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SDNY_GM_00021366 EFTA JX)131986 EFTA01274193 Important information about your statement (CCel (Muted) kidvidalscOrity Ions 11* Vacationdata fa Nadal lots mayor may not eel onmissess. Chavesalder SeCuntyleoroincalon averts Dalfe deer ore rens:awe lets and *Kau* padre lots at each Wetted 10 %SO
er: Y1 23571 55 Your current asset allocation Eye on the markets Index Percentage Change September zol 4 Year to date S&P 500 -1.40% 8.34% Russell 3000 -2.08% 6.95% MSC1- Europe, Australia & Far East -3.81% -0.99% Barclays Capital U.S. Aggregate Bond Index -0.68% 4.10% Your ARandal Advisor.
number: VI 23571 55 Your current asset allocation Eye on the markets Index Percentage change October 2014 Year to date S&P SOO 2.44% 1099% Russell 3000 2.75% 9.90% MSC I - Europe, Australia & Far East -1.45% -2.42% Barclays Capital U.S. Aggregate Bond Index 0.98% 5.12% Your Nnancial Advisor.
9 Your assets (continued) Your total assets Account name: MONTPELIER TRUST Friendly account name. Fit" Account number Value on NI 31 (5) Your %Nadal Advisor crnrr CrArY KA ANAvl r r A CRI I Percentage ce Cost your account basis (S) Estimated annual income (S) Unrealized 93n or loss (I)
nd Account number Your current asset allocation Eye on the markets Index Percentage change February 2019 Year to date S&P 500 3.21% 11.48% Russell 3000 3.52% 12.40% MSC I - Europe, Australia & Far East 2.56% 9.32% Barclays Capital U.S. Aggregate Bond Index -0.06% 1.00% Your Pi model Advisor:
name: Friendly account name:l ' • Account number Eye on the markets Index Percentage change January 2019 Year to date SEP 500 8.01% 8.01% Russell 3000 8.58% 8.58% MSC I - Europe, Australia & Far East 6.59% 6.59% Barclays Capital U.S Aggregate Bond Index 1.06% 1.06% Your Fi nancial Advisor: S
SDNY_GM_00027360 EFTA_GO 137980 EFTA01278717 Important information about your statement (CCel (Muted) kidvidalscOrity Ions 11* Vacationdata fa Nadal lots mayor may not eel onmissess. Chavesalder SeCuntyleoroincalon averts Dalfe dad ore rens:awe lets and *Kau* padre lots at each 0>mbased 10 %S
0.00% $384,049.00 Your current asset allocation Eye on the markets Index Percentage change November 2014 Year to date 58P 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% Yourigmodal Advisor.
n Account number Your current asset allocation Eye on the markets Index Percentage change October 2014 Year to date S&P 500 2.44% 10.99% Russell 3000 2.75% 9.90% MSC I - Europe, Australia & Far East -1.45% -2.42% Barclays Capital U.S. Aggregate Bond Index 0.98% 5.12% SCOTT STACK MANTLYLE CAS
SDNY_GM_00026640 EFTA_00 137260 EFTA01278167 Important information about your statement (ORO brIUSO ittridalseurity kris The tananion data for Nadal lot may« may na Nett cc minsom chagesaWor 'toasty reorgendahan went (»Wend and other renntront lots and »strut pat ate lot are eats ereend iodis
n the last two pages of this statement for details about those balances Index Percentage change March 2014 Year to date S&P 500 0.84% 1.81% Russell 3000 0.53% 1.97% MSC I - Europe, Australia Be Far East -0.57% 0.77% Barclays Capital U.S. Aggregate Bond Index Interest rates on March 31, 2014 3-
nt number: NMI Your current asset allocation A D Eye on the markets Index Percentage change August 2014 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% Your Gondol Advisor. SCO
toe SDNY_GM00025532 EFTA _00B6152 EFTA01277385 Important information about your statement (Centellied) atividalseasity kits the t ~ion data la Nadal lot mayor map nol Mat annahn3 dirges a0Or Seamy reoraication anti DIrifend ail Mier rewire-arrant lots and ham.* pad ate lot are eat' cordoned tO
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.
t SDNY_GM_00026320 EFTA 00136940 EFTA01277847 Important information about your statement (CCel (Muted) kidvidalscOrity Ions 11* Vacationdata fa Nadal lots mayor may not eel onmissess. Chavesalder SeCuntyleoroincalon averts Dalfe dad ore rens:awe lets and *Kau* padre lots at each 0>mbased 10 %S
ccount number: Your current asset allocation A Eye on the markets Index Percentage change December 2014 Year to date S&P 500 -O.25% 13.69% Russell 3000 -0.00% 12.56% MSC I - Europe, Australia & Far East -3.44% -44% Barclays Capital U.S. Aggregate Bond Index 0.09% 5.97% Your Fi vandal Advisor
r SDNY_GM_00021135 EFTA 01)131755 EFTA01273962 Important information about your statement (CCel (Muted) kidvidalscOrity Its the Vacationdata fa Nadal lots mayor may not eel onmissess. Chavesalder SeCuntyleoroincalon averts Dalfe dlid Omer rens:awe lets and *Kau* padre lots at each 0>mbased 10
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
e SDNY_GM_00024958 EFTA_00135578 EFTA01276971 Important information about your statement (continued) Masbate:natty lots The taniathron data far Nadal lots mayor ma, not ref lea cc mreslom Chasesam Seaintyreorgwaratian even DIAW4 int Other rerreetnnsi lots and Ntorrutic purchase lots stoat COMni
ent on the last two pages of this statement for details about those balances der( Percentage change May2015 year to date SW 500 1.29% 3.23% Russell 3000 1.38% 3.68% MSC I - Europe, Australia & Far East -0.40% 8.93% Barclays Capital U.S. Aggregate Bond Index Interest rates on May 29, 2015 3-mon
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