Annual financial disclosure for 2012, filed May 9, 2012. Includes 52 assets and 1 liabilities.
| Asset | Value |
|---|---|
American Balanced Fund (IRA) | N/A |
| $1,001 - $15,000 |
| Creditor | Type | Amount |
|---|---|---|
| Wells Fargo Home Mortgage | mortgage | $250,001 - $500,000 |
| $50,001 - $100,000 |
| N/A |
| N/A |
| N/A |
Eaton Vance TAD Income (IRA) | N/A |
Fidelity Energy Svc2 (SEP IRA) | N/A |
Fidelity Equity Income Fund (IRA) | N/A |
Fidelity High Income SVC2 (SEP IRA) | $50,001 - $100,000 |
IR Capital Corp (IRA) | N/A |
| N/A |
Growth Fund of America | N/A |
iShares Agency Treasury Bonds (IRA) | $15,001 - $50,000 |
iShares Barclays TIPS (IRA) | $1,001 - $15,000 |
iShares Barclays TIPS SPDR (IRA) | $50,001 - $100,000 |
iShares Dow Jones US Real Estate (IRA) | $15,001 - $50,000 |
iShares High Yield Corporate Bond (IRA) | $15,001 - $50,000 |
iShares MSCI Emerging Markets (IRA) | $50,001 - $100,000 |
iShares MSCI Emerging Markets (IRA) | $100,001 - $250,000 |
iShares MSCI Emerging Markets (IRA) | $15,001 - $50,000 |
iShares Russell 2000 (IRA) | $15,001 - $50,000 |
iShares Russell Midcap (IRA) | $50,001 - $100,000 |
JPM IT Mid Cap (SEP IRA) | N/A |
MFS Intl Intrinsic Value Ann. (No specific holdings) (SEP IRA) | $50,001 - $100,000 |
AFS SunLife Fixed/Variable Annuity (No specific holdings) | $15,001 - $50,000 |
MSCI EAFE Index (IRA) | N/A |
American Funds New Genesis Fund (IRA) | N/A |
Nuveen Quality PDF (IRA) | $15,001 - $50,000 |
| N/A |
NW Fixed Account (CASH) (IRA) | $250,001 - $500,000 |
NW INT GOV Bond (SEP IRA) | $50,001 - $100,000 |
| N/A |
| N/A |
Powershares DB (IRA) | N/A |
| $1,001 - $15,000 |
| $15,001 - $50,000 |
| $15,001 - $50,000 |
Timonium, MD, US | $100,001 - $250,000 |
Sector Select SPDR Fund | N/A |
| N/A |
| N/A |
Summer Beach #608 Ocean City, MD, US | $250,001 - $500,000 |
Summit Community Bank | $15,001 - $50,000 |
TDAM Ins. Dep. (IRA) | $50,001 - $100,000 |
TDAM Ins. Dep. (IRA) | $1,001 - $15,000 |
| N/A |
US Government Money Market | N/A |
Vanguard US Large Cap (IRA) | $15,001 - $50,000 |
Vanguard US MID CAP (IRA) | N/A |
Vanguard US SM CAP (IRA) | N/A |
W & R Advisor High Income (IRA) | N/A |