Annual financial disclosure for 2012, filed May 14, 2012. Includes 64 assets.
| Asset | Value |
|---|---|
| $1 - $1,000 | |
Alliance Bernstein Small Cap Growth Fund | $1,001 - $15,000 |
| $1 - $1,000 |
| $1,001 - $15,000 |
| $15,001 - $50,000 |
Bank of America Checking | $50,001 - $250,000 |
Franklin Equity Income | $15,001 - $50,000 |
E*Trade Savings | $1 - $1,000 |
| $1 - $1,000 |
| $15,001 - $50,000 |
Columbia Acorn Z Fund | $1,001 - $15,000 |
| $1,001 - $15,000 |
Butler, Pappas, Weihmuller, Katz & Craig | $15,001 - $50,000 |
| $1,001 - $15,000 |
Bank of Florida Savings | $15,001 - $50,000 |
Bank of Florida Savings | $1,001 - $15,000 |
Bank of Florida Checking | $1,001 - $15,000 |
| $15,001 - $50,000 |
Bank of America Savings | $1,001 - $15,000 |
Franklin Funds | $1,001 - $15,000 |
Franklin Growth | $15,001 - $50,000 |
Franklin Income Fund | $15,001 - $50,000 |
Franklin Money Fund | N/A |
Franklin Mutual Discovery Fund | N/A |
Franklin Rising Divid | $1,001 - $15,000 |
Franklin Small Cap | $15,001 - $50,000 |
Franklin Utilities | $15,001 - $50,000 |
| $5,001 - $15,000 |
| $1,001 - $15,000 |
ING Savings | $15,001 - $50,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
Mutual Shares | $1,001 - $15,000 |
| $1,001 - $15,000 |
PIMCO Real Return Admin Fund | $50,001 - $100,000 |
Prin Global IS Cap Fund | N/A |
Principal LargeCap S&P 500 Index Separate Account | $100,001 - $250,000 |
Principal Life Time 2010 Sep Account | $15,001 - $50,000 |
Principal Life Time 2020 Sep Account | $15,001 - $50,000 |
Principal Life Time 2040 Sep Account | $15,001 - $50,000 |
Principal Life Time 2050 Sep Account | $50,001 - $100,000 |
Principal Life Time Strategic Separate Account | $15,001 - $50,000 |
Principal LifeTime 2030 Separate Account | $15,001 - $50,000 |
Principal Mid Cap Value | N/A |
Principal MidCap Blend Separate Account | $15,001 - $50,000 |
Principal US Property Sep Account | $100,001 - $250,000 |
T Rowe Price Blue Chip Growth | $15,001 - $50,000 |
T Rowe Price Diversified Small Cap Growth | $15,001 - $50,000 |
T Rowe Price Large Cap Growth | $15,001 - $50,000 |
T Rowe Price Money Market | N/A |
T Rowe Price Small Cap Stock | N/A |
T Rowe Price Equity Index | $15,001 - $50,000 |
Templeton Growth | N/A |
| $1,001 - $15,000 |
Vanguard 500 Index 529 | $15,001 - $50,000 |
Vanguard Age Based Growth | $15,001 - $50,000 |
Vanguard Index 500 | $15,001 - $50,000 |
Vanguard Small Cap Index | $15,001 - $50,000 |
Vanguard Total Intl Stock | $15,001 - $50,000 |
Vanguard US Value Fund | $1,001 - $15,000 |
Vanguard Windsor Fund | $15,001 - $50,000 |
| $15,001 - $50,000 |
| $15,001 - $50,000 |