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ed 78.085 10.590 EAI: 4675 Current yield 3 67% Security total 1,771.406 10.628 18,000.00 JP MORGAN SHORT DURATION BOND FUND CLASS I Your PI Banda! Advisor: SCOTT STACK MAN/LYLE CASR1EL UBS BSA USA and at UBS FDIC insured Pr , 07dr, Stalk deposit account baerKes are insured by the FDIC within
f Nexthres ILnds, we ardor ea *Clete ream an oat-band revenue sharing payment hem NortStures distranno
ccount overall, even if Poi means the account clan not generate significant CONFIDENTIAL inCelne a relent and may not keep pre with inflation. • Moderate Wang to accept sane rids to pinr-pal and Weak sane rotatory to seek hitter returns • Agressibt! Wiling to accept high rids to pineal and hgh volablity
25.000 60,993,00 Total Securities transferred in 11,740,790.28 Account name: GHIStANE MAXWELL Friendly account name: Account number: Your lq Banda Advisor: SCOTT STACK MANLYLE CASRIEL Date AcIrvrty Description Amount (S) Money balance activities Jan 31 Balance forward $0.00 Feb27 Depo
sk aid valeta* to the axon nal, hen if that men the accost does not generate signif 'cant income or returns name, not keep pace with inflation. • Moderate Wang to accept tame rig to pinonal and tolerate some von,* to seek higher returns. • Aggrene: Wiling to accept high lig to phopal aid high volatility t
es. and provides ems to norm arid anoucht [roans band by unabiliatedthid-party eaurrice conpanes throu
nd volatility to the scant otrank eared that means the scan does nor generate sign it care itcme or return and my rot Ireep pate wilt nel Wien. • Moderate Wang to accept sane risk to pirciout and tolerate soon notataty to seek higher returns. • Agree's*: Wiling to accept high Me to pampa and high valet li
at the brarerdealer holdng mutual funds of that band tacitly. - h addition to cavernssions received i
lily to the account owed, ewe if that means the account don not generate sentoant CONFIDENTIAL inane a mans and may not keep pate with inn**. • Moderate Wang to accept wrote di* to pintoal ad tolerate sane volatility to seek heeler returns • AIX:re-44r Wiling to accept high rim to pnncpal hgh volablity
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