Annual financial disclosure for 2013, filed May 14, 2013. Includes 39 assets and 1 liabilities.
| Asset | Value |
|---|---|
Bank of America accts | $1,001 - $15,000 |
| $15,001 - $50,000 |
| Creditor | Type | Amount |
|---|---|---|
| Poverty Hollow Ventures, LLC, Winsted, VT | mortgage | $500,001 - $1,000,000 |
Brea Canon Oil Co., Inc | N/A |
| $15,001 - $50,000 |
| $50,001 - $100,000 |
Excepted Trust (f) | $250,001 - $500,000 |
Excepted Trust | $500,001 - $1,000,000 |
Excepted Trust (Peter G. Olson Trust) | $250,001 - $500,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $15,001 - $50,000 |
| $15,001 - $50,000 |
| $100,001 - $250,000 |
Hartford Corporate Bond Debenture Fund A | $1,001 - $15,000 |
Value Fund Mid Cap | $1,001 - $15,000 |
| $15,001 - $50,000 |
| $1,001 - $15,000 |
| $15,001 - $50,000 |
| $15,001 - $50,000 |
Matthews Pacific Tiger Fund | $15,001 - $50,000 |
Morgan Stanley Int'l Real Estate | $15,001 - $50,000 |
Morgan Stanley US Real Estate | $15,001 - $50,000 |
Oakmark Intl Small Cap Fund | $15,001 - $50,000 |
Pacific Life 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 |
Signal Hill Petroleum Inc. | N/A |
| $250,001 - $500,000 |
T Rowe Price International Discovery Fund | $15,001 - $50,000 |
Fron Price New Asia Fund (PRASX) | $15,001 - $50,000 |
T Rowe Price New Era Fund (PRNEX) | $15,001 - $50,000 |
U.S. Global Inv Global Resources (PSPFX) | $15,001 - $50,000 |
Vanguard Energy Fund (VGENX) | N/A |
American Energy Fund Admiral Shares (VGELX) | $15,001 - $50,000 |
Vanguard Euro Stock Index Fund | $50,001 - $100,000 |
Vanguard Short Term Tax Exempt Fund | $15,001 - $50,000 |
Wells Fargo Advantage Money Market (WMSXX) | $50,001 - $100,000 |