Annual financial disclosure for 2012, filed May 15, 2012. Includes 73 assets and 4 liabilities.
| Asset | Value |
|---|---|
Chase bank accounts | $1,001 - $15,000 |
Schwab Cash Reserves | $1 - $1,000 |
| Creditor | Type | Amount |
|---|---|---|
| PNC Bank | mortgage | $250,001 - $500,000 |
| US Airways | credit card | $10,001 - $15,000 |
| Wells Fargo Bank | mortgage |
| $50,001 - $100,000 |
Legg Mason American Leading Companies | N/A |
Legg Mason Special Investment Trust (IRA) | $15,001 - $50,000 |
Legg Mason International Equity Trust (IRA) | $50,001 - $100,000 |
Legg Mason Value Trust (IRA) | $15,001 - $50,000 |
Legg Mason Emerging Markets Fund (IRA) | $15,001 - $50,000 |
Fidelity Freedom 2030 Fund (IRA) | $1,001 - $15,000 |
Schwab Cash Reserves (IRA) | $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $15,001 - $50,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
Ishares S&P Midcap 400 Index Exchange Traded Fund (IRA) | $1,001 - $15,000 |
Ishares Core S&P Small Cap Exchange Traded Fund (IRA) | $1,001 - $15,000 |
Schwab US Broad Market Exchange Traded Fund (IRA) | $1,001 - $15,000 |
Vanguard Emerging Market Exchange Traded Fund (IRA) | $1,001 - $15,000 |
Vanguard Target Retirement 2025 (529 Plan) | $1,001 - $15,000 |
Columbia Large Core Fund | N/A |
Ohio State PERS (Not self-directed) | $15,001 - $50,000 |
Schwab Cash Reserves (IRA) | $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| N/A |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| N/A |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| N/A |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1 - $1,000 |
| $1,001 - $15,000 |
iShares MSCI EAFE Index Exchange Traded Fund (IRA) | $1,001 - $15,000 |
iShares Core S&P Small Cap Exchange Traded Fund (IRA) | $1,001 - $15,000 |
iShares Smallcap 600 Index Exchange Traded Fund (IRA) | $1,001 - $15,000 |
iShares Core S&P Total U.S. Stock Market Exchange Traded Fund (IRA) | $1,001 - $15,000 |
Vanguard Emerging Market Exchange Traded Fund | $1,001 - $15,000 |
| $250,001 - $500,000 |
| Wells Fargo Bank | mortgage | $100,001 - $250,000 |