MARK S. LOFGREN Net Worth & Financial Disclosure

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Annual financial disclosure for 2013, filed November 1, 2013. Includes 11 assets and 1 liabilities.

Year:

2013

Est. Net Worth

$30K

2013 annual disclosure

Total Assets

$235K - $575K

11 assets

Total Liabilities

$250K - $500K

1 liabilities

Total Trades

From PTR filings

Trade Volume

N/A

Midpoint of disclosed ranges

Net Worth Over Time

Assets by Category

Mutual Funds$282K (7)

Retirement & Pension$75K (1)

Stocks$49K (3)

All Assets (11)

Asset	Type	Owner	Value	Income
EMC Corp Mass Stock(EMC)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
American Funds Capital Income	Mutual Funds	Self	$1,001 - $15,000	Dividends $201 - $1,000
American Funds Washington A	Mutual Funds	Self	$1,001 - $15,000	Dividends $201 - $1,000
Hewlett Small Cap	Mutual Funds	Self	$1,001 - $15,000	Dividends $201 - $1,000
Duke(DUK)	Stocks	Self	$15,001 - $50,000	Dividends $201 - $1,000
Genworth(GNW)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
Vanguard 500 Index	Mutual Funds	Self	$15,001 - $50,000	Dividends $2,501 - $5,000
Security Benefit Fixed Account	Retirement & Pension	Spouse	$50,001 - $100,000	Tax-Deferred
Putnam Investors Fund A	Mutual Funds	Spouse	$50,001 - $100,000	Tax-Deferred
Putnam Multi-Cap Growth	Mutual Funds	Spouse	$50,001 - $100,000	Tax-Deferred
Putnam Research Fund A	Mutual Funds	Spouse	$50,001 - $100,000	Tax-Deferred

Liabilities (1)

Creditor	Type	Amount	Rate	Term
Emprise Bank Wilmington, DE	mortgage	$250,001 - $500,000	—	—

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Methodology: Net worth is calculated from annual financial disclosures filed under the STOCK Act. Congress members report asset values and liabilities in ranges (e.g., $1,001–$15,000), not exact amounts. The “estimated net worth” shown is the midpoint of total assets minus the midpoint of total liabilities. Actual values may differ. Stock trading data comes from separate Periodic Transaction Reports (PTRs).