Annual financial disclosure for 2012, filed May 18, 2012. Includes 31 assets and 1 liabilities.
| Asset | Value |
|---|---|
MFS Hitech | $1,001 - $15,000 |
Hartford Money Mkt HLS | $15,001 - $50,000 |
| Creditor | Type | Amount |
|---|---|---|
| United Bank & Trust, Lewes, DE | mortgage | $100,001 - $250,000 |
| $1,001 - $15,000 |
Amer Growth | $1,001 - $15,000 |
Amer Growth & Incm | $1,001 - $15,000 |
MFS Growth | $1,001 - $15,000 |
MFS Mid Cap Growth Mutual Fund | N/A |
MFS Total Return Mutual Fund | N/A |
Vanguard 500 Index | N/A |
| N/A |
| N/A |
| N/A |
Schwab S&P 500 Index Fund | N/A |
| N/A |
| N/A |
| N/A |
| N/A |
President & Fellows of Harvard College | N/A |
TD Bank USA NA (Trust) | N/A |
Alameda Asia Bond Fund | N/A |
BlackRock Low Duration Bond Fund | N/A |
DoubleLine Total Return Bond Fund | N/A |
Federated Total Return Government Bond Fund | N/A |
| N/A |
| N/A |
PIMCO Low Duration | $1,001 - $15,000 |
T. Rowe Price Large Cap Growth | $15,001 - $50,000 |
T. Rowe Price Short-Term Bond X | $1,001 - $15,000 |
T. Rowe Price U.S. Bond Index | $15,001 - $50,000 |
JT Community Credit Union | $1,001 - $15,000 |
TIAA-CREF | $15,001 - $50,000 |