Annual financial disclosure for 2010, filed May 17, 2010. Includes 60 assets.
| Asset | Value |
|---|---|
| $1,001 - $15,000 | |
Ameritrade Money Market | $15,001 - $50,000 |
| $1,001 - $15,000 |
Bank of America Checking and Money Market | $15,001 - $50,000 |
Blackrock FL Municipal Trust | $15,001 - $50,000 |
Bond Fund of America | $15,001 - $50,000 |
Capital One Money Market | $100,001 - $250,000 |
Charles Schwab Bank Money Market | $1 - $1,000 |
| $1,001 - $15,000 |
| N/A |
Collier County Cap Imp | $15,001 - $50,000 |
Congressional Credit Union | $1,001 - $15,000 |
Cortez Bank CD | N/A |
Cortez Community Bank Stock | $1 - $1,000 |
Discover Money Market | $50,000 - $100,000 |
Dreyfus Research Growth Fund | $1,001 - $15,000 |
Franklin Dynatech Fund | $15,001 - $50,000 |
Franklin Flex Cap Growth Fund | $1,001 - $15,000 |
| $5,001 - $15,000 |
Hernando Tax Certificate | $1 - $1,000 |
| $1,001 - $15,000 |
ING Direct - Money Market | $100,001 - $250,000 |
| $1 - $1,000 |
| $1,001 - $15,000 |
IRA - Cap Inc. Builders (mutual fund) | $1,001 - $15,000 |
| $1,001 - $15,000 |
IRA - Dreyfus Midcap Value | $1,001 - $15,000 |
IRA - Dreyfus Small Company Value | $1,001 - $15,000 |
| $1,001 - $15,000 |
IRA - Edward Jones Cash Account | N/A |
Franklin Emerging Markets Debt Fund | $1,001 - $15,000 |
IRA - Euro-Pacific Fund (mutual fund) | $1,001 - $15,000 |
Janus Fundamental Inv (mutual fund) | $15,001 - $50,000 |
IRA - Growth Fund (mutual fund) | $1,001 - $15,000 |
| $1 - $1,000 |
| $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 |
IRA - VanKampen AmValue (mutual fund) | $1,001 - $15,000 |
IRA - VanKampen Comstock (mutual fund) | $15,001 - $50,000 |
IRA - VanKampen Equity (mutual fund) | $15,001 - $50,000 |
IRA - VanKampen Int. Growth (mutual fund) | $1,001 - $15,000 |
IRA - VanKampen Mid Cap Growth (mutual fund) | $1,001 - $15,000 |
JEA FLA Water and Sewer | $15,001 - $50,000 |
John Hancock Govt | $1,001 - $15,000 |
Lee County School Board | $15,000 - $50,000 |
| $1,001 - $15,000 |
Miami Dade Arena Bonds | N/A |
Money Market - Edward Jones ($1,000) on 09/01/2023 (purchased in 09 for less than $1,000) | $1 - $1,000 |
Roth IRA - Cap, Inc. Bldr. (mutual fund) | $1 - $1,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
US Savings Bond | $15,000 - $50,000 |
| $1,001 - $15,000 |
Warrick County, Ind Bond | $5,000 - $15,000 |