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ion is 1500 Slim as of December 10, 2015. &beet to the poky mention and ImRaionL oath a the firm is furthee protected for up to $1.9 million h the Willa to alien accounts held it. a patia meaty. Abel ccpy of tie poky wadi* is awilasle won request. The SIPC protection and the siamlermnial protection
5,383.34 100.001E Your current asset allocation A Eye on the markets Index Percentage change August 2016 Year to date S&P 500 0.14% 7.82% Russell 3000 0.26% 8.01% MSC I - Europe, Australia & Far East 0.08% 0.92% Barclays Capital U.S. Aggregate Bond Index -0.11% 5.86% Cash and money balances
72.39 100.00% Your current asset allocation • A Eye on the markets Index Percentage change November 2016 Year to date S&P 500 3.70% 9.79% Russell 3000 4.48% 10.58% MSC I - Europe, Australia & Far East -1.98% -1.86% Barclays Capital U.S. Aggregate Bond Index -2.37% 2.50% Interest rates on Nove
ll tease nanatia is obtained from third parties and its accuracy is not guranteed. Other call features may eat whoa cad ales weld comrade harridan Willa provided upon request • Certificates of deposit (0). CDs are FDIC aired 'sato 1283,000 in principal and accrued interest per deporar and per depos
Account number: Your current asset allocation E Eye on the markets Index Percentage change October 2015 Year to date S&P 500 8.44% 2.70% Russell 3000 7.90% 2.02% MSC I - Europe, Australia & Far East 7.82% 2.53% BarclaysCapital U.S. Aggregate Bond Index 0.02% 1.14% Your K modal Advisor 7'
. Account number: Your current asset allocation Eye on the markets Index Percentage change December 2015 Year to date S&P 500 -1.58% 1.38% Russell 3000 -2.05% 0.48% MSC - Europe, Australia & Far East -1.33% -0.39% Barclays Capital U.S. Aggregate Bond Index -0.32% 0.55% Your K asocial Advisor.
or ermated vabenOr 31lirapalyediraied war Is prOvded thew/we' the Warty wet bedarerent ton As pichast ono - 'DiOrbutiorn to dam' may MCA. with of Willa wane a both • Corild ale sate' rerenntithe dial oil wing price per wit rd may not rand yaw cod bath • lbeftrkted gentile Resracted sewers crawly
57,248.75 100.00°0 Value of your account $57,248.75 Eye on the markets Index Percentage change July 2015 Year to date S&P 500 2.10% 3.35% Russell 3000 1.67% 3.65% MSC I - Europe, Australia & Far East 2.08% 8.08% Barclays Capital U.S. Aggregate Bond Index Interest rates on July 31, 2015 0.70%
number: NMI Your current asset allocation A D Eye on the markets Index Percentage change August 2015 Year to date S&P 500 -6.03% -2.89% Russell 3000 -6.04% -2.61% MSC I - Europe, Australia & Far East -7.35% 0.14% Barclays Capital U.S. Aggregate Bond Index -0.14% 0.45% Your Bimodal Advisor
cents Caftan rennin s obtained from third parties and as accuracy is not goateed. Other call teases may eon which mutt affect Weld once* a-demean Willa tread upon request • Catifitates of anal (eel. (Dare FDIC rimed Li> to 1293,000 in principal and arcnad intro' per deposer rd pre depository incia
ount number: Your current asset allocation A D Eye on the markets Index Percentage change September 2017 Year to date S&P 500 2.06% 1424% Russell 3000 2.44% I 3.91% MSC I - Europe, Australia & Far East 2.53% 20.47% Barclays Capital U.S. Aggregate Bond Index -0.48% 3.14% Your Nnancial Adviso
istorical edema cn tar be added by yocr Mania Advisor. • Unrealised 'Malmo When data is awiltly eninated crrealized gaing Imes we alccAated fa in:Willa secret lots. The transact &n data for ndvittal bus may or may not felled <criminal,, charges alder*acuity reorgeniza is events Dividend and °term
n the last two pages of this statement for details about those balances Index Percentage change April 2014 Year to date S&P 500 0.74% 2.56% Russell 3000 0.12% 2.10% MSC I - Europe, Australia & Far East 1.53% 2.31% Barclays Capital U.S. Aggregate Bond Index Interest rates on April 30, 2014 3-mo
Friaxial Advisor. • Unrealised gas/lose then data eminatect canalized guindloath are &added la invite' securest lots. The transaction data for in:Willa lots may or may not reflect ccmmissicns, rZ ardor security reorgatatcn 'writs d and other reinvestment lob ad systematk purchase lots are each com
riendly amount name: PM', FILE I C Amount number. Eye on the markets Index Percentage change November 2016 year to date S&P 500 3.70% 9.79% Russell 3000 4.48% 10.58% MSC I - Europe, Australia & Far East -1.98% -1.86% Barclays Capital U.S. Aggregate Bond index -2.37% 2.50% Your it sandal Advisor
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