Document Mentions (3 shared documents)

EFTA01278281

3 mentions1 same-page

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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

SYMBOL: PSDYX 4.313 -43.30 Feb27 Reinvestment JP MORGAN SHORT DURATION BOND FUND CLASS I DVIDEND REINVESTED AT 10.74 NAV ON 02/2919 SYMBOL: HLLVX 3.297 -35.41 Total 413922 $0.30 S135.52 Dale Activity Deurtotion Amount CS) Money balance activities San 31 Balance forward S1,197.41

EFTA01278351_sub_002 - EFTA01278351_200

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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

SYMBOL: PSDYX 3.027 -30.45 May 30 Reinwstment )P MORGAN SHORT RURATION BOND FUND CLASS I DIVIDEND REINVESTED AT 10.70 NAV ON 0929 t 8 SYM301; HLLVX 2.393 -25.W Total -S109.48 Ose Actmiti Cescreliat Arraunt(5) Money balance activities Apr 30 Dalane forvand 51.519.96 May 7 Deposit U85

EFTA01278351_sub_001 - EFTA01278351_100

2 mentions1 same-page

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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

SYMBOL PSOYX 2.101 -21.16 Dec 28 Reinvestment .IP MORGAN SHORT DURATION BOND FUND CLASS I DVIDEND REINVESTED AT 10.77 NAV ON 12/27717 SYMBOL HLLVX 2.162 -23.29 Dec 29 Reinvestment PUTNAM SHORT DURATION IKOME FUND Y ST CAP GAINS REINVESTED AT 1006 NAV ON 12127/17 SYMBOL: PSOYX 0.198 A.9