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et allocation Total assets 312,754.38 100.00% A Eve on the markets Index Percentage change January 2018 Year to date S&P 500 5.73% 5.73% Russell 3000 5.27% 5.27% MSC I - Europe, Australia & Far East 5.02% 5.02% Barclays Capital U.S. Aggregate Bond Index -1.15% -1.15% Year risencial Advisor
l turd sweep balances. See the Miportantm formadon about told statement on the last two pages of th is statement for detail about those balances. Russell 3000 MSC - Europe, Australia & Far East Barclays Capital U.S. Aggregate Bond Index Interest rates on April 30, 2018 3-month Treasury bills 1 83% One-mo
owe. the Seanux aid eninrea Canmshon a under any stare statutes lam We prove* estmaed valises for Bente nwstmott smarms are striated products for Montt rnalpuhoom only AConayi rot 9Unnife/ - thew vaues maydiffer sthstantally froth prices if ary at who aureate nestrnere stonily a structured moa, ma
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
ialecalt for ealyrKlery;monwA besenate:I nthaliaiy by lot tom among a SKtrillii of that 69e Mkt in out name to n renew name for as dents Cal leave Montt on is Mired bom thrd pales aid es 'cora" rs rot cura'need Othe call lenses may eat Ands could Meth Mkt arriptte 'Mama kin WI be provided Lim'. (Pa
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
h please do not rem on this nkention to make peschne or sale decisions fa tax purposes a otherwise. Accounts itatered tote film may Win gall loss Montt only fort. period crt tine they are held at he rite, More hisorical telormatcri can be added by you' Flax's' Advisor. • Unrealised gaisillowee Yel
er: Eye on the markets Your Asandal Advisor: SCOTT STACK MANLYLE CASRIEL Index Percentage change May 2016 Year to date 58P 500 1.80% 3.57% Russell 3000 1.79% 3.41% MSC I - Europe, Australia & Far East -0.78% -0.75% Barclays Capital U.S. Aggregate Bond Index Interest rates on May 31 2016 3-mon
LC Friendly account name:116 LLC Account number: 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% Youriqnsncial Advisor.
bon, please me thaw filogur. Depose starts/AU% AG Samlad Bach ard lures el Monty kegs tee not ~try the IOC. Eta deposits are noe protected &1St's( Montt fad :harm se protected by SW( See "WS Inmost Stenos ACCOirl ~On' below. upon >oks feast beiricat antebark elopt.4.« may to iiVid-rdraWri. ard Ma
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
e a lased on the lag dierand or maw pattern made byte over and assaries tie wort indoors wit be held fa ones,. from the statement dater trod murky Montt ald coMened wad ae not guaariteed • Athettoot held by UPS Binomial Unica Cavil assns ere not WUbyteWm ad not *dm the fits possession or anvol The
on the last two pages of this statement for details about those balances Index Percentage change May 2015 year to date S&P 500 1.29% 3.23% Russell 3000 1.38% 3.68% MSC I - Europe, Australia & Far East -0.40% 893% Barclays Capital U.S. Aggregate Bond Index Interest rates on May 29, 2015 3-mont
and mist matt< Alibi Mal seep balle. a the dose of the gatennt pen:4 Nm Ødty 119 Wadi, batman in your am aen« segregate from <KW Winces sit at Montt mengd these ftrds n the ordinry sum of as totems Mess. fonts repayable upon yois demand This Mal 6 MC Wed in tee arrant pØ dosing va» landing
e: SCOTT STACK MAN LYLE CASRIEL Account number: 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% BarclaysCapital U.S. Aggregate Bond Index 0.70% 5.86% Interest rates on Novem
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