Amounts as of 11/14/2023:
Mutual Funds | $68,804.98 |
IRA – Mutual Funds | $31,850.17 |
Roth IRA – Mutual Funds | $7,611.21 |
If you had an account with WELLESLEY INCOME FUND 27 in the past and want to check if you any of the assets above belong to you, please visit https://www.sco.ca.gov/search_upd.html