Annual financial disclosure for 2012, filed August 10, 2012. Includes 90 assets and 1 liabilities.
| Asset | Value |
|---|---|
1157 San Bernard St Austin, TX, US | $250,001 - $500,000 |
1200 Baylor #401 Austin, TX, US | $250,001 - $500,000 |
| Creditor | Type | Amount |
|---|---|---|
| Prosperity Bank, Austin (formerly: Liberty Bank, Austin) | other | $250,001 - $500,000 |
3800 Inverness Austin, TX, US | $500,001 - $1,000,000 |
6734 Spicewood Springs Travis Co, TX, US | $1,000,001 - $5,000,000 |
American Century Ultra Fund | $100,001 - $250,000 |
| $15,001 - $50,000 |
| $100,001 - $250,000 |
| $15,001 - $50,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $50,001 - $100,000 |
| $1,001 - $15,000 |
| $50,001 - $100,000 |
| $15,001 - $50,000 |
| $50,001 - $100,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $100,001 - $250,000 |
Compass Bank | $50,001 - $100,000 |
Congressional Federal Credit Union | $1,001 - $15,000 |
| $1,001 - $15,000 |
| $15,001 - $50,000 |
| $5,001 - $15,000 |
Franklin Mutual Shares Fund | $100,001 - $250,000 |
| $50,001 - $100,000 |
Hasan Abu-Issa Note (through Mountain States Escrow) | $1,001 - $15,000 |
| $50,001 - $100,000 |
| $15,001 - $50,000 |
INSD MUN INCN TR SR 86 Semi-Annual | $1,001 - $15,000 |
| $5,001 - $15,000 |
| $250,001 - $500,000 |
| $5,001 - $15,000 |
Invesco Small Cap Growth | $100,001 - $250,000 |
Invesco Van Kampen Equity and Income Fund (formerly Basic Balanced) | $50,001 - $100,000 |
| $50,001 - $100,000 |
Janus Fund | $100,001 - $250,000 |
Janus Twenty Fund | $15,001 - $50,000 |
Jensen Quality Growth Fund (formerly Jensen Portfolio) | $100,001 - $250,000 |
| $50,001 - $100,000 |
| $50,001 - $100,000 |
| $50,001 - $100,000 |
MetLife Stable Value Option 1 | $1,001 - $15,000 |
Mineral Interest, McFarland Tract, Ward Co., TX Ward County, TX, US | $1,001 - $15,000 |
| $1,001 - $15,000 |
Nuveen Intermediate Duration Municipal Bond Fund | $15,001 - $50,000 |
Nuveen Multi-Manager | $15,001 - $50,000 |
Nuveen Muni Adv Fund | $15,001 - $50,000 |
Oakmark International Fund | $50,001 - $100,000 |
Oppenheimer Developing Market CL A | $50,001 - $100,000 |
Oppenheimer Global Strategic | $15,001 - $50,000 |
| $15,001 - $50,000 |
Perkins Mid Cap Value Fund | $100,001 - $250,000 |
| $15,001 - $50,000 |
| $50,001 - $100,000 |
Price Science and Technology | $100,001 - $250,000 |
| $250,001 - $500,000 |
| $50,001 - $100,000 |
Schwab Govt Money Fund | $250,001 - $500,000 |
Schwab Muni Money Fund | $50,001 - $100,000 |
Selected American Shares | $100,001 - $250,000 |
| $1,001 - $15,000 |
| $15,001 - $50,000 |
T. Rowe Price Real Estate | $50,001 - $100,000 |
| $15,001 - $50,000 |
TIAA-CREF Retirement - Global Equities | $50,001 - $100,000 |
TIAA-CREF Retirement - Real Estate | $50,001 - $100,000 |
TIAA-CREF Retirement - Stock | $15,001 - $50,000 |
| $5,001 - $15,000 |
Vanguard Convertible Securities | $500,001 - $1,000,000 |
Vanguard Energy Fund Investor Class | $15,001 - $50,000 |
Vanguard Growth Index Fund | $250,001 - $500,000 |
Vanguard Int'l Term Tax-Exempt Fund Admiral | $500,001 - $1,000,000 |
Vanguard Long-Term Corp | $100,001 - $250,000 |
Vanguard Ltd Term Tax-Exempt Fund Admiral | $250,001 - $500,000 |
Vanguard PRIMECAP Fund Admiral | $500,001 - $1,000,000 |
Vanguard Selected Value Fund | $500,001 - $1,000,000 |
Vanguard Short Term Bond Index | $100,001 - $250,000 |
Vanguard Small-Cap Index Fund Inv | $50,001 - $100,000 |
Vanguard Tax Exempt MM | $250,001 - $500,000 |
Vanguard Total Bond Market | $50,001 - $100,000 |
Vanguard Total Stock Market | $250,001 - $500,000 |
Vanguard U.S. Growth Fund Admiral | $100,001 - $250,000 |
Vanguard Wellesley Income Fund | $1,001 - $15,000 |
Vanguard Windsor II Fund | $50,001 - $100,000 |
| $15,001 - $50,000 |
Weitz Value | $250,001 - $500,000 |
| $1,001 - $15,000 |
| $500,001 - $1,000,000 |
| $1,001 - $15,000 |