Annual financial disclosure for 2010, filed May 17, 2010. Includes 36 assets and 1 liabilities.
| Asset | Value |
|---|---|
Bank of America CD | $1,001 - $15,000 |
Bank of America CD | $1,001 - $15,000 |
| Creditor | Type | Amount |
|---|---|---|
| UBS | margin loan | $10,001 - $15,000 |
| $1,001 - $15,000 |
| $15,001 - $50,000 |
Fidelity Cash Reserves | $15,001 - $50,000 |
Fidelity Investment Grade Bond Fund | $50,001 - $100,000 |
Fidelity Puritan Fund - IRA | $100,001 - $250,000 |
Fidelity Total Bond Fund | $50,001 - $100,000 |
| $1,001 - $15,000 |
Franklin Flex Cap Growth Fund - Class C | $15,001 - $50,000 |
Franklin Money Fund | $15,001 - $50,000 |
Franklin Mutual Global Discovery Fund - Class C | $15,001 - $50,000 |
Franklin Rising Dividends Fund - Class C | $1,001 - $15,000 |
Franklin Templeton Mutual Shares Fund - Class C | $1,001 - $15,000 |
| $1,001 - $15,000 |
| $15,001 - $50,000 |
| $15,001 - $50,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
iShares DJ US Industrial Sector Index Fund | $1,001 - $15,000 |
iShares MSCI Canada Index Fund | $1,001 - $15,000 |
iShares MSCI Emerging Markets Index Fund | $1,001 - $15,000 |
iShares Russell Industrials Index Fund | $1,001 - $15,000 |
iShares Trust Russell 2000 Index Fund | $15,001 - $50,000 |
iShares Trust S&P 500 Index Fund | $15,001 - $50,000 |
iShares Trust S&P Global Information Technology Sector Index Fund | $1,001 - $15,000 |
iShares MSCI EAFE Index Fund | $1,001 - $15,000 |
iShares Trust S&P Global Energy Sector Index Fund | $1,001 - $15,000 |
| $1,001 - $15,000 |
| $50,001 - $100,000 |
Pimco Total Return Fund Class C | $100,001 - $250,000 |
| $15,001 - $50,000 |
UBS Bank USA Deposit | $1,001 - $15,000 |
UBS Wyeth Grut | N/A |
| N/A |