Annual financial disclosure for 2012, filed May 15, 2012. Includes 27 assets and 1 liabilities.
| Asset | Value |
|---|---|
271 Custom St 502 San Juan, PR, US | $250,001 - $500,000 |
1188 Rd San Juan, PR, US | $100,001 - $250,000 |
| Creditor | Type | Amount |
|---|---|---|
| Sharon Credit Union | mortgage | $100,001 - $250,000 |
Sharon Credit Union | $15,001 - $50,000 |
Fidelity 529 College | $50,001 - $100,000 |
Fidelity Account 5246 | $100,001 - $250,000 |
Fidelity Account 6018 | $100,001 - $250,000 |
Fidelity Contrafund | $50,001 - $100,000 |
Fidelity 401k | $500,001 - $1,000,000 |
Fidelity Contrafund | $15,001 - $50,000 |
Fidelity Magellan Fund | $15,001 - $50,000 |
Fidelity Capital & Income Fund | $15,001 - $50,000 |
Fidelity Trend Fund | $15,001 - $50,000 |
Fidelity Fund | $15,001 - $50,000 |
Fidelity Growth Company Fund | $15,001 - $50,000 |
Fidelity OTC Fund | $15,001 - $50,000 |
Ariel Appreciation Fund | $15,001 - $50,000 |
Dodge & Cox Balanced Fund | $15,001 - $50,000 |
Columbia Acorn International | $15,001 - $50,000 |
Franklin Equity Income Fund | $15,001 - $50,000 |
Goldman Sachs Mid Cap Value Fund | $15,001 - $50,000 |
Oakmark Fund | $15,001 - $50,000 |
Oakmark Equity & Income Fund | $15,001 - $50,000 |
T. Rowe Price Equity Income Fund | $15,001 - $50,000 |
Vanguard Wellington Fund | $15,001 - $50,000 |
Washington Mutual Investors Fund | $15,001 - $50,000 |
Wells Fargo Advantage Balanced Fund | $15,001 - $50,000 |
Wells Fargo Advantage Equity Income Fund | $15,001 - $50,000 |