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ration of income • Produce Combination of Income and Capital Appreciation hiesiments seeking both the generation of morne and monthof principal. Orwell risk profiles • Orton*, Seeks to maintain hind preeloal with low risk and Wilding to the adorn entree, hen if that ratans the adore does not gene
Percentage change February 2014 Year to date 58P 500 4.57% 0.96% Russell 3000 4.74% 1.43% MX I - Europe, Australia & Far East 5.59% 1.34% Barclays Capital U.5. Aggregate Bond Index 0.53% 2.02% Your K model Advisor: 7' STACK MANLYLE CASRIEL . Cash and money balances may include available cash balances,
the gereratim of metre. • Produce CombinAbn of income and Capital Appfeciabprx luesiments seri* both the generation of name and gambol rixisel. Orwell risk profdes • Conservarre Seeks to martin rand arc Pat with low Sc and volatility to the acorn oral, rend that meals the accost does not generate
Percentage change April 2014 Year to date 58P 500 0.74% 2.56% Russell 3000 0.12% 2.10% MSC I - Europe, Australia & Far East 1.53% 2.31% Barclays Capital U.5. Aggregate Bond Index Interest rates on April 30, 2014 3-month Treasury bills: 0.02% One-month LIBOR: 0.15% 0.84% 2.70% CONFIDENTIAL iy_Gm_000
than the generation of • Produce Co inon of Worn* and Caaill Appreciation roestments seeking both the generation of income and growth of pincipal Orwell risk profiles • Conservative. Seeks to maintain initial principal with low risk and volatilky to the account overall, oven if that means the ware
ur statement on the last two pages of this statement for details about those balances S&P 500 Russell 3000 MSC I - Europe, Australia & Far East Barclays Capital U.5. Aggregate Bond Index Interest rates on Docombor 31, 2015 3-month Treasury bills: 0.17% One-month LIBOR: 0.43% Percentage change December 2015
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