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solely on yea end ix lam 0 e . Fart 1099. We. 10rli.. alC 1 alto piepring )Our ta< return the/son is respired by Ian to recon tone CIS al taoh le Medina. napritsle non- lauble dvdends ad ta3M men caned en securities held n par Keane, net proceeds on sale I/analog, and cost honon combs owned Sectinti
L Account number: Your current asset allocation 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% Barclays Capital U.S. Aggregate Bond Index 0.70% 5.86% Interest rates on Nove
45.16 100.00% Value of your account $1,606,645.16 Eye on the markets Index Percentage change August 201A Year to date S&P 500 4.00% 9.89% Russell 3000 4.20% 9.23% MSC I - Europe, Australia & Far East -0.15% 2.93% Barclays Capital U.S. Aggregate Bond Index 1.10% 4.81% Interest rates on August
poses Re, solely on yearend tat lam . Four 1099. We. 10415. OCT then peeping wrar tra velum T of al is requited by law to rebut tote BS al mob le Medina. re:penal. non treble dedends ad tau* wan caned en securities held n your acCoure, ntl proceeds on sale tranUctdnl, end cost bamon amen coed Snots
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 Interest rates on October 30,2015 3-m
unt number: Your current asset allocation It A Eye on the markets Index Percentage change December 20'5 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 li vandal Advisor.
soli* on yethend tax krms, ge , Form 1099. 5498. 10425, etc)Mien irepamg your lax return. The Fim s required by law to rum to the IRS all triable Medina, mortise rentaable datiitna and tutk Merest end on securities held nytu thare nee proceeds on see tratradiore, ad cost bash on certain covered sk
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
matt on yerend tax forms. De , Form 1099. 5498, 10425. etc ) when Drepamg your tax return. The Fim 5 required by law to remit to tie IRS all table Medina, aportakie noritabk brava and =able Merest erred en sensitise hid name exant rent rands on see brisaclire, ad cost basin:main covered sautes, Ca
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.
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