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Document Mentions (4 shared documents)
2 mentions1 same-page
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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
by a me/ us to my/ our Financial Institution; (ii) resulting from any transaction in my/ our account or any service performed on behalf of me/ us by the Financial Institution; or (iii) otherwise obtained from me/ us by the Financial Institution. Activity Summary (All amounts shown are in base currency) Credits This Perio
2 mentions1 same-page
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iod IdsPeriod Cash, Money Funds, and Bank Deposits 56,026.91 38,963.68 86,512.41 Equities 1,072,484.00 703,600.00 559,325.00 Account Total (Pie Chart) 81,128,490.91 $742,563.68 $645.837.41 Please review your allocation periodically with your Investment Specialist. CONFIDENTIAL — PURSUANT TO FE
by a me/ us to my/ our Financial Institution: (ii) resulting from any transaction in my/ our account or any service performed on behalf of me/ us by the Financial Institution: or (iii) otherwise obtained from me/ us by the Financial Institution. Activity Summary (All amounts shown are in base currency) ()edits This Perio
2 mentions1 same-page
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.91 3% Mutual Funds 0.00 3.010.341.05 3,020,938.22 7% Exchange-Traded Products 2,972,400.00 6,427,720.00 8,444,920.00 100% Account Total (Pie Chart) $117,069,956.26 397,289,150.71 $97,272,547.37 Please review your allocation periodically with your Investment Specialist. CONFIDENTIAL — PURSUAN
by a me/ us to my! our Financial Institution; (ii) resulting from any transaction in my/ our account or any service performed on behalf of me/ us by the Financial Institution; or (iii) otherwise obtained from me/ us by the Financial Institution. Activity Summary (All amounts shown are in base currency) Cedes This Period
Sponsored
2 mentions1 same-page
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Money Funds, and Bank Deposits Fixed Income 5,388,291.31 2,476,977.00 746,730.53 2,836,079.80 3,681,800.80 4,962,500.00 100% Account Total (Pie Chart) Please review your allocation periodically with your Investment Specialist. 87,865,268.31 $3,584,810.33 $8,644,300.80 B010 0243CSF30025 s CON
by a me/ us to my/ our Financial Institution; (ii) resulting from any transaction in my/ our account or any service performed on behalf of me/ us by the Financial Institution; or (iii) otherwise obtained from me/ us by the Financial Institution. Activity Summary (All amounts shown are in base currency) Credits ThisnuNd
Sponsored
Mutual Connections (127)
Entities connected to both Pie Chart and the Financial Institution
Baltimore
LOCATION45 w/ Pie·5 w/ the
the Pershing Customer Service Department
ORGANIZATION43 w/ Pie·5 w/ the
Pershing
LOCATION42 w/ Pie·5 w/ the
the Options Clearing Corporation
ORGANIZATION41 w/ Pie·5 w/ the
Pershing LLC
ORGANIZATION40 w/ Pie·5 w/ the
the State of New York
LOCATION39 w/ Pie·5 w/ the
Legal Department
ORGANIZATION38 w/ Pie·5 w/ the
Securities Investor Protection Corporation
ORGANIZATION35 w/ Pie·5 w/ the
Client Service Information
ORGANIZATION37 w/ Pie·3 w/ the
Money Market Fund
ORGANIZATION35 w/ Pie·5 w/ the
THE FEDERAL RESERVE SYSTEM
ORGANIZATION35 w/ Pie·5 w/ the
Jeff Sessions
PERSON34 w/ Pie·5 w/ the
THE BOARD OF GOVERNORS OF
ORGANIZATION33 w/ Pie·5 w/ the
ON PERSHING'S
ORGANIZATION33 w/ Pie·5 w/ the
THE CLEARING FACILITY
ORGANIZATION33 w/ Pie·5 w/ the
CUSTOMS
ORGANIZATION32 w/ Pie·5 w/ the
USAGES
ORGANIZATION31 w/ Pie·5 w/ the
TAXABLE
ORGANIZATION32 w/ Pie·4 w/ the
Jersey City
LOCATION30 w/ Pie·5 w/ the
INDEBTED TO PERSHING LLC
ORGANIZATION24 w/ Pie·5 w/ the