Annual financial disclosure for 2013, filed May 15, 2013. Includes 28 assets and 1 liabilities.
| Asset | Value |
|---|---|
Genesis | $100,001 - $250,000 |
Real Estate Bozeman, MT, US | $250,001 - $500,000 |
| Creditor | Type | Amount |
|---|---|---|
| Reliance Bank | mortgage | $250,001 - $500,000 |
Relinked Real Estate |
| $500,001 - $1,000,000 |
Real Estate Bozeman, MT, US | N/A |
Black Walnut | $1,000,001 - $5,000,000 |
Commercial Real Estate Kissimmee, FL, US | $100,001 - $250,000 |
Residential Real Estate Kissimmee, FL, US | $250,001 - $500,000 |
Residential Real Estate Rockledge, FL, US | $100,001 - $250,000 |
Commercial Real Estate Rockledge, FL, US | $500,001 - $1,000,000 |
Personal Residence West Melbourne, FL, US | $250,001 - $500,000 |
Wells Fargo Bank Account | $15,001 - $50,000 |
Fiserv Account | $50,001 - $100,000 |
Service Federal Credit Union Account | $15,001 - $50,000 |
American Funds | $50,001 - $100,000 |
| $15,001 - $50,000 |
Insured Bank Program | $14,219 - $14,219 |
American High Income Cl F2 | $43,436 - $43,436 |
American U S Government Securities Cl F2 | $81,229 - $81,229 |
Artisan Mid Cap Value Investor Cl | $43,032 - $43,032 |
Europacific Growth Cl F2 | $64,074 - $64,074 |
Growth Fund Of America Cl F2 | $133,280 - $133,280 |
Harbor Bond Instl Cl | $107,151 - $107,151 |
Heartland Value Plus Instl Cl | $41,901 - $41,901 |
Highmark Geneva Mid Cap Growth Fiduciary Cl | $43,077 - $43,077 |
Mfs Intl Growth Cl I | $64,205 - $64,205 |
Pioneer Oak Ridge Small Cap Growth Cl Y | $43,866 - $43,866 |
Vanguard Short Term Federal Admiral Cl | $40,670 - $40,670 |
Washington Mutual Investors Cl F2 | $135,781 - $135,781 |