EFTA02476696.pdf

From: Kathy Ruemmler <kathyruemmler@gmail.com> Sent: Wednesday, December 16, 2015 8:24 PM To: Jeffrey E. Subject: Re: I didn't realize that the Dersh story w=s on the front page of the biz section until I got home last night and saw t=e hard copy paper. My hoodie is much better than yours. On Dec 16, 2015, at 3:11 PM, Jeffrey E. &=4;jeevacation@gmail.com <mailto:jeevacation@gmail.com» vet-4e: take all t=e short term and long term losses she can, shes a d=pe On We=, Dec 16, 2015 at 2:14 PM, Kathy Ruemmler <kathyruemmler@gmail.com wrote: =br> Sent from my iPhone Begin forwarded message: 4=iv> From: "Burness, Danielle M - WASHI=GTON DC" <d=nielle_burness@ml.com <mailto:danielle_burness@ml.com» Date: December 15, 2015 at 3:12:46 P= EST To: Kathy Ruemmler <kathyruemmler@gmail.com <mailto:kathyruemmler@gmail=com», "Kathryn.Ruemmler@lw.com <mailto:=athryn.Ruemmler@lw.com> " <=a href="mailto:Kathryn.Ruemmler@Iw.com" target="_blank">Kathryn.Ruemmle=@Iw.com> Hi Kathy Enclosed you will find taxable dividends, interest, a=d realized gain/loss booked through the beginning of this week.</=> There are a few moving parts however:</=> EFTA_R1_01590278 EFTA02476696 1) &nbs=; Capital gains which are not reflecting on the report but are e=timated to pay this month are roughly 12,000-13,000. (mostly long ter=) 2) &nbs=; Possible losses we could take as of last night's closi=g: a. &=bsp; Short term 9600.00 b. &=bsp; Long term 11,300 c. &=bsp; Sun America I won't know what the adjusted loss w= could book is until Thursday. It's a stepped up loss which i= adjusting over the next few days, so I should have a figure by Thursday. I would be happy to review this via phone. If y=u do want to make any changes we will need to speak over the phone for I ca='t take email instruction. Thanks Danielle 202 434 4732 <tel:202%20434%204732> This message, and any attachments, is for the intended recipient(s) only= may contain information that is privileged, confidential and/or proprietar= and subject to important terms and conditions available at http://www.banko=america.com/emaildisclaimer. If you are not the intended recipient, p=ease delete this message. plea=e note 2 EFTA_R1_01590279 EFTA02476697 The information contained in this communication is confid=ntial, may be attorney-client privileged, may constitute inside informat=on, and is intended only for the use of the addressee. It is the propert= of JEE Unauthorized use, disclosure or copying of this communicat=on or any part thereof is strictly prohibited and may be unlawful. If yo= have received this communication in error, please notify us immediately=by return e-mail or by e-mail to jeevacation@gmail.com <mailto:jeevacation@gmail.com= target=> , and destroy this communica=ion and all copies thereof, including all attachments. copyright -all ri=hts reserved 3 EFTA_R1_01590280 EFTA02476698