Annual financial disclosure for 2009, filed June 5, 2009. Includes 50 assets.
| Asset | Value |
|---|---|
Putnam Groves, Inc. Bartow, Florida, US | $1,000,001 - $5,000,000 |
Dudley Putnam, Inc. Bartow, Florida, US | $15,001 - $50,000 |
United States Savings Bonds | $1,001 - $15,000 |
Florida Prepaid College Plan | $15,001 - $50,000 |
Partial Interest - Office and Shop Bldg Bartow, FL, US | $5,001 - $15,000 |
MFS Growth Allocation | N/A |
Goldman Sachs TR Emerging Mkts Eqty Instl | N/A |
T Rowe Price Instl Large Cap Growth Fund | N/A |
American Funds Large Cap Growth I Shs | N/A |
STI Classic Funds Intl Equity I Shs #510 | N/A |
American Funds Small Cap Value Fund I Shs #868 | N/A |
STI Classic Funds Large Cap Relative Value I Shs | N/A |
STI Classic Funds Small Cap Growth C L C | N/A |
American Funds Small Cap Value Equity C L C | N/A |
STI Classic Funds Mid Cap Equity C L C | N/A |
ST CLASSIC FUNDS LARGE CAP VALUE EQUITY C | N/A |
ST CLASSIC FUNDS LARGE CAP GROWTH STOCK CL C | N/A |
FRA CAPITAL | N/A |
SUNTRUST BANK ACCOUNTS | $50,001 - $100,000 |
CAP QUALEAN EQUITY SHS #66 & CAP QUALEAN EQUITY SHS #66B | N/A |
BOSTON INSTL FDS INV TR BOSTON COMPANY TAX SENSITIVE | N/A |
BOSTON INSTITUTE STRATEGIES FD INSTL SHS | N/A |
TROWE PRICE REAL ESTATE | N/A |
PIMCO COMMODITY REALRETURN STRATEGY FD-INS | N/A |
ST CLASSIC FUNDS TAX FREE INCOME | N/A |
VANGUARD VALUE INDEX FUND | $15,001 - $50,000 |
VANGUARD LT-TERM TAX EXEMPT ADM | $100,001 - $250,000 |
OAKLASSE FUNDS PRIME QUALITY MONEY MARKET | N/A |
Vanguard Int-Term T/E Fund | $100,001 - $250,000 |
T Rowe Price Equity Income Fund | $15,001 - $50,000 |
T Rowe Price Blue Chip Growth | $50,001 - $100,000 |
Selected Funds Aggressive Growth Stock ISHs #558 | N/A |
Stock Bancgroup | $1,001 - $15,000 |
Sitclass Funds Equity Growth Stock ISHs #593 | N/A |
Vanguard Total Intl Index Fund | $100,001 - $250,000 |
Vanguard Small Cap Value Index Fund | $50,001 - $100,000 |
Vanguard Small Cap Growth Index Fund | $50,001 - $100,000 |
Vanguard Mid-Cap Index Fund | $100,001 - $250,000 |
Vanguard Growth Index Fund | $15,001 - $50,000 |
Vanguard T/E Money Market Fund | $250,001 - $500,000 |
Vanguard Long Term T/E Fund | $50,001 - $100,000 |
Vanguard High Yield T/E Fund | $50,001 - $100,000 |
STI Classic Funds Cap Value Equity SHS | N/A |
Colonial Bankgroup Bank Accounts | $500,001 - $1,000,000 |
Vanguard Large Cap Index Fund | $15,001 - $50,000 |
Community National Bank | $500,001 - $1,000,000 |
Vanguard Prime Money Market Fund | $1,001 - $15,000 |
Vanguard Total Stock Market Index Fund Adm | $250,001 - $500,000 |
Vanguard Small Cap Index Fund | $15,001 - $50,000 |
Vanguard 529 Plans | $50,001 - $100,000 |
