Annual financial disclosure for 2010, filed June 16, 2010. Includes 40 assets.
| Asset | Value |
|---|---|
Morgan Stanley Smith Barney LLC Congressional FCU Cash | $15,001 - $50,000 |
Morgan Stanley Smith Barney LLC Trust Deposit NA - Bank of America | $1,001 - $15,000 |
Morgan Stanley Smith Barney LLC FBO Sherman Tex Indp't Sch |
| $1,001 - $15,000 |
Morgan Stanley Smith Barney LLC FBO Erin Krejci Cust Texas PTK Bond | $1,001 - $15,000 |
Morgan Stanley Smith Barney IRA/UTMA Diamond Trust Ser Intl | $15,001 - $50,000 |
Morgan Stanley Smith Barney IRA/UTMA Bank | $1,001 - $15,000 |
| $15,001 - $50,000 |
Morgan Stanley Smith Barney UTMA UTS SPDR Trust Ser 1 | $15,001 - $50,000 |
Morgan Stanley Smith Barney UTMA STRIPS TINTS Generic Int Pmt | $1,001 - $15,000 |
Morgan Stanley Smith Barney UTMA South Barney Intl | $1,001 - $15,000 |
Morgan Stanley Money Market 11025 Money Market | $1 - $1,000 |
Morgan Stanley Smith Barney | N/A |
Wells Fargo 401K Stable Return Fund | $250,001 - $500,000 |
American Funds Capital World Growth & Income A (Whole Life Insurance Accumulation Plan) | $50,001 - $100,000 |
Prudential Financial Whole Life Insurance | $15,001 - $50,000 |
Wells Fargo Def Comp - PIMCO Total Return Fund | $100,001 - $250,000 |
Wells Fargo Def. Comp. Advantage Index Fund | $50,001 - $100,000 |
Wells Fargo Def. Comp. Wells Fargo Govt Money Market | $15,001 - $50,000 |
Wells Fargo Def. Comp. Wells Fargo Money Market | $50,001 - $100,000 |
Wells Fargo Def. Comp. Wells Fargo U.S. Large Cap Value Index Fund | $100,001 - $250,000 |
Credit Suisse IRA - Pending Government Account | $15,001 - $50,000 |
Credit Suisse IRA - Emerging Mkts Index | $15,001 - $50,000 |
Credit Suisse IRA - Credit Suisse MSCI EAFE Index Fund | $1,001 - $15,000 |
Credit Suisse IRA - Credit Suisse Russell 2000 Value Index Fund | $1,001 - $15,000 |
Credit Suisse IRA - Ishares TR Russell Midcap Growth Index Fund | $1,001 - $15,000 |
Park Center (2) Office Buildings in Brentwood Brentwood, TN, US | $250,001 - $500,000 |
Credit Suisse IRA - Depository Receipts | $1,001 - $15,000 |
Entercapital Partners (A Partnership) Investors (Not Self Directed IRA) | $250,001 - $500,000 |
UBS Financial Services Common Intl Stock and Options | $100,001 - $250,000 |
Credit Suisse IRA Account - Government | $1,001 - $15,000 |
Credit Suisse IRA - iShares TR MSCI Emerging Mkts Index Fund | $1,001 - $15,000 |
Credit Suisse IRA - iShares TR Russell Midcap Growth Index | $1,001 - $15,000 |
Credit Suisse IRA - Value Index Fund | $1,001 - $15,000 |
Standard & Poor's Depository Receipts | $1 - $1,000 |
PNC Bank National Association Checking | $1,001 - $15,000 |
PNC Bank National Association MM 113 | $100,001 - $250,000 |
Credit Suisse 307-Inst Liquidity Fund USA Money Market Mgmt | N/A |
Dreyfus Muni Cash Plus | $100,001 - $250,000 |
Credit Suisse 307- Partnership Group Partnership | $15,001 - $50,000 |
Broadpoint Securities Group | $50,001 - $100,000 |