Annual financial disclosure for 2009, filed June 11, 2009. Includes 67 assets.
| Asset | Value |
|---|---|
| $15,001 - $50,000 | |
| N/A |
| N/A |
| $15,001 - $50,000 |
California St 4% 16 | $15,001 - $50,000 |
California St 4.5% 18 | $50,001 - $100,000 |
| $100,001 - $250,000 |
| $1,001 - $15,000 |
| N/A |
| $15,001 - $50,000 |
| $15,001 - $50,000 |
Commercial Real Estate - Bethany Lane, Huntington Beach, CA Huntington Beach, CA, US | N/A |
Congressional Credit Union | $1,001 - $15,000 |
CSX Corp. Bond | $1,001 - $15,000 |
| $15,001 - $50,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $100,001 - $250,000 |
Fidelity Blue Chip Fund | $250,000 - $500,000 |
Flavor X | N/A |
| $1,001 - $15,000 |
| N/A |
| $15,001 - $50,000 |
| $15,001 - $50,000 |
| $1,001 - $15,000 |
| N/A |
| $15,001 - $50,000 |
| $15,001 - $50,000 |
Jefferson Partners Commercial Real Estate Temecula, CA, US | N/A |
Jefferson Partners Commercial Real Estate | N/A |
Jefferson Partners SLLC | N/A |
Los Angeles County 4% '11 Los Angeles County, CA, US | $15,001 - $50,000 |
Los Angeles County 4% '14 Los Angeles County, CA, US | $50,001 - $100,000 |
Los Angeles County 5% '15 Los Angeles County, CA, US | $50,001 - $100,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $15,001 - $50,000 |
| $15,001 - $50,000 |
Metropolitan Water 4% 12 | $50,001 - $100,000 |
| $1,001 - $15,000 |
Northwestern Annuity | $1,001 - $15,000 |
Old National Bank Building Green Castle, IN 46135, US | $500,001 - $1,000,000 |
| $1,001 - $15,000 |
| $15,001 - $50,000 |
| $1,001 - $15,000 |
| $15,001 - $50,000 |
| $1,001 - $15,000 |
Rental Property - Vista Del Lido Newport Beach, CA, US | N/A |
Sacramento County Municipal | $50,001 - $100,000 |
| $1,001 - $15,000 |
Schwab Account Cash | $250,001 - $500,000 |
| $15,001 - $50,000 |
| $1,001 - $15,000 |
| N/A |
TIAA-CREF | N/A |
United Bank | $100,001 - $250,000 |
| $15,001 - $50,000 |
Vacant Lot, Greenbrier Sporting Club, White Sulfur Springs, WV, Lot 26 White Sulfur Springs, WV, US | $100,001 - $250,000 |
Vanguard GNMA | N/A |
Vanguard Midcap Index | N/A |
Vanguard S&P 500 Fund | $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
White Oak Acc. Growth Fund | $1,001 - $15,000 |
William Blair Growth Fund | $1,001 - $15,000 |
| N/A |
| N/A |
