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property state, your beneficiary designation may be subject to community property laws. Percentage Beneficiary Contingent beneficiaries 100.00% Katie Vaughan-Edwards (100.00%) Your Pi needel Advisor. SCOTT STACKMAFILYLECASRIEL opooggefifie 4 of 6 CONFIDENTIAL EFTA01597562 $UBS Resource Management Account
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
ate, your beneficiary designation may be subject to community property laws. Percentage Beneficiary Contingent beneficiaries 100.00% Dana Burns Katie Vaughan-Edwards (100.00%) Summary of your contributions Contribution type shown in this section reflects information you provided to us, and we are not responsibl
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
state, your beneficiary deagnation may be subject to community property laws. Percentage Beneficiary Contingent beneficiaries 100.00% Dana Bums Katie Vaughan-Edwards (100.00%) Summary of your contributions Contribution type Shown in this section reflects information you provided to us, and we are not responsibl
57,248.75 100.00°0 Value of your account $57,248.75 Eye on the markets 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 0.70%
number: NMI Your current asset allocation A D 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 Bimodal Advisor
ity property state, your beneficiary designation may be subject to community property laws Percentage Benefcrary Contingent beneficianes 10000% Katie Vaughan-Edwards (100 00%) Cne700080C65ITS26NeT0C0302I9900004 0319030575004 el 2369TSSO tO0010 Pogo 4 of SDNY_GM_00325656 EFIA_00198441 EFTA01307587 UBS UBS S
t on the last two pages of the statement for detais about those balances. Index Percentage change haw 2019 Year to date S&P SOO 7.05% 18.54% Russell 3000 7.02% 18.71% MSC I - Europe, Australia & Far East 5.97% 1449% Barclays Capital U.S. Aggregate Bond Index Interest rates on June 28, 2019 3-mo
nt on the last two pages of this statement sot detail about those balances. Index Percentage change Apri 2019 Yew to dam S&P 500 405% 18.25% Russell 3000 3.99% 18.60% MSCI- Europe, Australia & Far East 2.91% 13.33% Barclays Capital U.S. Aggregate Bond Index Interest rates on April 30, 2019 3-mont
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