Annual financial disclosure for 2013, filed May 14, 2013. Includes 37 assets and 3 liabilities.
| Asset | Value |
|---|---|
Central St Somerville, MA, US | $500,001 - $1,000,000 |
Congressional FCU | $1,001 - $15,000 |
| Creditor | Type | Amount |
|---|---|---|
| Century Bank | mortgage | $100,001 - $250,000 |
| Winter Hill Bank | mortgage | $15,001 - $50,000 |
| Winter Hill Bank | mortgage |
Cambridge Trust Somerville, MA, US |
| $100,001 - $250,000 |
East Cambridge Bank Somerville, MA, US | $15,001 - $50,000 |
Rollover IRA (Fidelity Trust) Somerville, MA, US | $250,001 - $500,000 |
SBLI - Term Life | $250,001 - $500,000 |
Somerville Federal Credit Union | $50,001 - $100,000 |
Bank of America | $15,001 - $50,000 |
Nationwide - Fidelity Contra | $1,001 - $15,000 |
Nationwide - Large Cap Growth | $1,001 - $15,000 |
Neuberger - Windward Aggressive Fund | $50,001 - $100,000 |
Fidelity - Capital & Income | $1,001 - $15,000 |
Fidelity - Traditional - Cash Reserves | $1 - $1,000 |
Fidelity - Equity Income | $15,001 - $50,000 |
Fidelity Int'l Discovery | $15,001 - $50,000 |
Fidelity Contra Fund | $1,001 - $15,000 |
Fidelity OTC | $1,001 - $15,000 |
Fidelity Select Nat'l Gas | $15,001 - $50,000 |
Fidelity Select Environmental | $15,001 - $50,000 |
Fidelity Invesco Van Kampen Growth & Income Cls I | $1,001 - $15,000 |
Fidelity Asset Manager | $1,001 - $15,000 |
Fidelity Value | $1,001 - $15,000 |
Fidelity Low-Priced Stock | $15,001 - $50,000 |
Fidelity Royce Total Return FD Investment CL | $1,001 - $15,000 |
Fidelity Cash Reserves | $15,001 - $50,000 |
Charles Schwab & Mtn Fund (401K) | $1 - $1,000 |
Charles Schwab - Baird Core Plus Bd Inv | $1,001 - $15,000 |
Charles Schwab - Dodge & Cox | $15,001 - $50,000 |
Charles Schwab - Metropolitan West Total | $15,001 - $50,000 |
Charles Schwab - PIMCO Total Return Fund | $15,001 - $50,000 |
Charles Schwab - American Funds Europacific | $1,001 - $15,000 |
Charles Schwab - Baron Small Cap Fund | $1,001 - $15,000 |
Charles Schwab - Artisan International Fund | $1,001 - $15,000 |
Charles Schwab - First Eagle Fund of Amer | $1,001 - $15,000 |
Charles Schwab - Columbia Acorn Fund | $1,001 - $15,000 |
Charles Schwab - Schwab S&P 500 Index | $15,001 - $50,000 |
Charles Schwab - Schwab Total Stock Market | $1,001 - $15,000 |
| $50,001 - $100,000 |