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unt Account number. Your current asset allocation D Eye on the markets Index Percentage change lune 2018 Year to date S&P 500 0.62% 2.65% Russell 3000 0.65% 3.22% MSC I - Europe, Australia & Far East -1.19% -2.37% Barclays Capital U.S. Aggregate Bond Index Interest rates on June 29, 2018 3-mon
count Account number: Your current asset allocation D Eye on the markets Index Percentage change July2018 Year to date S&P 500 372% 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
ora Ws only Ice the period or tine they held at the Fan afore historical necematica can be Abed by your Envoi* Advisor. • Unrealized gat/losses. Viten data 6 availabb, wasted unmarried g sflosses art calculated for Whilst, warty lots The Iraklion data for Ochial lots may or may nit ref lent com
S1,195,863.41 Your current asset allocation A Eye on the markets Index Percentage change February 2016 Year to date S&P 500 -O.13% -5.09% Russell 3000 -0.03% -S 67% MSC - Europe, Australia & Far East -1.80% -8.89% Barclays Capital U.S. Aggregate Bond Index 0/1% 2.10% Your Fi asocial Advisor
e last two pages of this statement for details about those balances Index Percentage change January 2016 Year to date S&P 500 -4.96% -4.96% Russell 3000 -5.64% -5.64% MSC I - Europe, Australia & Far East -7.22% -7.22% Barclays Capital U.S. Aggregate Bond Index Interest rates on January 29,2016 3
ost hanker only for tie period if tine they re held at tie Fin Morehi:canal harmatcri can be aitkd by wer Fnaxial Advisor. • Unreedind gans/losees Viten data is awilabk, eninated neaten suing:loot ore cactstalod Ice lamina] swan lots. The transaction data for nedvilial lots may or may not ref kct c
ount number: Your current asset allocation A D Eye on the markets Index Percentage change September 2017 Year to date S&P 500 2.06% 1424% Russell 3000 2.44% I 3.91% MSC I - Europe, Australia & Far East 2.53% 20.47% Barclays Capital U.S. Aggregate Bond Index -0.48% 3.14% Your Nnancial Adviso
sen only for the period of lira they re heal at the him More historical eternitalion can be added by y0.1 Fruncial Advisor • Unrealized gains/loam Viten data is ratter. estimated's/waked gainglosses are calculated for afividsal sectrey lots. The transaction chits for Ofitlifal lot. may or may not r
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