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Document Mentions (4 shared documents)
2 mentions1 same-page
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90,681.40 61,283,745.18 0% M utual Funds 3,020,938.22 0.00 0.00 0% Exchange-Traded Products 6,444,920.00 0.00 0.00 100% Account Total (Pie Chart) $97,272,547.37 $102,820,779.67 $94,404,553.11 Please review your allocation periodically with your Investment Specialist. Go paperless NR mein
Investment Specialist: Mit Chao:he Oink Ihhow %oath Maananotol Walsh haasi* (sous Deviate Rank Sasepeu PIC New Yak Ms HS Pea Avenue, nth host New Wtt. NY I0154 Toll free 166$11'3503 Wets 310 $45 Slat Decem ber 1, 2018 - Decem ber 31, 2018 Account Number: P,r, to oat a G:an,e BEGINNINGACCOUNT
2 mentions1 same-page
Page ?Same page
90,681.40 61,283,745.18 0% M utual Funds 3,020,938.22 0.00 0.00 0% Exchange-Traded Products 6,444,920.00 0.00 0.00 100% Account Total (Pie Chart) 897,272,547.37 $102828779.07 394,404,553.11 Please review your allocation periodically with your Investment Specialist. Go paperless NR mein t
TER B3 ST THOM AS VI 0 0 80 2 Chao:he Oink Ihhow %oath Maananotol Walsh haasi* (sous Deviate Rank Sasepeu PIC New Yak Ms HS Pea Anne, nth host New Wtt. NY I0154 Toll free 166$11'3503 Wets 310 $45 Slat Decem ber 1, 2018 - Decem ber 31, 2018 Account Number: N4G-O238O4 Ponio oat a Glance This
2 mentions1 same-page
Page ?Same page
28% Fixed Income 24,993 47010 24,993,470.70 25,651,747.33 . 71% Equities 61,283,745.18 61,283,745.18 65,894,359.56 100% Account Total (Pie Chart) $94,404,553.11 894,404,553.11 $91,883,658.46 Please review your allocation periodically with your Investment Specialist. Go paperless AIX oiOU
. Box 1776, Baltimore, MD 21203 Chao:he Oink Ihhow %oath Maananotol Walsh haashe Wows Deviate Rank Sasepeu PIC New Yak Ms HS Pea Annus nth host New Wtt. NY I0154 Toll tree 166 NI I-5503 Wets 310 $45 fl at SOUTHERN FINANCIAL LLC 6100 RED HOOK QUARTER B3 ST THOM AS VI 00802 January 1, 2019 - Janu
Sponsored
2 mentions1 same-page
Page ?Same page
28% Fixed Income 24,993 47010 24,993,470.70 25,651,747.33 . 71% Equities 61,283,745.18 61,283,745.18 65,894,359.56 100% Account Total (Pie Chart) $94,404,553.11 894,404,553.11 $91,883,658.46 Please review your allocation periodically with your Investment Specialist. Go paperless AIX oiOU
. Box 1776, Baltimore, MD 21203 Chao:he Oink Ihhow %oath Maananotol Walsh haashe Wows Deviate Rank Sasepeu PIC New Yak Ms HS Pea Annus nth host New Wtt. NY I0154 Toll tree 166 NI I-5503 Wets 310 $45 fl at SOUTHERN FINANCIAL LLC 6100 RED HOOK QUARTER B3 ST THOM AS VI 00802 January 1, 2019 - Janu
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Mutual Connections (10)
Entities connected to both Pie Chart and New Wtt
Baltimore
LOCATION45 w/ Pie·6 w/ New
Comer/Mon
ORGANIZATION7 w/ Pie·6 w/ New
Utellent
LOCATION7 w/ Pie·4 w/ New
Pentabos
LOCATION5 w/ Pie·5 w/ New
SP
Sasepeu PIC
PERSON4 w/ Pie·5 w/ New
MZ
Martin Zeman
PERSON6 w/ Pie·2 w/ New
ME
Mellen
PERSON3 w/ Pie·2 w/ New
Asset Summa
ORGANIZATION3 w/ Pie·2 w/ New
Lail Period
ORGANIZATION2 w/ Pie·2 w/ New
VM
Viii Man
PERSON2 w/ Pie·2 w/ New