Annual financial disclosure for 2008, filed May 14, 2008. Includes 19 assets and 3 liabilities.
| Asset | Value |
|---|---|
203/205 9th Street, SE (Home with Rental) Washington, DC, US | $500,001 - $1,000,000 |
Bank of America | $1,001 - $15,000 |
| Creditor | Type | Amount |
|---|---|---|
| Vermont Student Assistance Corp (VSAC) | student loan | $15,001 - $50,000 |
| Wells Fargo Bank | mortgage | $500,001 - $1,000,000 |
| Sandy Spring Bank, Maryland Bank | mortgage |
BeeBee Grow/Lambert Combined Properties |
| $50,001 - $100,000 |
CA State Legislators Retirement System Sacramento, CA, US | $100,001 - $250,000 |
Dreyfus CA Intermediate Municipal Bond Fund | N/A |
Dreyfus CA Tax Exempt Bond | $1,001 - $15,000 |
Dreyfus Strategic Dividends, Inc. Providence, RI, US | $500,001 - $1,000,000 |
RI Powers Authority Muni Bond | $50,001 - $100,000 |
CA, US | N/A |
Beverly Hills, CA Market Account Beverly Hills, CA, US | $1 - $1,000 |
La Jolla Credit Union PacifiCap (IRA) La Jolla, CA, US | $1 - $1,000 |
Union Bank of California Los Angeles, CA, US | $1,001 - $15,000 |
US Savings Bonds | $100,001 - $250,000 |
Value of CPA Practice Equipment including Furniture | $1 - $1,000 |
Vanguard 500 Index Fund Atlanta, GA, US | $250,001 - $500,000 |
Vanguard Intermediate CA Tax Exempt Bond Fund Atlanta, GA, US | $1,001 - $15,000 |
Value Line Asset Allocation Fund (IRA) Atlanta, GA, US | $50,001 - $100,000 |
Water District Municipal Bond Balby Mesa, CA, US | $50,001 - $100,000 |
Wescom Credit Union Sherman Oaks, CA 91403, US | $1,001 - $15,000 |
| $50,001 - $100,000 |