Annual financial disclosure for 2012, filed July 17, 2012. Includes 24 assets and 1 liabilities.
| Asset | Value |
|---|---|
CHEST High Equity Option 529 Plan | $50,001 - $100,000 |
PHET High Equity Option 529 | $100,001 - $250,000 |
| Creditor | Type | Amount |
|---|---|---|
| Chase Bank | mortgage | $250,001 - $500,000 |
Fidelity Magellan IRA |
| $50,001 - $100,000 |
Fidelity Intl Cap Appreciation Fund IRA | $15,001 - $50,000 |
Spartan Total Market Index Fund IRA | $50,001 - $100,000 |
Fidelity Capital & Income IRA | $50,001 - $100,000 |
| $15,001 - $50,000 |
| $15,001 - $50,000 |
Columbia Value and Restructuring Fund | $50,001 - $100,000 |
Fidelity Intl Discovery Fund | $250,001 - $500,000 |
Fidelity Intl Small Cap Fund | $50,001 - $100,000 |
Fidelity Intl Cap Appreciation Fund | $250,001 - $500,000 |
Spartan Total Mkt Index Fund | $500,001 - $1,000,000 |
Fidelity Cap Appreciation Fund | $100,001 - $250,000 |
Fidelity Intl Real Estate Fund | $15,001 - $50,000 |
GS Asia Equity Fund | $100,001 - $250,000 |
GS Small Cap Value Fund | $250,001 - $500,000 |
Fidelity CT Muni Market Fund | $250,001 - $500,000 |
Stone Street Fund 1999 LP | $1,000,000 - $1,000,000 |
GS Direct Investment Fund | $50,001 - $100,000 |
GS ETF | $15,001 - $50,000 |
Chase Workplace Checking | $1,001 - $15,000 |
Chase Moneymarket Savings | $1,001 - $15,000 |
Chase Savings | $1,001 - $15,000 |