Annual financial disclosure for 2008, filed May 15, 2008. Includes 52 assets and 2 liabilities.
| Asset | Value |
|---|---|
| $1,001 - $15,000 | |
| $15,001 - $50,000 |
| Creditor | Type | Amount |
|---|---|---|
| Congressional Federal Credit Union | personal loan | $15,001 - $50,000 |
| Chase Visa | credit card | $15,001 - $50,000 |
| $1,001 - $15,000 |
| N/A |
| $1,001 - $15,000 |
| $15,001 - $50,000 |
| $1,001 - $15,000 |
| N/A |
| N/A |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
Baron Partners Fund - IRA | $1,001 - $15,000 |
Blackrock Value Fund - IRA | $1,001 - $15,000 |
Bridgeway Fund - IRA | $1,001 - $15,000 |
Diamond Hill Fund - IRA | $1,001 - $15,000 |
Dodge and Cox Fund - IRA | $1,001 - $15,000 |
Goldman Money Fund - IRA | $1,001 - $15,000 |
Hotchkis & Wiley Fund - IRA | $1,001 - $15,000 |
Janus MidCap Fund - IRA | $1,001 - $15,000 |
Julius Baer Fund - IRA | $15,001 - $50,000 |
Keeley Sm Cap Fund - IRA | $1,001 - $15,000 |
Kinetics Small Cap Fund - IRA | $1,001 - $15,000 |
Mundie Small Cap Fund - IRA | $1,001 - $15,000 |
Nuveen Tradewinds Funds - IRA | $1,001 - $15,000 |
Nationwide (Gartmore) Fund - IRA | $1,001 - $15,000 |
Pioneer Cullen Fund - IRA | $1,001 - $15,000 |
RS Inv Trust Fund - IRA | $1,001 - $15,000 |
Touchstone Inst Fund - IRA | $1,001 - $15,000 |
Sun America Focus Fund - IRA | $1,001 - $15,000 |
CRM Mid Cap Fund - IRA | N/A |
Wells Fargo Fund - IRA | $1,001 - $15,000 |
Evergreen Fund - Roth IRA | $1,001 - $15,000 |
Franklin Dynatech Fund - Roth IRA | $1,001 - $15,000 |
Bridgeway Ultra Small Fund - IRA | $1,001 - $15,000 |
Bridgeway Aggressive Fund | $1,001 - $15,000 |
Dodge and Cox Fund | N/A |
FPA Cap Fund | $1,001 - $15,000 |
Goldman Sachs MMF | $1,001 - $15,000 |
Hotchkis & Wiley Fund | $1,001 - $15,000 |
Julius Baer Intl Fund | $15,001 - $50,000 |
Legg Mason Value Fund | N/A |
Nuveen Tradewinds Inv Fund | N/A |
Nuveen Inv Multicap Fd | $1,001 - $15,000 |
Pimco Total Ret Fund | $5,001 - $15,000 |
RS Global Nat Res Fund | $1,001 - $15,000 |
TCW Dir Value Fund | N/A |
Van Kampen Comstock | N/A |
CRM Mid Cap Value Fund | $1,001 - $15,000 |
Wells Fargo Adv Sel Fund | N/A |
Western Asset Core Fund | $15,001 - $50,000 |
Evergreen Growth - Roth IRA | $1,001 - $15,000 |
Franklin Dynatech - Roth IRA | $1,001 - $15,000 |