This document is a consolidated financial summary for the period of March 1, 2013, to March 31, 2013, detailing portfolio activity and tax summary for the investment account managed by Financial Trust Company, Inc. It includes beginning and ending market values, net contributions/withdrawals, income and distributions, and changes in investment value.
documents/vol00010-efta01513438-pdf.pdf
{"title":"Consolidated Summary for Investment Account","document_date":"2013-03","document_type":"tabular","document_subtype":"financial statement","key_organizations":["J.P. Morgan","Financial Trust Company, Inc."],"reference_numbers":["JPM-SDNY-00039390","SDNY_GM_00308588","EFTA01513438"]}