Annual financial disclosure for 2009, filed May 15, 2009. Includes 22 assets and 1 liabilities.
| Asset | Value |
|---|---|
Blackrock Mun Holdings Calif Insd Fund | N/A |
Blackrock Mun Yield Insd Fund | N/A |
| Creditor | Type | Amount |
|---|---|---|
| UBS | margin loan | $50,001 - $100,000 |
| $1,001 - $15,000 |
| $15,001 - $50,000 |
| N/A |
Fidelity Puritan IRA | $50,001 - $100,000 |
Fortive Brands | $1,001 - $15,000 |
| N/A |
| $1,001 - $15,000 |
iShares Dow Jones Select Dividend Index | $15,001 - $50,000 |
iShares Dow Jones Select Dividend Index Fund IRA | $15,001 - $50,000 |
iShares Dow Jones U.S. Technology Sector Index Fund | $1,001 - $15,000 |
iShares Dow Jones U.S. Financial Sector Index Fund | $1,001 - $15,000 |
iShares Dow Jones U.S. Healthcare Sector Index Fund | $1,001 - $15,000 |
iShares Dow Jones U.S. Industrial Sector Index Fund | $1,001 - $15,000 |
iShares Trust Russell 2000 Index | $15,001 - $50,000 |
iShares Trust S&P 500 Index | $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
UBS Wyeth Grut | N/A |
| N/A |
| $250,001 - $500,000 |