Conflicts of Interest Disclosure : Securities, Mutual Funds, Investments

Greg Habeeb reported the following investments:

Investment Type Value
American Investment Co of America Mutual Fund $5,001 to $50,000
Artisan International Value Mutual Fund $5,001 to $50,000
JP Morgan Equity Income Mutual Fund $50,001 - $250,000
Principal Midcap Inst Mutual Fund $5,001 to $50,000
Target Date 2040 Portfolio Mutual Fund $5,001 to $50,000
TIAA-CREF Lifecycle Index 2030 Inst Mutual Fund $50,001 - $250,000
T Rowe Price Mid Cap Growth Mutual Fund $5,001 to $50,000
T Rowe Price OM US SML CAP Growth Equity Mutual Fund $5,001 to $50,000
T Rowe Price Value Mutual Fund $5,001 to $50,000
Vanguard Small Cap Index Mutual Fund $50,001 - $250,000