Annual financial disclosure for 2009, filed May 13, 2009. Includes 62 assets.
| Asset | Value |
|---|---|
IRA - Dreyfus Midcap Value | $1,001 - $15,000 |
1959 MG Collector Car | N/A |
| $1,001 - $15,000 |
Bank of America | $1,001 - $15,000 |
Bank of America - Checking | $15,001 - $50,000 |
Blackrock FL Municipal Trust | $15,001 - $50,000 |
Bond Fund of America | $15,001 - $50,000 |
Capital One Money Market | $50,001 - $100,000 |
| $1,001 - $15,000 |
Collier County Cap. Imp | $15,001 - $50,000 |
Cortez Bank CD | $50,001 - $100,000 |
Cortez Community Bank Stock | $1,001 - $15,000 |
| N/A |
Discover Money Market | $50,001 - $100,000 |
Dreyfus Research Growth Fund (formerly Dreyfus RA Growth Fund) | $1,001 - $15,000 |
FPL Property – Drake Lane, Spring Hill, FL Spring Hill, FL, US | N/A |
Franklin Balance Sheet Fund (formerly Franklin Templeton Fund that split) | $1,001 - $15,000 |
Franklin Flex Cap Growth Fund | $1,001 - $15,000 |
Hernando Tax Certificate | $1 - $1,000 |
| N/A |
| $1,001 - $15,000 |
| $1 - $1,000 |
| $1,001 - $15,000 |
IRA - Cap Inc. Builders (mutual fund) | $1 - $1,000 |
| $1,001 - $15,000 |
| N/A |
IRA - Dreyfus Small Company Value | $1,001 - $15,000 |
| $1,001 - $15,000 |
IRA - Edward Jones Cash Account | $1,001 - $15,000 |
IRA - Euro-Pacific Fund (mutual fund) | $1,001 - $15,000 |
IRA - Fundamental Inv (mutual fund) | $15,001 - $50,000 |
IRA - Growth Fund (mutual fund) | $1,001 - $15,000 |
| $1 - $1,000 |
IRA - Metlife Capital Appr. Fund | N/A |
| $1,001 - $15,000 |
Putnam Voyager (Mutual Fund) | N/A |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1 - $1,000 |
| $1,001 - $15,000 |
Vanguard AmValue Fund (Mutual Fund) | $1,001 - $15,000 |
Vanguard Comstock Fund (Mutual Fund) | $15,001 - $50,000 |
Vanguard Equity Fund (Mutual Fund) | $15,001 - $50,000 |
Vanguard International Growth Fund (Mutual Fund) | $1,001 - $15,000 |
Putnam International Capital Growth Fund (Mutual Fund) | $1,001 - $15,000 |
JEA FL Water and Sewer | $15,001 - $50,000 |
John Hancock Government Fund | $1,001 - $15,000 |
Lee County School Board | $15,001 - $50,000 |
| $1,001 - $15,000 |
Miami Dade Arena Bonds | $15,001 - $50,000 |
Money Market - Edward Jones | $1,001 - $15,000 |
| N/A |
Roth IRA - Cap. Inc. Bldr (mutual fund) | $1 - $1,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
Templeton Foreign Fund (sold within Templeton Fund that split) | $1 - $1,000 |
US Savings Bonds | $1,001 - $15,000 |
Vanguard Total Stock Market Fund | N/A |
| $1,001 - $15,000 |
Warrick County, Ind Bond | $1,001 - $15,000 |
