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SMITH FAMILY

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Household Summary   Portfolio Name # of Accounts Value   Go to SMITH - JOHN AND MARY 10 $162,580.90 Go to SMITH - THE CHILDREN 6 $13,357.30 Go to SMITH - THERESA JANE 2 $4,625.91 Go to SMITH JR - JOHN 2 $3,545.41 Total: 6 Portfolios 37 $184,109.52 Household Details   Investment Description Registration Acct/Contract # Shares Value  SMITH - JOHN AND MARY - View/Edit Portfolio Details Morningstar Report ALLIANCEBERNSTEIN INVESTMENTS STATE STREET BANK & TRUST 6000000252 6,501.9310 ALLIANCE GROWTH FUND CLASS A IRA R/0 SMITH   $36,605.22 Details Morningstar Report ALLIANCEBERNSTEIN INVESTMENTS JOHN AND MARY SMITH 0021300102 44.8767 ALLIANCE GROWTH FUND CLASS A JT WROS   $889.81 Details Morningstar Report AMERICAN FUNDS MARY SMITH 4540111 1,252.3116 AMERICAN BALANCED CLASS A IFTC CUST ROTH CONV IRA 1998   $16,323.25 Details Morningstar Report AMERICAN FUNDS MARY SMITH 4540111 789.8104 WASHINGTON MUTUAL FUNDS CLASS A IFTC CUST ROTH CONV IRA 1998   $8,454.09 Details Morningstar Report PIONEER INVESTMENTS STATE STREET BANK & TRUST 10000032521 8,552.6510 PIONEER VALUE FUND A IRA R/0 SMITH   $32,190.22 Details LINCOLN FINANCIAL JOHN AND MARY SMITH VA3001026 132.2214 LINCOLN - AMERICAN LEGACY III JT WROS   $1,217.71 Details Morningstar Report GLOBAL PRIME INVESTORS FUNDS MARY SMITH 30216435943 3,116.2159 GROWTH FUND CLASS A IFTC CUST ROTH CONV IRA 1998   $18,454.09 Details Morningstar Report MFS INVESTMENT MANAGEMENT MARY SMITH 900297252 310.5540 MFS LARGE CAP GROWTH FUND-A     $2,605.22 Details Morningstar Report MFS INVESTMENT MANAGEMENT STATE STREET BANK & TRUST 2154758012 6,102.3501 MFS LARGE CAP GROWTH FUND-A IRA R/0 SMITH   $36,605.22 Details NATIONWIDE OWNER - MARY SMITH 1000084521 1,450.54 NATIONWIDE - BEST OF AMERICA IV ANNUITANT - MARY SMITH   $9,236.10 Top of page Total Portfolio Value: $162,580.90  SMITH - THE CHILDREN - View/Edit Portfolio Details Morningstar Report AMERICAN FUNDS JOHN SMITH CUST THERESA JANE SMITH 00043521 49.101 AMERICAN BALANCED CLASS A UNIF TRANS MIN ACT MO   $1,454.09 Details Morningstar Report MFS INVESTMENT MANAGEMENT JOHN SMITH CUST THERESA JANE SMITH 310100782 310.554 MFS LARGE CAP GROWTH FUND-A UNIF TRANS MIN ACT MO   $1,605.22 Details Morningstar Report AMERICAN FUNDS MARY SMITH CUST JOHN SMITH JR. 006435944 89.811 WASHINGTON MUTUAL FUNDS CLASS A UNIF TRANS MIN ACT MO   $3,454.09 Details Morningstar Report ALLIANCEBERNSTEIN INVESTMENTS MARY SMITH CUST JOHN SMITH JR. 0021300102 444.876 ALLIANCE GROWTH FUND CLASS A UNIF TRANS MIN ACT MO   $2,389.81 Details Morningstar Report AMERICAN FUNDS MARY SMITH CUST JOHN SMITH JR. 006435944 254.1012 AMERICAN BALANCED CLASS A UNIF TRANS MIN ACT MO   $4,454.09 Top of page Total Portfolio Value: $13,357.30  SMITH - THERESA JANE - View/Edit Portfolio Details Morningstar Report ALLIANCEBERNSTEIN INVESTMENTS THERESA JANE SMITH 30022019 2,389.81 ALLIANCE MONEY FUND     $2,389.81 Details Morningstar Report MFS INVESTMENT MANAGEMENT THERESA JANE SMITH 6845248 244.109 MFS LARGE CAP GROWTH FUND-A     $2,236.10 Top of page Total Portfolio Value: $4,625.91  SMITH JR - JOHN - View/Edit Portfolio Details Morningstar Report AMERICAN FUNDS JOHN AND MARY SMITH 002130215 444.87 AMERICAN BALANCED CLASS A JT WROS   $444.87 Details Morningstar Report MFS INVESTMENT MANAGEMENT JOHN AND MARY SMITH 100300107 291.2540 MFS LARGE CAP GROWTH FUND-A JT WROS   $3,100.54 Top of page Total Portfolio Value: $3,545.41 Total Household Value: $184,109.52

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