Annual financial disclosure for 2013, filed June 28, 2013. Includes 76 assets and 3 liabilities.
| Asset | Value |
|---|---|
1005 Mooney Drive Monterey Park, CA, US | $250,001 - $500,000 |
100 N. Carolina Place, SE, Apt. H Washington, DC, US | $500,000 - $1,000,000 |
| Creditor | Type | Amount |
|---|---|---|
| GMAC Mortgage | mortgage | $50,001 - $100,000 |
| GMAC Mortgage | mortgage | $100,001 - $250,000 |
| Sun Trust Mortgage | mortgage |
1633 Junipero Los Angeles, CA 90041, US | $500,001 - $1,000,000 |
Aegon NV - Bond | $1,001 - $15,000 |
American Funds Money Funds - 529 | $1,001 - $15,000 |
American Funds New Perspective (NPFX) | $1,001 - $15,000 |
American Funds Preservation FDX | $1,001 - $15,000 |
Barclays Bank - Bond | $1,001 - $15,000 |
Barclays Bank - Bond | $1,001 - $15,000 |
Blackrock Mid Cap Value | N/A |
Blackrock Mid Cap Value | N/A |
Capital One Bank - CD | $1,001 - $15,000 |
Capital World Bond Fund - 529C | $1,001 - $15,000 |
| $1,001 - $15,000 |
Capital World Growth & Income | $1,001 - $15,000 |
Chase - Checking | $1 - $1,000 |
Citi Bank NA - CD | $1,001 - $15,000 |
Congressional Federal Credit Union - Checking & Savings | $1,001 - $15,000 |
Credit Suisse USA - Bond | $1,001 - $15,000 |
Credit Suisse NY - Bond | $1,001 - $15,000 |
Credit Suisse NY - Bond | $1,001 - $15,000 |
Credit Suisse USA - Bond | $1,001 - $15,000 |
Discover Bank - CD (25469JV6) | N/A |
Discover Bank - CD (250088Y2) | $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
Fundamental Investors - 529 | $1,001 - $15,000 |
G Reit Liquidating Trust | $1,001 - $15,000 |
GE Capital - Bond (36962G5P8) | $1,001 - $15,000 |
General Electric Cap Corp Bond (36962GH30) | N/A |
Goldman Sachs Bank - CD (38144LAC4) | N/A |
Goldman Sachs Bank - CD (38148PWL5) | N/A |
Goldman Sachs Bank - CD (69669797) | $1,001 - $15,000 |
Goldman Sachs Bank - CD (696697) | $1,001 - $15,000 |
Growth Fund of America Class F1 | $15,001 - $50,000 |
Growth Fund of America Class F | $50,001 - $100,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
Healthcare Trust of America B2 | $1,001 - $15,000 |
Healthcare Trust of America B3 | $1,001 - $15,000 |
Howard County Municipal Bond | $15,001 - $50,000 |
HSBC Finance Bond | $1,001 - $15,000 |
HSBC Finance Corp Bond | N/A |
Huntington National Bank Bond | $1,001 - $15,000 |
Income Fund of America 529 | $15,001 - $50,000 |
ING Corporate Leaders | $1,001 - $15,000 |
ING Corporate Leaders | $50,001 - $100,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
Investment Company of America - 529 | $1,001 - $15,000 |
John Hancock - Bond | $1,001 - $15,000 |
JP Morgan Chase - Bond | N/A |
JP Morgan Chase - Bond | $1,001 - $15,000 |
Landmark Apartment Trust (formerly Apartment Trust of America) | $1,001 - $15,000 |
Marshall Isley Bank Note - Bond | N/A |
Marisco 21st Century Fund | $1,001 - $15,000 |
Marisco 21st Century Fund | $15,001 - $50,000 |
Merrill Lynch - Bond | $15,001 - $50,000 |
Midfirst Bank - CD | $1,001 - $15,000 |
Morgan Stanley - Bond | N/A |
Morgan Stanley - Bond | $1,001 - $15,000 |
New Perspective Fund - 529C | $1,001 - $15,000 |
Protective Life - Bond | $1,001 - $15,000 |
Rainier Small / Mid Cap | $1,001 - $15,000 |
Rainier Small / Mid Cap | $1,001 - $15,000 |
| $1,001 - $15,000 |
Schwab Money Market Fund | $50,001 - $100,000 |
Small Cap World Fund - 529C | $1,001 - $15,000 |
SW St Louis Bank - CD | N/A |
Tennessee Commerce Bank - CD | N/A |
The Bond Fund of America - 529C | $1,001 - $15,000 |
Washington Mutual Inv Fund | $15,001 - $50,000 |
Washington Mutual Investor Fund | $50,001 - $100,000 |
Well Fargo Bank - Bond | $1,001 - $15,000 |
Wells Fargo - Bond | $1,001 - $15,000 |
| $500,001 - $1,000,000 |