Page 127 - 5D.Charlotte.Sydney

*

Taxable

Dividends

Income Summary
Account Value:

Change in Account Value

income earned during the statement period.

$694.61
694.57
This Period
obligations. Refer to the back of your statement for more information.
$117,610.46
$120,095.54
2,485.08
$120,095.54
$5,502.05
0.00
deposits, cash dividends, and interest payments which have not been transferred to
from Other Activity In or Out and Multi-currency transactions, plus any distribution and
Reflects appreciation or depreciation of your holdings due to price changes, transactions
-10,445.27
$120,095.54
$130,540.81
2,077.82
$2,078.88
Year-to-Date
Year-to-Date
ETF
Total
Total
Description

Income Summary (continued)
Fidelity Msci Real Estate Index ETF
Eaton Vance Tax-Managed Global Com
Fidelity Msci Consumer Discretionary Index

$694.61
0.04

(FBS), Member NYSE, SIPC (800) 544-6666. Brokerage accounts carried with National Financial Services LLC (NFS), Member NYSE, SIPC.
7,978.56
$11,845.26
9,161.20
6,350.97
6,990.62
6,617.39
6,817.23
7,101.20
$74,444.34
5,567.21
6,014.70
Value
6
5
5
6
7
5
6
6
8
$2,078.88
1.06
10%
64%
Year-to-Date
Account
Your Advisor is an independent organization and is not affiliated with Fidelity Investments. Brokerage services provided by Fidelity Brokerage Services LLC
MR_CE _BJPHHFBBBBDGX_BBBMW 20200630 and credit balances that exceed the amount required to satisfy your margin Ishares Core S&P Small-Cap E a money market fund or FDIC core position. FCB also includes positions, FCASH Wisdomtree Tr Europe Hedged Eq S Free credit balances (FCB) include cash credits from the sale of long positions, Ishares S&P 500 Value ETF Free Credit Balance Ishares Tr Pfd And Incm Sec Ending Account Value Incl. AI Ishares Tr Eafe Grwth ETF
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