2012-05-08T13:07:55-06:00
2011-12-31
THOMSON REUTERS (TAX & ACCOUNTING)
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100.963 LSV VALUE EQUITY FUND STRATEGY
2010-02-11
2011-02-10
1452
1201
251
251
46. ALPINE GLOBAL PREMIER PPTYS
2010-11-17
2011-02-10
315
331
-16
-16
14.614 HARBOR INTERNATIONAL FUND #11
2009-04-17
2011-02-10
901
546
355
355
58. ING CLARION GLOBAL R/E INCOME FD
2010-11-17
2011-02-10
464
443
21
21
23.64 T. ROWE PRICE INST LGE-CAP GROWTH
2006-10-27
2011-02-10
413
333
80
80
35.908 MTB SM CAP GRWTH-INST I-FD #555
2006-12-04
2011-02-10
627
807
-180
-180
44.264 MTB MID CAP GRWTH-INST I-FD #401
2008-02-12
2011-02-10
698
565
133
133
53.214 MTB LGE CAP VAL-INST I #327
2005-03-28
2011-02-10
585
586
-1
-1
97.597 MTB LGE CAP GRWTH-INST I #299
2007-05-25
2011-02-10
904
949
-45
-45
106.199 MTB INTL EQ-INST I-FD #270
2004-04-30
2011-02-10
992
1028
-36
-36
10.113 MASTERS SELECT INTERNATIONAL FD #306
2007-06-25
2011-02-10
157
217
-60
-60
7.787 MORGAN STANLEY FOCUS GROWTH CL I
2010-11-17
2011-02-10
304
272
32
32
147.897 RIDGEWORTH SEIX FLT RATE HI INC CL I
2007-08-27
2011-02-10
1340
1411
-71
-71
.8239 ALPINE GLOBAL PREMIER PPTYS
2010-11-17
2011-02-17
6
6
15.561 LSV VALUE EQUITY FUND STRATEGY
2010-02-11
2011-04-08
232
185
47
47
54. ALPINE GLOBAL PREMIER PPTYS
2010-11-17
2011-04-08
378
387
-9
-9
1.846 GUINNESS ATKINSON CHINA & HONG KONG
2008-10-13
2011-04-08
75
40
35
35
3.03 GUINNESS ATKINSON - GLBL ENERGY FD
2011-02-10
2011-04-08
106
97
9
9
1.117 HARBOR INTERNATIONAL FUND #11
2009-04-17
2011-04-08
73
42
31
31
44. ING CLARION GLOBAL R/E INCOME FD
2010-11-17
2011-04-08
353
336
17
17
15.087 LAZARD EMRG-MKTS EQ PORTFOLIO CL I
2007-08-10
2011-04-08
338
357
-19
-19
10.436 MTB SM CAP GRWTH-INST I-FD #555
2007-08-27
2011-04-08
190
232
-42
-42
6.32 MTB MID CAP GRWTH-INST I-FD #401
2008-02-12
2011-04-08
102
81
21
21
7.799 MTB LGE CAP VAL-INST I #327
2005-03-28
2011-04-08
88
86
2
2
3.439 MASTERS SELECT INTERNATIONAL FD #306
2007-06-25
2011-04-08
56
74
-18
-18
1.011 MORGAN STANLEY FOCUS GROWTH CL I
2010-11-17
2011-04-08
40
35
5
5
6.258 RS GLOBAL NATURAL RESOURCES CL Y
2010-02-11
2011-04-08
262
184
78
78
8.512 LSV VALUE EQUITY FUND STRATEGY
2010-02-11
2011-05-12
127
101
26
26
18. ALPINE GLOBAL PREMIER PPTYS
2010-11-17
2011-05-12
130
129
1
1
3.43 ARTIO GLOBAL HIGH INCOME CL I
2010-02-11
2011-05-12
36
35
1
1
2.629 DWS FLOATING RATE CL I
2011-02-10
2011-05-12
25
25
6.928 DREYFUS INTERNATIONAL BOND CL I
2009-09-24
2011-05-12
117
112
5
5
2.99 FEDERATED ULTRA SHORT BOND CL I
2011-02-10
2011-05-12
28
27
1
1
2.24 HARBOR INTERNATIONAL FUND #11
2009-04-17
2011-05-12
144
84
60
60
4. ING CLARION GLOBAL R/E INCOME FD
2010-11-17
2011-05-12
33
31
2
2
8.86 T. ROWE PRICE INST LGE-CAP GROWTH
2006-10-27
2011-05-12
156
125
31
31
6.119 MFS EMERGING MARKETS DEBT FD-CL I
2009-09-24
2011-05-12
90
85
5
5
3.15 MTB SM CAP GRWTH-INST I-FD #555
2007-08-27
2011-05-12
58
63
-5
-5
27.564 MTB SH TERM CORP BD-INST I-#518
2005-03-28
2011-05-12
284
269
15
15
6.455 MTB MID CAP GRWTH-INST I-FD #401
2008-02-12
2011-05-12
105
82
23
23
19.254 MTB LGE CAP GRWTH-INST I #299
2007-05-25
2011-05-12
180
183
-3
-3
25.812 MTB INTL EQ-INST I-FD #270
2004-04-30
2011-05-12
247
250
-3
-3
72.103 MTB INCOME FUND-INST I-FD #143
2009-01-26
2011-05-12
723
660
63
63
6.172 MAINSTAY EPOCH GLOBAL EQ YIELD CL I
2010-05-11
2011-05-12
100
82
18
18
3.627 MASTERS SELECT INTERNATIONAL FD #306
2007-06-25
2011-05-12
58
78
-20
-20
4.35 MORGAN STANLEY FOCUS GROWTH CL I
2010-11-17
2011-05-12
176
152
24
24
7.842 RIDGEWORTH SEIX FLT RATE HI INC CL I
2007-08-27
2011-05-12
71
75
-4
-4
2. SPDR S&P DIVIDEND ETF
2010-11-17
2011-05-12
110
101
9
9
8.831 DWS FLOATING RATE CL I
2011-04-08
2011-10-20
80
84
-4
-4
22.566 DREYFUS INTERNATIONAL BOND CL I
2011-02-10
2011-10-20
382
372
10
10
6.77 DREYFUS INTERNATIONAL BOND CL I
2009-09-24
2011-10-20
114
109
5
5
16.433 FEDERATED ULTRA SHORT BOND CL I
2011-04-08
2011-10-20
150
151
-1
-1
6.888 T. ROWE PRICE INST LGE-CAP GROWTH
2011-04-08
2011-10-20
110
119
-9
-9
.262 T. ROWE PRICE INST LGE-CAP GROWTH
2006-10-27
2011-10-20
4
4
19.192 MFS EMERGING MARKETS DEBT FD-CL I
2011-04-08
2011-10-20
276
283
-7
-7
131.384 MTB SH TERM CORP BD-INST I-#518
2010-11-17
2011-10-20
1344
1349
-5
-5
237.308 MTB INCOME FUND-INST I-FD #143
2010-11-17
2011-10-20
2387
2409
-22
-22
3.522 MAINSTAY EPOCH GLOBAL EQ YIELD CL I
2011-04-08
2011-10-20
53
56
-3
-3
1.442 MORGAN STANLEY FOCUS GROWTH CL I
2010-11-17
2011-10-20
53
50
3
3
31.187 RIDGEWORTH SEIX FLT RATE HI INC CL I
2007-08-27
2011-10-20
269
298
-29
-29
2. SPDR S&P DIVIDEND ETF
2011-02-10
2011-10-20
102
106
-4
-4
235.86 LSV VALUE EQUITY FUND STRATEGY
2010-11-17
2011-11-18
3010
3040
-30
-30
52. ALPINE GLOBAL PREMIER PPTYS
2010-11-17
2011-11-18
283
366
-83
-83
42. CBRE CLARION GLBL REAL ESTATE INCOME
2010-11-17
2011-11-18
289
321
-32
-32
1.776 GUINNESS ATKINSON CHINA & HONG KONG
2011-05-12
2011-11-18
50
68
-18
-18
.947 GUINNESS ATKINSON - GLBL ENERGY FD
2011-05-12
2011-11-18
25
30
-5
-5
9.278 HARBOR INTERNATIONAL FUND #11
2011-10-20
2011-11-18
493
497
-4
-4
10.793 HARBOR INTERNATIONAL FUND #11
2009-04-17
2011-11-18
573
403
170
170
94.915 T. ROWE PRICE INST LGE-CAP GROWTH
2006-10-27
2011-11-18
1524
1335
189
189
1.732 LAZARD EMRG-MKTS EQ PORTFOLIO CL I
2007-08-10
2011-11-18
32
41
-9
-9
32.229 LITMAN GREGORY MSTR SLCT INT'L CL I
2011-10-20
2011-11-18
409
416
-7
-7
27.081 LITMAN GREGORY MSTR SLCT INT'L CL I
2009-04-17
2011-11-18
344
488
-144
-144
1.717 MFS EMERGING MARKETS DEBT FD-CL I
2011-02-10
2011-11-18
25
25
14.582 MTB SM CAP GRWTH-INST I-FD #555
2007-08-27
2011-11-18
227
289
-62
-62
8.812 MTB MID CAP GRWTH-INST I-FD #401
2011-10-20
2011-11-18
127
124
3
3
156.232 MTB LGE CAP VAL-INST I #327
2008-02-12
2011-11-18
1505
1824
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-319
198.398 MTB LGE CAP GRWTH-INST I #299
2007-05-25
2011-11-18
1589
1881
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-292
513.781 MTB INTL EQ-INST I-FD #270
2004-06-09
2011-11-18
4054
5053
-999
-999
2.825 RS GLOBAL NATURAL RESOURCES CL Y
2011-05-12
2011-11-18
102
111
-9
-9
2.884 RIDGEWORTH SEIX FLT RATE HI INC CL I
2007-08-27
2011-11-18
25
28
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372
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WYOMISSING AREA HIGH SCHOOL
630 EVANS AVENUE
WYOMISSING
PA
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6103744031
TRANSCRIPTS
NONE
AWARD GIVEN TO MALE AND FEMALE HS GRADUATES WITH THE HIGHEST ACADEMIC AVERAGE
DUKE UNIVERSITY
OFFICE OF FINANCIAL AID
2122 CAMPUS DRIVE
RALEIGHDURHAM
NC
27708
NONE
N/A
EDUCATIONAL
3100
PENN STATE UNIVERSITY
201 SHIELDS BLDG
UNIVERSITY PARK
PA
16802
NONE
NONE
ACADEMIC SCHOLARSHIP
3100
6200
14
2877
18
372
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false
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MTB INTERMED TERM BOND#220
MTB INTERNATIONAL EQUITY #270
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8103
MTB SHORT TERM CORP BD #518
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CRM MID CAP VALUE FUND
MTB LARGE CAP VALUE #327
AT COST
6978
7512
VANGUARD INSTITUTIONAL
T ROWE PRICE LG CAP
AT COST
3438
4271
ALPINE INTL RE EQTY
HARBOR CAP APPREC #12
MTB LG CAP GRWTH #299
AT COST
8326
7631
MTB SM CAP GRWTH #555
AT COST
4089
3824
HARBOR INTL FUND #11
AT COST
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5659
LAZARD EMERGING MKTS
AT COST
4194
4030
MASTERS SELECT INTL FUND
GOLDMAN SACHS HI YLD
MTB MIDCAP #401
AT COST
4749
5293
RIDGEWORTH SEIX FLOATING RATE
AT COST
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GUINNESS ATKINSON CHINA & HK
AT COST
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1546
DREYFUS INTL BOND FUND
AT COST
4219
4280
MFS EMERGING MKTS
AT COST
2740
2846
MTB INCOME FUND #143
AT COST
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20473
ARTIO GLOBAL HI INCOME
AT COST
1545
1418
LSV VALUE EQUITY
AT COST
7699
7897
MORGAN STANLEY FOCUS
AT COST
5642
5630
ALPINE GLOBAL PREMIER
AT COST
2233
1696
ING CLARION REAL ESTATE
MAINSTAY EPOCH
AT COST
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RS GLOBAL NATURAL RESOURCES
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FEDERATED ULTRA SHORT
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MTB SHORT DURATION GOVT BD FD
AT COST
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CBRE CLARION GLBL R E INC FD
AT COST
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410
LITMAN GREGORY MASTER INTL
AT COST
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MUTUAL FUND ADJUSTMENT
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