000 |
Best of America (BOA) Fidelity | $1,001 - $15,000 |
VIP Equity INCM Port | $15,001 - $50,000 |
Legg Mason WA Muni Bd | $1 - $1,000 |
Lehman BRAMT Short Due Intl Fixed Income Port | $1 - $1,000 |
Best of America (BOA) | $1,001 - $15,000 |
Oppenheimer Global SECS FD Y | $15,001 - $50,000 |
Farmers New World Reassure American Life | $1,001 - $15,000 |
| $15,001 - $50,000 |
JP Morgan Chase IRA MMAT | $50,001 - $100,000 |
JP Morgan Mutual Funds 564/Growth Advantage Fund A | $1,001 - $15,000 |
JP Morgan Chase Personal Checking Account | $1,001 - $15,000 |
JP Morgan Chase Bank Super Savings Account | $1,001 - $15,000 |
| $1,001 - $15,000 |
JP Morgan Chase Retirement Plan | $50,001 - $100,000 |
| $100,001 - $250,000 |
JP Morgan Chase 401k: JP Morgan Fleming Small Cap Core Fund | $50,001 - $100,000 |
JP Morgan Chase 401k: Causeway Capital Management | $15,001 - $50,000 |
| $1,001 - $15,000 |
Pacific Life VUL | $1,001 - $15,000 |
Putnam College Adv Aggressive 1998 A | $1,001 - $15,000 |
Putnam IRA Mid-Cap Value Fund | $1,001 - $15,000 |
Putnam MM Fund A | $1,001 - $15,000 |
Putnam Small Cap Value Fund A | $1,001 - $15,000 |
Putnam Cap Opps CL A IRA | $1,001 - $15,000 |
Putnam Growth and Income Fund | $1,001 - $15,000 |
State of Texas Retirement Sys | $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 - minor child | $1 - $1,000 |