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generation of room. • Peo&ce Combination of Wow an of Capra Adams ion: Investments seeking both the Sotelledica Of none ad growth of principal. Otani risk pada • Conserv/6w. Seeks to merman onkel pre-coal, well low risk ad voles My to the accosts overall, even if that mean the account does not g
,844.10 100.00% Value of your account $3,844.10 A Eye on the markets Index Percentage change lune 2019 Year to date S&P 500 7.05% 18.54% Russell 3000 7.02% 1831% MSC I - Europe, Australia & Far East 5.97% 14.49% Barclays Capital U.S. Aggregate Bond Index 1.26% 6.11% Your Knandol Advisor.
nt on the last two pages of this statement for detaks about those balances. Percentage change February 2019 Year to date S&P 500 3.21% I 1 49% 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% Interest rates on Febr
the execaion of trades, including option transactions has been ircluded en confirmations previously furnished to you, and will be provided to you Otani), on reeuest Short selling if as ore engaged is short selling a security, you may aura charge on to reran borrowing costs fa that paticuasecisiy.
t Account number: Your current asset allocation Eye on the markets Index Percentage change January 2020 Year to date 58P 500 -0.04% -0.04% Russell 3000 411% 411% MSC I - Europe, Australia & Far East -2.08% -2.08% Barclays Capital U.S Aggregate Bond Index 1.92% 1.92% Your Fineadri Advisor: S
n the last two pages of this statement for detail about those balances. Index Percentage change April 2020 Year to date SW 500 12.82% -9.29% Russell 3000 13.24% -10.42% MSC I - Europe, Australia & Far East 6.54% -17.66% Barclays Capital U.S Aggregate Bond Index Interest rates on April 30, 2020
plants a harms to the I me: Cited RSA Pm Dammed at 2063S21699 or main* a $00-354-9,03. 8 00AM to 6 00 PM El ~day through Indef. or in goingto ufsS Otani:al Seisms InC. Clini Relation, Department PO Box 766 Unon City NI 07037 • n case of errors a wagons about an ekmonic tint unit« (W11 bill Daimon;
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
Wor 'toasty reorgendahan went (»Wend and other renntront lots and »strut pat ate lot are eats ereend iodise:Lay one arerwed lot The • Trade dz.' Otani peesents the cripnat tranattnn baJedate • Cideable norkies Bonds and panned trod Mal te towcolt tor ealyrt4erptoonwd beselected nma-thrty by lot t
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
lavadon a altma :mean, adelen, and are ~ahr algid rd ten I ter can be sold, to tree reared may be Its ~tepee shre tainted value peacoat' in the >Otani aateauet • Reetricted ~aide. Reannad ~het 9irsraly are not «nati, 4604 for Fa* sale LOS Fna-col Senecas uses the market one of teureestroledstak
nt on the last two pages of th is statement for detail about those balances. Index Percentage change Api 2019 'oaf to da S&P S00 405% 18.25% Russell 3000 3.99% 18.60% MSC I - Europe, Australia & Far East 2.91% 13.33% Barclays Capital U.S. Aggregate Bond Index Interest rates on April 30, 2019 3-mo
ld a acre or elated anoint at you choose tor ninon vu reran in el fact until rooted by you You may testae your election s a-ry I Me by m.*.n9 anew Otani If you do not haw mouth ', come tar wtheield IWO your datitutiOnS. you maybe wthombie fa the pawner of eretWid la. You may nor pea ate d the anoin
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
n or abid aid ask prices Ice Ivied securses and *pan or on k bd aides la OTC seams - lx a ora era soar ton may be paced omga valatien MOM ce them, Otani once we Maned ail -myna Mkt an MUM mate Mae or Take - Certan positions may appear ~lad a pm, ad will show z 'pace was not mate if we are table to
on the last two pages of this statement for details about those balances Index Percentage change July 2015 Year to date S&P 500 2.10% 3.35% Russell 3000 1.67% 3.65% MSC I - Europe, Australia & Far East 2.08% 8.08% Barclays Capital U.S. Aggregate Bond Index Interest rates on July 31, 2015 3-mon
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