Form Cm-2 - Statement Of Financial Condition And Other Information Page 2

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Section III.
General Financial Information - continued
11. Charge cards, lines of credit (attach additional sheets as necessary).
Type of Account
Name and address of Financial Institution
Monthly
Credit
Amount
Credit
or Card
Payment
Limit
Owed
Available
Total (Enter in Item 25)
12. Safe deposit boxes rented or accessed (List all locations, box numbers, and contents.)
13. Real and lease property (Brief description and type of ownership)
Physical Address (include tax map key)
14. Life Insurance (Name of Company)
Policy Number
Type
Face Amount
Available Loan Value
Total (Enter in Item 19)
15. Securities (stocks, bonds, mutual funds, money market funds, government securities, etc.) Attach additional sheets as necessary.
Quantity or
Current
Where
Owner
Kind
Denomination
Value
Located
of Record
Form CM-2 Page 2

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