Annual financial disclosure for 2013, filed May 15, 2013. Includes 26 assets and 5 liabilities.
| Asset | Value |
|---|---|
Vanguard 500 Index Fund | $100,001 - $250,000 |
Vanguard Mid-Cap Index Fund | $50,001 - $100,000 |
| Creditor | Type | Amount |
|---|---|---|
| Nelnet | student loan | $15,001 - $50,000 |
| Mainsource Bank, Shelbyville, IN | mortgage | $100,001 - $250,000 |
| Mainsource Bank, Shelbyville, IN | mortgage |
Vanguard REIT Index Fund |
| $50,001 - $100,000 |
Vanguard Target Retirement 2040 Fund | $50,001 - $100,000 |
Plaid 3's LLC Virginia Beach, VA, US | $100,001 - $250,000 |
USAA Federal Savings Bank Account | $15,001 - $50,000 |
USAA Life Insurance Policy | $50,001 - $100,000 |
Citizen's Bank Park Etna, PA, US | N/A |
Capital One 360 Money Market | N/A |
Capital One 360 Savings Account | N/A |
Capital One 360 Checking Account | N/A |
JP Morgan 529 Plan | N/A |
JP Morgan 529 Plan | N/A |
JP Morgan 529 Plan | N/A |
American Funds New World Fund | N/A |
American Funds AMCAP Fund | N/A |
American Funds Capital Income Builder (Class A) | N/A |
American Funds Investment Company of America | N/A |
American Funds U.S. Government Securities Fund | N/A |
American Funds EuroPacific Growth Fund | N/A |
American Funds New Perspective Fund | N/A |
American Funds Washington Mutual Investors Fund | N/A |
American Funds Fundamental Investors Fund | N/A |
Ameritrade Account (ending 3) | N/A |
Ameritrade Account (ending 1) | N/A |
M&T Bank Checking Account | N/A |
| $500,001 - $1,000,000 |
| Mainsource Bank, Shelbyville, IN | line of credit | $15,001 - $50,000 |
| Fifth Third Bank, Shelbyville, IN | other | $15,001 - $50,000 |