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ntee tas accuracy these asses ate rot protected by SK or the Firm's supplemental9PC coverage. • Revenue alsring and adifitional compensaticen. - h Mahan to ~omissions on lain and 12b.1 tees received n connection with the, dnIrtiornon of mutual lads to oor dents we armor or affiliate receive reverts
ye on the markets Your Finandul Advisor: SCOTT STACK MANY LYLE CASFeEL Index Percentage change March 2019 Year to date S&P 500 1.94% 13.65% Russell 3000 1.46% 1404% MSC I - Europe, Australia & Far East 0.74% 10.13% Barclays Capital U.5. Aggregate Bond Index Interest rates on March 29, 2019 3-m
Eye on the markets Your Nnancial Advisor. SCOTT STACK MAsiLYLE CASRIFL Ind@ Percentage change April 2019 Year to date S&P 500 4.05% 18.25% Russell 3000 3.99% l&60% MSC I - Europe, Australia & Far East 2.91% 13.33% Barclays Capital U.S. Aggregate Bond Index Interest rates on April 30, 2019 3-mon
~am may be pried Jew a vaster. gnat.' a the most recent price we canned ard may real rated an actualmatte ceke or wale. - Cagan coshiwn may spear Mahan a pit and wa show as 'ace wand sale' d we are unable to Øen a pia la J Minty- Otpats a wawa denomnaed in ovnror other than U.S. dotes re ealecied
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
cre"00t0 (Vann commis. and • Depose accounts feria arbors of cliposel) r LBS Bak LISA. UBS AG U S branches and barn** FDK ~al ~en Pros^ The SIK ()Mahan and Ihe ~rental prcteacn 00 eW apply to these assets erm if they drawee cone any>, sidemen% We SIPC ~Leann and the supplemental prot«tion clan*, P
asset allocation Total assets $979.29 10040% A Eye on the markets Index Percentage change October 2019 Year to date S&P 500 2.17% 23.16% Russell 3000 2.15% 22.68% MSC I - Europe, Australia & Far East 3.60% 17.43% Barclays Capital U.S. Aggregate Bond Index 0.30% 8.85% Your Nmencial Adviser:
t on the last two pages of this statement Sot detail about those balances. Index Percentage change low 2019 Year to date S&P 500 7.05% 1834% Russell 3000 7.02% 1831% MSC! - Europe, Australia & Far East 5.97% 1449% Barclays Capital U.S. Aggregate Bond Index Interest rates on lunar 28, 2019 3-month
unto/lad rnarkS to Internet and Mien Zan' net held by Me Arm Does not ncbdounonced shontelassas oe teen. ol the prow and me« otatemem mot a avow Mahan worsted stod sol Wm aid monist stock Mom • 000aeS IthdeS det bal31C51. oulnarldnamagn loan. cren ont short account tonnes • casteimmy annan Toes
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
SI 9 math, on the aggregate to yore althrsols held n a articular CaPaCty Akre <Copy of the poloy en:rdrg it available icon rtgaft teethe the OK Mahan ref the ttoplantetal pfCrthclon reply 10: • Drun ennui atom enraged by fun nchchNI n SOss Ar(04ill value) CM hetiaway ROM LES formal Semi es For
nt on the last two pages of th is statement for detail about those balances. Index Percentage change Api 2019 'oaf to da S&P S00 405% 18.25% Russell 3000 3.99% 18.60% MSC I - Europe, Australia & Far East 2.91% 13.33% Barclays Capital U.S. Aggregate Bond Index Interest rates on April 30, 2019 3-mo
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