Annual financial disclosure for 2013, filed May 15, 2013. Includes 37 assets and 1 liabilities.
| Asset | Value |
|---|---|
| $15,001 - $50,000 | |
| $1,001 - $15,000 |
| Creditor | Type | Amount |
|---|---|---|
| Wells Fargo Bank | mortgage | $250,001 - $500,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
Charles Schwab Money Market Fund (held in IRA) | $1,001 - $15,000 |
Charles Schwab Money Market Fund | $1,001 - $15,000 |
Chevy Chase Land Company | $15,001 - $50,000 |
| $50,001 - $100,000 |
Congressional Federal Credit Union (IRA Account) | $50,001 - $100,000 |
Congressional Federal Credit Union (Savings and Checking Accounts) | $1,001 - $15,000 |
Dew's Flat Association | $15,001 - $50,000 |
| N/A |
| $1,001 - $15,000 |
| $15,001 - $50,000 |
| $1,001 - $15,000 |
| N/A |
| $1,001 - $15,000 |
| $50,001 - $100,000 |
| N/A |
Interest - CA State Retirement System (State Legislative Retirement) | $15,001 - $50,000 |
Lots 7, 9, 10 (SE corner of Carmet & Camino Real) Carmel, CA, US | $500,001 - $1,000,000 |
American Balanced Fund (held in Schwab IRA) | $1,001 - $15,000 |
Point 16, Big Sur, CA LLC Big Sur, CA, US | $500,001 - $1,000,000 |
Shamrock Investment Company | $1,001 - $15,000 |
Sonnenars Resort Partnership Interest | $50,001 - $100,000 |
Tahoe Cabin | $15,001 - $50,000 |
| $15,001 - $50,000 |
Vanguard Index 500 Fund (held in Schwab IRA) | $15,001 - $50,000 |
Vanguard Intermediate Term Tax Exempt Fund (held in Schwab IRA) | $1,001 - $15,000 |
Vanguard Total Stk Mkt Fund (held in Schwab IRA) | $1,001 - $15,000 |
Vista Lobos Apartments | $250,001 - $500,000 |
| N/A |
| $1,001 - $15,000 |
| $1,001 - $15,000 |