Annual financial disclosure for 2011, filed May 10, 2011. Includes 39 assets.
| Asset | Value |
|---|---|
Charles Schwab & Co (IRA) | $1,001 - $15,000 |
American Funds | $1,001 - $15,000 |
| $15,001 - $50,000 |
Charles Schwab | $1,001 - $15,000 |
Eagle Realty Co | $50,001 - $100,000 |
Columbia Acorn Fund | $1,001 - $15,000 |
Delaware Ivy High Income | $1,001 - $15,000 |
Fifth Third Bank | $50,001 - $100,000 |
Key Bank | $1,001 - $15,000 |
U.S. Stock | $1,001 - $15,000 |
Key Stock Mutual Fund | $1,001 - $15,000 |
Charles Schwab & Co (IRAs & Roth IRAs) | N/A |
Merrill Lynch (IRA) | N/A |
Vanguard (IRA) | N/A |
USAA Bank Account | N/A |
US Bank Account | N/A |
Advantage Share | N/A |
LPL | N/A |
National Western Life | N/A |
American Funds IRA | N/A |
Goldman Sachs (IRA) | N/A |
Fidelity Magellan | N/A |
T. Rowe Price | N/A |
Oppenheimer International Index | N/A |
Whole Life Insurance | N/A |
Rio RE LLC Commercial Store | N/A |
| N/A |
| N/A |
| N/A |
| N/A |
| N/A |
| N/A |
| N/A |
Amer. Serv. Cap. Com. Inc. | $50,001 - $100,000 |
| $50,001 - $100,000 |
| $50,001 - $100,000 |
| $50,001 - $100,000 |
Silver Capital LLC | $50,001 - $100,000 |
Silver Capital LLC | $50,001 - $100,000 |