This document is a financial statement for Southern Financial, LLC account with J.P. Morgan for the period of August 1, 2013, to August 31, 2013. It includes details of various investments such as emerging market equity, preferred stocks, and concentrated & other equity, with their respective prices, quantities, values, costs, unrealized gains/losses, estimated annual income, and yields.
doj/DataSet10/EFTA01449566.pdf
{"title":"Southern Financial, LLC Account Statement","document_date":"2013-08","document_type":"tabular","document_subtype":"financial statement","key_organizations":["J.P. Morgan","Southern Financial, LLC"],"reference_numbers":["DB-SDNY-0105017","SDNY_GM_00251201","EFTA01449566"]}