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For IRA accounts only: Your Year-to-Date (YTD)
Retirement Account Activity Summary provides
a detailed listing of your IRA contributions for
this year and last year, rollover contributions,
dividends and capital gains and exchanges/
distributions/withdrawals. Please read the special IRA messages in this section. |
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The Account Transaction Activity section outlines
the balance at the beginning and end of the quarterly
statement period, purchases, withdrawals, exchanges
and distributions, individually by fund and account
number. Please read special fund messages in
this section. |
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