Annual financial disclosure for 2013, filed May 15, 2013. Includes 27 assets and 4 liabilities.
| Asset | Value |
|---|---|
USAA Bank (Bank deposit account) | $100,001 - $250,000 |
| $15,001 - $50,000 |
| Creditor | Type | Amount |
|---|---|---|
| Wells Fargo | mortgage | $100,001 - $250,000 |
| Citi Mortgage | mortgage | $50,001 - $100,000 |
| Mississippi Valley Credit Union | line of credit |
| $15,001 - $50,000 |
| $50,001 - $100,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| N/A |
| N/A |
Invesco Balanced Risk Allocation Fund | N/A |
Invesco Diversified Dividend Fund | N/A |
Invesco Small Cap Growth Fund | N/A |
Invesco American Value Fund | N/A |
American Mutual Fund C | N/A |
American Mutual Fund F-1 | N/A |
Capital Income Builder C | N/A |
Capital Income Builder F-1 | N/A |
Growth Fund of America | N/A |
Income Fund of America C | N/A |
Income Fund of America F-1 | N/A |
Intermediate Bond Fund | N/A |
Guggenheim All-Asset Income Fund | $15,001 - $50,000 |
Mississippi Valley Credit Union accounts | $1,001 - $15,000 |
American Century Equity Income Inv Fund | $15,001 - $50,000 |
Janus Overseas I Fund | $15,001 - $50,000 |
Nuveen MidCap Growth Opportunities I Fund | $50,001 - $100,000 |
Rental Property Des Moines, IA, US | N/A |
Illinois Municipal Retirement (value determined at retirement) | N/A |
| $50,001 - $100,000 |
| Wells Fargo | mortgage | $100,001 - $250,000 |