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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
TO ACCEPT ORDERS. TRANSMITTED ELECTRONICALLY VP TO A SPECIFIED SEE, AND TO EXECUTE THEM AT OR BETTER THAN THE NATIONAL BEST BID OR OFFER (NBBO). ON CERTA/N LARGER ORDERS. OR F THE DESIGNATED MARKET CENTERS DO NOT MAKE A MARKET IN THE SUBJECT SECURITY. PERSHING DRECTLY CONTACTS MARKET CENTERS TO OBTAIN
2 mentions1 same-page
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Cash Money Funds and Bank Deposits 1.837.593 06 334.225 01 137.49978 9.56% LSD Equities 0 00 1 338 777 00 1 301.285 80 9044% Account Total (Pie Chart) $1,637.593.06 11,673,002.01 $1,438,785.58 100.00% CONFIDENTIAL — PURSUANT TO FED. R CRI M. P. 6(e) Please review your allocation perlodicalk
O ACCEPT ORDERS. TRANSMITTED ELECTRONICALLY VP TO A SPECIFIED SIZE. AND TO EXECUTE THEM AT OR BETTER THAN THE NATIONAL BEST BID OR OFFER (NBBO). ON CERTA/N LARGER ORDERS. OR F THE DESIGNATED MARKET CENTERS DO NOT MAKE A MARKET IN THE SUBJECT SECURITY. PERSHING DIRECTLY CONTACTS MARKET CENTERS TO OBTAI
2 mentions1 same-page
Page ?Same page
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
O ACCEPT ORDERS. TRANSMITTED ELECTRONICALLY VP TO A SPECIFIED SIZE. AND TO EXECUTE THEM AT OR BETTER THAN THE NATIONAL BEST BID OR OFFER (NBBO). ON CERTA/N LARGER ORDERS. OR F THE DESIGNATED MARKET CENTERS DO NOT MAKE A MARKET IN THE SUBJECT SECURITY. PERSHING DRECTLY CONTACTS MARKET CENTERS TO OBTAIN
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2 mentions1 same-page
Page ?Same page
-34.158.97 Penal Asset Type Mot Tear-End Lad Period Tala Period 3% Cash, Money Funds, and Bank Deposits 97% Equities 100% Account Total (Pie Chart) Please review your allocation periodically with your Investment Specialist. CONFIDENTIAL — PURSUANT TO FED. R. CRIM. P. 6(e) 10,461.85 575,175.0
O ACCEPT ORDERS. TRANSMITTED ELECTRONICALLY VP TO A SPECIFIED SIZE. AND TO EXECUTE THEM AT OR BETTER THAN THE NATIONAL BEST BID OR OFFER (NBBO). ON CERTA/N LARGER ORDERS. OR F THE DESIGNATED MARKET CENTERS DO NOT MAKE A MARKET IN THE SUBJECT SECURITY. PERSHING DRECTLY CONTACTS MARKET CENTERS TO 08TAN
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Mutual Connections (161)
Entities connected to both Pie Chart and CERTA/
Baltimore
LOCATION45 w/ Pie·6 w/ CERTA/
the Pershing Customer Service Department
ORGANIZATION43 w/ Pie·6 w/ CERTA/
Pershing
LOCATION42 w/ Pie·6 w/ CERTA/
the Options Clearing Corporation
ORGANIZATION41 w/ Pie·5 w/ CERTA/
Pershing LLC
ORGANIZATION40 w/ Pie·5 w/ CERTA/
the State of New York
LOCATION39 w/ Pie·6 w/ CERTA/
Legal Department
ORGANIZATION38 w/ Pie·6 w/ CERTA/
Client Service Information
ORGANIZATION37 w/ Pie·6 w/ CERTA/
THE FEDERAL RESERVE SYSTEM
ORGANIZATION35 w/ Pie·6 w/ CERTA/
Securities Investor Protection Corporation
ORGANIZATION35 w/ Pie·5 w/ CERTA/
Money Market Fund
ORGANIZATION35 w/ Pie·5 w/ CERTA/
Jeff Sessions
PERSON34 w/ Pie·6 w/ CERTA/
ON PERSHING'S
ORGANIZATION33 w/ Pie·6 w/ CERTA/
THE CLEARING FACILITY
ORGANIZATION33 w/ Pie·6 w/ CERTA/
THE BOARD OF GOVERNORS OF
ORGANIZATION33 w/ Pie·6 w/ CERTA/
CUSTOMS
ORGANIZATION32 w/ Pie·6 w/ CERTA/
TAXABLE
ORGANIZATION32 w/ Pie·6 w/ CERTA/
USAGES
ORGANIZATION31 w/ Pie·6 w/ CERTA/
Jersey City
LOCATION30 w/ Pie·6 w/ CERTA/
Account Value
ORGANIZATION32 w/ Pie·2 w/ CERTA/