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This report is being generated as a courtesy and is for informational purposes only and is not intended, in any manner, as an official brokerage or mutual fund statement. This report should not be used for tax reporting purposes. This report is not to be used as an official books and records statement of the Firm. The value quoted on this report is not necessarily the amount an investor can expect to receive upon liquidation. Illiquid products (ex. Real Estate Investment Trusts (REIT) or Direct Participation Programs (DPP), among other products) the value will be different from the purchase price, and, if applicable, that accurate information is not readily available. Annuity and Life Insurance values may not reflect surrender charges. Refer to your annuity and/or life insurance contract to understand the difference between accumulation/cash value, benefits base, or surrender value. Accumulation, benefit base, and surrender values, and the ability to withdrawal or receive distributions therefrom, are subject to the terms of your annuity contract and the claims paying ability of the insurance carrier.