Annual financial disclosure for 2008, filed May 15, 2008. Includes 47 assets.
| Asset | Value |
|---|---|
Allianz Annuity IRA | $1,001 - $15,000 |
AIM Intl Equity IRA | $1,001 - $15,000 |
| $50,001 - $100,000 |
Allianz Annuity IRA | $1,001 - $15,000 |
Franklin Global IRA | $1,001 - $15,000 |
Franklin Income Sec | $1,001 - $15,000 |
Allianz Annuity IRA | $1,001 - $15,000 |
Allianz Annuity Val | $1,001 - $15,000 |
Jennison 20/20 Focus | $1,001 - $15,000 |
Allianz Annuity IRA | $1,001 - $15,000 |
Legg Mason Growth | $1,001 - $15,000 |
Legg Mason Value | $1,001 - $15,000 |
Allianz Annuity IRA Mid Cap Value | $1,001 - $15,000 |
OCC Opportunity | $1,001 - $15,000 |
Allianz Annuity IRA OCC Renaissance | N/A |
OCC Renaissance | N/A |
Allianz Annuity IRA OCC Value | $1,001 - $15,000 |
Allianz Annuity IRA Target Plus Equity | $1,001 - $15,000 |
Allianz Annuity IRA WK Global RE | $1,001 - $15,000 |
Allianz Annuity IRA | $1,001 - $45,000 |
Vanguard IRA | $1,001 - $15,000 |
Boston Cap Private Tax | $1 - $1,000 |
Cong Federal Credit Un | $50,001 - $100,000 |
Inergen Investors Ltd Partnership Dissolved | N/A |
Metlife Annuity | $15,001 - $50,000 |
| $1,001 - $15,000 |
ML - Cohen & Steers Inst Realty Fd | $1,001 - $15,000 |
ML - Davis NY Venture Fd | $100,001 - $250,000 |
ML - Du Page Cty IL 1st Du Page County, IL, US | $15,001 - $50,000 |
ML - FPA Perennial Fund | $50,001 - $100,000 |
| $1,001 - $15,000 |
ML - John Hancock Venture III Annuity | $50,001 - $100,000 |
ML - Mesquite TX Indep Sch Mesquite, TX, US | $15,001 - $50,000 |
ML - Miami Beach FL Miami Beach, FL, US | $15,001 - $50,000 |
ML - Palatine IL Corp Purp Palatine, IL, US | $50,001 - $100,000 |
ML - San Diego Cty CA CTFs San Diego County, CA, US | $1,001 - $15,000 |
ML - Seminole Cty FL Sch Brd Seminole County, FL, US | $50,001 - $100,000 |
ML - So IL Univ RVS Hsg Illinois, US | $15,001 - $50,000 |
ML - Tax Exempt Fund | $5,001 - $15,000 |
ML - Victor Vy CA Jt Un High | $15,001 - $50,000 |
ML - Western II Unit Revs | $15,001 - $50,000 |
ML - Mass St CPN | N/A |
RA IRA - John Hancock Life Venture Annuity | $250,001 - $500,000 |
RA IRA - Fidelity Contrafund Prtns IV Dissolved | N/A |
RA IRA - Fiserv Trust MMF | $1 - $1,000 |
RA IRA - Teah Frdg Venture Prtns V Dissolved | N/A |
TIAA CREF Retirement TIAA Traditional | $100,001 - $250,000 |