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private nvestment secudyor structured product maybe bouisl or sold and do you may receive • Est (estimated) income, anent yields and rates. An a:Smarr of snot exam is bawd on staren drsidrid and nterest rates, assuming the securities will be held for cre yea from statement date or until matvy. Th
on the last two pages of this statement for detail about those balances. Index Percentage change May 2020 Year to date 58P 500 4.76% -4.97% Russell 3000 5.35% -5.63% MSC I - Europe, Australia & Far East 4.42% -14.03% Barclays Capital U.S. Aggregate Bond Index Interest rates on May 29, 2020 3-m
00.00% $17.78 Your current asset allocation A Eye on the markets Index Percentage change February 2020 Year to date S&P 50U -8.23% -8.27% Russell 3000 43.19% -a 29% MSC I - Europe, Australia & Far East -9.03% -10.92% Barclays Capital U.S Aggregate Bond Index 180% 3.76% Your M flooded Adviso
private nvestment secudyor structured product maybe bouisl or sold and do you may receive • Est (estimated) income, anent yields and rates. An a:Smarr of snot exam is bawd on staren drsidrid and nterest rates, assuming the securities will be held for cre yea from statement date or until matvy. Th
on the last two pages of this statement tot details about those balances. Index Percentage change May 2020 Year to date S&P 500 4.76% -4.97% Russell 3000 5.35% -5.63% MSC I - Europe, Australia & Far East 4.42% -14.03% Barclays Capital U.S Aggregate Bond Index Interest rates on May 29, 2020 3-mo
the last two pages of this statement (of details about those balances. Index Percentage change April 2020 Year to date S&P 5CU 12.82% -9.29% Russell 3000 13.24% -1a42% MSC I - Europe, Australia & Far East 6.54% -17.66% Barclays Capital U.S Aggregate Bond Index Interest rates on April 30, 2020 3
private nvestment secudyor structured product maybe bouisl or sold and do you may receive • Est (estimated) income, anent yields and rates. An a:Smarr of snot exam is bawd on staren drsidrid and nterest rates, assuming the securities will be held for cre yea from statement date or until matvy. Th
ber. Y1 23680 S5 Your current asset allocation • A Eye on the markets Index Percentage change February 2020 Year to date SW 500 423% 427% Russell 3000 419% 429% MSC I - Europe, Australia & Far East -9.03% -10.92% Barclays Capital U.S Aggregate Bond Index 1.80% 3.76% Your ti modal Advisor:
• Eye on the markets YourPinada' Advisor: SCOTT STACKMANLYLE CASRIEL Index Percentage change April 2020 Year to date S&P 5CU 12.82% -9.29% Russell 3000 13.24% -1a42% MSC I - Europe, Australia Be Far East 6.54% -17.66% Barclays Capital U.S Aggregate Bond Index Interest rates on April 30, 2020
private nvestment secudyor structured product maybe bouisl or sold and do you may receive • Est (estimated) income, anent yields and rates. An a:Smarr of snot exam is bawd on staren drsidrid and nterest rates, assuming the securities will be held for cre yea from statement date or until matvy. Th
$4,723,707.09 Your current asset allocation A Eye on the markets Index Percentage change January 2020 Year to date SEP 500 -0.04% -0.O4% 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 Fi modal Advisor: S
55 Eye on the markets Your needed Advisor: SCOTT STACKMANLYLE CASRIEL 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
private nvestment secudyor structured product maybe bouisl or sold and do you may receive • Est (estimated) income, anent yields and rates. An a:Smarr of snot exam is bawd on staren drsidrid and nterest rates, assuming the securities will be held for cre yea from statement date or until matvy. Th
ion • Eye on the markets Your Yin/odd Advisor: War STACKMANLYL€ CASPIEL Index Percentage change May 2020 Year to date S&P 500 4.76% -4.97% Russell 3000 5.35% -663% MSC I - Europe, Australia & Far East 4.42% -14.03% Barclays Capital U.S. Aggregate Bond Index Interest rates on May 29, 2020 3-mo
Friendly account name: A1- nt , ,Ind Account number. Eye on the markets Index Percentage change line 2020 Year to date SW 500 1.99% -3.08% Russell 3000 2.29% -3.48% MSC I - Europe, Australia & Far East 3.44% -11.07% Barclays Capital U.S. Aggregate Bond Index Interest rates on June 30, 2020 3-mo
g) gran a loss may need to be ac1ststed for return of capital payments in osier to determine the reared gain or less for tar re00ding Purposes Ina:Smarr, telum is the current value trO us the amount you invested it does not snduat Oases that are not CW70003005774334 HP7003191488 00005 0415 030575004
ISLAINE MAXWELL Your current asset allocation FA Eye on the markets Index Percentage change November 2014 Year to date S&P 500 2.69% 1398% 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% Your R nuncio, Advisor.
private nvestment secudyor structured product maybe bouisl or sold and do you may receive • Est (estimated) income, anent yields and rates. An a:Smarr of snot exam is bawd on staren drsidrid and nterest rates, assuming the securities will be held for cre yea from statement date or until matvy. Th
the last two pages of this statement for details about those balances. Index Percentage change April 2020 Year to date S&P 500 12.82% -9.29% Russell 3000 13.24% -1a 42% MSC I - Europe, Australia & Far East 6.54% -17.66% Barclays Capital U.S Aggregate Bond Index Interest rates on April 30, 2020
private nvestment secudyor structured product maybe bouisl or sold and do you may receive • Est (estimated) income, anent yields and rates. An a:Smarr of snot exam is bawd on staren drsidrid and nterest rates, assuming the securities will be held for cre yea from statement date or until matvy. Th
t on the last two pages of this statement for detais about those balances. Index Percentage change May 2020 Year to date SW 500 4.76% -4.97% Russell 3000 5.35% -5.63% MSC I - Europe, Australia & Far East 4.42% -14.03% Barclays Capital U.S Aggregate Bond Index Interest rates on May 29, 2020 3-mo
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