Annual financial disclosure for 2008, filed May 15, 2008. Includes 21 assets.
| Asset | Value |
|---|---|
Fidelity Balanced Fund | $15,001 - $50,000 |
Fidelity Cash Reserves | $50,001 - $100,000 |
| $50,001 - $100,000 |
Fidelity Freedom Fund 2035 | $100,001 - $250,000 |
Fidelity Low Priced Stock Fund | $15,001 - $50,000 |
Fidelity Municipal Income Fund (formerly Spartan Muni Income Fund) | $1,001 - $15,000 |
Fidelity Spartan US Equity Fund | $50,001 - $100,000 |
Fidelity UNIQUE 2015 Portfolio | $100,001 - $250,000 |
Fidelity Value Discovery Fund | $1,001 - $15,000 |
| $15,001 - $50,000 |
Northeast Investors Trust | $1,001 - $15,000 |
| $50,001 - $100,000 |
T. Rowe Price Small Cap Stock Fund | $1,001 - $15,000 |
TIAA CREF Lifecycle 2035 | $50,001 - $100,000 |
TIAA CREF Real Estate | $15,001 - $50,000 |
Vanguard Emerging Markets Index | $50,001 - $100,000 |
Vanguard Small Cap Stock Index | $15,001 - $50,000 |
Vanguard Total Stock Market Index | $1,001 - $15,000 |
Vanguard Wellesley Income Fund | $1,001 - $15,000 |
Wasatch Micro Cap Fund | $50,001 - $100,000 |
Zions Bank Checking Account | $1,001 - $15,000 |