Back to Network
6
Shared Docs
6
Same-Page
6 / 6
Mentions
Document Mentions (6 shared documents)
2 mentions1 same-page
Page ?Same page
1511 Deutsche Bank P.O. Box 1776, Baltimore, MD 21203 Portfolio Holdings January 1, 2019 - January 31, 2019 SOUTHERN FINANCIAL LW Account Activity Cawing Die Quantity Number Ending Op
5% 1292 000 00 $292 000 00 Estimated Annual Income $292.033 01 Generally securities acquired before 2011. in retirement accounts or held by Non-U S entities are not subject to the cost basis reporting rules set forth in the Internal Revenue Code of 1986, as amended by the Emergency Economic Stab
2 mentions1 same-page
Page ?Same page
1511 Deutsche Bank P.O. Box 1776, Baltimore, MD 21203 Portfolio Holdings December 1, 2018 - December 31,2018 SOUTHERN FINANCIAL LLC Account ANNIty Cymru Date Quantity Number Ending Op
16.00 Accrued Interest 50.00 5292.229.53 Estimated Annual Income Generally. securities acquired before 2011, in retirement accounts or held by Non-U S entities are not subject to the cost basis reporting rules set forth in the Internal Revenue Code of 1986. as amended by the Emergency Economic Stab
2 mentions1 same-page
Page ?Same page
1511 Deutsche Bank P.O. Box 1776, Baltimore, MD 21203 Portfolio Holdings January 1, 2019 - January 31, 2019 SOUTHERN FINANCIAL LW Account Activity Opening Die Quantity Number Ending O
Gain,Loss Interest Annual Income -$337.416.00 $0 00 1292.033 01 Generally securities acquired before 2011 in retirement accounts or held by Non-U S entities are not subject to the cost basis reporting rules set forth in the Internal Revenue Code of 1986, as amended by the Emergency Economic Stab
Sponsored
2 mentions1 same-page
Page ?Same page
1511 Deutsche Bank P.O. Box 1776, Baltimore, MD 21203 Portfolio Holdings December 1, 2018 - December 31,2018 SOUTHERN FINANCIAL LLC Account Activity Opening Oozing Accrued Income 30-D
16.00 Accrued Interest 50.00 5292.229.53 Estimated Annual Income Generally. securities acquired before 2011, in retirement accounts or held by Non-U S entities are not subject to the cost basis reporting rules set forth in the Internal Revenue Code of 1986. as amended by the Emergency Economic Stab
2 mentions1 same-page
Page ?Same page
1511 Deutsche Bank P.O. Box 1776, Baltimore, MD 21203 Portfolio Holdings December 1, 2018 - December 31,2018 SOUTHERN FINANCIAL LLC Account Activity Cawing Date Quantity Number Ending
16.00 Accrued Interest 50.00 5292.229.53 Estimated Annual Income Generally. securities acquired before 2011, in retirement accounts or held by Non-U S entities are not subject to the cost basis reporting rules set forth in the Internal Revenue Code of 1986. as amended by the Emergency Economic Stab
2 mentions1 same-page
Page ?Same page
1511 Deutsche Bank P.O. Box 1776, Baltimore, MD 21203 Portfolio Holdings January 1, 2019 - January 31, 2019 SOUTHERN FINANCIAL LW Account Activity Opening Date Quantity Number Biding
oldings $17,054.484.21 $16,717,068.21 -$337A16.00 $0 00 $292.033 01 Generally securities acquired before 2011 in retirement accounts or held by Non-U S entities are not subject to the cost basis reporting rules set forth in the Internal Revenue Code of 1986, as amended by the Emergency Economic Stab
Sponsored
Mutual Connections (6)
Entities connected to both Baltimore and Non-U S
