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than the gentatin Man. • ProcAio Comb/nada. of home Sad CrOtei Ape/Kieran Innottnerns seeking tads the generation of recme ere comb of principal Orwell risk prof Ben • Comes", Seeks to marten mluf ratapol. nth ben* rd sanity to the meant theme. hen id Oa mono the none clan not genre. remnant rece
tatement for detail about those balances. Index Percentage change March 2018 Year to date S&P 500 -2.54% -0.76% Russell 3000 -2.01% -0.64% MSC - Europe, Australia & Far East -1.87% -1.58% Barclays Capital U.S. Aggregate Bond Index Interest rates on March 29, 2018 3-month Treasury bills 1.63% On
e than In? grelatOn 01 name • imam do nthestasn of intorno and Chotaaitehelth Inarstrnalt loot 116 both the gennton of name aid growth 44 prewPal Orwell ask profits • COnawrate Seeks TO ',tartan Filialpc itipat wet, kner rick role lity to the acmes omit even d Ma means the exam does not generate f
s statement for details about those balances Index Percentage change April 2015 year to date S&P 500 0.96% 1.92% Russell 3000 0.45% 2.26% MSC - Europe, Australia & Far East 4.16% 9.37% Barclays Capital U.S. Aggregate Bond Index Interest rates on April 30, 2015 3-month Treasury bills: 0.01% One
eversion ol income. • Produce Combination of lecone and Capital Appreciation: Ferments seekkg both the generation ol name and growthof prixfal. Orwell risk profiles • Conseavarre Seeks to mantas Patel pri-c loat with low risk rid volatility to the waist overal, ern if that means the eau.," does n
asset allocation It A Eye on the markets Index Percentage change July 2014 Year to date S&P 500 -1.38% 5.66% Russell 3000 -1.97% 4.83% MSC - Europe, Australia & Far East -1.96% 3.08% Barclays Capital U.S. Aggregate Bond Index Interest rates on July 31, 2014 3-month Treasury bills: 0.03% One
pnxpi MN* than the wanton of name • pewee Conamayn of Income red COPOIAPPeWOOn Inottralt loot iv both to gerwaion of r90.10 aid 9"imeh P prncPal Orwell risk pitfalls • Commie* Seeks to mamas htiai patinae Me Ica risk the totality tote accomt merit then rt ma mewls the account does not genernesathd
rrent asset allocation A Eye on the markets Index Percentage change April 2015 year to date S&P 500 0.96% 1.92% Russell 3000 0.45% 2.26% MSC - Europe, Australia & Far East 4.16% 9.37% Barclays Capital U.S. Aggregate Bond Index Interest rates on April 30, 2015 3-month Treasury bills: 0.01% One
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