Annual financial disclosure for 2010, filed July 30, 2010. Includes 153 assets.
| Asset | Value |
|---|---|
| $1,001 - $15,000 | |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
Allegan Pub Schools M Go 5/1/15 | $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $15,001 - $50,000 |
| $1,001 - $15,000 |
Barry Cnty MI Utl Tax 4/1/23 Barry County, MI, US | $1,001 - $15,000 |
| $1,001 - $15,000 |
Brandon MI Sch Dist Utl 5/1/25 Brandon, MI, US | $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
Central MI University 403B- Fidelity 4/30/24 Michigan, US | $1,001 - $15,000 |
Chippewa Valley MI 5/1/19 Chippewa Valley, MI, US | $1,001 - $15,000 |
Chippewa Valley MI Sch 5/1/24 Chippewa Valley, MI, US | $1,001 - $15,000 |
| $1,001 - $15,000 |
Clinton Charter Twp 4/1/24 Clinton Township, MI, US | $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
Community Foundation SE MI 403B Plan - American Funds Europacific Growth | $1,001 - $15,000 |
Community Foundation SE MI 403B Plan - Fidelity Advisor 2020 | $1,001 - $15,000 |
Community Foundation SE MI 403B Plan - Fidelity Advisor Free 2030 | $1,001 - $15,000 |
Community Foundation SE MI 403B Plan - Franklin Balance Sheet | $15,001 - $50,000 |
Community Foundation SE MI 403B Plan - Goldman Sachs FS Govt Income | $1,001 - $15,000 |
Community Foundation SE MI 403B Plan - Vanguard 500 Index | $1,001 - $15,000 |
Community Foundation SE MI MPP - Fidelity Advisor Free 2030 | $15,001 - $50,000 |
Goldman Sachs FS Govt Instl | $1,001 - $15,000 |
Congressional Federal Credit Union CD | $1,001 - $15,000 |
Congressional Federal Credit Union Account | $5,001 - $15,000 |
Congressional Federal Credit Union CD | $15,001 - $50,000 |
Congressional Federal Credit Union Savings | $1,001 - $15,000 |
Dearborn Mich Ser B 4/1/19 Dearborn, MI, US | $1,001 - $15,000 |
Detroit MI Dwtn Dev Rev 7/1/18 Detroit, MI, US | $1,001 - $15,000 |
Detroit MI Sew Disp Sys 7/1/24 Detroit, MI, US | $1,001 - $15,000 |
Detroit Mich CSD Ser B 5/1/13 Detroit, MI, US | $1,001 - $15,000 |
Detroit Mich Wtr Supply 7/1/29 Detroit, MI, US | $50,001 - $100,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
Durand Mich Area Schls 12/1/20 Durand, MI, US | $1,001 - $15,000 |
Genesee Cnty Mich Cmnty 5/1/15 Genesee County, MI, US | $1,001 - $15,000 |
| $1,001 - $15,000 |
Eaton Vance Tax Advantage Global | $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1 - $1,000 |
| $1,001 - $15,000 |
Genesee Cnty MI SWG Sys Genesee County, MI, US | $1,001 - $15,000 |
Grand Traverse Co MI 5/1/23 Grand Traverse County, MI, US | $15,001 - $50,000 |
Harper Ck MI Com Sch 5/1/21 Harper Creek, MI, US | $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
Kalamazoo MI Pub Schs 5/1/26 Kalamazoo, MI, US | $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
Livonia Mich Mun Bldg 5/1/21 Livonia, MI, US | $1,001 - $15,000 |
Lowell Mich Area Schs 5/1/35 | $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
Metlife Annuity | $1,001 - $15,000 |
| $1,001 - $15,000 |
MI Mun Bd A1 Clean Water 10/1/23 | $1,001 - $15,000 |
MI Mun Bd Auth Rev 11/1/32 | $15,001 - $50,000 |
Michigan St Hops Fin Auth 5/15/32 | $1,001 - $15,000 |
Michigan St Hsg Dev Auth 4/1/24 | $1,001 - $15,000 |
Morgan Stanley Bank NA 10/15/18 Stte Bldg Au | $1,001 - $15,000 |
| $1,001 - $15,000 |
Monroe City Mich Bldg 4/1/24 | $1,001 - $15,000 |
| $1,001 - $15,000 |
North Gratiot Intercept 5/1/24 | $1,001 - $15,000 |
Northwestern Mutual Life Insurance | $1,001 - $15,000 |
| $1,001 - $15,000 |
Parchment MI Sch Dist 5/1/25 | $15,001 - $50,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
Plymouth Canton MI CSD 5/1/13 | $1,001 - $15,000 |
Portage Mich Transp Fd 12/1/20 | $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
Rochester Mich Cmnty Sch 5/1/23 | $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
State of MI 401k: Artisan Intl and Europacific Growth | $15,001 - $50,000 |
State of MI 401k: Dodge & Cox | $15,001 - $50,000 |
State of MI 401k: SSgA S&P 500 Index | $50,001 - $100,000 |
State of MI 401k: SSgA Target Retirement 2025 | $1,001 - $15,000 |
AllianceBernstein Int'l Val | $15,001 - $50,000 |
State of MI 457: Rainier Large Cap Growth | $1,001 - $15,000 |
State of MI 457: Ridgeworth Funds | $1,001 - $15,000 |
State of MI 457: SSgA S&P 500 Index | $1,001 - $15,000 |
State of MI 457: SSgA Stable Value | $15,001 - $50,000 |
State of MI 457: SSgA S&P 500 Index | $15,001 - $50,000 |
UBS 401k Plan: UBS Balanced Fund | $1,001 - $15,000 |
UBS 401k Plan: UBS Mid Cap Growth | $1,001 - $15,000 |
UBS 401K Plus Plan - UBS PACE International Equity Fund | $1,001 - $15,000 |
UBS 401K Plus Plan - UBS Stable Value Fund | $15,001 - $50,000 |
| $15,001 - $50,000 |
UBS Bank USA | $1,001 - $15,000 |
UBS IRA - AM Constellation FD Inc | $1,001 - $15,000 |
UBS IRA - Funds Investment Company of America | $1,001 - $15,000 |
UBS SEP - Albert Power Co 2/15/19 | $1,001 - $15,000 |
| $1,001 - $15,000 |
| $15,001 - $50,000 |
UBS SEP - United Amer Internotes 9/15/19 | $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $15,001 - $50,000 |
Bony Corrientes 12/16/19 | $1,001 - $15,000 |
Calamos Strategic Total Return 3/19 | $15,001 - $50,000 |
UBS Bank First Bank CD 1/26/13 | $15,001 - $50,000 |
GS Pwr & L T S Nts 3/1/08 | $1,001 - $15,000 |
Cit Group Inc Internotes 2/15/14 | $1,001 - $15,000 |
Citigroup Global Mkts 2/15/16 | $1,001 - $15,000 |
UBS SEP E T Real Estate Fund | $1 - $1,000 |
El Paso Energy Corp 5/15/09 | $1,001 - $15,000 |
FFCB 4/21/20 | $50,001 - $100,000 |
UBS 11/19/19 | $15,001 - $50,000 |
FHLC 3/27/20 | $1,001 - $15,000 |
FHLC 5/30/17 | $1,001 - $15,000 |
UBMA 3/29/19 | $1,001 - $15,000 |
FNMA 4/8/19 | $1,001 - $15,000 |
USB SEP. FMNA 9/26/17 | $1,001 - $15,000 |
GE Capital Internotes 2/15/17 | $1,001 - $15,000 |
USB SEP. | $1,001 - $15,000 |
GE Capital Internotes 3/15/16 | $1,001 - $15,000 |
GE Capital Internotes 7/15/19 | $1,001 - $15,000 |
GE Capital Internotes 8/15/19 | $1,001 - $15,000 |
GMAC Smart Notes 3/15/16 | $1,001 - $15,000 |
Goldman Sachs Group 10/1/14 | $1,001 - $15,000 |
USB Corp 3/15/12 | $1,001 - $15,000 |
Home Depot Nts 3/1/16 | $1,001 - $15,000 |
ING Clarion Global Real Estate Income Fund | $1,001 - $15,000 |
ING Prime Rate Trust | $1,001 - $15,000 |
USB Corp Capital Corp 4/7/10 | $1,001 - $15,000 |
John Hancock 11/15/18 | $1,001 - $15,000 |
| $1,001 - $15,000 |
UBS SEP Merrill Lynch NTS 5/5/14 | $1,001 - $15,000 |
UBS SEP Merrill Lynch Tr Unit Ser 1 S&P | $1,001 - $15,000 |
UBS SEP Natl City Corp Sub Notes 2/1/09 | $1,001 - $15,000 |
| $1,001 - $15,000 |
UBS SEP UBS Fund Inc 10/15/18 | $1,001 - $15,000 |
| $1,001 - $15,000 |
UBS SEP Verizon Global Nts 11/15/11 | $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
Warren Woods MI 5/1/22 Warren, MI, US | $1,001 - $15,000 |
Wayne St Univ MI Brd Gov 11/15/29 Michigan, US | $1,001 - $15,000 |
