Annual financial disclosure for 2010, filed May 17, 2010. Includes 28 assets and 2 liabilities.
| Asset | Value |
|---|---|
Amoco Fund Inc. Class A | $100,001 - $250,000 |
Fundamental Investors Inc. Class A | $50,001 - $100,000 |
| Creditor | Type | Amount |
|---|---|---|
| Citibank Advantage | credit card | $15,001 - $50,000 |
| Wells Fargo (formerly Wachovia Securities) | other | $50,001 - $100,000 |
| $100,001 - $250,000 |
Washington Mutual Investors Fund | $15,001 - $50,000 |
EuroPacific Growth Fund Class A | $15,001 - $50,000 |
Small Cap World Fund Class A | $50,001 - $100,000 |
Ameritrade Income Tax Free (Gains) | N/A |
International Bond Fund American A | N/A |
Morgan Stanley Bank N.A. | N/A |
Morgan Stanley Prime Money Market | N/A |
Oppenheimer Senior Floating Rate | N/A |
Permanente High Yield Fund | N/A |
Retirement Account (1980) | N/A |
Retirement Account (2001) | N/A |
Retirement Account (2000) | N/A |
Retirement Account (2001) | N/A |
Bank of America Checking | N/A |
Bank of America Savings | N/A |
Deposit Held at M&T Bank | N/A |
General Motors Holdings LLC | N/A |
Thornburg Mortgage Inc. | N/A |
Phoenix Investment Fund | N/A |
AMCAP Fund Inc. | N/A |
Capital Growth & Income | N/A |
Private Bank Interest Savings Account | $1,001 - $15,000 |
Hartford Mutual Funds | $1,001 - $15,000 |
Putnam Investments | $1,001 - $15,000 |
Calamos Growth Fund | $1,001 - $15,000 |