Annual financial disclosure for 2013, filed August 9, 2013. Includes 90 assets and 1 liabilities.
| Asset | Value |
|---|---|
1757 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 Kenwood Austin, TX, US | $250,001 - $500,000 |
6734 Spicewood Springs Austin, TX, US | $1,000,001 - $5,000,000 |
American Century Ultra Fund | $100,001 - $250,000 |
| $50,001 - $100,000 |
| $100,001 - $250,000 |
| $15,001 - $50,000 |
| $1,001 - $15,000 |
| N/A |
| $15,001 - $50,000 |
| $50,001 - $100,000 |
| $1,001 - $15,000 |
| $15,001 - $50,000 |
| $50,001 - $100,000 |
| $50,001 - $100,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $100,001 - $250,000 |
Compass Bank | $100,001 - $250,000 |
Congressional Federal Credit Union | $1,001 - $15,000 |
| $1,001 - $15,000 |
| $100,001 - $250,000 |
| N/A |
Franklin Mutual Shares Fund | $100,001 - $250,000 |
| $15,001 - $50,000 |
Hasan Abu-Isa Note (through Mountain States Escrow) | $1,001 - $15,000 |
| $100,001 - $250,000 |
| $15,001 - $50,000 |
INSD MUN INCM TR SR 86 Semi-Annual | $1,001 - $15,000 |
| $50,001 - $100,000 |
| $250,001 - $500,000 |
| $1,001 - $15,000 |
Invesco Small Cap Growth | $250,001 - $500,000 |
Invesco Van Kampen Equity and Income Fund | $50,001 - $100,000 |
| $50,001 - $100,000 |
Janus Fund | $100,001 - $250,000 |
Janus Twenty Fund | $50,001 - $100,000 |
Jensen Quality Growth Fund Class J | $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 Interest Bond Fund Duration Muni | $15,001 - $50,000 |
Nuveen Multi-Manager | $15,001 - $50,000 |
Nuveen Muni Adv Fund | $15,001 - $50,000 |
Oakmark International Fund | $500,001 - $1,000,000 |
Oppenheimer Developing Markets Fund Class I (formerly CL A) | $15,001 - $50,000 |
Oppenheimer Global Strategic | $15,001 - $50,000 |
| $50,001 - $100,000 |
Perkins Mid Cap Value Fund | $100,001 - $250,000 |
| $15,001 - $50,000 |
| $100,001 - $250,000 |
| $250,001 - $500,000 |
| $50,001 - $100,000 |
Schwab Govt Money Fund | $250,001 - $500,000 |
Schwab Muni Money Fund | $15,001 - $50,000 |
Selected American Fund | N/A |
| $1,001 - $15,000 |
| N/A |
T. Rowe Price Real Estate | $15,001 - $50,000 |
T. Rowe Price Science and Technology | $250,001 - $500,000 |
| $15,001 - $50,000 |
TIAA-CREF Retirement - Global Equities | $50,001 - $100,000 |
TIAA-CREF Retirement - Real Estate | $100,001 - $250,000 |
TIAA-CREF Retirement - Stock | $15,001 - $50,000 |
| $5,001 - $15,000 |
Vanguard Convertible Securities | $1,000,001 - $5,000,000 |
Vanguard Energy Fund Investor | $15,001 - $50,000 |
Vanguard Growth Index Fund Admiral | $250,001 - $500,000 |
Vanguard Intermediate-Term Tax-Exempt Fund Admiral | $100,001 - $250,000 |
Vanguard Long-Term Corporate Bond Fund Admiral | $100,001 - $250,000 |
Vanguard Limited-Term Tax-Exempt Fund Admiral | $100,001 - $250,000 |
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 | $100,001 - $250,000 |
Vanguard Tax Exempt MM | $1,001 - $15,000 |
Vanguard Total Bond Market Index Fund | $15,001 - $50,000 |
Vanguard Total Stock Market | $500,001 - $1,000,000 |
Vanguard U.S. Growth Fund Admiral | $500,001 - $1,000,000 |
Vanguard Wellesley Income Fund | $1,001 - $15,000 |
Vanguard Windsor II Fund | $50,001 - $100,000 |
| $15,001 - $50,000 |
Weitz Value | $50,001 - $100,000 |
| $1,001 - $15,000 |
| $1,000,001 - $5,000,000 |
| $1,001 - $15,000 |