Annual financial disclosure for 2009, filed May 15, 2009. Includes 18 assets and 1 liabilities.
| Asset | Value |
|---|---|
Rabobank - Checking | $1,001 - $15,000 |
Santa Barbara Bank & Trust - Checking | $1 - $1,000 |
| Creditor | Type | Amount |
|---|---|---|
| Santa Barbara Bank and Trust, Santa Barbara, CA 93101 | mortgage | $1,000,001 - $5,000,000 |
| $1,001 - $15,000 |
Tax Exempt Fund of California Class B | $1,001 - $15,000 |
Eaton Vance Tax Managed Growth Fund | $15,001 - $50,000 |
Gateway Fund Class A | $15,001 - $50,000 |
Arlo International Equity Fund II | $50,001 - $100,000 |
Van Kampen Equity and Income | $15,001 - $50,000 |
7th Street Studio Apartment Santa Barbara, CA 93101, US | $1,000,001 - $5,000,000 |
Congressional Federal Credit Union | $1 - $1,000 |
American Capital World Bond Fund (IRA) | $1,001 - $15,000 |
Dodge & Cox Income Fund (IRA) | $1,001 - $15,000 |
First Advisor New Insights Fund (IRA) | $1,001 - $15,000 |
Arlo International (IRA) | $1,001 - $15,000 |
T Rowe Price Capital Appreciation | $1,001 - $15,000 |
Wilder Hill Clean Energy Portfolio (IRA) | $1,001 - $15,000 |
iShares Network iMNE (IRA) | $1,001 - $15,000 |
Dodge & Cox Balanced Fund | N/A |