Annual financial disclosure for 2013, filed May 13, 2013. Includes 23 assets and 1 liabilities.
| Asset | Value |
|---|---|
IRA Rollover Vanguard 500 Index Fund | $50,001 - $100,000 |
IRA Rollover Vanguard Morgan Growth Fund | $15,001 - $50,000 |
| Creditor | Type | Amount |
|---|---|---|
| People's Bank, Munster, Indiana | mortgage | $15,001 - $50,000 |
IRA Rollover Vanguard Strategic Equity Fund |
| $15,001 - $50,000 |
IRA Rollover Vanguard Wellington Fund | $50,001 - $100,000 |
IRA Rollover Vanguard Selected Value Fund | $15,001 - $50,000 |
IRA Rollover Vanguard ESG U.S. Stock ETF | $15,001 - $50,000 |
| $100,001 - $250,000 |
Roth IRA - Sentinel Sustainable Core Opportunities | $1,001 - $15,000 |
Roth IRA - Sentinel Sustainable Growth | $15,001 - $50,000 |
Rowe Price International Value Fund | $1,001 - $15,000 |
Vanguard Tax-Managed Small-Cap Fund | $15,001 - $50,000 |
Dept. of Labor Credit Union - Reward Checking | $15,001 - $50,000 |
Dodge & Cox Stock Fund | $50,000 - $100,000 |
Mutual Quest Fund | $15,001 - $50,000 |
Peoples Bank Savings Account | $50,000 - $50,000 |
Peoples Bank Checking | $250,001 - $500,000 |
Congressional Federal Credit Union Checking Account | $1 - $1,000 |
Merrill Lynch Bank - IRA (Cash) | $100,001 - $250,000 |
Northwest Indiana Bancorp - IRA (Stock) | $15,001 - $50,000 |
Vanguard Total International Stock Index | $50,000 - $100,000 |
Merrill Lynch - Ready Assets | $1,001 - $15,000 |
Merrill Lynch - Cash | $1,001 - $15,000 |
GNMA CMO 2009 | $50,001 - $100,000 |