Document Mentions (3 shared documents)

EFTA01567660

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ork, NY 10017-2014 ACCT. For the Period 4/1/14 to 4/30/14 Asset Account J.P. Morgan Team James Buckley Jason Bell Janet Young Gina Magliocco Jason Grosse Online access Banker Investment Specialist Client Service Team Client Service Team Client Service Team www.jpmorganonline.com Please see disc

EDIUM TERM NOTE 3.6% NOV 15 2016 DTD 11/04/2010 TRANSFER TO UBS FINANCIAL SERVICES INC. TRADE DATE 04/01/14 (ID: 06050W-DW-2) 4/2 Free Delivery BANK OF AMERICA CORP TRANSFER TO UBS FINANCIAL SERVICES INC. TRADE DATE 04/01/14 (ID: 060505-10-4) (944.000) 10,148.85 (16,368.96) (95.000) 11,403.30 (150,000.000) 150,000.0

EFTA01572125

2 mentions1 same-page

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EFTA01661868_part_66

2 mentions1 same-page

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an Team Table of Contents Page James Buckley Banker Account Summary 2 Janet Young Client Service Team Portfolio Activity 4 Gina Magliocco Jason Grosse Online access Client Service Team Client Service Team www.jpmorganonline.com Please see disclosures located at the end 01 this statement package

(157,830.00) 15 2016 DTD 11/04/2010 TRANSFER TO UBS 150,000.00 FINANCIAL SERVICES INC. TRADE DATE 04/01/14 (ID: 06050W-DW-2) 4/2 Free Delivery BANK OF AMERICA CORP TRANSFER TO UBS FINANCIAL (944.000) (16,368.96) SERVICES INC. TRADE DATE 04/01/14 10,148.85 (ID: 060505-10-4) ($3,110,357.76) J.P.Morgan SB1062192-F1 Pa