Annual financial disclosure for 2009, filed May 15, 2009. Includes 36 assets.
| Asset | Value |
|---|---|
Agency & Treasury Bonds (IRA) | $15,001 - $50,000 |
American Balanced Fund (IRA) | $15,001 - $50,000 |
| $15,001 - $50,000 |
| $1,001 - $15,000 |
Fidelity Contrafund (IRA) | $50,001 - $100,000 |
Fidelity Energy SVC2 (IRA) | $15,001 - $50,000 |
Fidelity Equity Income Fund (IRA) | $15,001 - $50,000 |
First Mariner | $15,001 - $50,000 |
| $1 - $1,000 |
Inflation Protected Tips (IRA) | $1,001 - $15,000 |
Inflation Protected Tips | $1,001 - $15,000 |
John J. Murphy Trust (Ferris, Baker, Watts) | $50,001 - $100,000 |
| $1,001 - $15,000 |
Legg Mason Opp Trust (IRA) | N/A |
Legg Mason Special Investment Trust (IRA) | N/A |
Legg Mason Value Trust (IRA) | N/A |
| N/A |
| $1,001 - $15,000 |
MFS Sun Life Financial Annuities (IRA) | $15,001 - $50,000 |
MFS Sun Life Financial (IRA) | $15,001 - $50,000 |
MSCI Emerging Mkts (IRA) | $1,001 - $15,000 |
Nea Bx Genesis Fund (IRA) | $50,001 - $100,000 |
NW MNY Mkt Prime (IRA) | $100,001 - $250,000 |
Power China (IRA) | $1,001 - $15,000 |
PowerShares DB (IRA) | $1,001 - $15,000 |
Rupp & Associates, Inc. 401K/IRA (Trust) | $100,001 - $250,000 |
| $1,001 - $15,000 |
Summer Beach #608 Ocean City, MD, US | $250,001 - $500,000 |
Summit Community Bank | $50,001 - $100,000 |
TDAM MNY Mkt (IRA) | $1,001 - $15,000 |
TDAM MNY Mkt (IRA) | $100,001 - $250,000 |
Vanguard LRG CAP (IRA) | $15,001 - $50,000 |
Vanguard MSCI US Mid CAP (IRA) | $15,001 - $50,000 |
Vanguard MSCI US Mid CAP (IRA) | $50,000 - $100,000 |
Vanguard SM Cap (IRA) | $15,001 - $50,000 |
| $1,001 - $15,000 |