MICHAEL HARRY FRESE Net Worth & Financial Disclosure

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Annual financial disclosure for 2013, filed January 10, 2014. Includes 28 assets and 1 liabilities.

Year:

2013

Est. Net Worth

$2.1M

2013 annual disclosure

Total Assets

$1.6M - $3.4M

28 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$933K (5)

Real Estate$750K (2)

LLC / Partnership$383K (2)

Bank & Cash$208K (3)

Retirement & Pension$140K (5)

Stocks$75K (1)

Gov. Securities$33K (1)

ETFs$0 (9)

All Assets (28)

Asset	Type	Owner	Value	Income
Rental Property Washington, DC, US	Real Estate	Self	$250,001 - $500,000	Rent $15,001 - $50,000
Wells Fargo Personal Account	Bank & Cash	Self	$15,001 - $50,000	Interest $201 - $1,000
U.S. Savings Bonds	Gov. Securities	Self	$15,001 - $50,000	Interest $201 - $1,000
Vanguard 500 Index Fund	Mutual Funds	Self	$50,001 - $100,000	Dividends/Capital Gains $2,501 - $5,000
USAA Mutual Fund	Mutual Funds	Self	$15,001 - $50,000	Dividends/Capital Gains $1,001 - $2,500
Raymond James Account	Bank & Cash	Self	$100,001 - $250,000	Interest/Dividends/Capital Gains $5,001 - $15,000
Rental Property Arlington, Texas, US	Real Estate	Self	$250,001 - $500,000	Rent $15,001 - $50,000
BlackRock Fund	Mutual Funds	Self	$50,001 - $100,000	Dividends/Capital Gains $1,001 - $2,500
Vanguard REIT Index Fund ETF Shares(VNQ)	ETFs	Joint	N/A	Dividends
Vanguard Energy ETF(VDE)	ETFs	Joint	N/A	Dividends
Vanguard Information Technology ETF(VGT)	ETFs	Joint	N/A	Dividends
Vanguard Total Stock Market ETF(VTI)	ETFs	Joint	N/A	Dividends
Vanguard Mid-Cap ETF(VO)	ETFs	Joint	N/A	Dividends
Vanguard Consumer Discretionary ETF(VCR)	ETFs	Joint	N/A	Dividends
Discover Bank	Bank & Cash	Joint	N/A	Interest
IRA - Vanguard 500 Index	Retirement & Pension	Joint	N/A	Dividends
Vanguard 500 Index	Mutual Funds	Spouse	N/A	Dividends
SEP IRA - Vanguard Mid-Cap ETF	Retirement & Pension	Self	N/A	Dividends
Vanguard Energy ETF(VDE)	ETFs	Self	N/A	Dividends
Vanguard Information Technology ETF(VGT)	ETFs	Self	N/A	Dividends
Vanguard Total Stock Market ETF(VTI)	ETFs	Self	N/A	Dividends
Vanguard 500 Index Fund Admiral Shares	Mutual Funds	Spouse	$500,001 - $1,000,000	Dividends $5,001 - $15,000
Northrop Grumman Corporation(NOC)	Stocks	Spouse	$50,001 - $100,000	Dividends $1,001 - $2,500
SP Balanced Fund	Retirement & Pension	Spouse	$50,001 - $100,000	Dividends $1,001 - $2,500
SP Large Cap Equity Fund	Retirement & Pension	Spouse	$15,001 - $50,000	Dividends $1,001 - $2,500
SP Small Cap Fund	Retirement & Pension	Spouse	$15,001 - $50,000	Dividends $1,001 - $2,500
NumetEx, LLC	LLC / Partnership	Joint	$250,001 - $500,000	Other $5,001 - $15,000
Loomis & Thames for Congress	LLC / Partnership	Joint	$1,001 - $15,000	None

Liabilities (1)

Creditor	Type	Amount	Rate	Term
Wells Fargo Home Mtg.	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).