Annual financial disclosure for 2009, filed September 9, 2009. Includes 9 assets and 2 liabilities.
| Asset | Value |
|---|---|
JP Morgan Chase Bank | $1,001 - $15,000 |
JP Morgan Chase Bank Savings Account | $1,001 - $15,000 |
| Creditor | Type | Amount |
|---|---|---|
| XCEL Federal Credit Union | other | $15,001 - $50,000 |
| Oppenheimer Funds | other | $10,001 - $15,000 |
| $1 - $1,000 |
MainStay Retirement Capital Appreciation PR Fund Investor Class | $1 - $1,000 |
MainStay Retirement Capital Appreciation | $1 - $1,000 |
MainStay Retirement | $1 - $1,000 |
Oppenheimer Funds - Retirement Capital Appreciation Fund | $15,001 - $50,000 |
Oppenheimer Funds - Retirement Midcap Fund | $1,001 - $15,000 |
XCEL Federal Credit Union CD | $15,001 - $50,000 |