Annual financial disclosure for 2011, filed July 6, 2011. Includes 30 assets.
| Asset | Value |
|---|---|
NV Ancora NWI Multi Cap Value | $1,001 - $15,000 |
Drey VIF APP Port | $1,001 - $15,000 |
| $1,001 - $15,000 |
NW NWT Mid Cap Index I | $15,001 - $50,000 |
Oppenheimer Global Secs FDVA IC | $1,001 - $15,000 |
BNY Mellon SHRT DUR BD I (formerly Neuberger AMT) | $1 - $1,000 |
Chase Investment Services Corp IRA-HPO Stock | $15,001 - $50,000 |
JP Morgan Chase IRA MMAT | $50,001 - $100,000 |
JP Morgan Mutual Funds 56 Growth Fd A | $1,001 - $15,000 |
JP Morgan Chase Retirement Plan | $50,001 - $100,000 |
JP Morgan Chase 401k Blended Research Large Cap Index Fund | $50,001 - $100,000 |
JP Morgan Chase 401k Common Stock Fund | $100,001 - $250,000 |
JP Morgan Chase 401k JP Morgan Fleming Small Cap Core Fund | $15,001 - $50,000 |
JP Morgan Chase Bank Platinum Savings Account | $1,001 - $15,000 |
JP Morgan Chase Bank Savings Account | $1,001 - $15,000 |
Emprise Bank Manhattan Employee Stock | $1,001 - $15,000 |
Pacific Life VUL | $1,001 - $15,000 |
Putnam Fidelity TR CO TTEE FBO IRA | $15,001 - $50,000 |
Blackrock 529 College Advantage Plan OH Ohio, US | $1,001 - $15,000 |
Blackrock 529 College Advantage Plan OH Ohio, US | $1,001 - $15,000 |
Putnam Growth & Income Fund | $15,001 - $50,000 |
Putnam Fidelity TR CO TTEE FBO IRA | $1,001 - $15,000 |
Putnam MM Fund A | $1,001 - $15,000 |
Putnam Small Cap Value Fund A | $1,001 - $15,000 |
State of Texas Retirement System Texas, US | $50,001 - $100,000 |
Wells Fargo Checking | $1 - $1,000 |
Wells Fargo Savings | $1 - $1,000 |
Woodforest National Bank - minor child | $1 - $1,000 |
Woodforest National Bank Checking | $1 - $1,000 |
Woodforest National Bank Savings - minor child | $1 - $1,000 |