Annual financial disclosure for 2011, filed May 13, 2011. Includes 24 assets.
| Asset | Value |
|---|---|
Dodge & Cox Stock Fund | $50,001 - $100,000 |
Dodge & Cox Stock Fund | $15,001 - $50,000 |
| $100,001 - $250,000 |
Mutual Quest Fund | $100,001 - $250,000 |
Mutual Quest Fund | $1,001 - $15,000 |
| $15,000 - $50,000 |
People's Bank - Savings Account | $1,001 - $15,000 |
People's Bank - Savings Account | $1,001 - $15,000 |
People's Bank - Checking Account | $100,001 - $250,000 |
Congressional Federal Credit Union | $1 - $1,000 |
403B7 Vanguard 500 Index Fund | $50,001 - $100,000 |
403B7 Vanguard Morgan Growth Fund | $15,001 - $50,000 |
403B7 Vanguard Strategic Equity Fund | $15,001 - $50,000 |
403B7 Vanguard Wellington Fund | $15,001 - $50,000 |
403B7 Vanguard Selected Value Fund | $50,001 - $100,000 |
Bank of America - Combined Checking and Money Market Account | $1,001 - $15,000 |
Bank of America - Combined Checking and Money Market Account | $100,001 - $250,000 |
Calvert Sustainable Core Opportunities | $1,001 - $15,000 |
Merrill Lynch Ready Assets | $1,001 - $15,000 |
| $100,001 - $250,000 |
Roth IRA - Sentinel Sustainable Core Opportunities | $1,001 - $15,000 |
Roth IRA - Sentinel Small-Cap | $1,001 - $15,000 |
Vanguard Tax-Managed Small-Cap | $15,001 - $50,000 |
Vanguard Total International Stock Index | $50,001 - $100,000 |