Annual financial disclosure for 2012, filed July 24, 2012. Includes 27 assets and 2 liabilities.
| Asset | Value |
|---|---|
NW AmCen INVIT MUL TCAP | $1,001 - $15,000 |
Drey VIF APP Port | $1,001 - $15,000 |
Fidelity VIP Equity INCM Port | $1,001 - $15,000 |
Oppenheimer Global SECS | $1,001 - $15,000 |
Lehman BRAMT SHRT DUR BD I | $1,001 - $15,000 |
JP Morgan Chase Investment Services Corp IRA-HPO Stock | $15,001 - $50,000 |
JP Morgan Chase IRA MMAT | $1,001 - $15,000 |
JP Morgan Mutual Funds 564/Growth Advantage Fund A | $15,001 - $50,000 |
JP Morgan Chase Retirement | $50,001 - $100,000 |
JP Morgan Chase Bank Personal Checking Account | $1,001 - $15,000 |
Sal Morgan Chase Bank Super Save | $1,001 - $15,000 |
JP Morgan Chase Manhattan Employee Stock | $1,001 - $15,000 |
Putnam Pacific Life VUL | $15,001 - $50,000 |
Putnam Fidelity TR CO TTEE BFO IRA | $1,001 - $15,000 |
Blackrock 529 College Advantage Plan OH OH, US | $15,001 - $50,000 |
Blackrock 529 College Advantage Plan OH OH, US | $1,001 - $15,000 |
Putnam Growth & Income Fund | $15,000 - $50,000 |
Putnam Fidelity TR CO TTEE FBO | $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 | $15,001 - $50,000 |
Wells Fargo Checking | $1 - $1,000 |
Wells Fargo Savings | $1 - $1,000 |
Woodforest National Bank Savings - minor child | $1 - $1,000 |
Woodforest National Bank Checking | $1 - $1,000 |
Woodforest National Bank Savings - minor child | $1 - $1,000 |
J P Morgan Chase IRA - Growth Income Tier I | $100,001 - $250,000 |
| Creditor | Type | Amount |
|---|---|---|
| Wells Fargo Bank, NA | mortgage | $84,253 - $84,253 |
| Wells Fargo Bank, NA | other | $44,038 - $44,038 |