Annual financial disclosure for 2012, filed May 17, 2012. Includes 15 assets and 1 liabilities.
| Asset | Value |
|---|---|
American Funds 403b | $500,001 - $1,000,000 |
Fidelity Investments 401K | $1,000,001 - $5,000,000 |
| Creditor | Type | Amount |
|---|---|---|
| Unknown | mortgage | $100,001 - $250,000 |
Edward Jones - IRA |
| $250,001 - $500,000 |
Edward Jones - Roth IRA | $250,001 - $500,000 |
Edward Jones - Inherited IRA | $50,001 - $100,000 |
Edward Jones - JPA | $15,001 - $50,000 |
Edward Jones Cust IRA | $1,001 - $15,000 |
McKinsey & Co. 401K | $100,001 - $250,000 |
| $15,001 - $50,000 |
SunAmerica (checking) | $1,001 - $15,000 |
SunAmerica (checking) | $1,001 - $15,000 |
Edward Jones - stocks | $15,001 - $50,000 |
| $1,001 - $15,000 |
W.A. State Res Plan 3 Washington State, US | $100,001 - $250,000 |
W.A. State PERS Plan 2 Washington State, US | $100,001 - $250,000 |