Annual financial disclosure for 2009, filed June 1, 2009. Includes 71 assets.
| Asset | Value |
|---|---|
33 Park Road #7 Binghamton, NY, US | $500,001 - $1,000,000 |
620 Sutter St. San Francisco, CA, US | $500,001 - $1,000,000 |
730 Alhambra St. Crockett, CA, US | $1,000,001 - $5,000,000 |
4305 Auburn Blvd. Sacramento, CA, US | $1,000,001 - $5,000,000 |
Life Insurance Option Medical Mask San Diego, CA, US | $1,001 - $15,000 |
| $1 - $1,000 |
Strategic Investment Advisors Investment Management | $1,000,001 - $5,000,000 |
CA Guaranteed Option Fund | $50,001 - $100,000 |
Fidelity - EDU IRA | $15,001 - $50,000 |
CA 100% Equity (Index) Fund | $50,001 - $100,000 |
Schwab IRA | $100,001 - $250,000 |
Large Cap Fund | $50,001 - $100,000 |
Savings Plus 401(k) | $50,001 - $100,000 |
Med America 401(k) | $150,000 - $250,000 |
| $15,001 - $50,000 |
| $1,001 - $15,000 |
New California Ins Muni A Fund | $15,001 - $50,000 |
City National Bank Accounts | $15,001 - $50,000 |
Sterling Bank Accounts | $250,001 - $500,000 |
US Bank Accounts | $50,001 - $100,000 |
Vanguard (IRA) | $1,001 - $15,000 |
Federal Money Market Fund | $100,001 - $250,000 |
Explorer Fund Admiral | $100,001 - $250,000 |
Vanguard (IRA) | $100,001 - $250,000 |
Vanguard Institutional Index Fund | $100,001 - $250,000 |
Vanguard International Growth Adm Fund | $100,001 - $250,000 |
Vanguard International Value Fund | $250,001 - $500,000 |
Vanguard (IRA) | $100,001 - $250,000 |
Windsor II Fund Adm | $250,001 - $500,000 |
Vanguard (IRA) | $100,001 - $250,000 |
Schwab Money Market Fund | $1,001 - $15,000 |
Charles Schwab (IRA) | $1,001 - $15,000 |
| $15,001 - $50,000 |
Charles Schwab (IRA) | $15,001 - $50,000 |
| $50,001 - $100,000 |
| $50,001 - $100,000 |
Charles Schwab (Trust) - Schwab Money Market Fund | $15,001 - $50,000 |
| $1,001 - $15,000 |
| $1 - $1,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1 - $1,000 |
| $1,001 - $15,000 |
| $15,001 - $50,000 |
| $1,001 - $15,000 |
| $15,001 - $50,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
Pac-West Telecomm, Inc. Stock (Charles Schwab Trust) | $1 - $1,000 |
| $1 - $1,000 |
| $1,001 - $15,000 |
Daytonbrands Stock (Charles Schwab) | $1 - $1,000 |
| $1,001 - $15,000 |
First Medical Group Stock (Charles Schwab) | $1 - $1,000 |
Charles Schwab Health PR Stock | $1 - $1,000 |
Charles Schwab Liberty Media Interactive Stock | $1,001 - $15,000 |
Charles Schwab Mphase Technologies, Inc. Stock | $1 - $1,000 |
Charles Schwab Timedyn Inc. Stock | $1 - $1,000 |
Charles Schwab Zapata Corp. Stock | $1 - $1,000 |
Charles Schwab Schwab Value Advantage Money Market | $250,001 - $500,000 |
| $1,001 - $15,000 |
Charles Schwab Healthsport Inc. Stock | $1 - $1,000 |
Charles Schwab Star Scientific Inc. Stock | $1,001 - $15,000 |
Charles Schwab PWS Emerging Market Mutual Fund | $50,001 - $100,000 |
Charles Schwab Schwab Value Money Market | $250,001 - $500,000 |
Charles Schwab Schwab Money Market Fund | $50,001 - $100,000 |
| $1,001 - $15,000 |
Charles Schwab (Strategic) | $1,001 - $15,000 |
Ohio, US | $1,001 - $15,000 |
Univision Communications Inc. | N/A |
