Annual financial disclosure for 2010, filed May 17, 2010. Includes 103 assets.
| Asset | Value |
|---|---|
JP Morgan Chase bank accounts | $1,001 - $15,000 |
Goldman American Leading Companies Trust | $15,001 - $50,000 |
| $15,001 - $50,000 |
Legg Mason International Equity Trust | $15,001 - $50,000 |
Legg Mason Value Trust | $1,001 - $15,000 |
Schwab Cash Reserves | $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 |
| N/A |
| $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 |
| N/A |
| $1 - $1,000 |
| N/A |
| $1 - $1,000 |
| $1 - $1,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
Vanguard Emerging Market Stock Index Fund | $1,001 - $15,000 |
Turner Fdct, marketing firm Dayton, Ohio, US | $50,001 - $100,000 |
American Funds Age-Based Option Fund | $100,001 - $250,000 |
Ameriprise Large Cap Equity | $50,001 - $100,000 |
Schwab Cash Reserves | $1 - $1,000 |
General Electric 4.25% due 6-15-20 note | N/A |
Hamilton Cty, Ohio 3% due 12-1-19 Hamilton County, Ohio, US | N/A |
Capital One 4.6% due 6-1-09 note | N/A |
| N/A |
| N/A |
| N/A |
| N/A |
| N/A |
| N/A |
| N/A |
| N/A |
| N/A |
| N/A |
| N/A |
| N/A |
| N/A |
| N/A |
| N/A |
| N/A |
| N/A |
| N/A |
| N/A |
Ohio PERS (Not self-directed) | $15,001 - $50,000 |
Schwab Cash Reserves | $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 |
| $1,001 - $15,000 |
| N/A |
| $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 |
| $1,001 - $15,000 |
| N/A |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1 - $1,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
iShares MSCI EAFE Index Fund Exchange Traded Fund | $1,001 - $15,000 |
iShares S&P Midcap 400 Index Exchange Traded Fund | $1,001 - $15,000 |
iShares S&P 500 Index Exchange Traded Fund | $1,001 - $15,000 |