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reported yaks into question, ce niter a value would be highly soar/labs due to the nature ot the security. - When nether an isSuec, general WOW a Winer est imbed valor net a thitipany estimated yak* is mated. the value of the securty will be different from its blithest price. - • Deutotions to dal
nd of the statement period. You may ask for dekvery of fully Paid securities al any You may recent seculars used 3S loan cotserai alter paying any Winer de on them. Arty securities franderred to the aim eking the amormmt pored are looted at market value as of the end of the steams« period • Con ba
unt Account number. Your current asset allocation D Eye on the markets Index Percentage change lune 2018 Year to date S&P 500 0.62% 2.65% Russell 3000 0.65% 3.22% MSC I - Europe, Australia & Far East -1.19% -2.37% Barclays Capital U.S. Aggregate Bond Index Interest rates on June 29, 2018 3-mon
count Account number: Your current asset allocation D Eye on the markets Index Percentage change July2018 Year to date S&P 500 372% 6.47% Russell 3000 3.32% 6.64% MSC I - Europe, Australia & Far East 2.47% 0.04% Barclays Capital U.S. Aggregate Bond Index Interest rates on July 31, 2018 3-month
to >CM ind Ironclad so >cu tromp/ an nand gun selling t you re enwarpd n short seeing anetun, you may a charge &a to <slam barmen, costs la the Winer seority. Opar anden Regarding open or 'god idlanukt orders tul ens ennead by the stammon dale, open buy and sell topalen se reduced by the amnia
et allocation Total assets 312,754.38 100.00% A Eve on the markets Index Percentage change January 2018 Year to date S&P 500 5.73% 5.73% Russell 3000 5.27% 5.27% MSC I - Europe, Australia & Far East 5.02% 5.02% Barclays Capital U.S. Aggregate Bond Index -1.15% -1.15% Year risencial Advisor
l turd sweep balances. See the Miportantm formadon about told statement on the last two pages of th is statement for detail about those balances. Russell 3000 MSC - Europe, Australia & Far East Barclays Capital U.S. Aggregate Bond Index Interest rates on April 30, 2018 3-month Treasury bills 1 83% One-mo
d bear as kaPkable)nun hew horn you no later ham 60 days after the Fern sent you the fin statement on WhiCh the error or problem appeared. - Prow:Winer name accare number 0 any). — Desoto the end or he transfer you ant tare about and elan as cleat as you cm why you belied it is an error a why you
Eye on the markets Your ignoncid Advisor: SCOTT STACK MANLYLE CASRIEL Index Percentage change March 2014 Year to date S&P 500 0.84% 1.81% Russell 3000 0.53% 1.97% MSC I - Europe, Australia & Far East -0.57% a 77% Barclays Capital U.S. Aggregate Bond Index Interest rates on March 31, 2014 3-m
B Eye on the markets Your K uncial Advisor SCOTT STACK MANYLYLE CASRIEL 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% 411% Barclays Capital U.S. Aggregate Bond Index Interest rates on May 30, 2014 3-month Tr
Mho. aotschpd la to to SI 9 miler in the *nregele fa JI you otokrts held it a palmier (*.leer. Aka copy of the polcy thadrog s addable won rewert Winer the SIC prawbon ea the tamplantreal patclon sold IO: • Celan Innate, mats toweled by fed molded a Yea' Mow vat-e)l:01 hetiaway Iran Lin &Uncut Se
on the last two pages of this statement for detals about those balances. Index Percentage change July 2018 Year to date S&P 500 3.72% 6.47% Russell 3000 3.32% 6.64% MSC I - Europe, Australia & Far East 2,47% 0.04% Barclays Capital U.S. Aggregate Bond Index Interest rates on July 31, 2018 3-month
icalen wens Dudek and other rettettriwn lots and systornak pram lots re eats combned to dttlar *Iowa:rased lot lhe • bade axe' cobrrn piesents the Winer awaits , tratedatt • Callable searkies Bonds and refeeted no* thai the issuer wait fa ealy re:Iowan wil be selected ma -My by lot tan amen) as se
Account number: Your current asset allocation A Eye on the markets Index Percentage change February 2014 Year to date S&P 500 4.57% 0.96% Russell 3000 4.74% 1.43% MSC I - Europe, Australia & Far East 5.59% 1.34% Barclays Capital U.S. Aggregate Bond Index 0.53% 2.02% Your Financial Advisor
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