Annual financial disclosure for 2010, filed June 14, 2010. Includes 78 assets and 1 liabilities.
| Asset | Value |
|---|---|
| $15,001 - $50,000 | |
Adolph Group Bridgeport, OH, US | $50,001 - $100,000 |
| Creditor | Type | Amount |
|---|---|---|
| Huntington Bank | mortgage | $500,001 - $1,000,000 |
| N/A |
American EuroPacific Growth Fund | $50,001 - $100,000 |
| $50,001 - $100,000 |
| $50,001 - $100,000 |
| N/A |
Artisan Intl Value Fund Inv Cl | $100,001 - $250,000 |
| $50,001 - $100,000 |
| N/A |
| N/A |
| N/A |
| N/A |
| $15,001 - $50,000 |
BlackRock Global Allocation Fund | $15,001 - $50,000 |
| N/A |
Burlington Northern Santa Fe Corp | N/A |
| N/A |
| $1,001 - $15,000 |
| $250,001 - $500,000 |
Chugach Inc. | N/A |
| N/A |
| N/A |
| N/A |
| $1,001 - $15,000 |
Fidelity Cash Reserves | $50,001 - $100,000 |
| $15,001 - $50,000 |
Gateway Fund Cl A | N/A |
| $1,001 - $15,000 |
| N/A |
Huntington Bank, Accounts | $100,001 - $250,000 |
| N/A |
Hussman Strategic Total Return | N/A |
| N/A |
| $15,001 - $50,000 |
| N/A |
| N/A |
| N/A |
| $1,001 - $15,000 |
Ivy Asset Strategy Fund Class A | N/A |
| $50,001 - $100,000 |
| N/A |
Leucadia Asset Allocation Fund | $15,001 - $50,000 |
| $50,001 - $100,000 |
| N/A |
| N/A |
Morgan Stanley Institutional Trust Midcap Growth Fund | $15,001 - $50,000 |
National Financial Services LLC - IRA | $1,000,001 - $5,000,000 |
| N/A |
| $15,001 - $50,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $15,001 - $50,000 |
| $1,001 - $15,000 |
Pimco Total Return Institutional | $50,001 - $100,000 |
| N/A |
| $15,001 - $50,000 |
| $1,001 - $15,000 |
| N/A |
| $50,001 - $100,000 |
Shield Vineyards Inc. | N/A |
Spartan Intl Index Investor Class | N/A |
| N/A |
| N/A |
Vanguard Bond Index Fund | N/A |
Total Bond Market FDS Vanguard | N/A |
Vanguard FTSE All-World ex-US Vanguard Growth Vipers | N/A |
Vanguard Equity Index FDS | $50,001 - $100,000 |
Vanguard Sector Index Fds | $50,001 - $100,000 |
Vanguard Utilities ETF | $100,001 - $250,000 |
| $15,001 - $50,000 |
| $15,001 - $50,000 |
Wells Fargo Bank CD Zero Coupon | $15,001 - $50,000 |
Western Southern Life | $1,001 - $15,000 |
| N/A |
Wilson Funeral & Furniture Co. | $1,000,001 - $5,000,000 |
Wisdom Tree Intl Smallcap Dividend Fund | $50,001 - $100,000 |
| N/A |
