Annual financial disclosure for 2013, filed July 25, 2013. Includes 135 assets and 2 liabilities.
| Asset | Value |
|---|---|
| $15,001 - $50,000 | |
| $1,001 - $15,000 |
| Creditor | Type | Amount |
|---|---|---|
| Congressional Federal Credit Union | other | $10,001 - $15,000 |
| UBS Mortgage | other | $15,001 - $50,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $15,001 - $50,000 |
| $1,001 - $15,000 |
Barry County MI Utility Tax 4/1/23 Barry County, MI, US | $1,001 - $15,000 |
| $1,001 - $15,000 |
Brandon MI School District Utility 5/1/25 Brandon, MI, US | $5,001 - $15,000 |
| $1,001 - $15,000 |
Byron Center MI Public Schools 05/01/30 Byron Center, MI, US | $5,001 - $15,000 |
| $1,001 - $15,000 |
Central Michigan University 403B - Fidelity Freedom 2030 Michigan, US | $1,001 - $15,000 |
Huntington Valley MI SBLF 5/1/19 Michigan, US | $5,001 - $15,000 |
Chippewa Valley MI Schools 5/1/24 Michigan, US | $1,001 - $15,000 |
Chiquop Inc | N/A |
Citizen Charter Township MI 4/1/24 Michigan, US | $1,001 - $15,000 |
| $1,001 - $15,000 |
| $15,001 - $50,000 |
| $1,001 - $15,000 |
Community Foundation SE MI - American Funds Europacific Growth | $15,001 - $50,000 |
Community Foundation SE MI 403B Plan - Vanguard 500 Index | $15,001 - $50,000 |
Community Foundation SE MI - Fidelity Advisor Free 2020 | $1,001 - $15,000 |
Community Foundation SE MI - Fidelity Advisor Free 2030 | $15,001 - $50,000 |
Community Foundation SE MI 403B Plan - Goldman Sachs FS Gov FST | $15,001 - $50,000 |
Community Foundation SE MI MIP - Fidelity Advisor Free 2030 | $15,001 - $50,000 |
Community Foundation SE MI - Goldman Sachs FS Gov FST | $1,001 - $15,000 |
| $1,001 - $15,000 |
Congressional Federal Credit Union CD 58882 | $1,001 - $15,000 |
Congressional Federal Credit Union CD 59109 | $15,001 - $50,000 |
Congressional Federal Credit Union CD 59110 | $50,001 - $100,000 |
Congressional Federal Credit Union CD 60147 | $15,001 - $50,000 |
Congressional Federal Credit Union | $1 - $1,000 |
Dearborn Mich Ser B FGIC 4/1/19 Dearborn, MI, US | $1,001 - $15,000 |
Detroit MI Dwrn Dev Rev 7/1/18 Detroit, MI, US | $1,001 - $15,000 |
Detroit MI Sew Disp Sys 7/1/24 Detroit, MI, US | $1,001 - $15,000 |
Detroit MI Sew Disp 5% 7/01/35 Detroit, MI, US | $1,001 - $15,000 |
Detroit Mich CSD Ser B 5/1/15 Detroit, MI, US | $1,001 - $15,000 |
Detroit Mich Wtr Supply 7/1/29 Detroit, MI, US | $15,001 - $50,000 |
| $15,001 - $50,000 |
| $5,001 - $15,000 |
| $1,001 - $15,000 |
Durand Mich Area Schs 5/1/21 Durand, MI, US | $15,001 - $50,000 |
Kalamazoo MI Pub Schs 5/1/26 | $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
Lowell Mich Area Schs 5/1/25 | $1,001 - $15,000 |
| $50,001 - $100,000 |
| $1,001 - $15,000 |
| $15,001 - $50,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
MetLife Annuity | $50,001 - $100,000 |
MI Mun Bd Au Clean Water 10/1/23 | N/A |
Michigan Fin Auth 1/01/25 | $1,001 - $15,000 |
Michigan Mun Bd Auth Rev 1/1/32 | $15,001 - $50,000 |
Michigan St Hosp Fin Auth 1/1/52 | $1,001 - $15,000 |
Michigan St Hosp Fin Auth 1/1/52 | $15,001 - $50,000 |
Michigan St Univ 8/15/27 | $1,001 - $15,000 |
| $1,001 - $15,000 |
Monroe Cnty Mich Bldg 4/1/24 | $15,001 - $50,000 |
| $1,001 - $15,000 |
North Gratiot Intercept 5/1/24 | $1,001 - $15,000 |
Northwestern Mutual Life Insurance | $50,001 - $100,000 |
| $15,001 - $50,000 |
Parchment Ml Sch Dist 07 5/1/25 | $15,001 - $50,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
Plymouth Canton MI CSD 5/1/11 | $1,001 - $15,000 |
Portage Mich Transp Fd 12/1/20 | $15,001 - $50,000 |
| $50,001 - $100,000 |
| $15,001 - $50,000 |
Rochester Mich Cmnty Sch 5/1/19 | $1,001 - $15,000 |
| $15,001 - $50,000 |
| $15,001 - $50,000 |
State of MI 401k - American Funds Europacific Growth Fund | $1,001 - $15,000 |
State of MI 401k - Dodge & Cox | $15,001 - $50,000 |
State of MI 401k - SSGA Target Retirement 2025 | $1,001 - $15,000 |
State of MI 401k - Stable Value | $50,001 - $100,000 |
State of MI 401k - T Rowe Price Midcap Value | $1,001 - $15,000 |
State of MI 457 - American Funds Europacific | $1,001 - $15,000 |
Rainier Large Cap Growth | $1,001 - $15,000 |
State of MI 457 Rollover Funds | $1,001 - $15,000 |
State of MI 457 - SSGA S&P 500 Index | $1,001 - $15,000 |
State of MI 457 - SSGA S&P MidCap Index | $1,001 - $15,000 |
State of MI 457 | $5,001 - $15,000 |
U.S. Government - Thrift Savings Plan G Fund | $50,001 - $100,000 |
Thrift Savings Plan F Fund | $100,001 - $250,000 |
Thrift Savings Plan C Fund | $5,001 - $15,000 |
U.S. Government - G Fund | $1,001 - $15,000 |
UBS 401k Plus Plan - Balanced Fund | $1,001 - $15,000 |
UBS 401k Plus Plan - US Large Cap Growth | $1,001 - $15,000 |
UBS 401k Plus Plan - International | $1,001 - $15,000 |
UBS 401k Plus Plan - Stable Value Fund | $15,001 - $50,000 |
| $50,001 - $100,000 |
UBS IRA - Company of America | $1,001 - $15,000 |
UBS IRA - Invesco Constellation | $1,001 - $15,000 |
UBS SEP. Ford Motor Credit 3.25% 6/20/14 | $15,001 - $50,000 |
UBS SEP. Freddie Mac NTS 2.25% | N/A |
UBS SEP. GE Capital Internotes 2/15/17 | $1,001 - $15,000 |
UBS SEP. GE Capital Internotes 3/15/16 | $1,001 - $15,000 |
UBS SEP. GE Capital Internotes 7/15/19 | $1,001 - $15,000 |
UBS SEP. GE Capital Internotes 8/15/19 | $1,001 - $15,000 |
UBS SEP. GMAC SmartNotes 3/15/16 | $1,001 - $15,000 |
UBS SEP. Goldman Sachs Group Inc Notes 10/1/14 | $1,001 - $15,000 |
UBS SEP. Home Depot 3/15/12 | $1,001 - $15,000 |
UBS SEP. Home Depot 3/1/16 | $15,001 - $50,000 |
ING Prime Rate Trust | $1,001 - $15,000 |
UBS SEP. John Hancock Signatures 1/15/18 | $1,001 - $15,000 |
UBS SEP. JPMorgan Chase 2.6% 1/15/16 | $15,001 - $50,000 |
| $1,001 - $15,000 |
Morgan Stanley NTS 5/5/14 | $1,001 - $15,000 |
Morgan Stanley NTS 11/09/18 | $1,001 - $15,000 |
UBS Stanley Step-Up 14% | $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
Bank of Scotland 1/1/17 | $1,001 - $15,000 |
| $50,001 - $100,000 |
| $1,001 - $15,000 |
| $15,001 - $50,000 |
UBS AG Jersey 08/04/15 | $15,001 - $50,000 |
JPMorgan A Global NTS 1/1/51 | N/A |
American Funds Investment Co | $1,001 - $15,000 |
UBS UGTMA 1: Comm Services Companies (01/10/14) | $1,001 - $15,000 |
UBS UGTMA 1: Invesco Constellation | $1,001 - $15,000 |
UBS UGTMA 1: American Funds Investment Co of America R6 | $1,001 - $15,000 |
UBS UGTMA 2: Comm Services Companies (01/10/14) | $1,001 - $15,000 |
UBS UGTMA 2: Realization Face Large Co Growth Equity | $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
Warren Woods MLPs 60 U (5/1/22) | $1,001 - $15,000 |
