EFTA01504252.pdf
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DARREN K.INDYKE IRA ROLLOVER ACCT.
For the Period 12/1/12 to 12/31/12
Account Summary
Beginning Ending Change Estimated Current
Asset Allocation Market Value Market Value In Value Annual Income Allocation
Cash & Fixed Income 242324.42 242,330.42 6.00 72.69 100%
Market Value $242.324.42 $242.330.42 $8.00 $72.89 100%
Accruals 6.00 6.20 0.20
Market Value with Accruals 5242330.42 0242,338.82 $8.20
Current Year-to•Date
Portfolio Activity Period Value Value
Beginning Market Value 242,32442 242,263.27
Income 8, Distributans 6.00 77.15
Ending Market Value $242.330.42 $242,330.42
Accruals 6 20 120
Market Value with Accruals S242.336.62 $242,338.82
JP Morgan Page 2 of 6
Confidential Treatment Requested by JPMorgan JPM-SDNY-00029057
Chase
CONFIDENTIAL SDNY_GM_00298255
EFTA01504252
ℹ️ Document Details
SHA-256
ef173d31f3967cc554fc710affaa366a4e36e5b72b0a9b13e86786e4e194665e
Bates Number
EFTA01504252
Dataset
DataSet-10
Type
document
Pages
1
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