Annual financial disclosure for 2009, filed May 14, 2009. Includes 46 assets and 1 liabilities.
| Asset | Value |
|---|---|
House, 313 Carriage Shop Rd. E. Falmouth, MA, US | $250,001 - $500,000 |
| $50,001 - $100,000 |
| Creditor | Type | Amount |
|---|---|---|
| Chase | mortgage | $15,001 - $50,000 |
Evergreen Investments Stock | $15,001 - $50,000 |
| $50,001 - $100,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $15,001 - $50,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
US Senate Federal Credit Union Savings Accounts | $1,001 - $15,000 |
Rockland Trust Account | $1,001 - $15,000 |
United Bank CDs | $100,001 - $250,000 |
SunTrust Bank Accounts | $100,001 - $250,000 |
SunTrust Bank CD | $100,001 - $250,000 |
SunTrust Bank Mutual Fund | $50,001 - $100,000 |
Allianz Oco Renaissance Fund IRA | $1,001 - $15,000 |
American Growth Fund IRA | $1,001 - $15,000 |
American Funds AMCAP Growth & Income IRA | $1,001 - $15,000 |
Calamos Growth Fund IRA | $1,001 - $15,000 |
DWS RREEF Real Estate Fund C IRA | $1,001 - $15,000 |
Davis NY Venture Fund A IRA | $1,001 - $15,000 |
Fairholme Fund IRA | $1,001 - $15,000 |
| $1,001 - $15,000 |
Loomis Sayles Strategic Income C IRA | $1,001 - $15,000 |
| $15,001 - $50,000 |
Santander | $50,001 - $100,000 |
Vanguard Target Retirement 2045 | $1,001 - $15,000 |
Vanguard Total Market Index Signal Retirement Fund | $50,001 - $100,000 |
Vanguard Inflation Protected Securities SEP | $15,001 - $50,000 |
Vanguard Long-Term Treasury Index Retirement Fund | $15,001 - $50,000 |
Vanguard Windsor Fund | $50,001 - $100,000 |
TIAA Traditional Retirement Fund | $100,001 - $250,000 |
CREF Social Choice Retirement Fund | $250,001 - $500,000 |
CREF Growth Retirement Fund | $15,001 - $50,000 |
CREF Equity Index Retirement Fund | $15,001 - $50,000 |
CREF Global Equities Retirement Fund | $15,001 - $50,000 |
CREF Equity Index Retirement Fund | $1,001 - $15,000 |
CREF Bond Market Retirement Fund | $1,001 - $15,000 |
CREF Inflation-Linked Bond Fund | $1,001 - $15,000 |
CREF Money Market Retirement Fund | $1,001 - $15,000 |
| $100,001 - $250,000 |
Met Life Insurance Policy Cash Value | $15,001 - $50,000 |
Met Life Insurance Policy Cash Value | $1,001 - $15,000 |
PNC Bank Accounts CDs & Savings | $15,001 - $50,000 |