Annual financial disclosure for 2009, filed May 13, 2009. Includes 25 assets.
| Asset | Value |
|---|---|
401k, State of MI | $250,001 - $500,000 |
SSgA S&P 500 Index | $100,001 - $250,000 |
| $50,001 - $100,000 |
American Funds EuroPacific Growth | $50,001 - $100,000 |
JP Morgan Equity Income | $15,001 - $50,000 |
IRA, USAA | $50,001 - $100,000 |
Sam Bernstein Portfolio A | $1,001 - $15,000 |
IRA - USAA (cont) | N/A |
San Gervasio Global C | N/A |
San Gervasio Global B | N/A |
American Investmentmate B | N/A |
IRA (Cash) - USAA | N/A |
Morgan Stanley Account | N/A |
401A - Nevada County Nevada County, US | N/A |
| N/A |
Vanguard Institutional Index | N/A |
SSA S&P Midcap Index | N/A |
Huntington Bank Account | N/A |
CSM Trust | N/A |
Certificate of Deposit (CD) | N/A |
USAA Accounts | N/A |
Merrill Lynch Account | N/A |
Custodial Account - MetLife | N/A |
New York Life | N/A |
| $15,001 - $50,000 |