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luding 1250,000 for clams for cash) The 51K asset maiden links apply to all accounts that you hold in a particular capacity The Fern together with Orton affiliates. has also purchased supplemental protection the maornun amain oarkle to tI elgble clients. collecthely uric* this prolecticn 6 1500 mil
entgen your carotene and wit correct any error pearog. t we take more than 10 business dilyS to do thq we will credit your anon for the amount you Orton ante, so that you will have the use of the money &rig the time t ties us to carolere our nonlegal on. Please make all checks payable to the Fern o
Account number: Your current asset allocation A Eye on the markets Index Percentage change October 2015 year to date S&P 500 8.44% 2 70% Russell 3000 7.90% 202% MSC I - Europe, Australia & Far East 7.82% 2.53% Barclays Capital U.S. Aggregate Bond Index 0.02% 1 14% Your Pinandal Advisor. T
on the last two pages of this statement for details about those balances Index Percentage change May 2016 Year to date S&P 500 1.80% 3 57% Russell 3000 1.79% 341% MSC I - Europe, Australia & Far East -0.78% -0 75% Barclays Capital U.S. Aggregate Bond Index Interest rates on May 31, 2016 3-month
okee and *curiae rl not objected to n vatting voila 60 albs • Fa TTY smwces Call 844412.0986 or from outside the US.: Call 201-352-1495 • hunt of Orton or guestens gout en electronic fards transfer am. IA payer or LBS Via° debt cad transactions. call $00-762-1000, or write to UBS Financial Service
ccount number. Your current asset allocation D Eye on the markets Index Percentage change February 2019 Year to date 58,8 500 3.21% 11.48% 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% Your II asocial Adviso
n the last two pages of this statement for detail about those balances: Index Percentage change April 2019 Year to date S&P 500 A05% I & 25% Russell 3000 3.99% I&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-mon
need more donnas" - Prank the dads errant of Me waned error. Die Fern or Cad but nil nvest5ute your <emplane rd ora cored name Frmµb• For sapped Orton ~Nay LIBSVesa•debs eadtra(*actos. e *old* mane ihr 10 banns days 10 do rY, ne rya and( hoel want ke 0e anon you the* is n MOE. 93 th•I you me has
t Awl statement cn the last two pages of this statement for detais about those balances. Percentage change Wu." 2019 Year to date 3.21% 11.48% Russell 3000 3.52% 12.40% MSC I - Europe, Australia & Far East 2.56% 9.32% Barclays Capital U.S. Aggregate Bond Index 4106% 1.00% Interest rates on Febru
count number: Your current asset allocation • A Eye on the markets index Percentage change November 2019 Year 10 date S&P 500 3.63% 27.63% Russell 3000 3.80% 27.34% MSC I - Europe, Australia & Far East 1.14% 1838% Barclays Capital U.S. Aggregate Bond Index -0.05% 8.79% veer Almada! Adviser: t
e dorm/lien - ProeSe theca:4w areal of the weeded error. The Firm or Cad basin. nvestgate you <emplane and mal correct any ens. promptb• For Aged Orton mohng LEIS Veneckba cad areactons.l we lie wine the 10 banns day; to do It, we roll awl( reel acute for theanent you the* n n mot. so MA scowl ta
asset allocation Total assets $979.29 10040% A Eye on the markets Index Percentage change October 2019 Year to date S&P 500 2.17% 23.16% Russell 3000 2.15% 22.68% MSC I - Europe, Australia & Far East 3.60% 17.43% Barclays Capital U.S. Aggregate Bond Index 0.30% 8.85% Your Nmencial Adviser:
t on the last two pages of this statement Sot detail about those balances. Index Percentage change low 2019 Year to date S&P 500 7.05% 1834% Russell 3000 7.02% 1831% MSC! - Europe, Australia & Far East 5.97% 1449% Barclays Capital U.S. Aggregate Bond Index Interest rates on lunar 28, 2019 3-month
he actualI:refract your Filan2al Aboor Only whole sta. • FaCtoardd trateMP. partial tres wil be soh ern tie ash sal be depostrd n thy acceurt the Orton rerwestnea sue aapplted by the is may defw from he matte cis:* a anti thepaha, :has a. sold Carle eight Gni% Whole unit inn be held in yars axot
er: Y1 23571 55 Your current asset allocation Eye on the markets Index Percentage Change September zol 4 Year to date S&P 500 -1.40% 8.34% Russell 3000 -2.08% 6.95% MSC1- Europe, Australia & Far East -3.81% -0.99% Barclays Capital U.S. Aggregate Bond Index -0.68% 4.10% Your ARandal Advisor.
number: VI 23571 55 Your current asset allocation Eye on the markets Index Percentage change October 2014 Year to date S&P SOO 2.44% 1099% Russell 3000 2.75% 9.90% MSC I - Europe, Australia & Far East -1.45% -2.42% Barclays Capital U.S. Aggregate Bond Index 0.98% 5.12% Your Nnancial Advisor.
th prncpal OW than the gennaon °I name • fwarceCorobernon of more and CaphaillY *wpm n. mans sea en both he pertain of Mont std gobs 44 prnciPal Orton ask profiles • Cornier, Sett to mint Mit thipat Mahbw risk and rat lity to the acccvnt writ wend era mean the aocount does not ginerate Ostrom 4%00
r: Eye on the markets Your K sandal Advisor- SCOTT STACK MANLYLE CASRIEL Index Percentage change June 2014 year to date S&P 500 2.07% 7.14% Russell 3000 2.51% 6.94% MSC I - Europe, Australia & Far East 0.99% 5.14% Barclays Capital U.S. Aggregate Bond Index Interest rates on June 30, 2014 3-mon
t on the last two pages of this statement for details about those balances Index Percentage change May2014 Year to date S&P 500 2.35% 4.97% Russell 3000 2.18% 4.32% MSC I - Europe, Australia & Far East 1.76% 4.11% BarclaysCapital U.S. Aggregate Bond Index Interest rates on May 30, 2014 3-month T
.03 Pror year adjustment 0.00 97.28 Total dividend & interest $12.40 $68231 Your Financial Advisor: SCOTT STOCKMAN/LYLE CASRIEL votes atoned Orton °dude products for ninth cams &Kimsey are not dasyksy. Realized gam and losses unrealized July 2019 ft) Year to date ($) gams and bras fil Star
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
ane ~ley » se« hit« tons • aggngme Wiling to *CM< hit, to pnnc.paad high »Wilts to seal high (nuns our taw • Into~oteAsnbeliy Consdnton (seined a Orton ol The poniotn for tort non may ildede corewAtx 'Pasco., Inward loudity and rent volubly Stateenenrhei~ We may amotoltte dl relined «count statem
on the last two pages of this statement for detals about those balances. Index Percentage change July 2018 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
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