Annual financial disclosure for 2009, filed May 15, 2009. Includes 99 assets and 1 liabilities.
| Asset | Value |
|---|---|
1157 San Bernard St Austin, TX, US | $250,001 - $500,000 |
1200 Baylor #401 Austin, TX, US | $250,001 - $500,000 |
| Creditor | Type | Amount |
|---|---|---|
| Liberty Bank, Austin | other | $250,001 - $500,000 |
21.12 Acres, Northern Dona Ana City (1/24 interest) Dona Ana City, NM, US | N/A |
11109 Timberwood Austin, TX, US | $25,001 - $50,000 |
6734 Spicewood Springs Travis County, TX, US | $1,000,001 - $5,000,000 |
6045 Hercules (1/12 interest) El Paso, TX, US | N/A |
8.16 acres Lohman's Ford Crossing Road, Travis Co., TX Travis Co., TX, US | $15,001 - $50,000 |
AIM Basic Balanced Fund | $50,001 - $100,000 |
AIM Small Company Growth | $100,001 - $250,000 |
American Century Ultra Fund | $50,001 - $100,000 |
| $1,001 - $15,000 |
| $100,001 - $250,000 |
| $50,001 - $100,000 |
| $15,001 - $50,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
Burlington Northern Santa Fe Corp | $15,001 - $50,000 |
| $1,001 - $15,000 |
| $15,001 - $50,000 |
| $15,001 - $50,000 |
| $50,001 - $100,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $50,001 - $100,000 |
| $1,001 - $15,000 |
| $15,001 - $50,000 |
Congressional Federal Credit Union | $15,001 - $50,000 |
Credit Suisse Cap Appreciation Fund | $50,001 - $250,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
Energy East | N/A |
| $100,001 - $250,000 |
| $50,001 - $100,000 |
Franklin Mutual Shares Fund | $100,001 - $250,000 |
| $15,001 - $50,000 |
Guaranty Bank | $100,001 - $250,000 |
Hassan Abyssas Note (N. Piedras Sale) | $1,001 - $15,000 |
| $15,001 - $50,000 |
| $15,001 - $50,000 |
NuSD Mun INCM Tr SR 86 | $1,001 - $15,000 |
| $15,001 - $50,000 |
| $100,001 - $250,000 |
| $1,001 - $15,000 |
| $50,001 - $100,000 |
Janus Fund | $100,001 - $250,000 |
Janus Perkins Mid Cap Value Fund | $50,001 - $100,000 |
Janus Twenty Fund | $50,001 - $100,000 |
Jensen Portfolio Fund | $15,001 - $50,000 |
| $50,001 - $100,000 |
| $15,001 - $50,000 |
| $50,001 - $100,000 |
Miramar Interc MFE Farland Tract Waco, TX, US | $1,001 - $15,000 |
| $15,001 - $50,000 |
Nuveen Inter Duration Muni Bond Fund | $1,001 - $15,000 |
Nuveen Multi-Manager (formerly Large Cap Value Fund) | $15,001 - $50,000 |
Nuveen Muni Adv Fund | $15,001 - $50,000 |
Oakmark International Fund | $250,001 - $500,000 |
One Earth Bank Holdings (preoperating funds) | $1,001 - $15,000 |
Oppenheimer Strategic | $1,001 - $15,000 |
| $15,001 - $50,000 |
| $15,001 - $50,000 |
| $15,001 - $50,000 |
Price Science and Technology | $50,001 - $250,000 |
| $50,001 - $100,000 |
| $50,001 - $100,000 |
Schwab Muni Money Fund | $50,001 - $100,000 |
Selected American Shares | $50,001 - $100,000 |
| $1,001 - $15,000 |
Supertex Inc | $15,001 - $50,000 |
| $15,001 - $50,000 |
TIAA-CREF Retirement - Global Equities | $50,001 - $100,000 |
TIAA-CREF Retirement - Real Estate | $100,001 - $250,000 |
TIAA-CREF Retirement - Stock | $50,001 - $100,000 |
| $1,001 - $15,000 |
| $15,001 - $50,000 |
Vanguard Convertible Securities | $500,001 - $1,000,000 |
Vanguard Growth Index Fund Admiral | $100,001 - $250,000 |
Vanguard Int. Term Tax-Exempt Fund Admiral | $250,001 - $500,000 |
Vanguard Long-Term Corp Admiral | $100,001 - $250,000 |
Vanguard Int'l Term Tax-Exempt Fund Admiral | $250,001 - $500,000 |
Vanguard PRIMECAP Fund Admiral | $250,001 - $500,000 |
Vanguard Selected Value Fund | $500,001 - $1,000,000 |
Vanguard Short Term Bond Index | $100,001 - $250,000 |
Vanguard Short Term Investment Grade | N/A |
Vanguard Small-Cap Index Fund Inv | $50,001 - $100,000 |
Vanguard Tax Exempt MM | $250,001 - $500,000 |
Vanguard Total Stock Market | $250,001 - $500,000 |
Vanguard U.S. Growth Fund Admiral | $250,001 - $500,000 |
Vanguard Wellesley Income Fund | $1,001 - $15,000 |
Vanguard Windsor II Fund | $50,001 - $100,000 |
| $15,001 - $50,000 |
Virtus Value Opportunity Fund (formerly Phoenix Focused Fund) | $100,001 - $250,000 |
Wachovia | $1,001 - $15,000 |
| $15,001 - $50,000 |
Weitz Value | $250,001 - $500,000 |
| $1,001 - $15,000 |
| $100,001 - $250,000 |
| $1,001 - $15,000 |