EFTA02476664.pdf

From: Kathy Ruemmler <[email protected]> Sent: Wednesday, December 16, 2015 8:17 PM To: Jeffrey E. Subject: Re: I know. She is a dope. But= I don't care enough to find someone good. Sent from my iPhone=/div> On Dec 16, 2015, at 3:11PM, Jeffrey E. <[email protected]> wrote: take all the short term and lo=g term losses she can, shes a dope On Wed, Dec 16, 2015 at 2=14 PM, Kathy Ruemmler <[email protected] <mailto:kathyruemmler=gmail.com> > wrote:<=r> Sent from my=iPhone Begin forwarded message: From: "Burness, Danielle M - WASHINGTON DC" <[email protected]=m> Date: December 15, 2015 at 3:12:46 PM EST To:=Kathy Ruemmler <[email protected] <mailto:[email protected]», "[email protected] <mailto:Kathryn.Ruemmler@lw=com> "<[email protected] <mailto:[email protected]» Hi Kathy Enclosed you will find taxable dividends, interest, a=d realized gain/loss booked through the beginning of this week.</=> There are a few moving parts however:</=> EFTA_R1_01590233 EFTA02476664  1) &nbs=; Capital gains which are not reflecting on the report but are e=timated to pay this month are roughly 12,000-13,000. (mostly long ter=) 2) &nbs=; Possible losses we could take as of last night's closi=g: a. &=bsp; Short term 9600.00 b. &=bsp; Long term 11,300 c. &=bsp; Sun America I won't know what the adjusted loss w= could book is until Thursday. It's a stepped up loss which i= adjusting over the next few days, so I should have a figure by Thursday. I would be happy to review this via phone. If y=u do want to make any changes we will need to speak over the phone for I ca='t take email instruction. Thanks Danielle This message, and any attachments, is for the intended recipient(s) only= may contain information that is privileged, confidential and/or proprietar= and subject to important terms and conditions available at http://www.banko=america.com/emaildisclaimer. If you are not the intended recipient, p=ease delete this message. plea=e note 2 EFTA_R1_01590234 EFTA02476665 The information contained in this communication is confid=ntial, may be attorney-client privileged, may constitute inside informat=on, and is intended only for the use of the addressee. It is the propert= of JEE Unauthorized use, disclosure or copying of this communicat=on or any part thereof is strictly prohibited and may be unlawful. If yo= have received this communication in error, please notify us immediately=by return e-mail or by e-mail to [email protected] <mailto:[email protected]= target.> , and destroy this communica=ion and all copies thereof, including all attachments. copyright -all ri=hts reserved 3 EFTA_R1_01590235 EFTA02476666