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asis fa the eoimate by contanhg your Financial Advisor - Third party 'sinned valets may be reflected as 'Not priced' in several stuatians when an Mason:lent valuation Inn has not sittlost a is unalfe to emir a any. Wye. we become aware that a matenal event has occurred that may call a atheauthy re
• Account number: Your current asset allocation A Eye on the markets dex Percentage change October 2015 Year to date S&P 500 a 44% 2.70% Russell 3000 7.90% 2.02% MSC I - Europe, Australia & Far East 7.82% 2.53% Barclays Capital U.S. Aggregate Bond Index 0.02% 1.14% Your A asocial Advisor.
Account number. Your current asset allocation A 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 R Bendel Advisor- S
mks aid 12byt lees revved is connector, with the dertuton of make tads toot chatswe ceder ow *Mae reowe /Wealeitareg pa/luau rom issubutors andor Mason of tea mutual funds that we soli These awaits arebased on two different cormorants fa the amount of salesbyuBS ot a partculr mutual fund fatly too
FL Account number- Your current asset allocation A Eye on the markets Index Percentage change march 2014 Year to date 5.&P 500 0.84% 1.81% Russell 3000 0.53% 1.97% MSC I - Europe, Australia & Far East -0.57% 0.77% BarclaysCapital U.S. Aggregate Bond Index Interest rates on March 31, 2014 3-mo
on the test two pages of this statement for details about those balances Index Percentage change May 2014 Year to date S&P 500 2.35% 4.97% Russell 3000 2.18% 432% MSC I - Europe, Australia & Far East 1.76% 4.11% BarclaysCapital U.S. Aggregate Bond Index Interest rates on May 30, 2014 3-month Tr
n palate or a- wes, of the bd sidak truces la bled woo ties and Dada a ONy bd prices for OTC *cotes - Less Jarrett vadat scats may be aced sang a Mason model or the most recent ace we cleaned std myna rot reelect an actual mirtet ace a yaks Cent' Mon may taxer Mitt a at at vat show a' once was tro
$6,076,451.41 Your current asset allocation • B Eye on the markets Index Percentage change September 2014 Year to date S&P 500 -1.40% 834% Russell 3000 -2.08% 6.95% MSCI - Europe, Australia & Far East -3.81% -0.99% Barclays Capital U.S. Aggregate Bond Index -0.68% 4.10% Your Financial Adviso
n sales and 11b.1 tees wend n connecom with thedata:urn of nen %nth to our dents we aace A *Mae repose /Web* Manna pa/mats f corn dabutors antler Mason of the minor tuns that we sell These anoints archaised on two denier comporents rd the annual Of fakSbyUBS 01 a paCulr mutual hand limey to or tha
Account number: Your current asset allocation A Eye on the markets Index Percentage change February 2015 Year to date S&P 500 5.75% 2.57% Russell 3000 5.79% 2.85% MSC I - Europe, Australia & Far East 5.99% 6.52% Barclays Capital U.S. Aggregate Bond Index -0.94% 1.14% Your Financial Advisor
as of the sinerant date - For oertan searines mad nnOnankarMaig deromnatees. pre aid quality lace rata/ nide hae been aapsted to Imitate poppet %Mason To obtain owns wait." won salable. ado° yos Handal gator • Private benneinims and immured produce irate inestrwrt sautes Calcining direr palioje
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
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