Clients
> Client Accounts
MARY SMITH
Accounts
/
History
As of:
Total Value:
$641,769.09
$832,658.40
^5.25%
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Account Type
Value
Investment Description
Account #
BIN
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Client Address
X
1024 N. WORNALL ROAD
ANYTOWN, KS 66018
Account #
Fund
Code
Investment Description
Registration
Shares
$ Price
Value
BIN
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Tax ID/SSN
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