{"info":{"_postman_id":"697e2633-cd3f-4066-aeb5-ae879409877f","name":"Advisor Integration","description":"

This collection demonstrates the basic DataConnect API calls that you can use, in conjuction with ByAlAccounts AccountView, to get started with providing ByAllAccounts aggregated data to your Advisors.

\n

This collection includes DataConnect API operations to:

\n\n

Notes:

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3FBC5045B840C6EDC42E2FE9B2D92A6F98F4BACB9B3D624\r\n \r\n \r\n "}],"_postman_id":"7de4c546-19ca-4742-bd98-532ccb451dcc"},{"name":"Expire an Authentication Session","id":"b9994e47-c333-4215-b18d-429eaf82da74","protocolProfileBehavior":{"disableBodyPruning":true},"request":{"method":"POST","header":[],"body":{"mode":"raw","raw":"\r\n\r\n\r\n\tVERSION4.0\r\n\t\r\n\t{{adminlogin}}\r\n\t{{adminpw}}\r\n\t\r\n\t\r\n\t\t{{sessionid}}\r\n {{csrftoken}}\r\n\t\r\n"},"url":"https://www.byallaccounts.net/dataconnect/WPServlet?RequestType=DataConnectV4","urlObject":{"protocol":"https","path":["dataconnect","WPServlet"],"host":["www","byallaccounts","net"],"query":[{"key":"RequestType","value":"DataConnectV4"}],"variable":[]}},"response":[{"id":"005a7ba5-2487-4d89-951e-37494852ba49","name":"Expire an Authentication Session","originalRequest":{"method":"POST","header":[],"body":{"mode":"raw","raw":"\r\n\r\n\r\n\tVERSION4.0\r\n\t\r\n\t{{adminlogin}}\r\n\t{{adminpw}}\r\n\t\r\n\t\r\n\t\t{{sessionid}}\r\n {{csrftoken}}\r\n\t\r\n"},"url":{"raw":"https://www.byallaccounts.net/dataconnect/WPServlet?RequestType=DataConnectV4","protocol":"https","host":["www","byallaccounts","net"],"path":["dataconnect","WPServlet"],"query":[{"key":"RequestType","value":"DataConnectV4"}]}},"status":"OK","code":200,"_postman_previewlanguage":"Text","header":[],"cookie":[],"responseTime":null,"body":" \r\n \r\n \r\n \r\n \r\n VERSION4.0\r\n \r\n \r\n 0\r\n Success\r\n \r\n \r\n \r\n \r\n 0\r\n Success\r\n \r\n \r\n \r\n "}],"_postman_id":"b9994e47-c333-4215-b18d-429eaf82da74"}],"id":"09831032-43d7-4ca4-b78c-cf8cf9d08583","description":"

Use these DataConnect operations to:

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\r\n \r\n \r\n \r\n \r\n"},"url":{"raw":"https://www.byallaccounts.net/dataconnect/WPServlet?RequestType=DataConnectV4","protocol":"https","host":["www","byallaccounts","net"],"path":["dataconnect","WPServlet"],"query":[{"key":"RequestType","value":"DataConnectV4"}]}},"code":200,"_postman_previewlanguage":"Text","header":[],"cookie":[],"responseTime":null,"body":" \r\n \r\n \r\n \r\n \r\n VERSION4.0\r\n \r\n \r\n 0\r\n Success\r\n \r\n \r\n \r\n \r\n 0\r\n Operation started\r\n \r\n 5050077970941293088\r\n 20230512130024 [-4:EDT]\r\n 1000\r\n \r\n \r\n "},{"id":"3f04a07d-a10b-48fd-b6cf-4816b9f632db","name":"Retrieve XML Data for Advisors","originalRequest":{"method":"POST","header":[],"body":{"mode":"raw","raw":" \r\n\r\n \r\n VERSION4.0\r\n\t\r\n\t {{adminlogin}}\r\n\t {{adminpw}}\r\n\t\r\n\r\n \r\n \r\n \r\n \r\n {{advisorid1}}\r\n \r\n \r\n {{advisorid2}}\r\n \r\n \r\n \r\n\r\n \r\n \r\n \r\n \r\n \r\n \r\n \r\n \r\n \r\n"},"url":{"raw":"https://www.byallaccounts.net/dataconnect/WPServlet?RequestType=DataConnectV4","protocol":"https","host":["www","byallaccounts","net"],"path":["dataconnect","WPServlet"],"query":[{"key":"RequestType","value":"DataConnectV4"}]}},"code":200,"_postman_previewlanguage":"Text","header":[],"cookie":[],"responseTime":null,"body":" \r\n \r\n \r\n \r\n \r\n VERSION4.0\r\n \r\n \r\n 0\r\n Success\r\n \r\n \r\n \r\n \r\n 0\r\n Operation started\r\n \r\n 5050077970941293088\r\n 20230512130024 [-4:EDT]\r\n 1000\r\n \r\n \r\n "}],"_postman_id":"c1121321-33ad-49c9-81b6-54be63133897"},{"name":"Retrieve XML Data - Step 2","id":"776c5881-111f-4ee0-a9a4-e8bad25d77cd","protocolProfileBehavior":{"disableBodyPruning":true},"request":{"method":"POST","header":[],"body":{"mode":"raw","raw":" \r\n\r\n \r\n VERSION4.0\r\n\t\r\n\t {{adminlogin}}\r\n\t {{adminpw}}\r\n\t\r\n\t\r\n \r\n 5050077970941293088\r\n \r\n\r\n"},"url":"https://www.byallaccounts.net/dataconnect/WPServlet?RequestType=DataConnectV4","urlObject":{"protocol":"https","path":["dataconnect","WPServlet"],"host":["www","byallaccounts","net"],"query":[{"key":"RequestType","value":"DataConnectV4"}],"variable":[]}},"response":[{"id":"e7c00f5c-dc7a-487c-a9c1-2d9d724316d3","name":"Retrieve XML Data - Step 2","originalRequest":{"method":"POST","header":[],"body":{"mode":"raw","raw":" \r\n\r\n \r\n VERSION4.0\r\n\t\r\n\t {{adminlogin}}\r\n\t {{adminpw}}\r\n\t\r\n\t\r\n \r\n 5050077970941293088\r\n \r\n\r\n"},"url":{"raw":"https://www.byallaccounts.net/dataconnect/WPServlet?RequestType=DataConnectV4","protocol":"https","host":["www","byallaccounts","net"],"path":["dataconnect","WPServlet"],"query":[{"key":"RequestType","value":"DataConnectV4"}]}},"status":"OK","code":200,"_postman_previewlanguage":"Text","header":[],"cookie":[],"responseTime":null,"body":"\r\n\r\n\r\n\r\n\r\n VERSION4.0\r\n \r\n \r\n 0\r\n Success\r\n \r\n \r\n \r\n \r\n 0\r\n Success\r\n \r\n \r\n \r\n\t2\r\n\tAMERICAN EXPRESS CO\r\n\tSTOCK\r\n\tAXP\r\n\t025816109\r\n\tE0USA002O5\r\n\t0P000000CU\r\n \r\n \r\n\t4\r\n\tHOME DEPOT INC\r\n\tSTOCK\r\n\tHD\r\n\t437076102\r\n\tE0USA007Y1\r\n\t0P000002OY\r\n \r\n \r\n\t20\r\n\tHARBOR CAPITAL APPRECIATION FUND INSTITUTIONAL CLASS\r\n\tMUTUALFUND\r\n\tHACAX\r\n\t411511504\r\n\tFOUSA00D2I\r\n \r\n \r\n\t21\r\n\tHARBOR INTERNATIONAL FUND INSTITUTIONAL CLASS\r\n\tMUTUALFUND\r\n\tHAINX\r\n\t411511306\r\n\tFOUSA00D2E\r\n \r\n \r\n\t92\r\n\tCash\r\n\tCASH\r\n\tCASH BALANCE\r\n \r\n \r\n\t181\r\n\tMICROSOFT CORP\r\n\tSTOCK\r\n\tMSFT\r\n\t594918104\r\n\tE0USA00A05\r\n\t0P000003MH\r\n \r\n \r\n\t185\r\n\tCISCO SYSTEMS INC\r\n\tSTOCK\r\n\tCSCO\r\n\t17275R102\r\n\tE0USA004RM\r\n\t0P0000019Y\r\n \r\n \r\n\t763\r\n\tFIDELITY CONTRAFUND DEFAULT\r\n\tMUTUALFUND\r\n\tFCNTX\r\n\t316071109\r\n\tFOUSA00CEO\r\n \r\n \r\n\t1022\r\n\tKIMBERLY-CLARK CORP\r\n\tSTOCK\r\n\tKMB\r\n\t494368103\r\n\tE0USA008WU\r\n\t0P00000357\r\n \r\n \r\n\t2303\r\n\tWALT DISNEY CO\r\n\tSTOCK\r\n\tDIS\r\n\t254687106\r\n\tE0USA00EVP\r\n\t0P000005UJ\r\n \r\n \r\n\t3779\r\n\tAMGEN INC\r\n\tSTOCK\r\n\tAMGN\r\n\t031162100\r\n\tE0USA002QP\r\n\t0P000000F0\r\n \r\n \r\n\t38545\r\n\tVERIZON COMMUNICATIONS INC\r\n\tSTOCK\r\n\tVZ\r\n\t92343V104\r\n\tE0USA003LR\r\n\t0P000005QY\r\n \r\n \r\n\t66022\r\n\tABBOTT LABORATORIES\r\n\tSTOCK\r\n\tABT\r\n\t002824100\r\n\tE0USA0028N\r\n\t0P0000003P\r\n \r\n \r\n\t66034\r\n\tEXXON MOBIL CORPORATION\r\n\tSTOCK\r\n\tXOM\r\n\t30231G102\r\n\tE0USA006F4\r\n\t0P00000220\r\n \r\n \r\n\t66623\r\n\tANALOG DEVICES INC\r\n\tSTOCK\r\n\tADI\r\n\t032654105\r\n\tE0USA002RQ\r\n\t0P000000FH\r\n \r\n \r\n\t67089\r\n\tUNITED PARCEL SERVICE INC (UPS) CLASS B\r\n\tSTOCK\r\n\tUPS\r\n\t911312106\r\n\tE0USA012HC\r\n\t0P000005NC\r\n \r\n \r\n\t68602\r\n\tPAYCHEX INC\r\n\tSTOCK\r\n\tPAYX\r\n\t704326107\r\n\tE0USA00BAY\r\n\t0P0000049D\r\n \r\n \r\n\t68908\r\n\tVERTEX PHARMACEUTICALS INC\r\n\tSTOCK\r\n\tVRTX\r\n\t92532F100\r\n\tE0USA00EPP\r\n\t0P000005R7\r\n \r\n \r\n\t68969\r\n\tSENTINELONE INC CLASS A\r\n\tSTOCK\r\n\tS\r\n\t81730H109\r\n\tF00001811I\r\n\t0P0001MRB1\r\n \r\n \r\n\t69204\r\n\tCITIGROUP INC\r\n\tSTOCK\r\n\tC\r\n\t172967424\r\n\tE0USA00E7Y\r\n\t0P000001A2\r\n \r\n \r\n\t69697\r\n\tSCANA CORP\r\n\tSTOCK\r\n\tSCG\r\n \r\n \r\n\t70361\r\n\tCVS HEALTH CORP\r\n\tSTOCK\r\n\tCVS\r\n\t126650100\r\n\tE0USA009VB\r\n\t0P000000ZP\r\n \r\n \r\n\t81989\r\n\tUNION PACIFIC CORP\r\n\tSTOCK\r\n\tUNP\r\n\t907818108\r\n\tE0USA00EGD\r\n\t0P000005MG\r\n \r\n \r\n\t83346\r\n\tAIR PRODUCTS & CHEMICALS INC\r\n\tSTOCK\r\n\tAPD\r\n\t009158106\r\n\tE0USA002EK\r\n\t0P0000007L\r\n \r\n \r\n\t88677\r\n\tHALLIBURTON CO\r\n\tSTOCK\r\n\tHAL\r\n\t406216101\r\n\tE0USA007LX\r\n\t0P000002KN\r\n \r\n \r\n\t88859\r\n\tJOHNSON & JOHNSON\r\n\tSTOCK\r\n\tJNJ\r\n\t478160104\r\n\tE0USA008P1\r\n\t0P0000032S\r\n \r\n \r\n\t89362\r\n\tCOSTCO WHOLESALE CORP\r\n\tSTOCK\r\n\tCOST\r\n\t22160K105\r\n\tE0USA00BNU\r\n\t0P000001IK\r\n \r\n \r\n\t89371\r\n\tUNITED TECHNOLOGIES CORP\r\n\tSTOCK\r\n\tUTX\r\n \r\n \r\n\t89916\r\n\tBERKSHIRE HATHAWAY INCORPORATED CLASS B\r\n\tSTOCK\r\n\tBRK B\r\n\t084670702\r\n\tE0USA003NP\r\n\t0P000000RD\r\n \r\n \r\n\t90019\r\n\tNIKE INC CLASS B\r\n\tSTOCK\r\n\tNKE\r\n\t654106103\r\n\tE0USA00ALY\r\n\t0P000003X1\r\n \r\n \r\n\t91309\r\n\tILLINOIS TOOL WORKS INC\r\n\tSTOCK\r\n\tITW\r\n\t452308109\r\n\tE0USA00862\r\n\t0P000002TG\r\n \r\n \r\n\t91966\r\n\tSTRYKER CORPORATION\r\n\tSTOCK\r\n\tSYK\r\n\t863667101\r\n\tE0USA00DFB\r\n\t0P00000563\r\n \r\n \r\n\t92988\r\n\tDODGE & COX STOCK FUND CLASS I\r\n\tMUTUALFUND\r\n\tDODGX\r\n\t256219106\r\n\tFOUSA00C3O\r\n \r\n \r\n\t100545\r\n\tAMERICAN TOWER CORP\r\n\tSTOCK\r\n\tAMT\r\n\t03027X100\r\n\tE0USA00WSQ\r\n\t0P000000ED\r\n \r\n \r\n\t104141\r\n\tACCENTURE PLC CLASS A\r\n\tSTOCK\r\n\tACN\r\n\tG1151C101\r\n\tE0USA015NL\r\n\t0P0000004C\r\n \r\n \r\n\t105179\r\n\tJOHNSON CONTROLS INTERNATIONAL PLC\r\n\tSTOCK\r\n\tJCI\r\n\tG51502105\r\n\tE0USA008P2\r\n\t0P0000032T\r\n \r\n \r\n\t109780\r\n\tISHARES U.S. TECHNOLOGY ETF\r\n\tMUTUALFUND\r\n\tIYW\r\n\t464287721\r\n\tFEUSA0000X\r\n \r\n \r\n\t110917\r\n\tISHARES TRUST S&P SMALL CAP 600 GROWTH ETF\r\n\tMUTUALFUND\r\n\tIJT\r\n\t464287887\r\n\tFEUSA0000L\r\n \r\n \r\n\t113194\r\n\tVANGUARD SMALL-CAP INDEX FUND INSTITUTIONAL SHARES\r\n\tMUTUALFUND\r\n\tVSCIX\r\n\t922908876\r\n\tFOUSA00GQ5\r\n \r\n \r\n\t116863\r\n\tALLERGAN PLC\r\n\tSTOCK\r\n\tAGN\r\n \r\n \r\n\t116870\r\n\tBLACKROCK INC\r\n\tSTOCK\r\n\tBLK\r\n\t09247X101\r\n\tE0USA01271\r\n\t0P000000T6\r\n \r\n \r\n\t119390\r\n\tVF CORP\r\n\tSTOCK\r\n\tVFC\r\n\t918204108\r\n\tE0USA00ELE\r\n\t0P000005P1\r\n \r\n \r\n\t123789\r\n\tVANGUARD TOTAL STOCK MARKET INDEX ETF\r\n\tMUTUALFUND\r\n\tVTI\r\n\t922908769\r\n\tFEUSA0002P\r\n \r\n \r\n\t127148\r\n\tVANGUARD TOTAL BOND MARKET ETF\r\n\tMUTUALFUND\r\n\tBND\r\n\t921937835\r\n\tFOUSA06C1Y\r\n \r\n \r\n\t132388\r\n\tCALIFORNIA RESOURCES CORP ORDINARY SHARES - NEW\r\n\tSTOCK\r\n\tCRC\r\n\t13057Q305\r\n\tF000015Y0D\r\n\t0P0001L0KS\r\n \r\n \r\n\t158394\r\n\tVANGUARD INSTITUTIONAL INDEX FUND INSTITUTIONAL PLUS SHARES\r\n\tMUTUALFUND\r\n\tVIIIX\r\n\t922040209\r\n\tFOUSA00GPG\r\n \r\n \r\n\t161098\r\n\tVANGUARD DIVIDEND APPRECIATION INDEX FUND ETF SHARES\r\n\tMUTUALFUND\r\n\tVIG\r\n\t921908844\r\n\tFEUSA04AF8\r\n \r\n \r\n\t167124\r\n\tJPMORGAN MID CAP VALUE FUND CLASS L\r\n\tMUTUALFUND\r\n\tFLMVX\r\n\t339128100\r\n\tFOUSA00ID5\r\n \r\n \r\n\t167824\r\n\tCOHEN & STEERS REAL ESTATE SECURITIES FUND CLASS INSTITUTIONAL\r\n\tMUTUALFUND\r\n\tCSDIX\r\n\t191912401\r\n\tFOUSA00IMT\r\n \r\n \r\n\t212399\r\n\tFIDELITY GOVERNMENT MONEY MARKET\r\n\tCASH\r\n\tSPAXX\r\n\t31617H102\r\n \r\n \r\n\t212745\r\n\tMORGAN STANLEY CAPITAL TRUST III 6 1/4% CAPITAL SECURITIES\r\n\tSTOCK\r\n\tMWR\r\n \r\n \r\n\t238999\r\n\tVANGUARD CASH RESERVES FEDERAL MONEY MARKET FUND ADMIRAL SHARES\r\n\tCASH\r\n\tVMRXX\r\n\t922906508\r\n \r\n \r\n\t344482\r\n\tVANGUARD DEVELOPED MARKETS INDEX FUND INSTITUTIONAL SHARES\r\n\tMUTUALFUND\r\n\tVTMNX\r\n\t921943882\r\n\tFOUSA02SN7\r\n \r\n \r\n\t367920\r\n\tFIDELITY ADVISOR HEALTH CARE FUND INSTITUTIONAL CLASS\r\n\tMUTUALFUND\r\n\tFHCIX\r\n\t315918821\r\n\tFOUSA00G9K\r\n \r\n \r\n\t371750\r\n\tAMERICAN FUNDS NEW WORLD FUND CLASS F2\r\n\tMUTUALFUND\r\n\tNFFFX\r\n\t649280823\r\n\tFOUSA06WRI\r\n \r\n \r\n\t386202\r\n\tAMERICAN FUNDS AMERICAN BALANCED FUND CLASS F2\r\n\tMUTUALFUND\r\n\tAMBFX\r\n\t024071821\r\n\tFOUSA06VYJ\r\n \r\n \r\n\t389758\r\n\tABRDN EMERGING MARKETS FUND INSTITUTIONAL CLASS\r\n\tMUTUALFUND\r\n\tABEMX\r\n\t003021714\r\n\tFOUSA05LLM\r\n \r\n \r\n\t401059\r\n\tAMERICAN FUNDS CAPITAL INCOME BUILDER FUND CLASS F2\r\n\tMUTUALFUND\r\n\tCAIFX\r\n\t140194101\r\n\tFOUSA06WRU\r\n \r\n \r\n\t441444\r\n\tVANGUARD SHORT-TERM CORPORATE BOND ETF\r\n\tMUTUALFUND\r\n\tVCSH\r\n\t92206C409\r\n\tF000003Z3O\r\n \r\n \r\n\t449256\r\n\tBNY MELLON GLOBAL FIXED INCOME FUND - CLASS I\r\n\tMUTUALFUND\r\n\tSDGIX\r\n\t05586X801\r\n\tFOUSA00E67\r\n \r\n \r\n\t506144\r\n\tVANGUARD TOTAL INTL STOCK INDEX ETF\r\n\tMUTUALFUND\r\n\tVXUS\r\n\t921909768\r\n\tF00000LVTA\r\n \r\n \r\n\t589327\r\n\tJOY GLOBAL INC\r\n\tSTOCK\r\n\tJOY\r\n \r\n \r\n\t628563\r\n\tHELLENIC EXCHANGES - ATHENS STOCK EXCHANGE SA\r\n\tSTOCK\r\n\tHEHSF\r\n\tE0GRC01C9T\r\n\t0P0000JHQ3\r\n \r\n \r\n\t1315430\r\n\tWELLS FARGO BK N A CA CD 3/08/17 0%\r\n\tBOND\r\n\t94986THR1\r\n\t20170308\r\n\tB00015N85O\r\n \r\n \r\n\t1471990\r\n\tSEARS HLDGS CORP NOTE 8.000%12/15/19\r\n\tBOND\r\n\t812350AF3\r\n\t20191215\r\n\t8\r\n\tB00034K99C\r\n \r\n \r\n \r\n \r\n\t109699\r\n\tData Test 1 - 401(k)\r\n\tInvestment\r\n \r\n \r\n\t109700\r\n\tData Test 3 - Brokerage\r\n\tInvestment\r\n \r\n \r\n\t109701\r\n\tData Test 2 - Simple IRA\r\n\tInvestment\r\n \r\n \r\n\t98654\r\n\tTEST: ByAllAccounts Demonstration FI #1\r\n\tBanking\r\n \r\n \r\n \r\n \r\n\t\r\n\t 469445\r\n\t SECEXAM123\r\n\t ADVISOR\r\n\t 20160707\r\n\t 0\r\n\t\r\n\t\r\n\t 469445\r\n\t 380516\r\n\t ADVISOR\r\n\t\r\n \r\n \r\n\t\r\n\t 469449\r\n\t Unassigned Investor137315\r\n\t INVESTOR\r\n\t 20160707\r\n\t 0\r\n\t\r\n\t\r\n\t 469449\r\n\t 380516\r\n\t INVESTOR\r\n\t\r\n \r\n \r\n \r\n \r\n\t380516\r\n\t20120321\r\n \r\n \r\n\t380516\r\n\t867595\r\n\tData Test 3 - Brokerage 5\r\n\t109700\r\n\t0\r\n\t0\r\n\tLOGIN\r\n \r\n \r\n\t380516\r\n\t867596\r\n\tTEST: ByAllAccounts Demonstration FI #1 10\r\n\t98654\r\n\t0\r\n\t0\r\n\tLOGIN\r\n \r\n \r\n\t380516\r\n\t867597\r\n\tData Test 1 - 401(k) 6\r\n\t109699\r\n\t0\r\n\t0\r\n\tLOGIN\r\n \r\n \r\n\t380516\r\n\t867598\r\n\tData Test 2 - Simple IRA 4\r\n\t109701\r\n\t0\r\n\t0\r\n\tLOGIN\r\n \r\n \r\n\t380516\r\n\t867604\r\n\tTEST: ByAllAccounts Demonstration FI #1 10\r\n\t98654\r\n\t0\r\n\t0\r\n\tLOGIN\r\n \r\n \r\n\t380516\r\n\t5740562\r\n\tChecking account XXXX5678\r\n\t3458669\r\n\tBANKING_CHECKING\r\n\t1\r\n\t20230512011046 [-4:EDT]\r\n\t12345678\r\n\t1005\r\n\t20230512010828 [-4:EDT]\r\n\t0\r\n\t867596\r\n\tTRADE\r\n\t20160707171517 [-4:EDT]\r\n\t0\r\n\t545\r\n\tTransactional\r\n \r\n \r\n\t380516\r\n\t5740563\r\n\tChecking account XXXX5678\r\n\t3458669\r\n\tBANKING_CHECKING\r\n\t1\r\n\t20230512011046 [-4:EDT]\r\n\t12345678\r\n\t1005\r\n\t20230512010828 [-4:EDT]\r\n\t0\r\n\t867604\r\n\tTRADE\r\n\t20160707171517 [-4:EDT]\r\n\t0\r\n\t545\r\n\tTransactional\r\n \r\n \r\n\t380516\r\n\t5740564\r\n\tFred and Wilma's Brokerage XXX0123\r\n\t3458669\r\n\tINVESTMENT_BROKERAGE\r\n\t1\r\n\t20230512011423 [-4:EDT]\r\n\t99-0123\r\n\t1005\r\n\t20230512011106 [-4:EDT]\r\n\t0\r\n\t867595\r\n\tTRADE\r\n\t20160707171517 [-4:EDT]\r\n\t0\r\n\t2288127\r\n\tTransactional\r\n\t20160510\r\n \r\n \r\n\t380516\r\n\t5740565\r\n\tJanet Smith 401(k)\r\n\t3458669\r\n\tINVESTMENT_401K\r\n\t1\r\n\t20230512011713 [-4:EDT]\r\n\t12-345\r\n\t1005\r\n\t20230512011423 [-4:EDT]\r\n\t0\r\n\t867597\r\n\tTRADE\r\n\t20160707171517 [-4:EDT]\r\n\t0\r\n\t461058.24\r\n\tTransactional\r\n\t20160430\r\n \r\n \r\n\t380516\r\n\t5740566\r\n\tMarguerite IRA\r\n\t3458669\r\n\tINVESTMENT_IRA\r\n\t1\r\n\t20230512011537 [-4:EDT]\r\n\t67-890\r\n\t1005\r\n\t20230512011029 [-4:EDT]\r\n\t0\r\n\t867598\r\n\tTRADE\r\n\t20160707171517 [-4:EDT]\r\n\t0\r\n\t79807.56\r\n\tTransactional\r\n\t20160506\r\n \r\n \r\n\t380516\r\n\t32329731\r\n\t5740564\r\n\t66022\r\n\t802.4900\r\n\t88314.0245\r\n\t20230512\r\n\t20230512011422 [-4:EDT]\r\n\tABBOTT LABORATORIES\r\n\t002824100\r\n\tABT\r\n\tFI\r\n\tSTOCK\r\n\tAsset\r\n \r\n \r\n\t380516\r\n\t32329732\r\n\t5740565\r\n\t389758\r\n\t3810.0000\r\n\t48996.60\r\n\t20230512\r\n\t20230512011712 [-4:EDT]\r\n\tABERDEEN EMERGING MARKETS FUND INSTITUTIONAL CLASS\r\n\t003021714\r\n\tABEMX\r\n\tFI\r\n\tMUTUALFUND\r\n\tAsset\r\n \r\n \r\n\t380516\r\n\t32329733\r\n\t5740564\r\n\t104141\r\n\t346.0000\r\n\t94205.42\r\n\t20230512\r\n\t20230512011422 [-4:EDT]\r\n\tACCENTURE PLC CLASS A\r\n\tG1151C101\r\n\tACN\r\n\tFI\r\n\tSTOCK\r\n\tAsset\r\n \r\n \r\n\t380516\r\n\t32329734\r\n\t5740564\r\n\t83346\r\n\t277.0000\r\n\t76604.35\r\n\t20230512\r\n\t20230512011422 [-4:EDT]\r\n\tAIR PRODUCTS & CHEMICALS INC\r\n\t009158106\r\n\tAPD\r\n\tFI\r\n\tSTOCK\r\n\tAsset\r\n \r\n \r\n\t380516\r\n\t32329735\r\n\t5740564\r\n\t116863\r\n\t33.0000\r\n\t20230512011422 [-4:EDT]\r\n\tALLERGAN PLC\r\n\tG0177J108\r\n\tAGN\r\n\tFI\r\n\tSTOCK\r\n\tAsset\r\n \r\n \r\n\t380516\r\n\t32329736\r\n\t5740566\r\n\t2\r\n\t106.0000\r\n\t6981.27\r\n\t6838.06\r\n\t64.51\r\n\t20230512\r\n\t20230512011537 [-4:EDT]\r\n\tAMERICAN EXPRESS CO\r\n\t025816109\r\n\tAXP\r\n\tFI\r\n\tSTOCK\r\n\tAsset\r\n \r\n \r\n\t380516\r\n\t32329737\r\n\t5740564\r\n\t386202\r\n\t858.3960\r\n\t25417.1055\r\n\t20230512\r\n\t20230512011422 [-4:EDT]\r\n\tAMERICAN FUNDS AMERICAN BALANCED FUND CLASS F2\r\n\t024071821\r\n\tAMBFX\r\n\tFI\r\n\tMUTUALFUND\r\n\tAsset\r\n \r\n \r\n\t380516\r\n\t32329738\r\n\t5740564\r\n\t401059\r\n\t362.3700\r\n\t23144.5719\r\n\t20230512\r\n\t20230512011422 [-4:EDT]\r\n\tAMERICAN FUNDS CAPITAL INCOME BUILDER FUND CLASS F2\r\n\t140194101\r\n\tCAIFX\r\n\tFI\r\n\tMUTUALFUND\r\n\tAsset\r\n \r\n \r\n\t380516\r\n\t40969099\r\n\t5740564\r\n\t67089\r\n\t377.0000\r\n\t64176.71\r\n\t20230512\r\n\t20230512011422 [-4:EDT]\r\n\tUNITED PARCEL SERVICE INC (UPS) CLASS B\r\n\t911312106\r\n\tUPS\r\n\tFI\r\n\tSTOCK\r\n\tAsset\r\n \r\n \r\n\t380516\r\n\t32329739\r\n\t5740564\r\n\t371750\r\n\t127.3260\r\n\t9084.7101\r\n\t20230512\r\n\t20230512011422 [-4:EDT]\r\n\tAMERICAN FUNDS NEW WORLD FUND CLASS F2\r\n\t649280823\r\n\tNFFFX\r\n\tFI\r\n\tMUTUALFUND\r\n\tAsset\r\n \r\n \r\n\t380516\r\n\t32329740\r\n\t5740564\r\n\t100545\r\n\t376.0000\r\n\t73579.44\r\n\t20230512\r\n\t20230512011422 [-4:EDT]\r\n\tAMERICAN TOWER CORP\r\n\t03027X100\r\n\tAMT\r\n\tFI\r\n\tSTOCK\r\n\tAsset\r\n \r\n \r\n\t380516\r\n\t32329741\r\n\t5740564\r\n\t3779\r\n\t223.0000\r\n\t51800.67\r\n\t20230512\r\n\t20230512011422 [-4:EDT]\r\n\tAMGEN INC\r\n\t031162100\r\n\tAMGN\r\n\tFI\r\n\tSTOCK\r\n\tAsset\r\n \r\n \r\n\t380516\r\n\t32330170\r\n\t5740564\r\n\t89362\r\n\t223.0000\r\n\t111921.47\r\n\t20230512\r\n\t20230512011422 [-4:EDT]\r\n\tCOSTCO WHOLESALE CORP\r\n\t22160K105\r\n\tCOST\r\n\tFI\r\n\tSTOCK\r\n\tAsset\r\n \r\n \r\n\t380516\r\n\t32330171\r\n\t5740564\r\n\t70361\r\n\t370.0000\r\n\t25518.90\r\n\t20230512\r\n\t20230512011422 [-4:EDT]\r\n\tCVS HEALTH CORP\r\n\t126650100\r\n\tCVS\r\n\tFI\r\n\tSTOCK\r\n\tAsset\r\n \r\n \r\n\t380516\r\n\t32330172\r\n\t5740565\r\n\t92988\r\n\t198.0000\r\n\t42191.82\r\n\t20230512\r\n\t20230512011712 [-4:EDT]\r\n\tDODGE AND COX STOCK FUND\r\n\t256219106\r\n\tDODGX\r\n\tFI\r\n\tMUTUALFUND\r\n\tAsset\r\n \r\n \r\n\t380516\r\n\t32330173\r\n\t5740564\r\n\t449256\r\n\t177.7410\r\n\t3457.0624\r\n\t20230512\r\n\t20230512011422 [-4:EDT]\r\n\tDREYFUS/STANDISH GLOBAL FIXED INCOME FUND CLASS I\r\n\t26203E844\r\n\tSDGIX\r\n\tFI\r\n\tMUTUALFUND\r\n\tAsset\r\n \r\n \r\n\t380516\r\n\t32330174\r\n\t5740564\r\n\t66034\r\n\t468.0000\r\n\t49509.72\r\n\t20230512\r\n\t20230512011422 [-4:EDT]\r\n\tEXXON MOBIL CORPORATION\r\n\t30231G102\r\n\tXOM\r\n\tFI\r\n\tSTOCK\r\n\tAsset\r\n \r\n \r\n\t380516\r\n\t32330175\r\n\t5740564\r\n\t367920\r\n\t175.1520\r\n\t11775.4689\r\n\t20230512\r\n\t20230512011422 [-4:EDT]\r\n\tFIDELITY ADVISOR? HEALTH CARE FUND INSTITUTIONAL CLASS\r\n\t315918821\r\n\tFHCIX\r\n\tFI\r\n\tMUTUALFUND\r\n\tAsset\r\n \r\n \r\n\t380516\r\n\t32330176\r\n\t5740565\r\n\t763\r\n\t263.0000\r\n\t3597.84\r\n\t20230512\r\n\t20230512011712 [-4:EDT]\r\n\tFIDELITY CONTRAFUND\r\n\t316071109\r\n\tFCNTX\r\n\tFI\r\n\tMUTUALFUND\r\n\tAsset\r\n \r\n \r\n\t380516\r\n\t32330162\r\n\t5740564\r\n\t66623\r\n\t653.0000\r\n\t117925.27\r\n\t20230512\r\n\t20230512011422 [-4:EDT]\r\n\tANALOG DEVICES INC\r\n\t032654105\r\n\tADI\r\n\tFI\r\n\tSTOCK\r\n\tAsset\r\n \r\n \r\n\t380516\r\n\t32330163\r\n\t5740564\r\n\t89916\r\n\t50.0000\r\n\t16132.00\r\n\t20230512\r\n\t20230512011422 [-4:EDT]\r\n\tBERKSHIRE HATHAWAY INCORPORATED CLASS B\r\n\t084670702\r\n\tBRK B\r\n\tFI\r\n\tSTOCK\r\n\tAsset\r\n \r\n \r\n\t380516\r\n\t32330164\r\n\t5740564\r\n\t116870\r\n\t106.0000\r\n\t68054.12\r\n\t20230512\r\n\t20230512011422 [-4:EDT]\r\n\tBLACKROCK INC\r\n\t09247X101\r\n\tBLK\r\n\tFI\r\n\tSTOCK\r\n\tAsset\r\n \r\n \r\n\t380516\r\n\t32330165\r\n\t5740564\r\n\t132388\r\n\t160.0000\r\n\t20230512011422 [-4:EDT]\r\n\tCALIFORNIA RESOURCES CORP\r\n\t13057Q107\r\n\tCRC\r\n\tFI\r\n\tSTOCK\r\n\tAsset\r\n \r\n \r\n\t380516\r\n\t32330166\r\n\t5740566\r\n\t92\r\n\t10762.2300\r\n\t10762.23\r\n\t1\r\n\t20230512\r\n\t20230512011537 [-4:EDT]\r\n\tCash\r\n\tFI\r\n\tCASH\r\n\tAsset\r\n \r\n \r\n\t380516\r\n\t32330167\r\n\t5740564\r\n\t185\r\n\t1333.0000\r\n\t61811.21\r\n\t20230512\r\n\t20230512011422 [-4:EDT]\r\n\tCISCO SYSTEMS INC\r\n\t17275R102\r\n\tCSCO\r\n\tFI\r\n\tSTOCK\r\n\tAsset\r\n \r\n \r\n\t380516\r\n\t32330168\r\n\t5740566\r\n\t69204\r\n\t150.0000\r\n\t6997.38\r\n\t6661.50\r\n\t44.41\r\n\t20230512\r\n\t20230512011537 [-4:EDT]\r\n\tCITIGROUP INC\r\n\t172967424\r\n\tC\r\n\tFI\r\n\tSTOCK\r\n\tAsset\r\n \r\n \r\n\t380516\r\n\t32330169\r\n\t5740564\r\n\t167824\r\n\t432.0400\r\n\t6666.3772\r\n\t20230512\r\n\t20230512011422 [-4:EDT]\r\n\tCOHEN & STEERS REAL ESTATE SECURITIES FUND CLASS INSTITUTIONAL\r\n\t191912401\r\n\tCSDIX\r\n\tFI\r\n\tMUTUALFUND\r\n\tAsset\r\n \r\n \r\n\t380516\r\n\t32330177\r\n\t5740566\r\n\t212399\r\n\t30422.6800\r\n\t30422.68\r\n\t1\r\n\t20230512\r\n\t20230512011537 [-4:EDT]\r\n\tFIDELITY GOVERNMENT MONEY MARKET\r\n\t31617H102\r\n\tSPAXX\r\n\tFI\r\n\tCASH\r\n\tAsset\r\n \r\n \r\n\t380516\r\n\t32330178\r\n\t5740566\r\n\t88677\r\n\t185.0000\r\n\t7522.65\r\n\t7296.40\r\n\t39.44\r\n\t20230512\r\n\t20230512011537 [-4:EDT]\r\n\tHALLIBURTON CO\r\n\t406216101\r\n\tHAL\r\n\tFI\r\n\tSTOCK\r\n\tAsset\r\n \r\n \r\n\t380516\r\n\t32330179\r\n\t5740565\r\n\t20\r\n\t372.0000\r\n\t28476.60\r\n\t20230512\r\n\t20230512011712 [-4:EDT]\r\n\tHARBOR CAPITAL APPRECIATION FUND INSTITUTIONAL CLASS\r\n\t411511504\r\n\tHACAX\r\n\tFI\r\n\tMUTUALFUND\r\n\tAsset\r\n \r\n \r\n\t380516\r\n\t32330180\r\n\t5740565\r\n\t21\r\n\t460.0000\r\n\t20005.40\r\n\t20230512\r\n\t20230512011712 [-4:EDT]\r\n\tHARBOR INTERNATIONAL FUND INSTITUTIONAL CLASS\r\n\t411511306\r\n\tHAINX\r\n\tFI\r\n\tMUTUALFUND\r\n\tAsset\r\n \r\n \r\n\t380516\r\n\t32330182\r\n\t5740564\r\n\t4\r\n\t1492.0000\r\n\t429233.48\r\n\t20230512\r\n\t20230512011422 [-4:EDT]\r\n\tHOME DEPOT INC\r\n\t437076102\r\n\tHD\r\n\tFI\r\n\tSTOCK\r\n\tAsset\r\n \r\n \r\n\t380516\r\n\t32330183\r\n\t5740564\r\n\t91309\r\n\t389.0000\r\n\t88653.10\r\n\t20230512\r\n\t20230512011422 [-4:EDT]\r\n\tILLINOIS TOOL WORKS INC\r\n\t452308109\r\n\tITW\r\n\tFI\r\n\tSTOCK\r\n\tAsset\r\n \r\n \r\n\t380516\r\n\t32330184\r\n\t5740564\r\n\t110917\r\n\t52.0000\r\n\t5490.16\r\n\t20230512\r\n\t20230512011422 [-4:EDT]\r\n\tISHARES S&P SMALL-CAP 600 GROWTH ETF\r\n\t464287887\r\n\tIJT\r\n\tFI\r\n\tMUTUALFUND\r\n\tAsset\r\n \r\n \r\n\t380516\r\n\t32330185\r\n\t5740564\r\n\t109780\r\n\t59.0000\r\n\t5567.24\r\n\t20230512\r\n\t20230512011422 [-4:EDT]\r\n\tISHARES U.S. TECHNOLOGY ETF\r\n\t464287721\r\n\tIYW\r\n\tFI\r\n\tMUTUALFUND\r\n\tAsset\r\n \r\n \r\n\t380516\r\n\t32330181\r\n\t5740564\r\n\t628563\r\n\t260.0000\r\n\t1055.60\r\n\t20230512\r\n\t20230512011422 [-4:EDT]\r\n\tHELLENIC EXCHANGES - ATHENS STOCK EXCHANGE SA\r\n\tX3247C104\r\n\tHEHSF\r\n\tFI\r\n\tSTOCK\r\n\tAsset\r\n \r\n \r\n\t380516\r\n\t32330186\r\n\t5740564\r\n\t88859\r\n\t754.0000\r\n\t121386.46\r\n\t20230512\r\n\t20230512011422 [-4:EDT]\r\n\tJOHNSON & JOHNSON\r\n\t478160104\r\n\tJNJ\r\n\tFI\r\n\tSTOCK\r\n\tAsset\r\n \r\n \r\n\t380516\r\n\t32330187\r\n\t5740566\r\n\t105179\r\n\t120.0000\r\n\t4991.09\r\n\t4894.80\r\n\t40.79\r\n\t20230512\r\n\t20230512011537 [-4:EDT]\r\n\tJOHNSON CONTROLS INC\r\n\t478366107\r\n\tJCI\r\n\tFI\r\n\tSTOCK\r\n\tAsset\r\n \r\n \r\n\t380516\r\n\t32330188\r\n\t5740566\r\n\t589327\r\n\t163.0000\r\n\t3406.48\r\n\t3083.96\r\n\t18.92\r\n\t20230512\r\n\t20230512011537 [-4:EDT]\r\n\tJOY GLOBAL INC\r\n\t481165108\r\n\tJOY\r\n\tFI\r\n\tSTOCK\r\n\tAsset\r\n \r\n \r\n\t380516\r\n\t32330189\r\n\t5740564\r\n\t167124\r\n\t182.0620\r\n\t6093.6151\r\n\t20230512\r\n\t20230512011422 [-4:EDT]\r\n\tJPMORGAN MID CAP VALUE FUND INSTITUTIONAL CLASS\r\n\t339128100\r\n\tFLMVX\r\n\tFI\r\n\tMUTUALFUND\r\n\tAsset\r\n \r\n \r\n\t380516\r\n\t32330190\r\n\t5740564\r\n\t1022\r\n\t284.0000\r\n\t40805.12\r\n\t20230512\r\n\t20230512011422 [-4:EDT]\r\n\tKIMBERLY-CLARK CORP\r\n\t494368103\r\n\tKMB\r\n\tFI\r\n\tSTOCK\r\n\tAsset\r\n \r\n \r\n\t380516\r\n\t32330192\r\n\t5740564\r\n\t181\r\n\t652.0000\r\n\t202191.72\r\n\t20230512\r\n\t20230512011422 [-4:EDT]\r\n\tMICROSOFT CORP\r\n\t594918104\r\n\tMSFT\r\n\tFI\r\n\tSTOCK\r\n\tAsset\r\n \r\n \r\n\t380516\r\n\t32330193\r\n\t5740564\r\n\t212745\r\n\t387.0000\r\n\t20230512011422 [-4:EDT]\r\n\tMORGAN STANLEY CAPITAL TRUST III 6 1/4% CAPITAL SECURITIES\r\n\t617460209\r\n\tMWR\r\n\tFI\r\n\tSTOCK\r\n\tAsset\r\n \r\n \r\n\t380516\r\n\t32330194\r\n\t5740564\r\n\t90019\r\n\t578.0000\r\n\t70643.16\r\n\t20230512\r\n\t20230512011422 [-4:EDT]\r\n\tNIKE INC CLASS B\r\n\t654106103\r\n\tNKE\r\n\tFI\r\n\tSTOCK\r\n\tAsset\r\n \r\n \r\n\t380516\r\n\t32330195\r\n\t5740564\r\n\t68602\r\n\t686.0000\r\n\t73134.46\r\n\t20230512\r\n\t20230512011422 [-4:EDT]\r\n\tPAYCHEX INC\r\n\t704326107\r\n\tPAYX\r\n\tFI\r\n\tSTOCK\r\n\tAsset\r\n \r\n \r\n\t380516\r\n\t32330196\r\n\t5740564\r\n\t69697\r\n\t578.0000\r\n\t20230512011422 [-4:EDT]\r\n\tSCANA CORP\r\n\t80589M102\r\n\tSCG\r\n\tFI\r\n\tSTOCK\r\n\tAsset\r\n \r\n \r\n\t380516\r\n\t32330197\r\n\t5740564\r\n\t1471990\r\n\t500.0000\r\n\t20230512011422 [-4:EDT]\r\n\tSEARS HLDGS CORP NOTE 8.000%12/15/19\r\n\t812350AF3\r\n\tFI\r\n\t20191215\r\n\tBOND\r\n\tAsset\r\n \r\n \r\n\t380516\r\n\t32330210\r\n\t5740564\r\n\t127148\r\n\t150.6090\r\n\t11154.1025\r\n\t20230512\r\n\t20230512011422 [-4:EDT]\r\n\tVANGUARD TOTAL BOND MARKET ETF\r\n\t921937835\r\n\tBND\r\n\tFI\r\n\tMUTUALFUND\r\n\tAsset\r\n \r\n \r\n\t380516\r\n\t32330211\r\n\t5740564\r\n\t506144\r\n\t185.0000\r\n\t10363.70\r\n\t20230512\r\n\t20230512011422 [-4:EDT]\r\n\tVANGUARD TOTAL INTL STOCK INDEX ETF\r\n\t921909768\r\n\tVXUS\r\n\tFI\r\n\tMUTUALFUND\r\n\tAsset\r\n \r\n \r\n\t380516\r\n\t32330212\r\n\t5740564\r\n\t123789\r\n\t198.0000\r\n\t40530.60\r\n\t20230512\r\n\t20230512011422 [-4:EDT]\r\n\tVANGUARD TOTAL STOCK MARKET INDEX ETF\r\n\t922908769\r\n\tVTI\r\n\tFI\r\n\tMUTUALFUND\r\n\tAsset\r\n \r\n \r\n\t380516\r\n\t32330213\r\n\t5740564\r\n\t38545\r\n\t784.0000\r\n\t29478.40\r\n\t20230512\r\n\t20230512011422 [-4:EDT]\r\n\tVERIZON COMMUNICATIONS INC\r\n\t92343V104\r\n\tVZ\r\n\tFI\r\n\tSTOCK\r\n\tAsset\r\n \r\n \r\n\t380516\r\n\t32330214\r\n\t5740566\r\n\t68908\r\n\t58.0000\r\n\t4987.08\r\n\t4961.32\r\n\t85.54\r\n\t20230512\r\n\t20230512011537 [-4:EDT]\r\n\tVERTEX PHARMACEUTICALS INC\r\n\t92532F100\r\n\tVRTX\r\n\tFI\r\n\tSTOCK\r\n\tAsset\r\n \r\n \r\n\t380516\r\n\t32330215\r\n\t5740564\r\n\t119390\r\n\t582.0000\r\n\t12507.18\r\n\t20230512\r\n\t20230512011422 [-4:EDT]\r\n\tVF CORP\r\n\t918204108\r\n\tVFC\r\n\tFI\r\n\tSTOCK\r\n\tAsset\r\n \r\n \r\n\t380516\r\n\t32330216\r\n\t5740564\r\n\t2303\r\n\t343.0000\r\n\t31662.33\r\n\t20230512\r\n\t20230512011422 [-4:EDT]\r\n\tWALT DISNEY CO\r\n\t254687106\r\n\tDIS\r\n\tFI\r\n\tSTOCK\r\n\tAsset\r\n \r\n \r\n\t380516\r\n\t32330217\r\n\t5740564\r\n\t1315430\r\n\t20000.0000\r\n\t20230512011422 [-4:EDT]\r\n\tWELLS FARGO BK N A CA CD 3/08/17 0%\r\n\t94986THR1\r\n\tFI\r\n\t20170308\r\n\tBOND\r\n\tAsset\r\n \r\n \r\n\t380516\r\n\t32330206\r\n\t5740565\r\n\t158394\r\n\t481.0000\r\n\t166055.63\r\n\t20230512\r\n\t20230512011712 [-4:EDT]\r\n\tVANGUARD INSTITUTIONAL INDEX FUND INSTITUTIONAL PLUS SHARES\r\n\t922040209\r\n\tVIIIX\r\n\tFI\r\n\tMUTUALFUND\r\n\tAsset\r\n \r\n \r\n\t380516\r\n\t32330204\r\n\t5740565\r\n\t344482\r\n\t2723.0000\r\n\t40409.32\r\n\t20230512\r\n\t20230512011712 [-4:EDT]\r\n\tVANGUARD DEVELOPED MARKETS INDEX FUND INSTITUTIONAL SHARES\r\n\t921943882\r\n\tVTMNX\r\n\tFI\r\n\tMUTUALFUND\r\n\tAsset\r\n \r\n \r\n\t380516\r\n\t32330205\r\n\t5740564\r\n\t161098\r\n\t86.0000\r\n\t13348.06\r\n\t20230512\r\n\t20230512011422 [-4:EDT]\r\n\tVANGUARD DIVIDEND APPRECIATION INDEX FUND ETF SHARES\r\n\t921908844\r\n\tVIG\r\n\tFI\r\n\tMUTUALFUND\r\n\tAsset\r\n \r\n \r\n\t380516\r\n\t32330207\r\n\t5740565\r\n\t238999\r\n\t104892.2700\r\n\t104892.27\r\n\t1\r\n\t20230512\r\n\t20230512011712 [-4:EDT]\r\n\tVANGUARD PRIME MONEY MARKET FUND ADMIRAL SHARES\r\n\t922906508\r\n\tVMRXX\r\n\tFI\r\n\tCASH\r\n\tAsset\r\n \r\n \r\n\t380516\r\n\t32330208\r\n\t5740564\r\n\t441444\r\n\t63.0000\r\n\t4818.24\r\n\t20230512\r\n\t20230512011422 [-4:EDT]\r\n\tVANGUARD SHORT-TERM CORPORATE BOND ETF\r\n\t92206C409\r\n\tVCSH\r\n\tFI\r\n\tMUTUALFUND\r\n\tAsset\r\n \r\n \r\n\t380516\r\n\t32330209\r\n\t5740565\r\n\t113194\r\n\t73.0000\r\n\t6432.76\r\n\t20230512\r\n\t20230512011712 [-4:EDT]\r\n\tVANGUARD SMALL-CAP INDEX FUND INSTITUTIONAL SHARES\r\n\t922908876\r\n\tVSCIX\r\n\tFI\r\n\tMUTUALFUND\r\n\tAsset\r\n \r\n \r\n\t380516\r\n\t32330198\r\n\t5740562\r\n\t68969\r\n\t125.0000\r\n\t545.00\r\n\t4.36\r\n\t20230512\r\n\t20230512011046 [-4:EDT]\r\n\tSprint Corp\r\n\tFI\r\n\tAsset\r\n \r\n \r\n\t380516\r\n\t32330199\r\n\t5740563\r\n\t68969\r\n\t125.0000\r\n\t545.00\r\n\t4.36\r\n\t20230512\r\n\t20230512011046 [-4:EDT]\r\n\tSprint Corp\r\n\tFI\r\n\tAsset\r\n \r\n \r\n\t380516\r\n\t32330200\r\n\t5740564\r\n\t91966\r\n\t389.0000\r\n\t110911.68\r\n\t20230512\r\n\t20230512011422 [-4:EDT]\r\n\tSTRYKER CORPORATION\r\n\t863667101\r\n\tSYK\r\n\tFI\r\n\tSTOCK\r\n\tAsset\r\n \r\n \r\n\t380516\r\n\t32330201\r\n\t5740566\r\n\t81989\r\n\t57.0000\r\n\t4999.73\r\n\t4886.61\r\n\t85.73\r\n\t20230512\r\n\t20230512011537 [-4:EDT]\r\n\tUNION PACIFIC CORP\r\n\t907818108\r\n\tUNP\r\n\tFI\r\n\tSTOCK\r\n\tAsset\r\n \r\n \r\n\t380516\r\n\t32330203\r\n\t5740564\r\n\t89371\r\n\t379.0000\r\n\t20230512011422 [-4:EDT]\r\n\tUNITED TECHNOLOGIES CORP\r\n\t913017109\r\n\tUTX\r\n\tFI\r\n\tSTOCK\r\n\tAsset\r\n \r\n \r\n \r\n\r\n\r\n"}],"_postman_id":"776c5881-111f-4ee0-a9a4-e8bad25d77cd"}],"id":"491915b8-5032-4e9d-9eed-db8cf16a637f","description":"

Use these DataConnect operations to extract AccountView data in XML format.

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Use these DataConnect operations to extract AccountView data in CSV format.

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Custodial Integrator Sofware as a Service (CI SaaS) is a licensed add-on to AccountView that brings enhanced export capability to AccountView. This enhanced export capability replaces Custodial Integrator Desktop.

\n

Consult with your ByAllAccounts Implementation Manager to deterrmine if CI SaaS is right for you.

\n

Notes:

\n\n","_postman_id":"f131927f-5ec8-401e-9414-b13e3dbd02bf"}]}