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-come only. • Ache. CePea(APPreciation: Investments seeking growth of pmcipal rather than the gereraton of axon*. • Insane Combination Simone and Coital Appeedanon Inxttlinf•Itt With? both the generation of hcome ad 7ov/1114 cerrisol, overall risk profiles • Conservative- Seeks to monism in precpa
5,383.34 100.001E Your current asset allocation A Eye on the markets Index Percentage change August 2016 Year to date S&P 500 0.14% 7.82% Russell 3000 0.26% 8.01% MSC I - Europe, Australia & Far East 0.08% 0.92% Barclays Capital U.S. Aggregate Bond Index -0.11% 5.86% Cash and money balances
72.39 100.00% Your current asset allocation • A 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% Interest rates on Nove
kome only. • Ackeve OPOMPOtenadon: Investments seeking growth of pmcipal rather than the gereraton of income. • Prodovo Combination of scone and Coital Aporeasen IMOSIMWtt waitg both the generation of nccme ad ar owd-of trkPal. Overinflate profiles • Congenial* Seeks to monism nital pre-cpa with
Account number: Your current asset allocation A Eye on the markets Index Percentage change January 2017 Year to date S&P 500 1.90% 1.90% Russell 3000 1.88% 1.88% MSC I - Europe, Australia & Far East 2.91% 2.91% Barclays Capital U.S. Aggregate Bond Index 0.20% 0.20% Your Il sandal Advisor-
Account number: Your current asset allocation A 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% Your Financial Advisor
CONFIDENTIAL • Ackert CortarAppreciabon: Investments seeking growth d pmcpal rather than the ?wroth of income. • Produce Combination ofincow and Coital Apprece*n. Investments wenng both the generation of nccme and growth of prixiel. Overall risk profiles • Conroe/ea Seeks to marten real pi-coal w
Eye on the markets Your R sandal Advisor: SCOTT STACK MANLYLE CASR1EL Index Percentage change July 2017 Year to date S&P 500 2.06% 11.59% Russell 3000 1.89% 10.99% MSC I - Europe, Australia & Far East 2.89% 17.53% Barclays Capital U.S. Aggregate Bond Index Interest rates on July 31, 2017 3-m
name:Ir Account number: Your current asset allocation Eye on the markets Index Percentage change July2018 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
nly. • Achieve Caplet Apprecation: Investments seeking growth of principal rather than the generation of name • Produce Combination or income and Coital Apereeettnn- investments seeking both the generation of income and growth of principal Orwell ride profile. • Comervati.e: Seeks to maintain otte
: Account number: Your current asset allocation A Eye on the markets Index Percentage change January 2017 Year to date S&P 500 1.90% 190% Russell 3000 1.88% 188% MSC I - Europe, Australia & Far East 2.91% 2 91% Barclays Capital U.S. Aggregate Bond Index 0.20% 0 20% Your Mounds' Advisor TT
es of this statement for details about those balances asofApo/27, 2077 Index Percentage change April 20I 7 Year to date S&P 500 1.22% 7 36% Russell 3000 1.38% 7.20% MSC I - Europe, Australia & Far East 2.72% 1030% Barclays Capital U.S. Aggregate Bond Index Interest rates on April 27, 2017 3-mont
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