Annual financial disclosure for 2012, filed May 15, 2012. Includes 110 assets.
| Asset | Value |
|---|---|
| $1,001 - $15,000 | |
Aigen Inc. (Advantage Account) | $50,001 - $100,000 |
Air Corp (SEP IRA) | N/A |
| $15,001 - $50,000 |
| $50,001 - $100,000 |
AT&T Inc. CPN (Advantage Account) | $50,001 - $100,000 |
| $15,001 - $50,000 |
| $50,001 - $100,000 |
| $15,001 - $50,000 |
| $50,001 - $100,000 |
| $1,001 - $15,000 |
Boring Company (Roth IRA) | $1,001 - $15,000 |
Bradley Co TN Indl Dev Bd (Advantage Account) | $1,001 - $15,000 |
Calvert Income Fund (401K) | $1,001 - $15,000 |
Calvert Income Fund (457) | $1,001 - $15,000 |
| $1,001 - $15,000 |
Chattanooga-Hamilton Cnty Hosp Auth (Advantage Account) | $15,001 - $50,000 |
| $50,001 - $100,000 |
Citibank NA South Dakota Bank Deposit Program | N/A |
Citibank NA South Dakota Bank Deposit Program (SEP IRA) | N/A |
| $15,001 - $50,000 |
| $50,001 - $100,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $50,001 - $100,000 |
| $15,001 - $50,000 |
| $5,001 - $15,000 |
| $1,001 - $15,000 |
| $1 - $1,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $15,001 - $50,000 |
| $50,001 - $100,000 |
Federated Auto Govt Money Trust (Advanced Treasury Market Fund) | $250,001 - $500,000 |
Money Market Fund (SEP IRA) | $15,001 - $50,000 |
Federated Adv Govt Money Market (Advantage Account) | $50,001 - $100,000 |
Fidelity Contrafund (401k) | $1,001 - $15,000 |
Fidelity Contrafund (457) | $100,001 - $250,000 |
Fidelity Magellan Fund (457) | N/A |
Fidelity OTC Portfolio (401k) | $15,001 - $50,000 |
Fidelity Puritan Fund (401k) | $100,001 - $250,000 |
Fidelity Retirement Gov Money Market Fund (401K) | $15,001 - $50,000 |
Fidelity Retirement Gov Money Market Fund (457) | $1,001 - $15,000 |
| $15,001 - $50,000 |
| $1,001 - $15,000 |
| $15,001 - $50,000 |
| $15,001 - $50,000 |
| $15,001 - $50,000 |
| $15,001 - $50,000 |
Gold Bullion | $50,001 - $100,000 |
| $100,001 - $250,000 |
| $15,001 - $50,000 |
| $15,001 - $50,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $50,001 - $100,000 |
| $200,001 - $500,000 |
Jefferson City, TN GO Unlimited Public Assured Revenue Bond (Advantage Account) Jefferson City, TN, US | $15,001 - $50,000 |
Knoxville, TN General Improvement GO Unlimited Public Bond (Advantage Account) Knoxville, TN, US | $15,001 - $50,000 |
| $15,001 - $50,000 |
| $1,001 - $15,000 |
| N/A |
Memphis, TN General Improvement GO Unlimited Municipal Bond (Advantage Account) Memphis, TN, US | $15,001 - $50,000 |
Memphis-Shelby Co Tenn Arpt Auth SPL Facs Rev Refunding (AG3) Municipal Bond | $1,001 - $15,000 |
Metropolitan Govt Nashville & Davidson Cnty Tenn Serv A Natl-Re Pub Imp Rev (TU4) | $15,001 - $50,000 |
| $1,001 - $15,000 |
Met Govt Nashville & Davidson Cnty Tenn Rev Cap Apprec (TF7) | $1,001 - $15,000 |
Met Govt Nashville & Davidson Cnty Tenn Facs Brd Rev Hosp Bond | $15,001 - $50,000 |
| N/A |
| $1 - $1,000 |
| $15,001 - $50,000 |
| $1,001 - $15,000 |
| $15,001 - $50,000 |
Putnam City Tennessee Municipal Bond Fund Class A (Advantage Account) | $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
Robertson County TN School District Public Unltd Municipal Bond (Advantage Account) | $15,001 - $50,000 |
Rutherford County, TN Municipal Bond (Advantage Account) | $1,001 - $15,000 |
| $15,001 - $50,000 |
Shelby County TN Capital Appreciation & Refunding County (FX5) Municipal Bond (Advantage Account) | N/A |
Shelby County TN Health, Education & Housing Revenue St. Judes Childrens Research Hospital Municipal Bond (Advantage Account) | $15,001 - $50,000 |
South Carolina Jobs-Economic Development Authority GO UT (X4) Municipal Bond (Advantage Account) | $1,001 - $15,000 |
Shelby County TN Health, Education & Housing Revenue RFDG St. Judes Childrens Research Hospital Bond | $15,001 - $50,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1 - $1,000 |
| $1,001 - $15,000 |
Tennessee Housing Development Agency MTG Finance Program Revenue 2009 (V9G) Municipal Bond (Advantage Account) | $1,001 - $15,000 |
Tennessee Energy Acquisition Corp Gas Bond Rev A Municipal Bond (Advantage Account) | $15,001 - $50,000 |
Tennessee HSG Dev Agy Homebuyer Ship Prog 1 (Agency Prepaid) Pt3 Municipal Bond (Advantage Account) | $15,001 - $50,000 |
HSG Fin Prog Ser A-1 XRD Bond (Advantage Account) Municipal Bond | N/A |
Tennessee HSG Dev Agy Residential Finance (E9) Municipal Bond | N/A |
Tennessee HSG Dev Agy HSG Fin Prog Ser A-1 XRD (Advantage Account) | $15,001 - $50,000 |
Tennessee HSG Dev Agy (Agy Acct) Ser A-1 XRD (Advantage Account) | $15,001 - $50,000 |
Tennessee HSG Dev Agy (Z2) Municipal Bond (Advantage Account) | $15,001 - $50,000 |
| $15,001 - $50,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $15,001 - $50,000 |
Hometown Ownership PG AMT Municipal Bond (Advantage Account) | $1,001 - $15,000 |
Hometown Ownership PG ERP Municipal Bond (Advantage Account) | $1,001 - $15,000 |
Switzerland | $1 - $1,000 |
General Electric Broadband Network Inc Obligation Municipal Bond (Advantage Account) | $15,001 - $50,000 |
| $15,001 - $50,000 |
| $15,001 - $50,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |