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Statement Guide

Wells Fargo Clearing Services, LLC
TDAmeritrade
American Funds
Putnam Investments

If your account is held at Wells Fargo Clearing Services, LLC, your statement looks like this:

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If your account is held at TDAmeritrade, your statement looks like this:

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If your account is held at American Funds, your statement looks like this:

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If your account is held at Putnam Investments, your statement looks like this:

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