Annual financial disclosure for 2010, filed May 17, 2010. Includes 48 assets and 2 liabilities.
| Asset | Value |
|---|---|
Allianz NFJ Renaissance Fund IRA (formerly Allianz Occ Renaissance Fund) | $1,001 - $15,000 |
American Funds Inv Co of America IRA (Fair Market Value) | $1,001 - $15,000 |
| Creditor | Type | Amount |
|---|---|---|
| Chase | mortgage | $15,001 - $50,000 |
| Sallie Mae | student loan | $15,001 - $50,000 |
American Growth Fund IRA |
| $1,001 - $15,000 |
| $15,001 - $50,000 |
Calamos Growth Fund IRA (Fair Market Value) | $15,001 - $50,000 |
| $1,001 - $15,000 |
Congressional Federal Credit Union | $15,001 - $50,000 |
CREF Bond Market Retirement Fund | $1,001 - $15,000 |
CREF Inflation-Linked Bond Retirement Fund | $15,001 - $50,000 |
CREF Equity Index Retirement Fund | $1,001 - $15,000 |
CREF Money Market Retirement Fund | $15,001 - $50,000 |
CREF Growth Retirement Fund | $15,001 - $50,000 |
CREF Social Choice Retirement Fund | $1,001 - $15,000 |
Fairfax County Retirement Fund | $100,001 - $250,000 |
Davis NY Venture Fund A IRA | $1,001 - $15,000 |
Davis New York Venture Fund C IRA | $15,001 - $50,000 |
| $50,001 - $100,000 |
Evergreen Investments Stock | $15,001 - $50,000 |
Fairfax County Retirement Fund Employee Plan B (not self-directed) | $100,001 - $250,000 |
House, 313 Carriage Shop Rd. Falmouth, MA, US | $250,001 - $500,000 |
| $50,001 - $100,000 |
Loomis Sayles Strategic Income Fund C (IRA Fair Market Value) | $1,001 - $15,000 |
| $1,001 - $15,000 |
| $15,001 - $50,000 |
MetLife Insurance Policy (Cash Value) | $15,001 - $50,000 |
MetLife Insurance Policy (Cash Value) | $1,001 - $15,000 |
MetLife Insurance Policy (Cash Value) | $1,001 - $15,000 |
PNC Bank Money Market | $15,001 - $50,000 |
| $5,001 - $15,000 |
Rockland Trust Account | $1,001 - $15,000 |
SAIC Closed (formerly Preferred) Stock Fund | $15,001 - $50,000 |
| $100,001 - $250,000 |
| $15,001 - $50,000 |
SunTrust Bank Accounts | $50,001 - $100,000 |
SunTrust Bank CD | $100,001 - $250,000 |
SunTrust Bank Mutual Fund | $50,001 - $100,000 |
TIAA Traditional Retirement Fund | $100,001 - $250,000 |
United Bank CDs | $50,001 - $100,000 |
US Senate Federal Credit Union Savings Accounts | $1,001 - $15,000 |
Federal Farm Credit Bank Consolidated Securities 5.8% | $15,001 - $50,000 |
Vanguard Long Term Treasury Investment Retirement Fund | $15,001 - $50,000 |
Vanguard Target Retirement 2015 Retirement Fund | $15,001 - $50,000 |
Vanguard Total Bond Market Index Retirement Fund | $50,001 - $100,000 |
Vanguard Windsor Fund | $50,001 - $100,000 |
Washington Investment Fund | $100,001 - $250,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |