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Investments: Securities, Stocks, and Bonds
Name of Company: ______________________________________________
Type of Investment: _______________________________________________________________________________
Name(s) on Account: ______________________________________________________________________________
P.O.D.? _________________________ Account Value: _________________________________________________
If individual stocks, please bring to our meeting a list of the stocks, number of
shares, and value per share.
Name of Company: ______________________________________________
Type of Investment: _______________________________________________________________________________
Name(s) on Account: ______________________________________________________________________________
P.O.D.? _________________________ Account Value: _________________________________________________
If individual stocks, please bring to our meeting a list of the stocks, number of
shares, and value per share.
Name of Company: ______________________________________________
Type of Investment: _______________________________________________________________________________
Name(s) on Account: ______________________________________________________________________________
P.O.D.? _________________________ Account Value: _________________________________________________
If individual stocks, please bring to our meeting a list of the stocks, number of
shares, and value per share.