Annual financial disclosure for 2011, filed May 9, 2011. Includes 51 assets.
| Asset | Value |
|---|---|
Allianz IRA Annuity | $1,001 - $15,000 |
AZL BlackRock Cap Apprec | $15,001 - $50,000 |
| $1,001 - $15,000 |
AZL Fusion Growth | $15,001 - $50,000 |
Allianz IRA Annuity | $1,001 - $15,000 |
Allianz NFJ Intl Equity (Formerly AMI) | $15,001 - $50,000 |
Allianz IRA Annuity | $1,001 - $15,000 |
AZL Growth (Formerly VK) | $15,001 - $50,000 |
Fixed IRA Account | $250,001 - $500,000 |
Allianz IRA Annuity | $1,001 - $15,000 |
Mutual Global Discovery | $15,001 - $50,000 |
Boston Cap Private Tax | $1 - $1,000 |
Congr Federal Credit Un | $100,001 - $250,000 |
DWS GOLD EQ (formerly Focus 5) | $15,001 - $50,000 |
ING IRA Annuity - Mainstay | $15,001 - $50,000 |
ING IRA Annuity - Retirement Growth | $50,001 - $100,000 |
ING IRA Annuity - Russell Mid Cap Growth | $15,001 - $50,000 |
ING IRA Annuity - Amer Fds Bonds | $15,001 - $50,000 |
ING IRA Annuity - Amer Fds Growth | $15,001 - $50,000 |
ING IRA Annuity - American Funds | $15,001 - $50,000 |
ING IRA Annuity - Baron Small Cap Growth | $15,001 - $50,000 |
Global Partners | $50,001 - $100,000 |
ING IRA Annuity | $15,001 - $50,000 |
Janus Contrarian | $15,001 - $50,000 |
MFS International Growth | $50,001 - $100,000 |
PIMCO Total Return | $50,001 - $100,000 |
ING IRA Annuity Bond (formerly Core Bond) | $15,001 - $50,000 |
Metlife Bank NA-CD | $15,001 - $50,000 |
| $15,001 - $50,000 |
Metlife IRA Annuity | $50,001 - $100,000 |
ML - Cohen & Steers Intl Realty Fd | $1,001 - $15,000 |
ML - Davis NY Venture Fd | $50,001 - $100,000 |
ML - Du Page Cty IL 1st Du Page County, IL, US | $50,001 - $100,000 |
ML - FPA Perennial Fund | $50,001 - $100,000 |
| $1,001 - $15,000 |
ML - Miami Beach FL Miami Beach, FL, US | $50,001 - $100,000 |
ML - Palatine IL Corp Purp Palatine, IL, US | $15,001 - $50,000 |
ML - San Diego Cty CA CFTS San Diego County, CA, US | $1,001 - $15,000 |
ML - Seminole Cty FL Sch Brd Seminole County, FL, US | $100,001 - $250,000 |
ML - So IL Univ RVS Hsg Illinois, US | N/A |
ML - Tax Exempt Fund | $1 - $1,000 |
ML - Victor VV CA Ju Un High | $50,001 - $100,000 |
ML John Hancock Variable Annuity Davis Fundamental Value | $1,001 - $15,000 |
ML John Hancock Variable Annuity Deutsche Real Estate | $1,001 - $15,000 |
ML John Hancock Variable Annuity MFC Global Lifestyle Moderate | $15,001 - $50,000 |
ML John Hancock Variable Annuity International Total Stock Market Index | $1,001 - $15,000 |
ML John Hancock Variable Annuity Multimanager Lifetime | $1,001 - $15,000 |
ML-Hartford Cap Apprec Fund | $15,001 - $50,000 |
ML-Leander Tex Indep Sch | $50,001 - $100,000 |
ML-WASH DC CCA MEDICATED | $15,001 - $50,000 |
TIAA Traditional Retirement TIAA | $50,001 - $100,000 |