Annual financial disclosure for 2012, filed May 10, 2012. Includes 36 assets and 1 liabilities.
| Asset | Value |
|---|---|
Bank of America | $15,001 - $50,000 |
| $50,001 - $100,000 |
| Creditor | Type | Amount |
|---|---|---|
| Poverty Hollow Ventures, LLC | mortgage | $500,001 - $1,000,000 |
Brea Canon Oil Co., Inc. | N/A |
| $15,001 - $50,000 |
| $50,001 - $100,000 |
Excepted Trust (h) | $100,001 - $250,000 |
Exempted Trust (n) | $100,001 - $250,000 |
Exempted Trust (Peter G. Olson) | $250,001 - $500,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $15,001 - $50,000 |
| $15,001 - $50,000 |
| $50,001 - $100,000 |
Loomis Sayles Bond Debenture Fund A (IRA) | $1,001 - $15,000 |
Fidelity Equity Mid Cap Value Fund A (IRA) | $1,001 - $15,000 |
| $1,001 - $15,000 |
| $15,001 - $50,000 |
Matthews Pacific Tiger Fund | $15,001 - $50,000 |
| $15,001 - $50,000 |
| $50,001 - $100,000 |
Oakmark Intl Small Cap Fund | $15,001 - $50,000 |
Riversource Variable Universal Life Insurance | $15,001 - $50,000 |
Royce Premier Fund | $1,001 - $15,000 |
Royce Premier Fund | $1,001 - $15,000 |
Royce Total Return Fund | $1,001 - $15,000 |
Schwab Adv Cash Reserve | $15,001 - $50,000 |
Schwab AMT Tax Free Money Fund | $50,001 - $100,000 |
Signal Hill Petroleum Inc. | N/A |
| $100,001 - $250,000 |
T Rowe Price International | $50,001 - $100,000 |
T Rowe Price New Asia Fund | $15,001 - $50,000 |
T Rowe Price New Era Fund | $15,001 - $50,000 |
U.S. Global Investors Gold & Precious Metals | $15,001 - $50,000 |
Vanguard Energy Fund | $15,001 - $50,000 |
Vanguard Euro Stock Index (VEUSX) | $50,001 - $100,000 |
Vanguard Short Term Tax Exempt (VWSTX) | $5,001 - $15,000 |