4
Shared Docs
4
Same-Page
4 / 4
Mentions
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
RED HOOK QUARTER B3 ST THOM AS VI 0 0 80 2 Your 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 Nu
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
203 SOUTHERN FINANCIAL LLC 610 0 RED HOOK QUARTER 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 Numb
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
1511 Deutsche Bank P.O. 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
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
1511 Deutsche Bank P.O. 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
Entities connected to both Pie Chart and Sasepeu PIC

Baltimore
LOCATIONComer/Mon
ORGANIZATIONUtellent
LOCATIONNew Wtt
ORGANIZATIONPentabos
LOCATIONAsset Summa
ORGANIZATIONLail Period
ORGANIZATIONViii Man
PERSON