Annual financial disclosure for 2009, filed May 15, 2009. Includes 42 assets and 1 liabilities.
| Asset | Value |
|---|---|
NYS 529 Plan | $50,001 - $100,000 |
NYS 529 Plan | $50,001 - $100,000 |
| Creditor | Type | Amount |
|---|---|---|
| Citibank | personal loan | $100,001 - $250,000 |
| $100,001 - $250,000 |
LPL Financial Roth IRA | $50,001 - $100,000 |
TIAA-CREF Roth IRA | $15,001 - $50,000 |
Bank of America Roth IRA | $15,001 - $50,000 |
Merrill Brokerage Roth IRA | $100,001 - $250,000 |
Schwab Money Market Fund | N/A |
Nationwide Retirement Plan | N/A |
Huntington Government Money Market | N/A |
Rydex Government Money Market | N/A |
Frost Bank Personal Account | N/A |
Dimensional Emerging Markets Value Fund | N/A |
PIMCO Foreign Bond Fund (Taxable) | N/A |
American Funds Europacific Growth Fund | N/A |
American Funds New World Fund | N/A |
Vanguard 500 Index Fund | N/A |
Vanguard Extended Market Index Fund | N/A |
Vanguard Total Bond Market Index Fund | N/A |
American Funds Capital World Growth and Income Fund | N/A |
American Funds Capital Income Builder | N/A |
American Funds Washington Mutual Investors Fund | N/A |
American Funds Fundamental Investors | N/A |
American Funds AMCAP Fund | N/A |
American Funds New Perspective Fund | N/A |
American Funds Investment Company of America | N/A |
Calamos Market Neutral Income Fund | N/A |
BlackRock Equity Dividend Fund | N/A |
Artio Global High Income Fund | N/A |
Schwab Money Market - IRA | $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
Hussman Strategic Growth Fund | $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
Advantage Fund - BlackRock | $1,001 - $15,000 |
BlackRock Health Sciences Fund | $1,001 - $15,000 |
| $1,001 - $15,000 |