This document is an equity summary statement from J.P. Morgan for SOUTHERN FINANCIAL, LLC, covering the period from September 1, 2013, to September 30, 2013. It details the beginning and ending market values of various asset categories, changes in value, and current allocation percentages. The total market value decreased by $28,081,538.82 during this period, with a final value of $7,196,680.27. The document also includes unrealized gains/losses and accrued dividends.
documents/EFTA01499665.pdf
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