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What was filed

  • 36

    investments

  • 0

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 0

    income

  • 0

    spouse income

As filed

Wachovia Bank — Interest

American Express Co. — Int/Div — Sold

Ford — Int/Div — Soild

Exxon — Int/Div — Sold

Visteon — Int/Div — Sold

Pepco Holdings — Int/Div — Sold

Ameripnse Financial — Int/Div — Sold

Trust {Income Beneficiary) — Int/Div

Partnership, Coins — None

AIG Sun America — Interest

Trust (Trustee)

Royal Dutch Shell — Int/Div

Vanguard ‘Bond Fund — Int/Div

Vanguard NJ Tax Exempt — Int/Div

Vanguard Health Care Fund — Int/Div

Vanguard 500 Index Fund — Int/Div

Wachovia Bank — Interest

One Centennial Square — Int/Div

Schwab IRA — Int/Div

Amerncan Century Growth Fund

Blackrock Equity Div

Davis NY Venture Fund

Thomburg Value Fund

Wells Fargo Advantage Fund

First American Small Cap Select

Northem Small Cap Value

Artio Int'l Equity Fund

Harbor Intemational Fund

Manning & Napier World Opportunity

SSGA International Stock

Federated Total Return Bond

Loomis Sayles Bond Fund

Metropolitan West Total Return

Pimpco Total Retum Fund

Transamerica Equity Fund

Schwab Cash Fund

As to Part Vi, paragraph 13, the partnership is with a;

and is invested in gold coins.

As to Part Vil, paragraph 17. with another individual | purchased unimproved real estate in Collier County, FL, in June. The purchase price was $255,000.

As to Part V1], paragraph 12, | aman income beneficiary of a Trust and have a contingent interest in the corpus but have no power to direct, buy or sell or

otherwise dispose of any assets. The Trust as of 12/31/09, invested in the following funds and securities: American Century Equity Income Fund, Harbor Capital

Appreciation Fund, ING Real Estate Fund. Russell 2000 Index Fund, Munder Mid Cap Growth Fund, Pimco Commodity Real Return Strategy Fund, Touchstone

Mid Cap Fund, Delaware Pooled Trust - International Equity Portfolio, Harbor Intemational Fund, Lazard Emerging Markets Portfolio, Morgan Stanley

Institutional Fund - Intemational Real Estate, Exxon Mobil Corp., BP PLC Sponsored ADR, General Electric Co., DuPont, Verizon Communications, Public

Service Enterprise Group, Fidelity Advisor Emerging Markets Fund, Pimco Total Return Fund, Evergreen International Bond Fund, Vanguard Intermediate Term

Tax Exempt Fund.

As to Part VII, paragraph 16, 1 hold these invesunents only as Trustee U/W. I do not have any income interest in any holding and have a contingent beneficial

interest in the corpus. [ have the authority to buy, sell, or otherwise dispose of the assets of the Trust.

As to Part VII, paragraph 27, the Schwab IRA investments are new this year and substitute for last year's investments which were outlined in a letter dated August

6, 2009, supplementing the 2008 financial disclosure.

This is a copy of a public record, reproduced as it was published. It is not legal advice, and it may not be the version a court would rely on. Check the official source before you cite it.

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