Annual financial disclosure for 2009, filed June 29, 2009. Includes 60 assets.
| Asset | Value |
|---|---|
IRA - Dreyfus Midcap Value | $1,001 - $15,000 |
Ameritrade Money Market | $1,001 - $15,000 |
| $15,001 - $50,000 |
Blackrock FL Municipal Trust | $50,001 - $100,000 |
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 |
Discover Money Market | $50,001 - $100,000 |
Dreyfus Research Growth Fund (formerly Dreyfus IRA Growth Fund) | $1,001 - $15,000 |
FL Property, Drake Lane, Spring Hill, FL Spring Hill, FL, US | N/A |
Franklin Templeton Fund (formerly Franklin Templeton Fund Instl) | $1,001 - $15,000 |
Franklin Tax-Free 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 (Dymatech) | $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 Funds | N/A |
| $1,001 - $15,000 |
IRA - Putnam Voyager (mutual fund) | N/A |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1 - $1,000 |
IRA - International (spin off of IRA-Tyco) | $1,001 - $15,000 |
IRA - Van Kampen American Value (mutual fund) | $1,001 - $15,000 |
IRA - Van Kampen Comstock (mutual fund) | $15,001 - $50,000 |
IRA - Van Kampen Equity (mutual fund) | $15,001 - $50,000 |
IRA - Van Kampen Int'l Growth (mutual fund) | $1,001 - $15,000 |
Franklin Templeton Mid Cap Growth (mutual fund) | $1,001 - $15,000 |
JEA FPL Water and Sewer | $15,001 - $50,000 |
John Hancock Govt | $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 (formerly Franklin 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 Warrick County, IN, US | $1,001 - $15,000 |
Welfare | N/A |
