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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
deposits will be charged to your account. The initial interest charge will be -.20% (20 basis points), and will reflect on your account statement as Tree Credit Balance Interest Charge'. The interest will be reported on your Forms 1099 andfor 1042-S for tax year 2015. These rates are subject to change in response to market changes, a
2 mentions1 same-page
Page ?Same page
SIST AN ACC UMULATNG 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
deposits will be charged to your account. The initial interest charge will be -.20% (20 basis points), and will reflect on your account statement as Tree Credit Balance Interest Charge'. The interest will be reported on your Forms 1099 andkr 1042-6 for tax year 2015. These rates are subject to change in response to market changes, an
2 mentions1 same-page
Page ?Same page
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
deposits will be charged to your account. The initial interest charge will be -.20% (20 basis points), and will reflect on your account statement as Tree Credit Balance Interest Charge'. The interest will be reported on your Forms 1099 and/or 1042S for tax year 2015. These rates are subject to change r response to market changes. and
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2 mentions1 same-page
Page ?Same page
ASSIST 14 ACCUMULATING THE DATA TO PREPARE YOUR TAX RETURNS. • DIVIDENDS. MEREST AND OTHER DISTRIBUTIONS SHOWN ON THIS STATEMENT WERE CLASSIFIED AS TAXABLE OR NONTAXABLE BASED ON CERTAIN INFORMATION KNOWN AS OF THE DISTRIBUTION DATE. THIS Co ASSIFICATION IS SUBJECT TO CHANGE AND IS SOLELY INTENDED FOR U
deposits will be charged to your account. The initial interest charge will be -.20% (20 basis points), and will reflect on your account statement as Tree Credit Balance Interest Charge'. The interest will be reported on your Forms 1099 and/or 1042-S for tax year 2015. These rates are subject to change in response to market changes, a
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Mutual Connections (74)
Entities connected to both TAXABLE and Tree Credit Balance Interest Charge'
THE BOARD OF GOVERNORS OF
ORGANIZATION51 w/ TAXABLE·4 w/ Tree
THE CLEARING FACILITY
ORGANIZATION51 w/ TAXABLE·4 w/ Tree
THE FEDERAL RESERVE SYSTEM
ORGANIZATION51 w/ TAXABLE·4 w/ Tree
CUSTOMS
ORGANIZATION48 w/ TAXABLE·4 w/ Tree
USAGES
ORGANIZATION47 w/ TAXABLE·4 w/ Tree
Jeff Sessions
PERSON47 w/ TAXABLE·4 w/ Tree
ON PERSHING'S
ORGANIZATION46 w/ TAXABLE·4 w/ Tree
INDEBTED TO PERSHING LLC
ORGANIZATION43 w/ TAXABLE·3 w/ Tree
the Pershing Customer Service Department
ORGANIZATION41 w/ TAXABLE·4 w/ Tree
the State of New York
LOCATION40 w/ TAXABLE·4 w/ Tree
Pershing
LOCATION40 w/ TAXABLE·4 w/ Tree
Pershing LLC
ORGANIZATION39 w/ TAXABLE·4 w/ Tree
Legal Department
ORGANIZATION39 w/ TAXABLE·3 w/ Tree
Client Service Information
ORGANIZATION35 w/ TAXABLE·3 w/ Tree
BNY MELLON CAPITAL MARKETS
ORGANIZATION34 w/ TAXABLE·3 w/ Tree
Securities Investor Protection Corporation
ORGANIZATION32 w/ TAXABLE·4 w/ Tree
the Options Clearing Corporation
ORGANIZATION33 w/ TAXABLE·3 w/ Tree
Pie Chart
ORGANIZATION32 w/ TAXABLE·3 w/ Tree
TIME PERSHING
ORGANIZATION28 w/ TAXABLE·2 w/ Tree
Account Value
ORGANIZATION26 w/ TAXABLE·4 w/ Tree