EFTA02629122.pdf

From: 1 <jeevacation@gmail.com> Sent: Thursday, February 7, 2019 3:08 PM To: Kathy Ruemmler Subject: Re: Review for call w/ Danielle Bumess Ridiculous On Thu, Feb 7, 2019 at 11:07 AM Kathy Ruemmler= =gt; wrote: Begin forwarded message: =br> From: "Bur=ess, Danielle M - WASHINGTON DC" Date: To: Kathy Ruemmler , "Rodriguez, Arianne" aumenumummuni =ubject: RE: Review for call w/ Danielle Burness 4=lockquote> Hi Kathy, </=pan> Yes, we were down last=year by 4.39% net of all expenses. The SP 500 was down a little over=6% for the year and our mix of equites fared better than the overall marke= did. The good news is we have had a nice bounce back in January and your total portfolio is up 4.61% since January =st. </=pan> I will be happy to wal= you through this in detail on our follow up call next Tuesday. </=pan> Enjoy your ski trip an= I look forward to speaking with you next week. Danielle </=pan> EFTA_R1_01847088 EFTA02629122  </=pan> From: Kath Ruemmlerimailto <mailt Sent: Wednesday, February 6, 2019 5:23 PM To: Rodriguez, Arianne' Cc: Burness, Danielle M - WASHINGTON DC Subject: Re: Review for call w/ Danielle Burness Hi Danielle,=u> I have tried to make heads or tails of this document= and I really don't understand it. Did I lose money in the m=rket last year overall? Thanks, Kathy On Feb 4, 2019, at 12:52 PM, Rodriguez, Arianne ww=e: Hi Kathy, The attached review is for your call with Danielle B=rness Wednesday, February 6th at 10a. Have a great day! Arianne Rodriguez =C2* The Burness Group Regis=ered Senior Client Associate 2 EFTA_R1_01847089 EFTA02629123 Merrill Lynch, Pierce, Fenner & Smith Inc. For insights on the go follow Merrill Lynch on <image003..gif> chttp://www=wealthmanagement.ml.com/wm/pages/Merrill-Lynch-Social-Media.aspx?referrer=3Dvanity> Twitter <http://www.wealthmanagement.ml.com/wm/page=/Merrill-Lynch-Social-Media.aspx?referrer=vanity> <image002.gif></=> <http://www.wealthmanagement.ml.com/wm/pages/Merrill-Lynch=Social- Media.aspx?referremanity> L=nkedln <http://www.weal=hmanagement.ml.com/wm/pages/Merrill-Lynch-Social- Media.aspx?referrer=van=ty> and <image003.gif> <http://www.wealthmanagement.ml.com/wm/pages/Merrill-=ynch- Social-Media.asptheferrer=vanity> You Tube <http://www=wealthmanagement.ml.com/wm/pages/Merrill-Lynch- Social-Media.aspx?referrer=3Dvanity> Life's better=when we're connected° 4)=A0 4,=AO <image004.png> This message, and any attachments, is for the in=ended recipient(s) only, may contain information that is privileged, confi=ential and/or proprietary and subject to important terms and conditions available at http://www.bankofamerica.com/emaildisclaimer <http://www.bankofamerica.com/=maildisclaimer> . If you are not the intend=d recipient, please delete this message. <ViewPdf.aspx.pdf> This message, and any attachments, is for the intended recipient(s) onl=, may contain information that is privileged, confidential and/or propriet=ry and subject to important terms and conditions available at http://www.b=nkofamerica.com/emaildisclaimer. If you are not the intended recipie=t, please delete this message. 3 EFTA_R1_01847090 EFTA02629124  conversation-id 332760 date-last-viewed 0 date-received 1549552066 flags 8590195713 gmail-label-ids 7 remote-id 898010 4 EFTA_R1_01847091 EFTA02629125