Annual financial disclosure for 2013, filed July 19, 2013. Includes 58 assets and 6 liabilities.
| Asset | Value |
|---|---|
Vanguard Premium Income Fund - Growth | $1,001 - $15,000 |
| $1,001 - $15,000 |
| Creditor | Type | Amount |
|---|---|---|
| TownBank | mortgage | $50,000,001+ |
| TownBank | mortgage | $50,000,001+ |
| Congressional Fed Credit Union | credit card |
| $15,001 - $50,000 |
| $1,001 - $15,000 |
Growth Fund of America CEFX | $1,001 - $15,000 |
Growth Fund of America IFACX | $1,001 - $15,000 |
Europacific Growth Fund | $1,001 - $15,000 |
Small Cap World Fund | $1,001 - $15,000 |
Washington Mutual Investors Fund | $1,001 - $15,000 |
New Economy Fund Class | $1,001 - $15,000 |
Growth Fund America Class C | $1,001 - $15,000 |
Fundamental Invs Inc | $1,001 - $15,000 |
Capital World Growth & Income | $1,001 - $15,000 |
Capital Income Builder Inc | $1,001 - $15,000 |
America Balanced Funds | $1,001 - $15,000 |
AMCAP Fund | $1,001 - $15,000 |
AMCAP Fund Income | $1,001 - $15,000 |
Vanguard Dividend Appreciation | $15,001 - $50,000 |
Seafare Hathaway Income Series | $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
Royce Value Trust | $1,001 - $15,000 |
Nasdaq Premium Income & Growth | $1,001 - $15,000 |
Liberty All Star Growth Fund | $1,001 - $15,000 |
Europacific Growth Fund | $1 - $1,000 |
Dodge & Cox Stock Fund | $15,001 - $50,000 |
| $1,001 - $15,000 |
MMI Babson Managed Bond | $1,001 - $15,000 |
Oppenheimer Core Bond | $1,001 - $15,000 |
Oppenheimer Balanced | $1,001 - $15,000 |
MML Income & Growth Fund | $1,001 - $15,000 |
Oppenheimer Main Street | $1,001 - $15,000 |
Fidelity VIP Contra Fund | $1,001 - $15,000 |
MWT Rowe Price Mid Cap Growth | $1,001 - $15,000 |
Oppenheimer Int Growth | $1,001 - $15,000 |
Royce Value Trust income | $1,001 - $15,000 |
Liberty All Star Growth Fund | $1,001 - $15,000 |
Liberty All Star Equity | $1 - $1,000 |
Vanguard Sector Index Fund | $1,001 - $15,000 |
Emerging Markets Fund | $1,001 - $15,000 |
Bridgeway Fund income Blue Chip | $1,001 - $15,000 |
Fidelity Convertible Securities | $1 - $1,000 |
Vanguard Sector Index Funds | $1,001 - $15,000 |
Vanguard Total Stock market | $1,001 - $15,000 |
Mairs & Power Growth Fund | $1,001 - $15,000 |
Legg Mason Cap Mgmt Spec | $1,001 - $15,000 |
Harbor Funds | $1 - $1,000 |
Profit Funds Mutual Funds | $15,001 - $50,000 |
Domini Social Equity Fund | $1,001 - $15,000 |
Northeast Investors Trust | $15,001 - $50,000 |
Northeast Investors Growth Fund | $15,001 - $50,000 |
Northeast Investors Growth Fund | $50,001 - $100,000 |
Harbor Capital Appreciation | $15,001 - $50,000 |
Harbor Global Value Institutional | $1,001 - $15,000 |
Harbor International | $1,001 - $15,000 |
| $10,001 - $15,000 |
| Citi Bank | credit card | $10,001 - $15,000 |
| Chase Bank | credit card | $50,000,001+ |
| Wells Fargo | margin loan | $15,001 - $50,000 |