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o be reliable, but we do not guarantee thee &toady. — Wo garnwell use the dosing price when avabbio or the mean of the bid rd at prices for Inked Waite, and colonsor only bid prices for OTC securities. — Less atta•N traded wcuritin maybe priced wing a vakation model a the mon recent ace we obtain
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
insured by FDIC and are not protected by SIK Money market sweep balances are protected by 51K but are rot Insured by the FO C. OwingWell« CloSmg Waite Pme per Shalt average on Feb l a) on Feb 28 (S) 041 Feb 28 (1) rate Dnidend Interest Days.' period penod Cy amount (S) Your total assets
t Account number: Your current asset allocation Eye on the markets Index Percentage change January 2020 Year to date 58P 500 -0.04% -0.04% Russell 3000 411% 411% MSC I - Europe, Australia & Far East -2.08% -2.08% Barclays Capital U.S Aggregate Bond Index 1.92% 1.92% Your Fineadri Advisor: S
n the last two pages of this statement for detail about those balances. Index Percentage change April 2020 Year to date SW 500 12.82% -9.29% Russell 3000 13.24% -10.42% MSC I - Europe, Australia & Far East 6.54% -17.66% Barclays Capital U.S Aggregate Bond Index Interest rates on April 30, 2020
Mar 18 CREDIT CARO PAYMENT -95.68 Total card payments 495.68 amnion Payment Due Payment Due Date Creak line Avalable Credit tine Outstanding Waite U8S Visa Signature credit card(s) payment information for April 23.2014 11503 Apr 23, 2014 135.00000 134,956 15 943 85 This cad! cad is enro
n the last two pages of this statement for details about those balances 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% 0.77% Barclays Capital U.S. Aggregate Bond Index Interest rates on March 31, 2014 3-m
r a. Account number. Your current asset allocation A Eye on the markets Index Percentage change Ma 2014 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% Barclays Capital U.S. Aggregate Bond Index Interest rates on May 30, 2014 3-month
/ natal Whist. • Private irwestments end structured produds. Private investment secures decent pancpation progam ad real estate intestmerd mast Waite') and gruCtured proiasts are offserally (4* liquid cent., structued prochris hate not been regetered with the Securities and Ewhate Con-miss= or u
.97 100.00% Value of your account $13,237.97 A Eye on the markets Index Percentage change November 2015 Year to date S&P 500 0.30% 3.01% Russell 3000 0.55% 2.58% MSC - Europe, Australia & Far East -1.54% 0.95% Barclays Capital U.S. Aggregate Bond Index -0.26% 0.88% Your li nodal Advisor.
Eye on the markets Index Your Ksandal Advisor: SCOTT STACK MAMLYLE CASRIEL Percentage change January 2016 Year to date S&P 500 4.96% -4.96% Russell 3000 -5.64% -5.64% MSC I - Europe, Australia & Far East -7.22% -7.22% Barclays Capital U.S. Aggregate Bond Index Interest rates on January 29, 2016
ation of name onk. • Aches Cape., Apentedaten. Investments seek rg gosh of principal rather than the gerersaith of income. • Produce Conbauban of Waite and Capital Oporto:aeon. froesinceits seeking both the gtheration of name and growth of prised. Overall Sc profiles • Constwarve. Seeks to mantin
name: Friendly account name: l: Account number: Eye on the markets Index Percentage change December 2016 Year to date S&P 500 1.98% 11.96% Russell 3000 1.95% 12.74% MSC I - Europe, Australia & Far East 3.44% 1.51% Barclays Capital U.5. Aggregate Bond Index 0.14% 2.65% Your Mounds, Advisor.
andal Advisor. Your current asset allocation • A Eye on the markets Index Percentage change November 2016 Year to date S&P 500 3.70% 9.79% Russell 3000 4.48% 10.58% MSC I - Europe, Australia & Far East -1.98% -1.86% Barclays Capital U.S. Aggregate Bond Index -2.37% 2.50% '+. VIE CASRIEL Inter
aittle. contact you Financial Advisor. • Private inmarnems and arachnid products. Private ratan most at Inching drat pankipati:n program and real Waite investment mist sessile.) and struclued proins are generalb highly 44iid. Celan stnstised pecclets have not been regotered with the Securer's and
5,383.34 100.001E Your current asset allocation A Eye on the markets Index Percentage change August 2016 Year to date S&P 500 0.14% 7.82% Russell 3000 0.26% 8.01% MSC I - Europe, Australia & Far East 0.08% 0.92% Barclays Capital U.S. Aggregate Bond Index -0.11% 5.86% Cash and money balances
72.39 100.00% Your current asset allocation • A Eye on the markets Index Percentage change November 2016 Year to date S&P 500 3.70% 9.79% Russell 3000 4.48% 10.58% MSC I - Europe, Australia & Far East -1.98% -1.86% Barclays Capital U.S. Aggregate Bond Index -2.37% 2.50% Interest rates on Nove
nd ode your outstanding <re& caidLatarce in the vane of you account with U6S Finarscia Services Inc Number Average loan Loan merest Date d dais Waite (1.) Rate charged (S) Loan interest daily detail Jun 28 1 1,329 13 11 500% 0.42 Total Date Achvdy Descuption 50A2 Amount (I) Money bal
nt number: Y' SS Your current asset allocation A Eye on the markets Index Percentage change August 2018 Year to date S&P 500 3.26% 9.94% Russell 3000 3.51% 10.39% MSC I - Europe, Australia & Far East -1.92% -1.87% Barclays Capital U.S. Aggregate Bond Index 0.64% -0.96% Your normal Advisor-
tatement on the last two pages of this statement for deta is about those balances. Percentage change July2 018 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
oram and real estate imminent trust securities) and Strutteed want ate generally hghry acad. Chan stwoored pradxIS haw not bee registered with the Waite and &charge Catamaran or seder any state amain laws. We own. estimated values for private investment securities and structured products for normal
• n Account number Your current asset allocation Eye on the markets Index Percentage change August 2018 Year to date S&P 500 3.26% 9.94% Russell 3000 3.51% 10.39% MSC I - Europe, Australia & Far East -1.92% -1.87% Barclays Capital U.S. Aggregate Bond Index 0.64% -0.95% Your K Randal Adviso
&ANY, YI F recntei Your current asset allocation Eye on the markets Index Percentage change November 2018 Year to date S&P 500 2.04% 5.11% Russell 3000 2.00% 4.48% MSC I - Europe, Australia & Far East -0.11% -8.96% Barclays Capital U.S. Aggregate Bond Index 0.60% -1.79% Interest rates on Novem
rmation is amine tpon reopest You may obtan sae nfonation about SIPC. eiciAng the 51K &whine, by contacting SIPC a 202371.8300a by usitng the SIK *Waite at YAW/.140‘041 Dividend ReiWetblbecill Program (Dpi) The age reflected is an swage price. You may obtan the actual price Iran tots Fnancial Advno
on the Fast two pages of this statement for details about those balances 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
n extol your statement a the end of this document for details about those balances. melting UBS BANK USA BUS ACCT Your total assets Cash 0denng Waite on May 1 (S) 4,176 78 Closing belence on May 31 (5) 2,595.40 Ira* on May 3t (S) Your %nand% Advisor: SCOTT STACK MANLYLE CASRIEL 1185 Bank US
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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