Annual financial disclosure for 2009, filed May 15, 2009. Includes 28 assets and 3 liabilities.
| Asset | Value |
|---|---|
T. Rowe Price Blue Chip Growth Fund | $100,001 - $250,000 |
Vanguard 500 Index Fund | $50,001 - $100,000 |
| Creditor | Type | Amount |
|---|---|---|
| Manufacturers & Traders Trust Company, Buffalo, NY | mortgage | $50,001 - $100,000 |
| Charter One Bank, Cleveland, OH | line of credit | $100,001 - $250,000 |
| HSBC Mortgage Corporation (USA), Buffalo, NY | mortgage |
| $15,001 - $50,000 |
PIMCO Total Return Fund | $50,001 - $100,000 |
Fidelity Contrafund | $100,001 - $250,000 |
Franklin High Yield Tax-Free Income Fund | $15,001 - $50,000 |
| $50,001 - $100,000 |
First Eagle Gold Fund | $50,001 - $100,000 |
USAA Cornerstone Strategy Fund | $100,001 - $250,000 |
| N/A |
| N/A |
| N/A |
| N/A |
| N/A |
American Funds Capital Income Builder | N/A |
| N/A |
| N/A |
| N/A |
| N/A |
| N/A |
Qualified Blind Trust | N/A |
Summit Credit Union Checking | N/A |
Summit Credit Union Savings | N/A |
Wisconsin Retirement System Wisconsin, US | N/A |
Norman Doran Roth IRA | N/A |
Mom Savings Checking | N/A |
Mom Savings Savings | N/A |
Real Property - Madison, WI Madison, WI, US | N/A |
| $50,001 - $100,000 |