Annual financial disclosure for 2012, filed May 9, 2012. Includes 27 assets and 5 liabilities.
| Asset | Value |
|---|---|
219 Pearl Street La Crosse, WI, US | $50,001 - $100,000 |
Altra Credit Union | $50,001 - $100,000 |
| Creditor | Type | Amount |
|---|---|---|
| Wells Fargo Bank | mortgage | $10,001 - $15,000 |
| Wells Fargo Bank (Loan was refinanced and is now Alta Federal Credit Union of La Crosse) | mortgage | $100,001 - $250,000 |
| Wells Fargo Bank (inadvertently listed as being held by Wells Fargo Bank on the 2009 & 2010 reports) | mortgage |
Coulee State Bank Accounts |
| $15,001 - $50,000 |
Janus Balanced Fund - IRA | $1,001 - $15,000 |
Janus Balanced Fund - Roth | $1,001 - $15,000 |
Janus Balanced Fund Roth IRA | $1,001 - $15,000 |
Janus Global Tech Mutual Fund | $1,001 - $15,000 |
Janus Growth and Income Fund Roth IRA | $1,001 - $15,000 |
Janus Mercury Education IRA | $1 - $1,000 |
Janus Twenty Fund - Education IRA | $1 - $1,000 |
Janus Twenty Fund IRA | N/A |
Janus Twenty Fund Roth IRA | N/A |
Janus Twenty Roth IRA (aka Janus Balanced Fund Roth IRA) | N/A |
Mass Investors 6-8 Year Fund - Education Account | $1,001 - $15,000 |
Mass Investors 6-8 Year Fund - Education Account | $1,001 - $15,000 |
N2680 Buchholz Road Ettrick, WI, US | $250,001 - $500,000 |
W2711 Buchholz Road Ettrick, WI, US | $100,001 - $250,000 |
Oakmark Equity and Income Fund (merged into Oakmark Select Fund) | N/A |
Oakmark Select Fund | $15,001 - $50,000 |
Oakmark Select IRA | $1,001 - $15,000 |
Oakmark Select Roth IRA | $1,001 - $15,000 |
Putnam International Fund - IRA | $1,001 - $15,000 |
Wells Fargo Banking Account | $1,001 - $15,000 |
WI Edvest 529 Plan - Fidelity Aggressive Portfolio | $15,001 - $50,000 |
WI Edvest 529 Plan - Fidelity Aggressive Portfolio | $50,000 - $100,000 |
Wisconsin Deferred Compensation Fund - Fidelity Contra Fund | $15,001 - $50,000 |
Wisconsin Deferred Compensation Fund - Fidelity Contra Fund | $100,001 - $250,000 |
| $50,001 - $100,000 |
| Alta Federal Credit Union of La Crosse | mortgage | $100,001 - $250,000 |
| Alta Federal Credit Union of La Crosse | mortgage | $100,001 - $250,000 |