Annual financial disclosure for 2008, filed May 14, 2008. Includes 50 assets.
| Asset | Value |
|---|---|
IRAs - Mainstay Equity Index Fund | $15,001 - $50,000 |
Opportunity Hartford Midcap Fund Class B | $50,001 - $100,000 |
| $15,001 - $50,000 |
| N/A |
| N/A |
Capital World Growth and Income Fund Class A | $15,001 - $50,000 |
Bank of America CD Deposit Program | $50,000 - $50,000 |
Edward Jones IRA 10326 (Moved to Smith Barney) | N/A |
| $1,001 - $15,000 |
| $1 - $1,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $15,001 - $50,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
IRAs - Mainstay Equity Index Fund | $15,001 - $50,000 |
Hartford Intl Opportunity | $1,001 - $15,000 |
Hartford Midcap Fund | $1,001 - $15,000 |
Edward Jones Retirement MM | N/A |
Hartford Dividend & Growth | $15,001 - $50,000 |
Citibank NA South Orange County Deposit Program | $1 - $1,000 |
Banco Popular | N/A |
Pomona Bank & Trust 1st Federal | $50,001 - $100,000 |
Smith Barney Citigroup MM-1381 | $1,001 - $15,000 |
Edward Jones MM | N/A |
Sun America Life Insurance | $15,001 - $50,000 |
Investment Company of America | $50,001 - $100,000 |
Farmers & Merchants Corp Orange County Orange County, CA, US | $15,001 - $50,000 |
CA Infrastructure & Economic Dev Auth Water & Munibond Rev CA, US | $15,001 - $50,000 |
APN 239 183 1 Vacant Land, Industrial 5AC, Lot 1 of Tract 23483, 1 Acre Diamond Bar, CA, US | $1,000,001 - $5,000,000 |
1+ Acre Property Diamond Bar, CA, US | $500,001 - $1,000,000 |
1 Acre Property Diamond Bar, CA, US | $1,000,001 - $5,000,000 |
Havadjia Holding, Inc. Commercial Bldg Secured by Deed of Trust | $250,001 - $500,000 |
Truser Development Co. Common Stock | $500,001 - $1,000,000 |
Real Estate Investment Walnut, CA, US | $1,001 - $15,000 |
Gary Miller LLC Real Estate Investment | $1,001 - $15,000 |
APN 201 021 22; APN 201 032 01; APN 200 052; APN 200 051 01 Parcels (38.2 Acres Vacant Land) Rancho Cucamonga, CA, US | $5,000,001 - $25,000,000 |
Citibank Deposit | $1 - $1,000 |
CA Muni Cash Trust | $1,001 - $15,000 |
Chino Calif Cmnty Facs Dist Spl Tax Muni Bond | $15,001 - $50,000 |
Sacramento Calif Impt Bd Act 1915 | $15,001 - $50,000 |
| $50,001 - $100,000 |
| $50,001 - $100,000 |
| $250,001 - $500,000 |
| $1,000,001 - $5,000,000 |
BlackRock Latin Amer FD Inc CL A | $50,001 - $100,000 |
Capitol Income Builder Fund Class A | $50,001 - $100,000 |
Davis Premier Fund Class A | $50,001 - $100,000 |
