EFTA01518227.pdf
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GHISLA1NE MAXWELL -TAP DYS ACCT.
For the Period 2/1/13 to 228/13
Equity Summary
Beginning Ending Change Gwent Asset Categories
Asset Categories Markel Value Market Value In Value Allocation
US Large Cap Equity 38847.64 36.407.76 560 12 4%
Asia ex-Japan Equity 32,281.77 40.367 24 8.085 47 4%
Total Value $68,129.41 $76,775.00 58.645.59 8%
US Large Cap &pay
Current
Market Value/Cost Period Value
Market Value 78775.00
Tax Cost 75,227.00
Unrealized GaindLoss 1,548.00 Asia or../apan Ecrinry
Estimated Annual Income 2.102.85
Yield 2.73%
Equity as a percentage of your portfolio 8 %
J.P. Morgan Account Page 4 of 15 Consolidated Statement Page 57
Confidential Treatment Requested by JPMorgan JPM-SDNY-00045445
Chase
CONFIDENTIAL SDNY_GM_00314643
EFTA01518227
ℹ️ Document Details
SHA-256
26260621f6d8d38f2ab41f3ff76c12d02aaf1c14d42f6ea44f68fdfd0ccf8448
Bates Number
EFTA01518227
Dataset
DataSet-10
Type
document
Pages
1
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