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$2,761.99 100.00% 52.761.99 Cash and money balances 2.76139 10000% 2.761.99 Account activity this month for met infomelm about the babavalue Shawn for Makin] seen alto, see minims Mb/matron about your sweaett s the end ol INS Ox urea Date Actiery YOUI Gurney Description even* cock Face M
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
ervices Account 2019 Your assets Account nome: EU.Max, U.0 bien" account nam,- Fl I MAX Itr Account number, Somt pre" re/rente ala (vast vakta Shawn may e Csarannsle Al a kita. GOM and kaSeS "Vy na be Zmuietely refleclel ytt important alomoirtan abostiow Seksere a the ere of ths &cornere for mae
t Awl statement cn the last two pages of this statement for detais about those balances. Percentage change Wu." 2019 Year to date 3.21% 11.48% Russell 3000 3.52% 12.40% MSC I - Europe, Australia & Far East 2.56% 9.32% Barclays Capital U.S. Aggregate Bond Index 4106% 1.00% Interest rates on Febru
count number: Your current asset allocation • A Eye on the markets index Percentage change November 2019 Year 10 date S&P 500 3.63% 27.63% Russell 3000 3.80% 27.34% MSC I - Europe, Australia & Far East 1.14% 1838% Barclays Capital U.S. Aggregate Bond Index -0.05% 8.79% veer Almada! Adviser: t
count February 2019 Your assets Amount name: MAX FOUNDATION Friendly sccount on MAX FOUNDATION Amount number: See precis Kong MO Mescal wave, Shawn may be approvirnale As gam and IOSSes my sal be exptutel. reflected. See important sformalsn ahoof 'our statemera S the end of ths skewert fee mor
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
kerage account. The possom repscted below reflect the records of the issuers, and UBS FSeke' not guarantee the accuracy of the inforrnsion. The vat* Shawn is not necessarily the value you would recent from the issuer ef you sold the assets. funds actively sdd try UBS FS are abject to ongoing due theyne
Account number: Your current asset allocation E 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% BarclaysCapital U.S. Aggregate Bond Index 0.02% 1.14% Your K modal Advisor 7'
. Account number: Your current asset allocation 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% Your K asocial Advisor.
Business Services Account January 2v17, Your assets Account name: Friendly account name: P Account number: Some prices, MOW and current vanes Shawn may Ix Enprotenble. AS a itSull. Om and losses May not be accurately reflected. See ImpOrtant infOintabOn about your Portineria a the end of the cbc
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.
. Money Fund shires we protected by 51K. See "UBS Finkel Sources Account Bisection' below. lixn your request, balaxes n to bank deposits maw be *Shawn, and sham of a Morey knot may be lupultect and tie proceeds retuned to you a your 190.114$ scant Furrier hormatcn about available sweep options,
on the last two pages of this statement for data ks about those balances. Index Percentage change July 2017 year to date S&P 500 2.06% 11.59% Russell 3000 1.89% 1099% MSC I - Europe, Australia & Far East 2.89% 17.53% Barclays Capital U.S. Aggregate Bond Index Interest rates on July 31, 2017 3-mo
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