Annual financial disclosure for 2008, filed May 14, 2008. Includes 26 assets.
| Asset | Value |
|---|---|
Ameriprise Financial IRA | $1,001 - $15,000 |
AAA Gabelli Funds Balanced | $1,001 - $15,000 |
American Funds Capital Income Builder |
| $1,001 - $15,000 |
Royce Funds | $1,001 - $15,000 |
Selected American-S | $1,001 - $15,000 |
Ameriprise AMB Brokerage - Amcap Fund of America | $15,001 - $50,000 |
Ameriprise AMB Brokerage - American Funds | N/A |
Ameriprise AMB Brokerage - EV Dividend Income | $15,001 - $50,000 |
Ameriprise AMB Brokerage - EV Income Boston | N/A |
Franklin Income A | $15,001 - $50,000 |
Ameriprise AMB Brokerage - Insured Money Market | $1,001 - $15,000 |
Ameriprise AMB Brokerage - WP Carey CPA 16 | $1,001 - $15,000 |
RVS Cash Mgmt | N/A |
Ameriprise AMB Brokerage - Western Asset | $100,001 - $250,000 |
Ameriprise AMB Brokerage - American Funds | $250,000 - $500,000 |
Ameriprise - Fk Mutual Discovery | $15,001 - $50,000 |
Fidelity Investment - Fidelity Magellan Fund | $1,001 - $15,000 |
Keystone Oil | $1,001 - $15,000 |
Onshore (Formerly West Port Oil) | $1,001 - $15,000 |
Portland Teacher's Credit Union | $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $15,001 - $50,000 |
Wedbush C/F IRA - John Hancock Tax-Advantaged Fund | $15,001 - $50,000 |
Wedbush C/F IRA - Safeco | $50,000 - $50,000 |
Wright Patman Congressional Federal Credit Union | $1 - $1,000 |