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toots clients, we ands our affiliate none resents altering compensation from may of the insurance companies undenweiry the annuity {overacts. all Oates of the insurance companies or sponsors of the snt imminent Mats we dortute. — Cur affiliates also motive trading carraissens and other compensatio
Total assets Value of your account $0.00 Soso Eye on the markets Index Percentage change February 2016 Year to date S&P 500 -0.13% -5.09% Russell 3000 -0.03% -5.67% MSC I - Europe, Australia & Far East -1.80% -889% Barclays Capital U.S. Aggregate Bond Index 0.71% 2.10% Interest rates on Feb
Account number: Your current asset allocation A 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 I - Europe, Australia & Far East -1.33% -0.39% Barclays Capital U.S. Aggregate Bond Index -0.32% 0.55% Your K Rancid Advisor.
U135 financial Uncap, d a mortar ol apprn0paluoaay, annuity and *aces wchraes UBS reveal Mace and UBS Bark USA rre mired aavores ct LIDS AG rd Of Oates of U35 Sectaries la the iim's I ~col statement envrbbkttsonrequest their«, entane offces ire at LBS rasa' Smite lx. 1200 Halm Boulmwd 0/wheaten
7,960.89 100.00% Your current asset allocation A Eye on the markets Index Percentage change January 2019 Year to date S&P SOO 8.01% 8.01% Russell 3000 858% 858% MSC I - Europe, Australia & Far East 6.59% 6.59% Barclays Capital U.S. Aggregate Bond Index 1.06% 1.06% Your ltsatdal Adviser- SCO
.00% 52,505.60 A Your current asset allocation Eye on the markets Index Percentage change November 2019 Year to date S&P S00 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% your neemial Adviser: S
7 Important information about your statement (CCaltenUed) dadtkalsomeity km The tamagion data fa belinehal Ian mayor may not ref let Ceninkdraln, Oates aster seamy reagent:aim meets ("Intend end other rearmament' lots and maenad pad ae bit at eats combned to disclacone awased he the • 'Bade Mae'
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
portant information about your statement (Continued) tinutd) thivithalmaity arts The tamation data Ice inianlial on mayor may not relict cognomens Oates ate Seaway reorgricaion eons DOOM and other remorrane eats and amok pad a. tots are each combated to disinal one award Sie the • trade dae' colon
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
iag Dividend Reinvestment Program (MP) The price reflected is an average peke. You may cbtan the actual price from you Feurxial Adince Ordy *hole Oates are purchased in ner DRIP, patial shares will be sold and the cash MI be deposited in you account. The drickad readoment ace supplied by the Misr m
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% 202% MSC I - Europe, Australia & Far East 7.82% 2.53% Barclays Capital U.S. Aggregate Bond Index 0.02% 1 14% Your Pinandal Advisor. T
on the last two pages of this statement for details about those balances Index Percentage change May 2016 Year to date S&P 500 1.80% 3 57% Russell 3000 1.79% 341% MSC I - Europe, Australia & Far East -0.78% -0 75% Barclays Capital U.S. Aggregate Bond Index Interest rates on May 31, 2016 3-month
ts (e.g., foreign ouches* and pre or metal catrain inducing futures contract, and commodity option contracts; and • Deposit accounts (except cenif Oates a deposit) at 1.135 Bak USA, UBS AG U.S. bunches and banks n the FDIC tosurel Deposit Program. The SIPC protect on and the supplemmtel maroon do
on the last two pages of this statement for detais about those balances, Index Percentage change July 2017 Year to date S&P 500 2.06% 11.59% Russell 3000 1.89% 10.99% MSC I - Europe, Australia & Far East 2.89% 17.53% Barclays Capital U.S. Aggregate Bond Index Interest rates on July 31, 2017 3-m
37 Important information about your statement (Continued) ilderidalscanty lots the Vain:liondata far i-dindal Ion mayor may not reflect cc abeam, Oates am Seamy reoreattraein wens Defend end Other rorromment lots and %Necrotic paths* lots nosh Cembsidd !ode's*, one areeard hi the • 'trade dae cav
Account number: Your current asset allocation B Eye on the markets Index Percentage change February 2015 Year to date S&P 500 5.75% 2.57% Russell 3000 5.79% 2.85% MSC I - Europe, Australia & Far East 5.99% 6.52% Barclays Capital U.S. Aggregate Bond index -0.94% 1.14% Your 15 sandal Advisor:
s (e.g., foreign ethane and pre an meal contracts3 inducing futures contract, and commodity option contracts; and • Deposit accounts (except cenif Oates a deposit) at 185 Bak USA, UBS AG U.S. bathes and banks n the FDIC toured Deposit Program. The SIPC protium and he supplemental protium do not ap
Account number: Your current asset allocation A Eye on the markets Index Percentage change November 2017 Year to date S&P 500 3.07% 20.49% Russell 3000 3.04% 19.93% MSC I - Europe, Australia & Far East 1.06% 23.61% Barclays Capital U.S. Aggregate Bond Index -0.13% 3.07% Your Knandal Advisor
xtracts (e.9. foreign alas. end preixo metal centers). includirg fututes contract, ad commodity option contra; rd • Deposit accounts (except cenif Oates a deposit) at L135 Bale USA, UBS AG U.S. bunches and barks n the FDIC rowed Deposit Program. The SIPC potaton and the suppanntal potato...do not
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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