Annual financial disclosure for 2008, filed May 15, 2008. Includes 21 assets.
| Asset | Value |
|---|---|
| $1,001 - $15,000 | |
| $15,001 - $50,000 |
| $1,001 - $15,000 |
| $15,001 - $50,000 |
| $50,001 - $100,000 |
| $1,001 - $15,000 |
| $15,001 - $50,000 |
| $1,001 - $15,000 |
| $1 - $1,000 |
Calvert Social Inv Fund (IRA1) | $1,001 - $15,000 |
Calvert Capital Accumulation Fund (IRA2) | $15,001 - $50,000 |
Calvert Large Cap Growth Fund (IRA2) | $100,001 - $250,000 |
Calvert Moderate Allocation Fund (IRA2) | $15,001 - $50,000 |
First World Values Fund (IRA2) | $50,001 - $100,000 |
Capital Income Builder Fund (IRA1) | $15,001 - $50,000 |
Columbia Mid Cap Fund (IRA1) | $15,001 - $50,000 |
Oppenheimer Intl Bond Fund (IRA2) | $50,001 - $100,000 |
Templeton Global Bond Fund (IRA2) | $100,001 - $250,000 |
Calvert Income Fund (IRA1) | $15,001 - $50,000 |
Growth Fund of America (529) | $15,001 - $50,000 |
Washington Mutual Investors Fund (529) | $15,001 - $50,000 |