Annual financial disclosure for 2012, filed May 16, 2012. Includes 27 assets and 4 liabilities.
| Asset | Value |
|---|---|
1428 G ST SE Washington, DC, US | $500,001 - $1,000,000 |
657 Hunchis Way San Diego, CA, US | $500,001 - $1,000,000 |
| Creditor | Type | Amount |
|---|---|---|
| Wells Fargo Mortgage | mortgage | $100,001 - $250,000 |
| Wells Fargo Mortgage | mortgage | $250,001 - $500,000 |
| Wells Fargo Mortgage | mortgage |
BlackRock Global Allocation CL A IRA | $15,001 - $50,000 |
A IRA | $50,001 - $100,000 |
BlackRock Global Allocation CL A Roth | $15,001 - $50,000 |
Fidelity Destiny I | $50,001 - $100,000 |
First Eagle Global Inc FD CL A IRA | $15,001 - $50,000 |
First Eagle Global Inc FD CL A | $1,001 - $15,000 |
My FDS INC Asset Strategy FD CL A IRA (exchanged to Ivy FDS INC Asset Strategy FD CL A) | N/A |
Ivy FDS INC Asset Strategy FD CL A | $1,001 - $15,000 |
CL FDS INC Asset Strategy FD CL A | N/A |
CL FDS INC Asset Strategy FD CL A | $15,001 - $50,000 |
Lord Abbett Short Duration Income Class F IRA | N/A |
Lord Abbett Short Duration Income Class F Roth | N/A |
Permanent Portfolio Fund IRA | N/A |
| N/A |
Roth American Funds EuroPacific Growth Fund | $1,001 - $15,000 |
Roth IRA American Funds Growth Fund of America | $1,001 - $15,000 |
Small Cap World Funds Small Cap Fund | $1,001 - $15,000 |
Templeton Global Bond CL A IRA (exchanged to Templeton Global Bond CL Adv. Roth IRA) | N/A |
Templeton Global Bond CL Adv. IRA (exchanged to Templeton Global Bond CL A Roth) | $1,001 - $15,000 |
Templeton Global Bond CL A Roth (exchanged to Templeton Global Bond CL Adv. Roth) | N/A |
Templeton Global Bond CL Adv. Roth | $1,001 - $15,000 |
Templeton Growth Fund Class A | $50,001 - $100,000 |
Wells Fargo Savings Account | $15,001 - $50,000 |
Thornburg Income Builder Class I | $15,001 - $50,000 |
Thornburg Income Builder Class IRA | $15,001 - $50,000 |
| $250,001 - $500,000 |
| ACS | student loan | $10,001 - $15,000 |