Annual financial disclosure for 2013, filed May 15, 2013. Includes 72 assets.
| Asset | Value |
|---|---|
529 Capitol World Bond Fund | $50,001 - $100,000 |
529 American Funds New Perspective Growth | $1,001 - $15,000 |
| $1,001 - $15,000 |
529 Short Term Bond Fund of America | $100,001 - $250,000 |
529 Smallcap World Fund | $50,001 - $100,000 |
529 Washington Mutual Investors Fund | $15,001 - $50,000 |
| $1,001 - $15,000 |
Community Bank of Wheaton/Glen Ellyn accts | $1,001 - $15,000 |
| N/A |
| $1,001 - $15,000 |
| N/A |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $50,001 - $100,000 |
| $15,001 - $50,000 |
| $1,001 - $15,000 |
| $50,001 - $100,000 |
| N/A |
| N/A |
| N/A |
| N/A |
| N/A |
| N/A |
LV Asset Strategy CI I | N/A |
IRA John Hancock Strategies Income | N/A |
| $1,001 - $15,000 |
IRA Principal Global Diversified Income Fund | N/A |
| N/A |
| N/A |
| N/A |
IRA Sentinel Short Maturity Government Fund Class A | N/A |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| N/A |
| N/A |
IRA SPDR Series Trust International Government Inflation Protected | $1,001 - $15,000 |
| N/A |
| N/A |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $15,001 - $50,000 |
| N/A |
| N/A |
| N/A |
IRA Nationwide Emerging Mkts Local Debt Fund (ELD) | $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
iShares Russell 2000 Value | $1,001 - $15,000 |
Ivy Asset Strategy Class I (WAX) | $1,001 - $15,000 |
Invesco Strategic Income Opportunities Class I | $1,001 - $15,000 |
MONY Flexible Premium Adjustable Life Policy | $1,001 - $15,000 |
MONY Flexible Premium (Universal Life Policy) | $1,001 - $15,000 |
Principal Global Diversified Income Fund | $1,001 - $15,000 |
Schwab deposit accounts (cash) | $1,001 - $15,000 |
Sector SPDR Trust S&P 500 | $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $15,001 - $50,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
Wheaton Bank and Trust Accounts | $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |