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of seartithis cold inclatle a ream of princpal or captal gains in which case the est income (andcurrent yield) would be overstated. — Ennuted anal Keene and curet yield and the actual imam andyield mote be lower a hither than the estimated anoints An edenate of a-nualged income (dividend ander int
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
th the US interna Revenue Senate and PR neaSUly Defallftrent and in such forms accurately dassfy claw:tends Sfcycr interest as 1& exerrot or teal* ',Keene Please consult your indstelual tax prepare( October 2014 (Si Year to date (S) Taxable interest 3.48 22.77 Total current year $3.48 $22.77 T
FL Account number- Your current asset allocation A Eye on the markets Index Percentage change march 2014 Year to date 5.&P 500 0.84% 1.81% Russell 3000 0.53% 1.97% MSC I - Europe, Australia & Far East -0.57% 0.77% BarclaysCapital U.S. Aggregate Bond Index Interest rates on March 31, 2014 3-mo
on the test 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% 4.11% BarclaysCapital U.S. Aggregate Bond Index Interest rates on May 30, 2014 3-month Tr
ed Permed C4> annual (S) 1,831.62 21,524.42 250pX1.00 resentagec Cost Bbmated Unrealized Value on Aug 31 (5) your account Dam (1) 41888 'Keene (51 wen« loss (I) cash Total 121.524.42 100.00% $21.524.42 Cash and money balances 21,524A2 100.90% 21.524A2 Account activity this month
on the last two pages of this statement for detals about those balances. Index Percentage change July 2018 Year to date S&P 500 3.72% 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
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