Annual financial disclosure for 2008, filed May 15, 2008. Includes 22 assets and 2 liabilities.
| Asset | Value |
|---|---|
Amcap Fund Inc. Class A | $1,001 - $15,000 |
Fundamental Investors Class A | $1,001 - $15,000 |
| Creditor | Type | Amount |
|---|---|---|
| Citi Bank Advantage | credit card | $15,001 - $50,000 |
| Citi Card | credit card | $100,001 - $250,000 |
Growth Fund of America Class A |
| $1,001 - $15,000 |
Washington Mutual Investors Fund | $1,001 - $15,000 |
EuroPacific Growth Fund Class A | $1,001 - $15,000 |
Small Cap World Fund Class A | $1,001 - $15,000 |
American High-Income Trust | $1,001 - $15,000 |
Intermediate Bond Fund of America | $1,001 - $15,000 |
Investment Company of America | $1,001 - $15,000 |
Massachusetts Variable Life Insurance Co. | $1,001 - $15,000 |
Morgan Stanley Active Assets Account | $1,001 - $15,000 |
Oppenheimer Advantage Fund | $1,001 - $15,000 |
Putnam College Advantage (1998) | $1,001 - $15,000 |
Certificate of Deposit (NH Bank) NH, US | $1,001 - $15,000 |
Variable Annuity (MetLife) | $1,001 - $15,000 |
AXA Equitable Deferred Annuity | $1,001 - $15,000 |
Thornburg Mortgage, Inc. | $1,001 - $15,000 |
Thornburg Investment Trust | $1,001 - $15,000 |
PNC Bank Account | $1,001 - $15,000 |
DWS Investments Funds | $1,001 - $15,000 |
Hartford Mutual Funds | $1,001 - $15,000 |
SP Pathway Interval Fund c/o MES Series Trust I | $1,001 - $15,000 |