Annual financial disclosure for 2009, filed August 4, 2009. Includes 9 assets and 3 liabilities.
| Asset | Value |
|---|---|
Social Management Accounts | $100,001 - $250,000 |
Wells Managed Accounts | $250,001 - $500,000 |
| Creditor | Type | Amount |
|---|---|---|
| Com. Servicing Co. | other | $100,001 - $250,000 |
| Prudential Life Insurance Co. | other | $500,001 - $1,000,000 |
| Chase Student Loan | other |
| $100,001 - $250,000 |
Dodge & Cox Stock | $50,001 - $100,000 |
Dodge & Cox Balanced Fund | $50,001 - $100,000 |
| $100,001 - $250,000 |
Multi-Family Homes (4 buildings) San Jose, CA, US | $1,000,001 - $5,000,000 |
S. Redwood Dr. Property San Jose, CA, US | $500,001 - $1,000,000 |
Checking Account - Patelco Credit Union CA, US | $1,001 - $15,000 |
| $15,001 - $50,000 |