Annual financial disclosure for 2010, filed May 17, 2010. Includes 61 assets.
| Asset | Value |
|---|---|
Lot 15 Tract 23483 (1+ Acre) Diamond Bar, CA, US | $500,001 - $1,000,000 |
1+ Acre Property Diamond Bar, CA, US | $1,000,001 - $5,000,000 |
APN 201 021 22; APN 201 032 200 051 700; APN 201 022; 021 023; 021 024 (Acres Vacant Land) Rancho Cucamonga, CA, US | $5,000,001 - $25,000,000 |
Lease Land in Land Industrial SAC | $1,000,001 - $5,000,000 |
Bank of America Bank Account | N/A |
Calif Statewide Cmnty's Default Water & Dev Authority Munibond | $15,001 - $50,000 |
Golden 1 Credit Union Bank Account | $1,000,001 - $5,000,000 |
American Funds Capital World Growth and Income Fund Class A | $15,001 - $50,000 |
Capitol Income Builder Fund Class A | $1 - $1,000 |
Capitol Source Bank Account | N/A |
Real Estate Investment LLC Walnut, CA, US | $1,001 - $15,000 |
State Street REIT Real Estate Investment Walnut, CA, US | $1,001 - $15,000 |
Citibank NA South Dakota Student Loan 15432 Dep Program Bank Deposit Program | $1,001 - $15,000 |
Orange County Cmnty Facs Dist Spl Tax Muni Bond | $15,001 - $50,000 |
Comerica Bank Account | $1,000,001 - $5,000,000 |
| $15,001 - $50,000 |
Countrywide Bank Account(s) | N/A |
| $100,001 - $250,000 |
Embarq Corp (Merged into CenturyTel Inc.) | $1 - $1,000 |
Federal Home Loan Mortgage Corp. | $15,001 - $50,000 |
| $50,001 - $100,000 |
CA Commonwealth Development Co. Common Stock Real Estate Investment Walnut, CA, US | $500,001 - $1,000,000 |
| $1,001 - $15,000 |
| $500,001 - $1,000,000 |
Havadji Holding, Inc. Note Secured by Deed of Trust Riverside, CA, US | $500,001 - $1,000,000 |
Investment Company of America | $50,001 - $100,000 |
| $1,001 - $15,000 |
IRA - Citibank NA South Dakota | $1,001 - $15,000 |
IRA - Hartford International Opportunity | $1,001 - $15,000 |
IRA - Hartford Intl Opportunity Fund Class B | $1,001 - $15,000 |
IRA - Hartford Midcap Fund Class B | $15,001 - $50,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
IRA - Mainstay Equity Index Fund | $15,001 - $50,000 |
IRA - Mainstay Equity Index Fund | $1,001 - $15,000 |
| $15,001 - $50,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
IRA - Hartford Dividend & Growth Fund Class A | $15,001 - $50,000 |
Hartford Midcap Fund Class A | $1,001 - $15,000 |
| $15,001 - $50,000 |
JPMorgan Chase Bank Account | N/A |
LDK Solar Co LTD | $15,001 - $50,000 |
Long Term Bend Investors Real Estate Investment, LLC | $5,000,001 - $25,000,000 |
LTB Improved Lots 1-20, 22-37, 40-47, 79-123 / AOAA Phase II Deschutes County, City of Bend, Oregon, US | $1,000,001 - $5,000,000 |
LTB Improved Lots 1-21, Rivers Edge Block 7 Deschutes County, City of Bend, Oregon, US | $1,000,001 - $5,000,000 |
LTB Improved Lots 1-26, 28-30 Deschutes County, City of Bend, Oregon, US | $500,001 - $1,000,000 |
LTB Improved Lots 1-4, 6-8, 10-12, 14, 17, 20-22, 24, 27-30 City of Bend, Oregon, US | $500,001 - $1,000,000 |
LTB Improved Lots 3-6, 8-12, 14 Deschutes County, City of Bend, Oregon, US | $250,001 - $500,000 |
Morgan Stanley (Citibank NA South Dakota) 3781 NA DDA 5511 Barney MM-1381 | $1,001 - $15,000 |
OneWest Bank Account (formerly IndyMac Bank) | N/A |
| $15,001 - $50,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
Sacramento Calif MPT Bond Act 1915 | N/A |
Sun Coast Life Insurance | $1,001 - $15,000 |
| $15,001 - $50,000 |
US Bank Account - Fidelity-Pomona Bank & Trust | $500,001 - $1,000,000 |
Vanguard Money Market Fund | $1,001 - $15,000 |
Vineyard Bank Account | N/A |
