Annual financial disclosure for 2012, filed May 15, 2012. Includes 132 assets and 2 liabilities.
| Asset | Value |
|---|---|
10 Acres of land Hartland, VT, US | $15,001 - $50,000 |
131 Main Street Burlington, VT, US | $100,001 - $250,000 |
| Creditor | Type | Amount |
|---|---|---|
| VT State Employee Credit Union | mortgage | $15,001 - $50,000 |
| Mascoma Savings Bank | mortgage | $100,001 - $250,000 |
| N/A |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
American Century Cap. | $100,001 - $250,000 |
American Century Money Mkt | $100,001 - $250,000 |
| $1,001 - $15,000 |
American General Life | $100,001 - $250,000 |
Ameritrade Money Mkt | $50,001 - $100,000 |
| $1,001 - $15,000 |
AMR Call April 16, '87 | N/A |
AMR Call Feb 19, '88 | N/A |
AMR Call May 21, '87 | N/A |
Bear Sterns 5.5% | N/A |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
CREF EQ Index | $1,001 - $15,000 |
CREF Global EQ | $15,001 - $50,000 |
CREF Growth | $50,001 - $100,000 |
CREF Money Mkt | $100,001 - $250,000 |
CREF Stock | $1,001 - $15,000 |
Dow Chem. 5.05% | N/A |
| $15,001 - $50,000 |
| N/A |
| $1,001 - $15,000 |
FID Cap Inc. | $50,001 - $100,000 |
FID Cash Reserves | $1,000,001 - $5,000,000 |
FID Contra Fund | $100,001 - $250,000 |
FID Conv. Sec | $50,001 - $100,000 |
FID Growth Co. | $15,001 - $50,000 |
FID Mid Cap | $1,001 - $15,000 |
FID Muni Mkt | $15,001 - $50,000 |
FID New Mkt Ind. | $50,001 - $100,000 |
FID Utilities | $250,001 - $500,000 |
| $1,001 - $15,000 |
First Trust Reverse Natural Gas | N/A |
| $15,001 - $50,000 |
G.E. 4.4% Bond | $50,001 - $100,000 |
| $15,001 - $50,000 |
| $100,001 - $250,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
iShares Australia | N/A |
iShares Barclays 1-3 Year Credit Bond | $15,001 - $50,000 |
iShares Barclays 1-3 Year Credit Bond | $1,001 - $15,000 |
iShares Barclays Aggregate Bond | $15,001 - $50,000 |
iShares Canada | $1,001 - $15,000 |
iShares Emerging Markets | N/A |
iShares Global Consumer Staples | $1,001 - $15,000 |
iShares Japan | $50,001 - $100,000 |
iShares MSCI Brazil | $1,001 - $15,000 |
iShares MSCI Italy | $1,001 - $15,000 |
iShares MSCI United Kingdom | $1,001 - $15,000 |
iShares Preferred Stock Index | $1,001 - $15,000 |
iShares Small Cap | $15,001 - $50,000 |
iShares Small Cap | $1,001 - $15,000 |
iShares Small Cap 600 Index | N/A |
iShares Sweden | $1,001 - $15,000 |
iShares Taiwan | $1 - $1,000 |
iShares TIPS | N/A |
iShares US Healthcare | $1,001 - $15,000 |
iShares US Medical Devices | $1,001 - $15,000 |
iShares US Oil Equipment | $1,001 - $15,000 |
iShares US Pharmacy | $1,001 - $15,000 |
iShares Utilities | N/A |
| $1,001 - $15,000 |
| N/A |
Liquid Insured Deposits | $100,001 - $250,000 |
| N/A |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
McGraw Hill 5.37% | $1,001 - $15,000 |
| N/A |
| $1,001 - $15,000 |
Monument Life | $15,001 - $50,000 |
Northern Trust Global Real Estate | $1,001 - $15,000 |
Northern U.S. Govt Select Port | $1,001 - $15,000 |
Power Shares China | N/A |
Power Shares Dynamic Networking | $1,001 - $15,000 |
Power Shares Global Clean Energy | $1,001 - $15,000 |
Power Shares Global Eq | N/A |
Power Shares Intl Water Muni | $1,001 - $15,000 |
Power Shares TR Water Resources | N/A |
| $1,001 - $15,000 |
Processa Net | $1,001 - $15,000 |
| $1,001 - $15,000 |
Schwab Money Market | $100,001 - $250,000 |
| N/A |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $15,001 - $50,000 |
| $15,001 - $50,000 |
| $50,001 - $100,000 |
| $100,001 - $250,000 |
| N/A |
| N/A |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
TIAA Trad | $100,001 - $250,000 |
Town Farm Hill Hartland, VT, US | $250,001 - $500,000 |
| $15,001 - $50,000 |
| $100,001 - $250,000 |
| N/A |
| N/A |
| N/A |
| N/A |
| N/A |
Vanguard Emerg Mkt | $1,001 - $15,000 |
Vanguard Emerg. Mkt Eq., Inc. | $1,001 - $15,000 |
Vanguard Europe/Pacific | N/A |
Vanguard Intermediate Term C | $1,001 - $15,000 |
Vanguard Total Stock Market Index | $100,001 - $250,000 |
| N/A |
Verizon 5.35% Bond | N/A |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| N/A |
Wisdom Tree Emerging Market | $1,001 - $15,000 |
Wisdom Tree India MFC | $1,001 - $15,000 |
Wisdom Tree International Mid Cap | N/A |
Wisdom Tree Intl DVD | $1,001 - $15,000 |
Wisdom Tree MGD Futures Strategy | $1,001 - $15,000 |
Wisdom Tree Small Cap | $1,001 - $15,000 |