Annual financial disclosure for 2013, filed May 15, 2013. Includes 115 assets and 2 liabilities.
| Asset | Value |
|---|---|
| $1,001 - $15,000 | |
Eaton Vance Tax-Managed Global Diversified Equity Income Fund | $1,001 - $15,000 |
| Creditor | Type | Amount |
|---|---|---|
| Wells Fargo Bank | mortgage | $100,001 - $250,000 |
| Bridgehampton National Bank | mortgage | $50,001 - $100,000 |
| $1,001 - $15,000 |
| $15,001 - $50,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
iShares Barclays Aggregate Bond Fund | $15,001 - $50,000 |
iShares Barclays TIPS Bond Fund | $15,001 - $50,000 |
iShares DJ US Basic Materials Sector | $1,001 - $15,000 |
iShares DJ US Tech Index Fund | $1,001 - $15,000 |
iShares FTSE China 25 Index Fund | $1,001 - $15,000 |
iShares iBoxx $ High Yield Corporate Bond Fund | $1,001 - $15,000 |
iShares iBoxx Investment Grade Corporate Bond Fund | $1,001 - $15,000 |
iShares MSCI Japan Index Fund | $1,001 - $15,000 |
iShares S&P Mid Cap 400 Value | $1,001 - $15,000 |
iShares S&P Small Cap 600 Value | $1,001 - $15,000 |
iShares S&P National Municipal Bond Fund | $1,001 - $15,000 |
Market Vectors High Yield Municipal | $15,001 - $50,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
Powershares Insured Natl Muni Bd | $15,001 - $50,000 |
Pwrshares Insured NY Muni Bnd | $15,001 - $50,000 |
RevenueShares Large Cap ETF | $1,001 - $15,000 |
RevenueShares Mid Cap ETF | $1,001 - $15,000 |
RevenueShares Small Cap ETF | $1,001 - $15,000 |
SPDR DJ Wilshire Int'l Real Est | $1,001 - $15,000 |
| $1,001 - $15,000 |
Vanguard Mega Cap 300 Value | $1,001 - $15,000 |
Vanguard S&P 500 ETF | $1,001 - $15,000 |
Vanguard Total Bond Market | $1,001 - $15,000 |
Wisdomtree Trust Emg Mkt Eq | $1,001 - $15,000 |
| N/A |
| N/A |
| N/A |
| N/A |
| $1 - $1,000 |
| N/A |
| N/A |
| N/A |
| N/A |
Morgan Stanley Bank | $50,001 - $100,000 |
Aberdeen Asia-Pac | $1,001 - $15,000 |
Blackrock NY Muni Income Trust | $15,001 - $50,000 |
Cohen & Steers Infrastructure | $1,001 - $15,000 |
DWS Muni Income Trust | $1,001 - $15,000 |
Eaton Vance Tax-Mngd Glbl | $1,001 - $15,000 |
Government Ppty Inc Tt | $1,001 - $15,000 |
Market Vectors High Yield Muni | $1,001 - $15,000 |
Neuberger Berman Real Est | $1,001 - $15,000 |
NFJ Dividend Int & Prem Stgy | $1,001 - $15,000 |
Nuveen Eqy Premium Oppy Fd | $1,001 - $15,000 |
Pioneer Muni Hi Inc Adv T | $5,001 - $15,000 |
Powershares Eft Tr II | $1,001 - $15,000 |
Pwrshares Insured NY Muni Bnd | $1,001 - $15,000 |
Source Capital Inc | $5,001 - $15,000 |
Vanguard Dividend Appreciation | $1,001 - $15,000 |
Monroe Cnty NY Pub Impt Monroe County, NY, US | $15,001 - $50,000 |
New York NY City Genl Oblig New York, NY, US | $1,001 - $15,000 |
New York St Dorm Auth Sch New York, US | $15,001 - $50,000 |
Metropolitan Transn Auth NY | $1,001 - $15,000 |
New York St Twy Auth Gen | $15,000 - $50,000 |
Rev St G | $100,000 - $100,000 |
New York NY City Indl Dev Agcy | $50,001 - $100,000 |
Rev | $50,001 - $100,000 |
United States Treasury Bond | $15,001 - $50,000 |
United States Treasury Bond | $1,001 - $15,000 |
John Hancock Pfd Inc Fd | N/A |
United States Treasury Note | N/A |
United States Treasury Inflation | N/A |
Metropolitan Transn Auth NY Trans | N/A |
Morgan Stanley Bank | $1,001 - $15,000 |
| $15,001 - $50,000 |
Blackrock Intl Gth & Inc Tr | $1,001 - $15,000 |
| $1,001 - $15,000 |
Eaton Vance Tax Mgd Div Equ | $1,001 - $15,000 |
Eaton Vance Tax-Mgd Glbl | $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $15,001 - $50,000 |
NFJ Dividend Int & Pre Stgy | N/A |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
NY's 529 College Savings - Based Option-Moderate Age | $1,001 - $15,000 |
NY's 529 College Savings - Markets Index Portfolio | $1 - $1,000 |
NY's 529 College Savings - Index Portfolio | $1 - $1,000 |
NY's 529 College Savings - Grandchild Inflation-Protected Bond Portfolio | $1,001 - $15,000 |
NY's 529 College Savings - Based Option-Conservative | $1,001 - $15,000 |
NY's 529 College Savings - Growth Portfolio-Aggressive | $1,001 - $15,000 |
NY's 529 College Savings - Growth Portfolio-Conservative | $1,001 - $15,000 |
NY's 529 College Savings - Grandchild Income Portfolio | $1,001 - $15,000 |
NY's 529 College Savings - Based Option-Moderate Age | $1,001 - $15,000 |
NY's 529 College Savings - Based Option-Conservative Age | $1,001 - $15,000 |
NY's 529 College Savings - Growth Portfolio | $1,001 - $15,000 |
NY's 529 College Savings - Aggressive Growth Portfolio | $1,001 - $15,000 |
NY's 529 College Savings - Market Index Portfolio | $1,001 - $15,000 |
NY's 529 College Savings - Value Stock Index | $1,001 - $15,000 |
NY's 529 College Savings - Conservative Growth Portfolio | $1,001 - $15,000 |
NY's 529 College Savings - Bond Market Index Portfolio | $1,001 - $15,000 |
NY's 529 College Savings - Inflation-Protected Securities Index Portfolio | $1,001 - $15,000 |
NY's 529 College Savings - Income Portfolio | $1,001 - $15,000 |
Congressional Federal Credit Union accounts | $100,001 - $250,000 |
House - 11A Bushy Neck Lane Westhampton, NY, US | $1,000,001 - $5,000,000 |
Village of Pinehurst Terrace Village, Old Point, NC, US | $50,001 - $100,000 |
Vacant Land - Silver Sands Shores, Lt 138, 17, Blk 263, Lot 12 Silver Sands Shores, US | $1 - $1,000 |
