Annual financial disclosure for 2012, filed May 15, 2012. Includes 17 assets and 2 liabilities.
| Asset | Value |
|---|---|
American Funds Euro Pac Growth | $1 - $1,000 |
Cash Reserves (Oppenheimer money market account) | $1,001 - $15,000 |
| Creditor | Type | Amount |
|---|---|---|
| U.S. Bank | mortgage | $100,001 - $250,000 |
| U.S. Bank | mortgage | $250,001 - $500,000 |
Dreyfus Midcap Index |
| $1 - $1,000 |
Dreyfus Smallcap Index | $1 - $1,000 |
Fidelity Adv Consumer Staples | $1 - $1,000 |
Fidelity Adv New Insights | $1,001 - $15,000 |
Fidelity Advisor Smallcap | $1,001 - $15,000 |
Fidelity Advisor Consumer Staples | $1 - $1,000 |
Fidelity Advisor Midcap II | $1,001 - $15,000 |
Fidelity Advisor New Insights | $1 - $1,000 |
Fidelity Advisor Smallcap | $1 - $1,000 |
Fidelity Advisor Strategic Income | $1 - $1,000 |
Fidelity Strategic Income | $1,001 - $15,000 |
JP Morgan Equity Index Select | $1 - $1,000 |
Residential Rental Property (Address Omitted) | $250,001 - $500,000 |
Scholar's Edge 6-8 years | $1,001 - $15,000 |
Voya Fixed | $1 - $1,000 |