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SIST IN ACCUMULATING THE DATA TO PREPARE YOUR TAX RETURNS. • DIVIDENDS. INTEREST AND OTHER DISTRIBUTIONS SHOWN ON THIS STATEMENT WERE CLASSIFIED AS TAXABLE OR NONTAXABLE BASED ON CERTAIN INFORMATION KNOWN AS Of' THE DISTRIBUTION DATE. THIS CLASSIFICATION IS SUBJECT TO CHANGE AND IS SOLELY INTENDED FOR U
s of bond market values are Total 10,806,177.77 100% rounded to the nearest whole percentage. You are 100% invested in bonds with a bond quay of BA/Lower. Statement Period: 12101/2013 - 12/31/2013 Percentages of bond market values are rounded to the nearest whole percentage. Client Service Informat
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SSIST IN ACCUMULATING THE DATA TO PREPARE YOUR TM RETURNS. • DIVIDENDS. INTEREST AND OTHER DISTRIBUTIONS SHOWN ON THIS STATEMENT WERE CLASSIFIED AS TAXABLE OR NONTAXABLE BASED ON CERTAIN INFORMATION KNOWN AS OF THE DISTRIBUTION DATE. THIS CLASSIFICATION IS SUBJECT TO CHANGE AND IS SOLELY INTENDED FOR US
of bond market values are Total 9,301,668.88 100% rounded to the nearest whole percentage. You are 100% invested in bonds with a bond quality of BA/Lower. Percentages of bond market values are rounded to the nearest whole percentage. Client Service Information Your Client Advisor: DAN DANIEL SABBA
2 mentions1 same-page
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SIST IN ACCUMULATING THE DATA TO PREPARE YOUR TAX RETURNS. • DIVIDENDS. INTEREST AND OTHER DISTRIBUTIONS SHOWN ON THIS STATEMENT WERE CLASSIFIED AS TAXABLE OR NONTAXABLE BASED ON CERTAIN INFORMATION KNOWN AS OF TIM DISTRIBUTION DATE. THIS CLASSIFICATION IS SUBJECT TO CHANGE AND IS SOLELY INTENDED FOR US
of bond market values are Total 9,697,672.62 100% rounded to the nearest whole percentage. You are 100% invested in bonds with a bond quality of BA/Lower. IS% E2% 100% Percentages of bond market values are rounded to the nearest whole percentage. .01 Account Num bur TI-E FAZE T CONFIDENTIAL —
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2 mentions1 same-page
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SIST IN ACCUMULATING THE DATA TO PREPARE YOUR TAX RETURNS, • DIVIDENDS. INTEREST AND OTHER DISTRIBUTIONS SHOWN ON THIS STATEMENT WERE CLASSIFIED AS TAXABLE OR NONTAXABLE BASED ON CERTAIN INFORMATION KNOWN AS OF THE DISTRIBUTION DATE. THIS CLASSIFICATION IS SUBJECT TO CHANGE AND IS SOLELY INTENDED FOR US
of bond market values are Total 9,348,788.98 100% rounded to the nearest whole percentage. You are 100% invested in bonds with a bond quality of BA/Lower. Percentages of bond market values are rounded to the nearest whole percentage. Client Service Information Your Client Advisor: DAN DANPUSAN:IA
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Mutual Connections (77)
Entities connected to both TAXABLE and BA/Lower
THE CLEARING FACILITY
ORGANIZATION51 w/ TAXABLE·4 w/ BA/Lower
THE FEDERAL RESERVE SYSTEM
ORGANIZATION51 w/ TAXABLE·4 w/ BA/Lower
THE BOARD OF GOVERNORS OF
ORGANIZATION51 w/ TAXABLE·4 w/ BA/Lower
CUSTOMS
ORGANIZATION48 w/ TAXABLE·3 w/ BA/Lower
Jeff Sessions
PERSON47 w/ TAXABLE·4 w/ BA/Lower
USAGES
ORGANIZATION47 w/ TAXABLE·3 w/ BA/Lower
ON PERSHING'S
ORGANIZATION46 w/ TAXABLE·3 w/ BA/Lower
INDEBTED TO PERSHING LLC
ORGANIZATION43 w/ TAXABLE·3 w/ BA/Lower
the Pershing Customer Service Department
ORGANIZATION41 w/ TAXABLE·5 w/ BA/Lower
Pershing
LOCATION40 w/ TAXABLE·5 w/ BA/Lower
the State of New York
LOCATION40 w/ TAXABLE·4 w/ BA/Lower
Pershing LLC
ORGANIZATION39 w/ TAXABLE·5 w/ BA/Lower
Legal Department
ORGANIZATION39 w/ TAXABLE·4 w/ BA/Lower
Client Service Information
ORGANIZATION35 w/ TAXABLE·6 w/ BA/Lower
the Options Clearing Corporation
ORGANIZATION33 w/ TAXABLE·5 w/ BA/Lower
Securities Investor Protection Corporation
ORGANIZATION32 w/ TAXABLE·4 w/ BA/Lower
Pie Chart
ORGANIZATION32 w/ TAXABLE·4 w/ BA/Lower
Money Market Fund
ORGANIZATION28 w/ TAXABLE·5 w/ BA/Lower
TIME PERSHING
ORGANIZATION28 w/ TAXABLE·2 w/ BA/Lower
Account Value
ORGANIZATION26 w/ TAXABLE·3 w/ BA/Lower