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ds or cost bass. The shares you receive each tine you reinvest clodeoch become a separate tax Sat Cost Doss s the Iota purchase WA of the security. Indudng reinvested d Wends The cost basis may need to be aclusted tor return c coital payments in order to cietennne the ad usted cost basis for tat report
umber: YI 23571 SS Your current asset allocation I A Eye on the markets Index Percentage change Ma 2014 Year to date S&P S00 2.35% 4.97% Russell 3000 2.18% 4.32% MSC I - Europe, Australia Be Far East 1.76% 4.11% Barclays Capital U.S. Aggregate Bond Index Interest rates on May 30, 2014 3-month
A Rancid Advisor. SCOTT STACK MAN LYLE CASRIEL 212.821.7000/800.3083140 Index Percentage change June 20/4 year to date S&P 500 2.07% 7.14% Russell 3000 2.51% 6.94% MSC I - Europe, Australia & Far East 0.99% 5.14% Barclays Capital U.S. Aggregate Bond Index Interest rates on June 30, 2014 3-mon
or cost baos. The shares you receive each time you reinvest dvdenct become a separate tax lot. Cos: baps 6 the total purchase cost of the security, Indudng reinvested civdends The cost basis Tay need to be aclusted for return d capital payments in order to detem-ine the Atnted cost basis for to (Mating
unt Account number. Your current asset allocation D Eye on the markets Index Percentage change lune 2018 Year to date S&P 500 0.62% 2.65% Russell 3000 0.65% 3.22% MSC I - Europe, Australia & Far East -1.19% -2.37% Barclays Capital U.S. Aggregate Bond Index Interest rates on June 29, 2018 3-mon
count Account number: Your current asset allocation D Eye on the markets Index Percentage change July2018 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
or cost %Sit. The shares you receive tern time you reinwst dvdends become a separate tic lot Cost basis is the total purchase cost of the security, Indudng renvesteddvdends The cost basis may need to be alusted for return d cadtal payments in order to determine the al usted cost Pant for tar( repstirg
37.322.04 Your current asset allocation It A Eye on the markets Index Percentage change December 2014 Year to date S&P 500 -0.25% I 3 69% Russell 3000 -0.00% 12.56% MSC I - Europe, Australia & Far East -3.44% -4.48% Barclays Capital U.S. Aggregate Bond Index 0.09% 5.97% Your A nand) Advisor.
ount number: Your current asset allocation It A Eye on the markets Index Percentage change August 2015 Year to date S&P 500 -6.03% -2.89% 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 K asocial Advisor
r cost biros. The shares yOu receive each time you (tiniest clvdends &COMP a separate tax it. Cost basis Is the total purchase cost of the security, Indudng reinvested d vidends The cost basis may need to be adusted for return d ccital payments in order to detem-one the adintedcost basis for tae retorti
ount number: Your current asset allocation A D Eye on the markets Index Percentage change September 2017 Year to date S&P 500 2.06% 1424% Russell 3000 2.44% I 3.91% MSC I - Europe, Australia & Far East 2.53% 20.47% Barclays Capital U.S. Aggregate Bond Index -0.48% 3.14% Your Nnancial Adviso
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