Annual financial disclosure for 2009, filed May 15, 2009. Includes 16 assets and 4 liabilities.
| Asset | Value |
|---|---|
Malvern Bank | $15,001 - $50,000 |
Citizens Community Bank | $15,001 - $50,000 |
| Creditor | Type | Amount |
|---|---|---|
| Wells Fargo Bank | mortgage | $100,001 - $250,000 |
| Wells Fargo Bank | mortgage | $250,001 - $500,000 |
| M&T Bank | other |
| $50,001 - $100,000 |
Rental House Nashville, TN, US | $100,001 - $250,000 |
Rental Cabins NY, US | $100,001 - $250,000 |
Vanguard Wellington Fund | N/A |
TIAA Traditional Fund | N/A |
| N/A |
Eastern Shore Living Trust | N/A |
Broadcreek Holdings LLC | N/A |
TIAA-CREF Real Estate Fund | N/A |
| N/A |
Holtby Capital Fund 401(k) | N/A |
Fidelity Magellan Fund | N/A |
American Funds | N/A |
Farm Share (48 acres) | N/A |
| $250,001 - $500,000 |
| WSFS Bank | line of credit | $50,001 - $100,000 |
