 |
|
|
|
| You searched for: Tax
ID/SSN 000-00-0000 |
|
|
|
|
| |
 Investment
Description |
Registration |
Shares |
| Value |
| AMERICAN FUNDS
- Mgmt Co Information |
| Account #: 4540111 Tax
ID/SSN: 123-45-7890 |
| Details |
01 |
MARY SMITH |
300.7900 |
| 01 WASHINGTON MUTUAL INVESTORS
FUND-CLASS A |
|
$6,320.79 |
|
| Account Value: $6,320.79 |
| Account #: 00043521 Tax
ID/SSN: 123-45-7890 |
| Details |
03 |
INV FIDUCIARY TRUST CUST IRA A/C
|
100.7900 |
| 03 CASH MANAGEMENT TRUST OF AMERICA |
MARY SMITH |
$100.79 |
|
| Details |
65 |
INV FIDUCIARY TRUST CUST IRA A/C |
1,206.7900 |
| 65 AMERICAN BALANCED FUND-CLASS
A |
MARY SMITH |
$25,883.39 |
|
| Details |
04 |
INV FIDUCIARY TRUST CUST IRA A/C |
252.3116 |
| 04 THE INVESTMENT COMPANY OF AMERICA-CLASS
A |
MARY SMITH |
$3,502.19 |
|
| Account Value: $29,486.37 |
| Account #: 006435944 Tax
ID/SSN: 123-45-7890 |
| Details |
01 |
MARY SMITH |
102.3010 |
| 01 WASHINGTON MUTUAL INVESTORS
FUND-CLASS A |
IFTC CUST
ROTH CONV IRA 1998 |
$2,980.79 |
|
| Details |
65 |
MARY SMITH |
206.7900 |
| 65 AMERICAN BALANCED FUND-CLASS
A |
IFTC CUST
ROTH CONV IRA 1998 |
$5,883.39 |
|
| Account Value: $8,864.18 |
| PIONEER INVESTMENTS
- Mgmt Co Information |
| Contract #: 12543 Tax
ID/SSN: 123-45-7890 |
| Details |
PIONEER VALUE FUND A
|
MARY SMITH |
|
| |
2105 MAIN ST |
$4,822.14 |
| |
|
KANSAS CITY MO 64108 |
|
|
| Contract Value: $4,822.14 |
| Contract #: 12544 Tax
ID/SSN: 123-45-7890 |
| Details |
PIONEER VALUE FUND A |
MARY SMITH |
|
| |
2105 MAIN ST |
$2,841.87 |
| |
|
KANSAS CITY MO 64108 |
|
|
| Contract Value: $2,841.87 |
| GLOBAL PRIME
INVESTORS FUNDS - Mgmt Co
Information |
| Account #: 30216435 Tax
ID/SSN: 123-45-7890 |
| Details |
96 |
INVESTORS FIDUCIARY TRUST CO TR |
53.2890 |
| GROWTH FUND CLASS A - 96 |
CUST CHARLES SMITH IRA |
$1,486.18 |
|
| Details |
96 |
INVESTORS FIDUCIARY TRUST CO TR |
4,837.94 |
| MONEY MARKET - 95 |
CUST CHARLES SMITH IRA |
$4,837.94 |
|
| Contract Value: $6,324.12 |
| Account #: 30216435943 Tax
ID/SSN: 123-45-7890 |
| Details |
97 |
MARY SMITH & |
141.9670 |
| STATE MUNICIPAL-SHORT TERM |
JOHN SMITH JT WROS |
$2,901.02 |
|
| Details |
95 |
MARY SMITH & |
1,414.95 |
| GLOBAL PRIME FUNDEMENTALS |
JOHN SMITH JT WROS |
$19,543.87 |
|
| Details |
96 |
MARY SMITH & |
953.2890 |
| GROWTH FUND CLASS A - 96 |
JOHN SMITH JT WROS |
$10,486.18 |
|
| Contract Value: $32,931.07 |
|
| Total Value: $91,600.54 |
|
|
|
|
|
|
|
|
Operations > Search Results
