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IEL 212-821-7C00/800-308-3140 Realized gains and losses (continued) Short-term capital gains and losses (continued) Secunly description Method (Manley or PUChaSt Jae Woe doe Uit date Me amour (S) Cost bast (S) wash salt cost basis apjuslment(S) las (5) Gain (S) FIFO 19387 Jul 31, 15 D
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.
to accept sane risk to rotenone' and tolerate some volataity to seek higher returns • oggressne: Willing to accept high risk to primeval and high %Manley to seek high retuns over time • mvestownt I actibrity Conaderation: R selected, a portion of the portfolio for that 'ACMES may include complex Waw
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
Investments Mang both to generation of income rd growth of plant Overall risk profiles • Costing:sm.Seeks to manain niter pi-dial meth low rd aid Manley to the word carat even if that man ea accord does not generate signif juin income a farm and may rot hap pace with inflation. • Medeal. Wiling to
Advisor. SCOTT STACK MAIst LYLE CASRIEL 212-821.7000/ 800-308-3140 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.S. Aggregate Bond Index Interest rates on December 30,2016 3
K Randal Advisor. SCOTT STACK MANLYLE CASRIEL 212-82 I•7000/ 800-308.3140 Index Percentage change May 2017 Year to date 58P 500 1.41% &66% Russell 3000 1.02% 7.96% MSC I - Europe, Australia & Far East 3.81% 1440% Barclays Capital U.S. Aggregate Bond Index Interest rates on May 31, 2017 3-month T
aSeS Or YSP order See important intorreavon strew your statement a the end of this dOCument tor mere Long-term capital gains and losses wash sale [Manley or Purchae Sale See Cost cost ban Saucily CleSC (Olio i Method feet vac date dale amount (I) basis (S) alitnimem(1) toss (S) Gain (S) B
386.61 100.00% Your current asset allocation C Eye on the markets Index Percentage change August 201 5 Year to date S&P 500 -6.03% -2138% 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 R nuncio! Advisor
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