Annual financial disclosure for 2009, filed May 12, 2009. Includes 22 assets.
| Asset | Value |
|---|---|
Dodge & Cox Stock Fund | $1,001 - $15,000 |
Dodge & Cox Stock Fund | $15,001 - $50,000 |
| $100,001 - $250,000 |
Mutual Qualified Fund | $1,001 - $15,000 |
Mutual Qualified Fund | $15,001 - $50,000 |
| $15,001 - $50,000 |
People's Bank Savings Account | $1,001 - $15,000 |
People's Bank Savings Account | $15,001 - $50,000 |
People's Bank Savings Account | $100,001 - $250,000 |
| $100,001 - $250,000 |
Bank of America | $250,001 - $500,000 |
Vanguard Tax-Managed Small-Cap Fund | $15,001 - $50,000 |
Vanguard Total International Stock Index | $15,001 - $50,000 |
Roth IRA - Vanguard International Value Fund | $1,001 - $15,000 |
403(B) - Vanguard Wellington Fund Investment | $15,001 - $50,000 |
403(B) - Vanguard Strategic Equity Fund Investment | $15,001 - $50,000 |
403(B) - Vanguard 500 Index Fund Investment | $15,001 - $50,000 |
403(B) - JP Morgan Growth Fund Investment | $1,001 - $15,000 |
403(B) - Vanguard Selected Value Fund | $15,001 - $50,000 |
403(B) - iShares Sustainable Core Opportunities | $1,001 - $15,000 |
Roth IRA - Sentinel Sustainable Core Opportunities | $1,001 - $15,000 |
Roth IRA - Sustainable Growth Opportunities | $1,001 - $15,000 |