Annual financial disclosure for 2013, filed May 15, 2013. Includes 51 assets and 7 liabilities.
| Asset | Value |
|---|---|
American Capital Wld Grw & Inc IRA Fair Market Value | $1,001 - $15,000 |
American Growth Fund IRA | $1,001 - $15,000 |
| Creditor | Type | Amount |
|---|---|---|
| Chase | mortgage | $15,001 - $50,000 |
| Bank of America | mortgage | $250,001 - $500,000 |
| Sallie Mae | student loan |
Black Rock Global Fund C IRA Fair Market Value |
| $1,001 - $15,000 |
| $50,001 - $100,000 |
Calamos Growth Fund IRA Fair Market Value | $1,001 - $15,000 |
| $15,001 - $50,000 |
Congressional Federal Credit Union Savings Account | $15,001 - $50,000 |
CREF Bond Market Retirement Fund | $1,001 - $15,000 |
CREF Equity Index Retirement Fund | $1,001 - $15,000 |
CREF Equity Index Retirement Fund | $50,001 - $100,000 |
CREF Global Equities Retirement Fund | $15,001 - $50,000 |
CREF Growth Retirement Fund | $15,001 - $50,000 |
CREF Money Market Retirement Fund | $1,001 - $15,000 |
CREF Social Choice Retirement Fund | $1,001 - $15,000 |
CREF Stock Retirement Fund | $250,001 - $500,000 |
Dr. Mark Value Fund | $250,001 - $500,000 |
| $100,001 - $250,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
Fairfax County Retirement Defined Benefit Plan B - not self directed | $50,001 - $100,000 |
Hotchkis & Wiley Large Cap Value Fund CI C IRA | $1,001 - $15,000 |
Home E. Falmouth, MA, US | $100,001 - $250,000 |
iShares Russell 1000 Index Fund IRA | $1,001 - $15,000 |
Ivy High Income Fund CI C IRA | $1,001 - $15,000 |
Loomis Sayles Strategic Income C IRA | $1,001 - $15,000 |
| $1,001 - $15,000 |
Met Life Insurance Policy Cash Value | $1,001 - $15,000 |
Met Life Insurance Policy Cash Value | $1,001 - $15,000 |
Met Life Insurance Policy Cash Value | $1,001 - $15,000 |
Motorola Mobility - sold | N/A |
| $1,001 - $15,000 |
PNC Bank Money Market | $15,001 - $50,000 |
| $1,001 - $15,000 |
Rockland Trust Account | $1,001 - $15,000 |
SAIC Closed Stock Fund (Retirement Account) | $15,001 - $50,000 |
| $100,001 - $250,000 |
| $50,001 - $100,000 |
SunTrust Bank Mutual Fund | $50,001 - $100,000 |
TIAA Traditional Retirement Fund | $100,001 - $250,000 |
United Bank CDs | $100,001 - $250,000 |
US Senate Federal Credit Union Savings Account | $1,001 - $15,000 |
US Senate Federal Credit Union Savings Account | $15,001 - $50,000 |
Vanguard Inflation Protected Securities SEP | $15,001 - $50,000 |
Vanguard Long-term Treasury Securities SEP | $50,001 - $100,000 |
Vanguard Target Retirement 2010 Fund | $15,001 - $50,000 |
Vanguard Total Bond Market Index Institutional Retirement Fund | $100,001 - $250,000 |
Vanguard Windsor Fund Investor Retirement Fund | $50,001 - $100,000 |
| $1,001 - $15,000 |
Wells Fargo Advantage Stocks | $50,001 - $100,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $15,001 - $50,000 |
| Nelnet | student loan | $10,001 - $15,000 |
| Nelnet | student loan | $15,001 - $50,000 |
| US Department of Education | student loan | $15,001 - $50,000 |
| Nelnet | student loan | $15,001 - $50,000 |