📄 Extracted Text (109 words)
CHISLA1NE MAXWELL -TAP DVS ACCT.
For the Period 7/1/13 to 7/31/13
Equity Summary
Beginning Ending Change Current Asset Categories
Asset Categories Markel Value Market Value In Value Allocation
US Large Cap Equity 68185.05 70,803.52 2 618 46 7%
Asia ex-Japan Equity 30681.27 40,974.07 1.292 80 4%
Total Value 5107,866.33 5111,777.59 53,911.26 11%
Current US Large Cap Equrry
Market Value/Cost Period Value
Market Value 111,777.59 Aso ex4dPan Equity
Tax Cost 105,356.00
Unrealized GaindLoss 6,421.59
Estimated Annual Income 2.900.54
Yield 2.59%
Equity as a percentage of your portfolio 11 %
J.P. Morgan Account ge 4 of 15 Consolidated Statement Page 64
Confidential Treatment Requested by JPMorgan JPM-SDNY-00045983
Chase
CONFIDENTIAL SDNY_GM_00315181
EFTA01518737
ℹ️ Document Details
SHA-256
e6d36729e0eb23c02ee9ad0000b30341da07d23d634d5b5488d258e6434f47f0
Bates Number
EFTA01518737
Dataset
DataSet-10
Document Type
document
Pages
1
Comments 0