This document is a detailed portfolio review for Kathryn Ruemmler, prepared by Merrill Lynch, a division of Bank of America Corporation. It includes sensitive client information, account summaries, asset allocation, performance analysis, and tax summaries. The report provides a comprehensive overview of Kathryn Ruemmler's financial holdings, including various accounts such as 'KATHY SMA MUNI', 'Investment CMA', 'IRA', and 'CMA Checking'. It details market values, asset allocations, estimated income, unrealized gains/losses, and tax summaries. The document also includes performance comparisons with various indices and provides important information about reference indices and research ratings.
documents/EFTA00810614.pdf
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