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s per share lb investment (S) dnreekze4 card on or JOSS IS the Orfferenre between the current vaue and the COP basis and would gene telly be your Meade gan or loss if the security was sdd on this date. The unrealized (tar) win or loss may need to be aclusted for return of ceptd payments In order to
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
of bond prernans and to. accreted OiD for se( eddies issued at a ccounl. II you mounted that U85 aclust cost ban for the ball premium amortzaton on Meade debt %mollies then cost basis reflected for these securities has been adjusted Estimates in the Uncials/fed section can not be/testified as thOtt Wm
n the Last two pages of this statement for details about those balances Index Percentage change March 2016 Year to date S&P 500 6.78% 1.35% Russell 3000 7.04% 0.97% MSC I - Europe, Australia & Far East 6.59% -2.88% Barclays Capital U.S. Aggregate Bond Index Interest rates on March 31, 2016 3-m
ir- - - -7 STACK PAAMYLE CASK]. Account number: 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% Interest rates on Decemb
bility consideration - None selected Your account instructions • Your account cost basis default closing method is FIFO, First In, First Out. Your Meade, Advisor: SCOTT STACK MANILYLE CASRIEL nhX GM 00010118 CONFIDENTIAL Page 3 of 6 EFTA01597781 *UBS Your notes CONFIDENTIAL EFTA01597782 *
ion • Eye on the markets Your Yin/odd Advisor: War STACKMANLYL€ CASPIEL Index Percentage change May 2020 Year to date S&P 500 4.76% -4.97% Russell 3000 5.35% -663% MSC I - Europe, Australia & Far East 4.42% -14.03% Barclays Capital U.S. Aggregate Bond Index Interest rates on May 29, 2020 3-mo
Friendly account name: A1- nt , ,Ind Account number. Eye on the markets Index Percentage change line 2020 Year to date SW 500 1.99% -3.08% Russell 3000 2.29% -3.48% MSC I - Europe, Australia & Far East 3.44% -11.07% Barclays Capital U.S. Aggregate Bond Index Interest rates on June 30, 2020 3-mo
a many This relleine 6 ong a guideline. accuracy and antnued name se no %wetted - Ed imbed mute noon? and anent 'Valor anal tpesol securites mold Meade a return of reincpt or Calla gate n Math Ole the en name LenCorea yeld)would be amassed - Eartnated mut ncome rid current neld aid the atu nowt a
37.322.04 Your current asset allocation It A Eye on the markets Index Percentage change December 2014 Year to date S&P 500 -0.25% I 3 69% Russell 3000 -0.00% 12.56% MSC I - Europe, Australia & Far East -3.44% -4.48% Barclays Capital U.S. Aggregate Bond Index 0.09% 5.97% Your A nand) Advisor.
ount number: Your current asset allocation It A 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 K asocial Advisor
rigi the SP( Protium by conwrg SPC at 202.37143300er byea/wig tie Mk mbYte *AVM SVC Ort? Dividend It Invernient Program ORM) the pax wfieCed not Meade pnce You may obtan the atual rage ton your Fuunzal &Door Only 'nor shies re greased talet OR P. partial ties coil be soli ad me cash sal be deposi
r: Eye on the markets Your K sandal Advisor- SCOTT STACK MANLYLE CASRIEL Index Percentage change June 2014 year to date S&P 500 2.07% 7.14% Russell 3000 2.51% 6.94% MSC I - Europe, Australia & Far East 0.99% 5.14% Barclays Capital U.S. Aggregate Bond Index Interest rates on June 30, 2014 3-mon
t on the last two pages of this statement for details about those balances Index Percentage change May2014 Year to date S&P 500 2.35% 4.97% Russell 3000 2.18% 4.32% MSC I - Europe, Australia & Far East 1.76% 4.11% BarclaysCapital U.S. Aggregate Bond Index Interest rates on May 30, 2014 3-month T
ated a the esathagefat as of the slaternent date - For Oertan senates nand in non-continua; elemmnatens. ace and quality (face vain/ may hae been Meade Imitate prow vataan To obtain cunwit kolas" wen anent.. max you Frontal Armor • Meats lannarrema tend seruaurod produce. Sneak -midtown amain roc
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
onsor estimated rake net a thed-party estimated value is orovdrd the rata of the smarty veil be different from its porthole price — to date' may Meade returned ever. income or both. — 'Coral int see' represents the elitist °Bern; price per unt and may nee wiled your Cost basis • Res-bided securi
Account number: Your current asset allocation A Eye on the markets Index Percentage change October 2015 year to date S&P 500 8.44% 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 Financial Advisor
Account number. Your current asset allocation A Eye on the markets Index Percentage change December 2015 Year to date SW 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 financial Advisor.
a9 the SIC Brockton by comma:9 SIC at 202-37143004w by witng tie SP( I./finite al vmw Weal) Dividend Re Mrevinem Program OFIP) he pm theleCed eat Meade Once tea may °Dian the actualoretan your hiart2al Aboor Only Mok sawn • Futtiardid inlet •CIIP P. partial Ines coil be sold and the cash we be d
ccount number: Your current asset allocation A Eye on the markets Index Percentage change December 2014 Year to date S&P 500 -O.25% 13.69% Russell 3000 -0.00% 12.56% MSC I - Europe, Australia & Far East -3.44% -44% Barclays Capital U.S. Aggregate Bond Index 0.09% 5.97% Your Fi vandal Advisor
>post Accort COAltor assnurrs wIth M Inlemeemal Resoute Maternent Aixourri Issue the Onk Sm., empans. cash boiras are svept 531.858re USA tep 1> m Meade/Ad lene and Men Io LAS 1G Stairked Brant", ce a helaiey Ford Cirres at Un Sri USA are FOC muted n accordasse with fOC culs For mat Hannon pitre mi
Account number. Your current asset allocation A Eye on the markets Index Percentage change August 2015 Year to date S&P 500 -6.03% -2.98% 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 Knandul Advisor.
>post Accort COAltor assnurrs wIth M Inlemeemal Resoute Maternent Aixourri Issue the Onk Sm., empans. cash boiras are svept 531.858re USA tep 1> m Meade/Ad lene and Men Io LAS 1G Stairked Brant", ce a helaiey Ford Cirres at Un Sri USA are FOC muted n accordasse with fOC culs For mat Hannon pitre mi
e: SCOTT STACK MAN LYLE CASRIEL Account number: Eye on the markets Index Percentage change November 2014 Year to date S&P 500 2.69% 13.98% Russell 3000 2.42% 12.56% MSC I - Europe, Australia & Far East 1.37% -1.08% BarclaysCapital U.S. Aggregate Bond Index 0.70% 5.86% Interest rates on Novem
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