Annual financial disclosure for 2009, filed May 15, 2009. Includes 57 assets.
| Asset | Value |
|---|---|
Allianz Annuity IRA | $1,001 - $15,000 |
AIM Intl Equity | N/A |
| N/A |
Davis NY Venture A | N/A |
Allianz Annuity IRA | $100,001 - $250,000 |
First Trust Target Dividend Income ETF | N/A |
Fixed Period Account | N/A |
Allianz Annuity IRA | N/A |
Franklin Income Sec | N/A |
Allianz Annuity IRA | N/A |
Franklin Small Cap Val | N/A |
Invesco Developing Markets | $1,001 - $15,000 |
JPMorgan 20/20 Focus | N/A |
Allianz Annuity IRA | $1,001 - $15,000 |
Legg Mason Growth | N/A |
Legg Mason Value | N/A |
Allianz Annuity IRA | $1,001 - $15,000 |
Metropolitan Value | N/A |
Allianz Annuity IRA | N/A |
OCC Opportunity | N/A |
Allianz Annuity IRA | N/A |
Allianz Annuity IRA Target Plus Equity | N/A |
Allianz Annuity IRA VK Comstock | N/A |
Allianz Annuity IRA | N/A |
Allianz Annuity IRA VK Capital Growth | $1,001 - $15,000 |
Boston Cap Private Tax | $1 - $1,000 |
Congr Federal Credit Un | $50,001 - $100,000 |
ING Annuity IRA AllianceBernstein Mid Cap Growth | $100,000 - $100,000 |
ING Annuity IRA - Amer Fds Bonds | $15,001 - $50,000 |
ING Annuity IRA - Amer Fds Growth | $50,001 - $100,000 |
ING Annuity IRA - Amer Fds Inv | $15,001 - $50,000 |
ING Annuity IRA - Baron Small Cap Growth | $1,001 - $15,000 |
ING Annuity IRA - Fidelity | $15,001 - $50,000 |
ING Annuity IRA - Global Res | $15,001 - $50,000 |
ING Annuity IRA - Janus Contrarian | $1,001 - $15,000 |
ING Annuity IRA - Marsico Growth | $15,001 - $50,000 |
ING Annuity IRA - Pimco Core Bond | $15,001 - $50,000 |
| $1,001 - $15,000 |
ML - Cohen & Steers Int Realty Fd | $1,001 - $15,000 |
ML - Davis NY Venture Fd | $100,001 - $250,000 |
ML - Du Page Cty IL 1st Du Page County, IL, US | $15,001 - $50,000 |
ML - FPA Perennial Fund | $50,001 - $100,000 |
ML - Coca Estic | $1,001 - $15,000 |
ML - John Hancock Venture III Annuity | $15,001 - $50,000 |
ML - Mesquite TX Indep Sch Mesquite, TX, US | N/A |
ML - Miami Beach FL Miami Beach, FL, US | $15,001 - $50,000 |
ML - Palatine IL Corp Purp Palatine, IL, US | $50,001 - $100,000 |
ML - San Diego Cty CA CTFS San Diego County, CA, US | $1,001 - $15,000 |
ML - Seminole Cty FL Sch Brd Seminole County, FL, US | $50,001 - $100,000 |
ML - So IL Univ RVS Hsg Illinois, US | $15,001 - $50,000 |
ML - Tax Exempt Fund | $50,001 - $100,000 |
ML - Victor Vy CA Jt Un High Victor Valley, CA, US | $15,001 - $50,000 |
ML - Western IL Univ Revs Illinois, US | N/A |
ML - Wash DC CCA Dedicated Washington, DC, US | $15,001 - $50,000 |
IRA - John Hancock Life Venture Annuity | N/A |
IRA - Fiserv Trust MMF | N/A |
TIAA CREF Retirement TIAA Traditional | $100,001 - $250,000 |