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Add Accounts to SMITH - JOHN AND MARY

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You searched for:	Tax ID/SSN 565237384

	One or more records could not be retrieved. Additional Information

	For the record(s) indicated below, a price for one or more funds (sub-accounts) is missing or not current. Review the Contract Overview page for details.

Acct #/Contract #

Investment Description

Registration

Value

0025199071

AMERICAN FUNDS

INV FIDUCIARY TRUST CUST IRA A

44.8767

CASH MANAGEMENT TRUST OF AMERICA

MARY SMITH

$2,000.00

0025199071

AMERICAN FUNDS

INV FIDUCIARY TRUST CUST IRA A

1,252.3116

WASHINGTON MUTUAL FUNDS CLASS A

MARY SMITH

$11,499.75

VA0000003

MAINSTAY ACCESS VARIABLE ANNUITY

MARY SMITH

19 S VILLA OAKS DRIVE

$19,721.09

THE WOODLANDS TX 77382

300000026

MFS INVESTMENT MANAGEMENT

STATE STREET BANK & TRUST

789.8104

MFS LARGE CAP GROWTH FUND-A

IRA R/O SMITH

$5,359.26

643594325

GLOBAL PRIME INVESTORS FUNDS

MARY SMITH

132.2214

GLOBAL PRIME GROWTH

IFTC CUST ROTH CONV IRA 1998

$21,499.75

Additional Information

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MGMT COMPANY 01
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MGMT COMPANY 01
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