Investor ID: 1 Name: Bob Smith Address: 172 Harpers Way Frederick Md 21702 Phone Number: 123-456-7890 Stock Ownership --------------------------------------------------------------------------------------- STOCK SHARE# CURRENT PRICE EARNING/LOSS YEARLY EARNING/LOSS GOOGL 125.0 $772.88 $-21081.25 -4.99% MSFT 85.0 $56.60 $-1397.40 -6.27% RDS-A 400.0 $49.58 $-2464.00 -3.08% AIG 235.0 $54.21 $-2599.10 -4.72% FB 150.0 $124.31 $-7221.00 -7.78% M 425.0 $30.30 $2686.00 12.30% F 85.0 $12.58 $138.55 7.30% IBM 80.0 $150.37 $405.60 1.93% Bond Ownership --------------------------------------------------------------------------------------- BOND SHARE# CURRENT PRICE EARNING/LOSS YEARLY EARNING/LOSS COUPON YIELD GT2:GOV 200.0 $100.02 $-6.00 -0.02% 1.38 1.35%