Annual financial disclosure for 2008, filed December 18, 2008. Includes 59 assets.
| Asset | Value |
|---|---|
Alabama Power 5.875% | $15,001 - $50,000 |
| $1 - $1,000 |
| N/A |
Ariel Appreciation Fund (Not Self-Directed) | $1,001 - $15,000 |
Ariel Appreciation Fund (Not Self-Directed) | $1,001 - $15,000 |
| $15,001 - $50,000 |
Baron Asset Fund | N/A |
| $1,001 - $15,000 |
BlackRock MuniHoldings Insured Fund | $15,001 - $50,000 |
Broadband Holders Trust | N/A |
| $1,001 - $15,000 |
| $1 - $1,000 |
Davis New York Venture Fund - IRA | $1,001 - $15,000 |
| $1,001 - $15,000 |
Deutsche Bank 6.625% Preferred | $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
Eaton Vance Tax Managed | $15,001 - $50,000 |
Faton Worldwide | $1,001 - $15,000 |
| $1,001 - $15,000 |
Evergreen Investment IRA (Not Self Directed) | $1,001 - $15,000 |
Evergreen Investment IRA (Not Self Directed) | $1,001 - $15,000 |
| N/A |
ING Group 73375 FD | $15,001 - $50,000 |
High Point NC 3.5% High Point, NC, US | $15,001 - $50,000 |
Growth Fund of America Inc. IRA | N/A |
| $1,001 - $15,000 |
First Research Systems, Inc. | N/A |
Julius Baer Intl Equity (Lots 55/57 N. Poplar St., Charlotte, NC) Charlotte, NC, US | $50,001 - $100,000 |
Lots - Burke County, NC (4 residential lots) Burke County, NC, US | $50,001 - $100,000 |
Mint Technologies WTS | N/A |
Mechanics & Farmers Bank | $1,001 - $15,000 |
| $1,001 - $15,000 |
N.C. State Employees Credit Union System (Not Self Directed) | $15,001 - $50,000 |
Nicholas-Applegate Int'l & Domestic Strategy Fund | $15,001 - $50,000 |
| N/A |
| $1,001 - $15,000 |
Nuveen Equity Premium Income Fund | $15,001 - $50,000 |
| N/A |
Park Plaza Office LP | $50,001 - $100,000 |
| $1,001 - $15,000 |
Royce Premier Fund - IRA | $1,001 - $15,000 |
Rydex Sector Rotation Fund - IRA | $1,001 - $15,000 |
Rydex Sector Rotation Fund | $50,001 - $100,000 |
Rydex Series Trust Biotechnology Fund | N/A |
Rydex Series Trust Energy Fund | $1,001 - $15,000 |
Rydex Series Trust Energy Services Fund | $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| N/A |
Thornburg Investment | N/A |
Transamerica IRA (Not Self Directed) | $1,001 - $15,000 |
Wachovia 8% Preferred | $15,001 - $50,000 |
Wachovia Securities | N/A |
Wachovia Securities | $1,001 - $15,000 |
Wachovia Securities - IRA | $15,001 - $50,000 |
Wachovia Securities - IRA (Managed by Denoted Trust) | $100,001 - $250,000 |
Westside 2000, Ltd (Land Partnership) | $15,001 - $50,000 |
