Annual financial disclosure for 2013, filed December 13, 2013. Includes 18 assets and 5 liabilities.
| Asset | Value |
|---|---|
LOJ, Inc. Houston, TX, US | $1,000,001 - $5,000,000 |
Woodforest Bank (Checking) | $15,001 - $50,000 |
| Creditor | Type | Amount |
|---|---|---|
| Unity Bank, Houston, TX | mortgage | $100,001 - $250,000 |
| Wright-Patt Credit Union | other | $50,001 - $100,000 |
| Wells Fargo Bank | other |
Woodforest Bank (Savings) |
| $15,001 - $50,000 |
Invesco Balanced C L A | $250,001 - $500,000 |
Fidelity Municipal Bonds | $250,001 - $500,000 |
First Eagle Global Class A | $15,001 - $50,000 |
Federated Kaufmann Fund Class A | $1,001 - $15,000 |
Prudential Jennison Media | $15,001 - $50,000 |
Fidelity Balanced Fund - Tax Exempt Municipal - Optional Retirement | $100,001 - $250,000 |
ING 403b - VT21445 - Tax Deferred | $500,001 - $1,000,000 |
American International Group 403b | $250,001 - $500,000 |
Pioneer Mutual Fund | $1,001 - $15,000 |
LMAM Private | $1,001 - $15,000 |
JP Morgan IRA Brokerage Account | $1,001 - $15,000 |
| $1,001 - $15,000 |
White Energy Credit Union | $1 - $1,000 |
White Energy Credit Union | $1 - $1,000 |
Credit Cards from Penn Credit Union | N/A |
| $50,001 - $100,000 |
| Chase Manhattan Bank | mortgage | $100,001 - $250,000 |
| Sallie Mae | other | $15,001 - $50,000 |