This document is an equity summary for SOUTHERN FINANCIAL, LLC, covering the period from March 1, 2013, to March 31, 2013. It details the market value changes in various asset categories, including US Large Cap Equity, US Small Cap Equity, and Non-US Equity, with a total ending market value of $8,114,224.46. The document also provides information on unrealized gains, estimated annual income, and yield.
documents/vol00010-efta01499905-pdf.pdf
{"title":"Equity Summary for SOUTHERN FINANCIAL, LLC","document_date":"2013-03","document_type":"tabular","document_subtype":"financial statement","key_organizations":["J.P. Morgan","SOUTHERN FINANCIAL, LLC"],"reference_numbers":["W92099006","JPM-SDNY-00023743","SDNY_GM_00292941","EFTA01499905"]}