Annual financial disclosure for 2008, filed May 14, 2008. Includes 98 assets.
| Asset | Value |
|---|---|
10 acres of land in Johnson County, OK Johnson County, OK, US | $1,001 - $15,000 |
Cole, Hargrave, Snodgrass & Associates Common Stock | $250,001 - $500,000 |
Strategic Communication, Moore, Oklahoma (Stock) Moore, Oklahoma, US | $250,001 - $500,000 |
Personal Residence | $100,001 - $250,000 |
Midfirst Bank Money Market | $50,001 - $100,000 |
Bank of Heavener Money Market | $50,000 - $50,000 |
Fidelity Spartan Money Market | $50,001 - $100,000 |
American Century Tax Free Bond Fund | $50,001 - $100,000 |
American Century Intl Growth Fund | $50,001 - $100,000 |
American Century Value Fund | $15,001 - $50,000 |
American Century Global Growth Fund | $15,001 - $50,000 |
Fidelity Municipal Income Fund | $50,001 - $100,000 |
Fidelity Contrafund | $1,001 - $15,000 |
Fidelity Select Health Fund | $15,001 - $50,000 |
Fidelity Dividend Growth Fund | $50,001 - $100,000 |
Fidelity Spartan 500 Index Fund | $15,001 - $50,000 |
Fidelity Select Financial Services Fund | $50,001 - $100,000 |
Vanguard Total Bond Fund | $100,001 - $250,000 |
Vanguard High Yield Tax Exempt Fund | $100,001 - $250,000 |
Vanguard Total Intl Stock Fund | $100,001 - $250,000 |
Vanguard Total Stock Market Index Fund | $100,001 - $250,000 |
Columbia Real Estate Equity Fund | $1,001 - $15,000 |
Baron Asset Fund | $15,001 - $50,000 |
T Rowe Price Equity Income Fund | $100,001 - $250,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $15,001 - $50,000 |
| $50,001 - $100,000 |
| $15,001 - $50,000 |
| $50,001 - $100,000 |
| $15,001 - $50,000 |
| $1,001 - $15,000 |
| $1 - $1,000 |
| $15,001 - $50,000 |
| $50,001 - $100,000 |
| $15,001 - $50,000 |
| $15,001 - $50,000 |
| $50,001 - $100,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
Fidelity Cash Reserves | $1 - $1,000 |
Fidelity Total Bond Fund | $15,001 - $50,000 |
Fidelity Contrafund | $15,001 - $50,000 |
Fidelity Diversified Intl Fund | $50,001 - $100,000 |
Fidelity Dividend Growth Fund | $15,001 - $50,000 |
Fidelity Spartan 500 Index Fund | $15,001 - $50,000 |
ELLEN COLES FIDELITY IRA | N/A |
Fidelity Cash Reserves | $1 - $1,000 |
Fidelity Total Bond Fund | $1,001 - $15,000 |
Fidelity Contrafund | $1,001 - $15,000 |
Fidelity Diversified Intl Fund | $1,001 - $15,000 |
Fidelity Dividend Growth Fund | $1,001 - $15,000 |
Fidelity Spartan 500 Index Fund | $1,001 - $15,000 |
ANNUITY | N/A |
Fidelity VIP Individual Freedom 2020 Fund | $50,001 - $100,000 |
G Fund - Tom Cole's Federal Thrift Savings Plan | $15,001 - $50,000 |
F Fund - Tom Cole's Federal Thrift Savings Plan | $50,001 - $100,000 |
C Fund - Tom Cole's Federal Thrift Savings Plan | $50,001 - $100,000 |
S Fund - Tom Cole's Federal Thrift Savings Plan | $15,001 - $50,000 |
I Fund - Tom Cole's Federal Thrift Savings Plan | $15,001 - $50,000 |
TOM COLE'S Cole, Hargrave, Snodgrass & Assoc. | $1,001 - $15,000 |
Credit Suisse Capital Appreciation Fund | $1,001 - $15,000 |
Franklin MSF Mutual Share Fund | $1,001 - $15,000 |
Franklin Small/Mid Cap Fund | $1,001 - $15,000 |
Franklin Balance Sheet Investment Fund | $15,001 - $50,000 |
Franklin Income Fund A | $1,001 - $15,000 |
Lord Abbott Core Fixed Income Fund | $1,001 - $15,000 |
Lord Abbott Mid Cap Value Fund | $1,001 - $15,000 |
Lord Abbett Developing Growth Fund Class A | $1,001 - $15,000 |
Oppenheimer Global Fund Class A | $1,001 - $15,000 |
Pimco High Yield Fund | $1,001 - $15,000 |
Putnam Intl Equity Fund A | $1,001 - $15,000 |
Strong Government Securities Fund | $1,001 - $15,000 |
Templeton Foreign Fund A | $1,001 - $15,000 |
Vankamp Common Stock Fund A | $1,001 - $15,000 |
TOM COLE'S 457 Sooner Savings | $1,001 - $15,000 |
T. Rowe Price Balance Fund | $1,001 - $15,000 |
Europacific A Growth Fund | $1,001 - $15,000 |
American Century Income and Growth Fund | $1,001 - $15,000 |
Columbia Acorn Fund | $1,001 - $15,000 |
Janus Small Cap Value Fund | $1,001 - $15,000 |
T. Rowe Price Blue Chip Growth Fund | $1,001 - $15,000 |
Davis Premium Leader A Fund | $15,001 - $50,000 |
BGI SDP Stock Fund | $1,001 - $15,000 |
Fidelity Cash Reserves (Ellen Cole's 401K) | $1 - $1,000 |
Fidelity Ginnie Mae Fund (Ellen Cole's 401K) | $1,001 - $15,000 |
Fidelity Diversified International Fund (Ellen Cole's 401K) | $1,001 - $15,000 |
Fidelity Spartan 500 Index Fund (Ellen Cole's 401K) | $1,001 - $15,000 |
Fidelity Fund (Ellen Cole's 401K) | $1,001 - $15,000 |
Fidelity Blue Chip Growth Fund | $1,001 - $15,000 |
Fidelity OTC Fund | $1,001 - $15,000 |
Fidelity Aggressive Growth Fund | $1 - $1,000 |
Fidelity Capital Income Fund | $1 - $1,000 |
TOM COLE'S ANNUITY | $1,001 - $15,000 |
ELLEN COLE'S ANNUITY | $1,001 - $15,000 |
State Farm Insurance Annuity | $1,001 - $15,000 |
