TX
Tax-Exempt Income
Current
Period Value
Year-to-Date
Value
3,074.24
Banker
Investment Specialist
Client Service Team
Client Service Team
Client Service Team
Concentrated & Other Equity
Total Value
Market Value/Cost
Market Value
Tax Cost
Unrealized Gain/Loss
J.P. Morgan Clearing Corp.
J.P.
Morgan Securities LLC
3PMorgan Clearing Corporation
Securities Insurance Protection
Corporation