Annual financial disclosure for 2009, filed May 15, 2009. Includes 41 assets and 5 liabilities.
| Asset | Value |
|---|---|
Mutual Savings and Loan | $100,001 - $250,000 |
Capital One | $1,001 - $15,000 |
| Creditor | Type | Amount |
|---|---|---|
| CITICARD | credit card | $10,001 - $15,000 |
| REGIONS BANK | credit card | $15,001 - $50,000 |
| BANK OF AMERICA | credit card |
| $1,001 - $15,000 |
John Hancock 10YR Compound GIC | $1,001 - $15,000 |
JH PIMCO Real Return Fund | $1,001 - $15,000 |
JH Morgan Total Return Fund | $1,001 - $15,000 |
JH 500 Index Fund | $1,001 - $15,000 |
JH Lord Abbett All Value | N/A |
JH Lord Abbett Mid Cap Value | $1,001 - $15,000 |
JH DWS RREEF Real Estate | $1,001 - $15,000 |
JH Jennison Growth | $1,001 - $15,000 |
JH AL Cap Value Fund | $1,001 - $15,000 |
JH Templeton Foreign Small Co | N/A |
JH Energy | $1,001 - $15,000 |
JH American Century Small Co | $1,001 - $15,000 |
JH Franklin Small Mid Growth | $1,001 - $15,000 |
JH T Rowe Price Health Sci | $1,001 - $15,000 |
JH Intl Small Cap Fund | $1,001 - $15,000 |
Merrill Bank USA | $1,001 - $15,000 |
ML Alliance Bernstein Large Cap Growth | $1 - $1,000 |
ML BlackRock Large Cap Fund | $1,001 - $15,000 |
ML BlackRock Total Return Fund | $1,001 - $15,000 |
ML BlackRock Value Fund | $1,001 - $15,000 |
ML BlackRock Intl Fund | $1,001 - $15,000 |
ML BlackRock Bond Fund | N/A |
| $1,001 - $15,000 |
Stable Asset Fund II | $1 - $1,000 |
Amer PDS Capital World Growth and Income | N/A |
T Rowe Price Blue Chip Growth | $1 - $1,000 |
T Rowe Price Retire 2030 | $1,001 - $15,000 |
All Fixed Account (12) | N/A |
PIMCO Total Return (A4) | N/A |
Franklin Strategic Income | N/A |
One America Asset Director | N/A |
T Rowe Price Equity Income | N/A |
T Rowe Price Growth Stock | N/A |
American New Small Cap Value NFS | N/A |
Lord Abbett Developing Growth | N/A |
Ancient Strategic Alloc | $1,001 - $15,000 |
Russell Lifepoints Focused | $1,001 - $15,000 |
Fidelity Adv Freedom 2040 | $1,001 - $15,000 |
| $15,001 - $50,000 |
| CHASE | credit card | $15,001 - $50,000 |
| GUARANTY SAVINGS BANK | personal loan | $15,001 - $50,000 |