Annual financial disclosure for 2009, filed May 13, 2009. Includes 79 assets and 1 liabilities.
| Asset | Value |
|---|---|
227 N. Lincoln Avenue Bridgeport, OH, US | $100,001 - $250,000 |
| N/A |
| Creditor | Type | Amount |
|---|---|---|
| Huntington Bank | mortgage | $500,001 - $1,000,000 |
Andocs Limited | $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| N/A |
| $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 |
BlackRock Global Allocation Fund | $15,001 - $50,000 |
| $15,001 - $50,000 |
Burlington Northern Santa Fe | $50,001 - $100,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $15,001 - $50,000 |
| $50,001 - $100,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
Fidelity Cash Reserves | $15,001 - $50,000 |
Gateway Fund Cl A | $15,001 - $50,000 |
Harbor International | N/A |
| N/A |
| $1,001 - $15,000 |
| N/A |
Huntington Bank, Accounts | $100,001 - $250,000 |
| $250,001 - $500,000 |
Hussman Strategic Total Return | $15,001 - $50,000 |
iShares Russell Midcap ETF | N/A |
iShares TR MSCI EAFE Value Index FD | $15,001 - $50,000 |
iShares TR Russell 2000 Index | $15,001 - $50,000 |
iShares TR Russell Value Index Fund | $15,001 - $50,000 |
| $1,001 - $15,000 |
Ivy Asset Strategy C/A | $15,001 - $50,000 |
| $1,001 - $15,000 |
Julius Baer International Instl | N/A |
Leuthold Asset Allocation FD | $15,001 - $50,000 |
McKinley Investment Group Accounts | N/A |
Mettler, Inc. | N/A |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
Morgan Stanley Inst Tr Midcap Growth | N/A |
National Financial Services LLC - IRA | $1,000,001 - $5,000,000 |
| $50,001 - $100,000 |
| $15,001 - $50,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
PIMCO Total Return Institutional | $50,001 - $100,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $50,001 - $100,000 |
Sector Industrial SPDR | N/A |
Select Sector Materials SPDR | N/A |
Shield Vineyards Inc. | $1,001 - $15,000 |
Spartan Intl Index Investor Class | $50,001 - $100,000 |
| $1,001 - $15,000 |
| N/A |
| N/A |
| N/A |
| N/A |
| $1,001 - $15,000 |
Vanguard Bond Index Fund - Total Bond Market | $15,001 - $50,000 |
| N/A |
| $15,001 - $50,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
Western Southern Life | $1,001 - $15,000 |
| $1,001 - $15,000 |
Wilson Funeral & Furniture Co., Inc. | $1,000,001 - $5,000,000 |
Wisdom Tree Int'l Smallcap Dividend Fund | N/A |
| N/A |
