Annual financial disclosure for 2009, filed May 15, 2009. Includes 101 assets.
| Asset | Value |
|---|---|
JP Morgan Chase Bank Accounts | $1,001 - $15,000 |
Columbia American Leading Companies Trust | $15,001 - $50,000 |
Legg Mason Special Investment Trust |
| $1,001 - $15,000 |
Legg Mason International Equity Trust | $1,001 - $15,000 |
Legg Mason Value Trust | $1,001 - $15,000 |
Schwab Cash Reserves | $1,001 - $15,000 |
Atlas stock | $1,001 - $15,000 |
| $1,001 - $15,000 |
| N/A |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1 - $1,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| N/A |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1 - $1,000 |
| $1,001 - $15,000 |
| $1 - $1,000 |
| $1 - $1,000 |
| $1 - $1,000 |
| $1 - $1,000 |
iShares MSCI EAFE Index Exchange Traded Fund | $1,001 - $15,000 |
| N/A |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
Turner Efect (marketing firm) Durham, NC, US | $50,001 - $100,000 |
| $1,001 - $15,000 |
Putnam Moderate Age-Based Portfolio | $15,001 - $50,000 |
Enterprise Large Cap Fund | $1,001 - $15,000 |
Schwab Cash Reserves | $1,001 - $15,000 |
General Electric 4.5% Bond | $1,001 - $15,000 |
Houghton County, Ohio 3% Note (due 12-1-09) Ohio, US | $1,001 - $15,000 |
Capital One 4.6% Bond (due 6-1-09) | $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1 - $1,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1 - $1,000 |
| $1 - $1,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
Ohio State PERS (Not self-directed) | $15,001 - $50,000 |
Schwab Cash Reserves | $1,001 - $15,000 |
| $1,001 - $15,000 |
| N/A |
| $1,001 - $15,000 |
| N/A |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| N/A |
| $1,001 - $15,000 |
| $1 - $1,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| N/A |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| N/A |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| N/A |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
