Annual financial disclosure for 2008, filed May 15, 2008. Includes 22 assets and 1 liabilities.
| Asset | Value |
|---|---|
Blackrock Mun Holdings Calif Insd Fund | $1,001 - $15,000 |
Blackrock Mun Yield Insd. Fund | $15,001 - $50,000 |
| Creditor | Type | Amount |
|---|---|---|
| UBS | margin loan | $100,001 - $250,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
Fidelity Puritan IRA | $100,001 - $250,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
iShares DJ US Select Dividend Index | $15,001 - $50,000 |
iShares DJ Select Dividend Index IRA | $50,001 - $100,000 |
iShares DJ Tech Sector Index Fund | $1,001 - $15,000 |
iShares DJ US Financial Sector Index Fund | $1,001 - $15,000 |
iShares DJ US Healthcare Sector Index Fund | $1,001 - $15,000 |
iShares DJ US Industrial Sector Index Fund | $1,001 - $15,000 |
iShares Trust Russell 2000 | $1,001 - $15,000 |
iShares Trust S&P 500 Index | $15,001 - $50,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
UBS Wealth Management | N/A |
| $1,001 - $15,000 |
| $15,001 - $50,000 |