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nsttuton We Moaned Fru et the retationria Men year mened tils ascots In this OK Sr Mrs and ~Vies re Mara a 185 Fermi Girton and not the inroduchg Meter. ma you must ~avocet of sly am( or emestm to bath mfl All aCCaure StaterentS than be deemed ceeraree ad acatate i not of/Weir n ?Mir worm 60 days
mber: Y I 23571 55 Eye on the markets Index Percentage Change August 201 5 Year to date S&P 500 -6.03% -2.88% Russell 3000 -6.04% -2.61% MSC - Europe, Australia & Far East -7.35% 0.14% Barclays Capital U.S. Aggregate Bond Index -0.14% 0.45% Your II namial Advisor. SCOTT STACK MAN LYLE CASRIE
basis may need to be adusted for return d capital payments in order to determine the Damtedcosst basis for tax repcnirg purposes. PurChaSe price' Meter Average puce Client Hddng d shares per sheet (5) Investment (S) L85 SELECT PRIME INVESTOR FUND 100.030 1000 10003 Wireated (taxigam a ins
asset allocation It A Eye on the markets Index Percentage change July 2014 Year to date S&P 500 -1.38% 5.66% Russell 3000 -1.97% 4.83% MSC - Europe, Australia & Far East -1.96% 3.08% Barclays Capital U.S. Aggregate Bond Index Interest rates on July 31, 2014 3-month Treasury bills: 0.03% One
r kley ham owner who *A maintain on, mount fflalOnShOS *Rh ear dents al the same address Th3 prance a knows al Youseholdng • it you pale to realer Meter flittrrent, nukd in apse CONFIDENTIAL engem —you may Paine househalrg bycarne your Framed Advisor Friona, latent name TepfnentSy scotch none ref
allocation n tit D Eye on the markets Index Percentage change August 2015 Year to date S&P 500 4.03% -2.88% Russell 3000 -6.04% -2.61% MSC - Europe, Australia & Far East -7.35% 0.14% Barclays Capital U.S. Aggregate Bond Index -0.14% 0.45% Your K nodal Advisor. SCOTT STACK MANLYLE CASRIEL
reard of twain Financial SiniCef aCCOUnt Other reCirdS, Wenn 0110altaK dogmata conuhng cool Ong dau should not be abed upon r( you b ave Pura 6 as Meter endings, peace riper, it 'erne:batty n wring to Mel3roch Malaga of tie oft ceseragyour amount At/sough al digres trasei are intended n be ac .alt.
s statement for details about those balances dex Percentage change March 2015 Year to date 58P 500 -1.58% 0.95% Russell 3000 -1.02% 1.80% MSC - Europe, Australia & Far East -1.43% 5.00% Barclays Capital U.S. Aggregate Bond Index Interest rates on March 31, 2015 3-month Treasury bills: 0.03% On
at ng services ad produces though anrodunts with affilaud bats aid oche tied party basks. and scads aeon to Om rid mut y prods.= iSfeed by untall Meter tadpanty Morena cows through nwisice agency subsibr es of UtS Coaxial Session he Sense& man. and amuly products rot FOIC haired • No bank SWUM**
current asset allocation Eye on the markets Index Percentage change April 2015 Year to date S&P 500 0.96% 1.92% Russell 3000 0.45% 2.26% MSC - Europe, Australia & Far East 4.16% 9.37% Barclays Capital U.S. Aggregate Bond Index Interest rates on April 30, 2015 3-month Treasury bills: 0.01% One
at ng services ad produces though anrodunts with affilaud bats aid oche tied party basks. and scads aeon to Om rid mut y prods.= iSfeed by untall Meter tadpanty Morena cows through nwisice agency subsibr es of UtS Coaxial Session he Sense& man. and amuly products rot FOIC haired • No bank SWUM**
t asset allocation A D Eye on the markets Index Percentage change July 2014 Year to date S&P 500 -1.38% 5.66% Russell 3000 -1.97% 4.83% MSC - Europe, Australia & Far East -1.96% 3.08% Barclays Capital U.S. Aggregate Bond Index Interest rates on July 31, 2014 3-month Treasury bills: 0.03% One
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asset allocation A Eye on the markets Index Percentage change November 2019 Year to date S&P S00 3.63% 27.63% Russell 3000 3.80% 27.34% MSC - Europe, Australia & Far East 1.14% 1838% Barclays Capital U.S. Aggregate Bond Index -0.05% 8.79% Year Financial Adviser: SCOTT STACK MAI1LYLE CASRIEL
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