Back to Network
3
Shared Docs
3
Same-Page
3 / 3
Mentions
Document Mentions (3 shared documents)
2 mentions1 same-page
Page ?Same page
, Money Funds, and Bank Deposits 4.392.828 67 4,392,828.67 427,789.90 87% Fixed Income 812,470.00 812,470.00 870,000.00 100% Account Total (Pie Chart) 95,205,29887 $5,205,298.67 $1,297,789.90 Please review your allocation periodically with your Investment Specialist. CONFIDENTIAL — PURSUANT TO
t 0:531WX:21 CONFID AL- Med Exam Every Yew Shwa 2007 DALIAlt ItAl ID COMMUNICATIONS EXCLUENCl Owing tinge,. hating LLC. • Way owned subsidiary el Ilwa &onkel New York Mellon Cannatim (MY moon) Penhnt LLC. intetar f I lillactlYASIM_00047368 DB-SDNY-0010192 EFTA_00157977 EFTA01290125 Deutsche Ban
2 mentions1 same-page
Page ?Same page
• 28% Fixed Income 24,993,470.70 24,993,470.70 25,651,747.33 • 71% Equities 81283,745.18 81,283,745.18 85,894,359.56 100% Account Total (Pie Chart) 394,404,553.11 $94,404,553.11 $91,883,858.48 Please review your allocation periodically with your Investment Specialist. CONFIDENTIAL — PURSUAN
FIDENTIAL — PURSUANT TO FED. R. CRIM. P. 6(e) CONFIDO L Rated taceilent Clearing SwabAmboy LIC, a wliolly owned Every Vex Since 2007 subsidiary el Ilwa &onkel New York MeBon DAUM& MUD COMMSCATICOS Caponthan (SW Mellon) n . EXCIMENC( Penne. MC. mtrytt, FiliRnAIMYLISAA-00046762 DB-SDNY-0009586 EF
2 mentions1 same-page
Page ?Same page
Funds, and Bank Deposits 1,479,787.72 1,521,384.75 1,522,837.51 53% Mutual Funds 1,670,021.47 1,714,987.38 1,721,024.57 100% Account Total (Pie Chart) $3,149,809.19 $3,236,372.13 $3,243,862.08 Please review your allocation periodically with your Investment Specialist. CONFIDENTIAL — PURSUANT T
C SF30025 CONFIDO. AL- Rated (Kart Every Vex Since 2007 DALBAR MUD COMMUNCATICNS EXCIA CNC t Owing tlnov W hating Ilt. a Sally craned 'maw:Wry el Ilwa &onkel New York Mellon CciPontim aim meta) Penn. LK. ritterte Filactia 00047682 DB-SDNY-0010506 EFTA_00158291 EFTA01290319 Deutsche Bank P.O.Box
Sponsored
Mutual Connections (49)
Entities connected to both Pie Chart and el Ilwa &
Baltimore
LOCATION45 w/ Pie·3 w/ el
the Pershing Customer Service Department
ORGANIZATION43 w/ Pie·3 w/ el
Pershing
LOCATION42 w/ Pie·3 w/ el
the Options Clearing Corporation
ORGANIZATION41 w/ Pie·3 w/ el
Pershing LLC
ORGANIZATION40 w/ Pie·3 w/ el
the State of New York
LOCATION39 w/ Pie·3 w/ el
Legal Department
ORGANIZATION38 w/ Pie·3 w/ el
Client Service Information
ORGANIZATION37 w/ Pie·3 w/ el
Securities Investor Protection Corporation
ORGANIZATION35 w/ Pie·3 w/ el
Money Market Fund
ORGANIZATION35 w/ Pie·3 w/ el
THE FEDERAL RESERVE SYSTEM
ORGANIZATION35 w/ Pie·2 w/ el
ON PERSHING'S
ORGANIZATION33 w/ Pie·2 w/ el
THE BOARD OF GOVERNORS OF
ORGANIZATION33 w/ Pie·2 w/ el
THE CLEARING FACILITY
ORGANIZATION33 w/ Pie·2 w/ el
TAXABLE
ORGANIZATION32 w/ Pie·2 w/ el
CUSTOMS
ORGANIZATION32 w/ Pie·2 w/ el
USAGES
ORGANIZATION31 w/ Pie·2 w/ el
Jersey City
LOCATION30 w/ Pie·3 w/ el
Deutsche Bank
ORGANIZATION24 w/ Pie·2 w/ el
The European Central Bank
ORGANIZATION19 w/ Pie·3 w/ el