Annual financial disclosure for 2011, filed May 16, 2011. Includes 33 assets.
| Asset | Value |
|---|---|
Bank of America CD | N/A |
Bank of America CD | $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
Fidelity Cash Reserves | N/A |
Fidelity Investment Grade Bond Fund | $15,001 - $50,000 |
Fidelity Puritan Fund IRA | $100,001 - $250,000 |
Fidelity Select Money Market | $15,001 - $50,000 |
Fidelity Total Bond Fund | $50,001 - $100,000 |
| $1,001 - $15,000 |
Franklin Flex Cap Growth Fund - Class C | $15,001 - $50,000 |
Franklin Mutual Global Discovery Fund - Class C | $50,001 - $100,000 |
Franklin Rising Dividends Fund - Class C | $15,001 - $50,000 |
Franklin Small Cap Growth Fund - Class C | $15,001 - $50,000 |
| $1,001 - $15,000 |
| $50,001 - $100,000 |
| $15,001 - $50,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
iShares DJ US Industrial Index Fund | $1,001 - $15,000 |
iShares Fund MSCI Canada Index | $1,001 - $15,000 |
iShares MSCI Emerging Markets Index Fund | $15,001 - $50,000 |
iShares Trust Global Industrials Index Fund | $15,001 - $50,000 |
iShares Trust Russell 2000 Index | $1,001 - $15,000 |
iShares Trust S&P 500 Index | $50,001 - $100,000 |
iShares Trust S&P Global Information Technology Sector | $15,001 - $50,000 |
iShares MSCI EAFE Index Fund | $1,001 - $15,000 |
Invesco Trust S&P Global Energy Sector Index Fund | $15,001 - $50,000 |
| $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 |