Annual financial disclosure for 2010, filed June 16, 2010. Includes 131 assets and 2 liabilities.
| Asset | Value |
|---|---|
1/2 life interest in surface and mineral interest one half of La Loba Ranch Palmer, TX, US | $1,000,001 - $5,000,000 |
12 Stoneholm Boston, MA, US | $250,001 - $500,000 |
| Creditor | Type | Amount |
|---|---|---|
| CHASE HOME FINANCE LLC | mortgage | $100,001 - $250,000 |
| VIEWPOINT BANK | mortgage | $100,001 - $250,000 |
Street, Town of Barnstable Barnstable, MA, US | $500,001 - $1,000,000 |
1211 Summit Rd McLean, VA 22101, US | $500,001 - $1,000,000 |
Antonio Levand Court San Antonio, TX, US | $500,001 - $1,000,000 |
| $1,001 - $15,000 |
425 Soledad Ltd San Antonio, TX, US | $50,001 - $100,000 |
6800 Fleetwood Rd Unit 513 McLean, VA, US | $100,001 - $250,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
Alpine Income Trust Tax Optimized | $15,001 - $50,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
American Funds Growth Fund of America A | $15,001 - $50,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $15,001 - $50,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
Cash & Equivalents - Merrill Lynch | $15,001 - $50,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
Columbia Acorn A | $50,001 - $100,000 |
| $1,001 - $15,000 |
Congressional Federal Credit Union | $5,001 - $50,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
Dodge & Cox Stock Fund | $50,001 - $100,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
Franklin Templeton Retirement Plan (managed by Franklin Resources Inc) | $15,001 - $50,000 |
| $1,001 - $15,000 |
| $15,001 - $50,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $15,001 - $50,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
Lago Vista Joint Venture (land sales in Bandera for Business Income) Bandera, TX, US | $1 - $1,000 |
| N/A |
| $1,001 - $15,000 |
Lufkin Technologies Corp | $1,001 - $15,000 |
Lot 18 Game Trail 4, Chaffee County, CO Chaffee County, CO, US | $100,001 - $250,000 |
ORB Group Ord | $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
Nuveen NWQ Multi-Cap Value A | $15,001 - $50,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
Sovereign Bank | $100,001 - $250,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| N/A |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
United States Treasury Notes 3.500% 02/15/2018 | $15,001 - $50,000 |
| $1,001 - $15,000 |
U.S. Treasury Notes 4.250% 08/15/2015 | $15,001 - $50,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
