Annual financial disclosure for 2013, filed August 14, 2013. Includes 46 assets and 2 liabilities.
| Asset | Value |
|---|---|
PNC - Savings | $1,001 - $15,000 |
Chase Bank - Savings | $1,001 - $15,000 |
| Creditor | Type | Amount |
|---|---|---|
| Wells Fargo Bank | other | $15,001 - $50,000 |
| The Arlington Bank | mortgage | $250,001 - $500,000 |
| $1,001 - $15,000 |
Vanguard Money Market | $1,001 - $15,000 |
Arlington Bank - Savings | $15,001 - $50,000 |
JP Morgan Chase 401K | N/A |
Common Stock Fund | $15,001 - $50,000 |
S&P 500 Index Fund | $50,001 - $100,000 |
JP Morgan Chase Retirement (Pension) Acct. | $50,001 - $100,000 |
Fidelity Inv. Retirement | N/A |
Dodge & Cox Stock | $15,001 - $50,000 |
Ohio PERS Pension Acct. | $50,001 - $100,000 |
Ohio PERS | N/A |
Defined Benefit | $1,001 - $15,000 |
OPERS Bond Index Fund | $1,001 - $15,000 |
OPERS Stock Index Fund | $1,001 - $15,000 |
OPERS Large Cap Index Fund | $15,001 - $50,000 |
OPERS Small Cap Index Fund | $15,001 - $50,000 |
OPERS Non-US Stock Index Fund | $1,001 - $15,000 |
Citigroup (CGM) Morgan Stanley Smith Barney IRA | $15,001 - $50,000 |
Bank Deposit Program | N/A |
Franklin Mutual Fund | $15,001 - $50,000 |
Wells Fargo Mutual Fund | $15,001 - $50,000 |
Zua Sivers Trust | N/A |
1st Amer. Treasury | $1,001 - $15,000 |
Credit Suisse Comm Ret | $1,001 - $15,000 |
Nuveen Interm Dur Muni Bond I (formerly Nuveen Intermed Tax Free) | $50,001 - $100,000 |
FARX Equity Fund | $1,001 - $15,000 |
| $1,001 - $15,000 |
| $15,001 - $50,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
Farm in Crawford-Marion County, OH Crawford-Marion County, OH, US | $250,001 - $500,000 |
Qwest Commons Intl | N/A |
AJ Stivers Trust | N/A |
BlackRock Liquidity Fund | $1 - $1,000 |
BlackRock Core Bond Portfolio | $1,001 - $15,000 |
| $100,001 - $250,000 |
| $15,001 - $50,000 |
Real Estate - Ripley, OH Ripley, OH, US | $1,001 - $15,000 |
Real Estate - Wheeler County, TX Wheeler County, TX, US | $1,001 - $15,000 |
Fidelity Inv Whole Life - Cash Value | $15,001 - $50,000 |
Northwestern Mutual Whole Life (XX-XX-564) | $1,001 - $15,000 |