3
Shared Docs
3
Same-Page
3 / 3
Mentions
Advisor February 2019 Your assets . Fixed income . Mutual funds (continued) Hddng Symbol: HLLVX Total reinvested EAI: 4361 Current yield 1.83% PUTNAM SHORT DURATION INCOME FUND Y Symbol: PSDYX Trade date: Mar 31, 17 Total reinvested EAI: 1426 Current yield 2.29% Security total Total Total e
has relied on information <Maned from sources other than t ernr ial Sertices. suluding Humans, born another In or that you may have voided to your Finical kleiser. The Finn does AM indepenistly terdy or guarantee the aCOSaCy or valday c any OM emotion vended by sources other than U3S Financial Senics
(5) Mum (1) period Symbol: HIM Total reinvested 1,805.387 10.990 19,842.41 10.670 19263.47 -578.94 19263.47 EAI: $262 Current yield 136% PUTNAM SHORT DURATION INCOME FUND Y Symbol: PSDYX Trade date: Mar 31, 17 1,789.264 10.060 18.000.00 18,000.00 10.060 17,999.99 -0.01 LT Total re
ad on information obtained from sources other than UBS Pilaw' Semites, raiding ilarnation Iran another. Inn or that you may have steal..led to your Finical Apace. the Finn does not indweniraly verdy a guarantee the acoracy or vakliO of any -Mansion PrOviclad by sources other than 1.3S Financial &PCMCK
s cnbnued) riddng Symbol HLLYX Total reinvested 1,830.676 10986 20.112 36 10.730 19,643 15 -469.21 19,643.15 EN: $350 Current yield 1.78% PUTNAM SHORT DURATION N/COVE FUND Y Symbol PSDYX Trade date Mar 31, 17 1,789264 10060 18,000 00 18.00000 10.040 17,564 21 -35.79 LT Total reinve
her th. SSC warden ref the stopernertal PlelleClarbitplr IO: • Colin Insxtal sun «enrolled by ( and ridded n lytt Kou,a vale) tot teklas•ay ROM MS Finical Seances roe ~nob (elan Qinserrce poach, ncladrg mrebb, notes. end (e shams of nuke, hixls moaned n the mere of the scant hold« es the boks of the
Entities connected to both PUTNAM and Finical

Ghislaine Maxwell
PERSON
Condoleezza Rice
PERSON
Vicky Ward
PERSONRussell 3000
ORGANIZATIONWeehawken
LOCATION
Stanford University
LOCATION
George W. Bush
PERSONSCOTT STACK
ORGANIZATION
UBS AG
ORGANIZATIONHarbor Boulevard
LOCATION
Puerto Rico
LOCATIONOnline Services
ORGANIZATION
United States
LOCATION
NEW YORK NY
LOCATIONMaria Farmer
PERSONNnandal
ORGANIZATIONFDIC Insurance
ORGANIZATIONDoug Band
PERSON
Prince Charles
PERSON
U.S. Treasury
ORGANIZATION