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Eye on the markets Your R sandal Advisor: SCOTT STACK MANLYLE CASR1EL Index Percentage change July 2017 Year to date S&P 500 2.06% 11.59% Russell 3000 1.89% 10.99% MSC I - Europe, Australia & Far East 2.89% 17.53% Barclays Capital U.S. Aggregate Bond Index Interest rates on July 31, 2017 3-m
name:Ir Account number: Your current asset allocation Eye on the markets Index Percentage change July2018 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
ve reteackng and annbuS processing tee) in comic* shoo for transfer agent services that we provide to the mocha funds Thew fees amid& we paid from Mester assets n the mutual fend and are a feed dollar arrant bawd on the torte, ol accounts at the broker-duke holcSng nuual lunds of that bad rawly - I
Account number: Your current asset allocation E Eye on the markets Index Percentage change October 2015 Year to date S&P 500 8.44% 2.70% Russell 3000 7.90% 2.02% MSC I - Europe, Australia & Far East 7.82% 2.53% BarclaysCapital U.S. Aggregate Bond Index 0.02% 1.14% Your K modal Advisor 7'
. Account number: Your current asset allocation Eye on the markets Index Percentage change December 2015 Year to date S&P 500 -1.58% 1.38% Russell 3000 -2.05% 0.48% MSC - Europe, Australia & Far East -1.33% -0.39% Barclays Capital U.S. Aggregate Bond Index -0.32% 0.55% Your K asocial Advisor.
nemeang and cantos processing lees n consideration kr wander agent services that we panicle to the math.' lunch These feesgenerally are pad from Mester assets in the mutualfund and are a fined doles amount based on the ranter of accounts at the broterickaltif holdng Mahal funds a that I und CONFID
on the last two pages of this statement for detais about those balances, Index Percentage change July 2017 Year to date S&P 500 2.06% 11.59% Russell 3000 1.89% 10.99% MSC I - Europe, Australia & Far East 2.89% 17.53% Barclays Capital U.S. Aggregate Bond Index Interest rates on July 31, 2017 3-m
teddrig and onto% processing lees inconsideration for transfer agent services thee we provide to tie maw, funds Those Ices generally are paid from Mester assets the mutual turd and de a freed dollar amount based on the rumba Cl accounts at the broker-dealer holding mutual hands of that laa fan* - n
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
nettiorkrag and annbars processing tees inconsideration for transfer aged senrices that we prove to the maul, It These fees generally ire paid from Mester assets n the mutual fund and are a bred dollar arced based on the rumba of accounts at the broker-dealer holing rrtAill hinds of the tub family -
Account number: Your current asset allocation A Eye on the markets Index Percentage change November 2017 Year to date S&P 500 3.07% 20.49% Russell 3000 3.04% 19.93% MSC I - Europe, Australia & Far East 1.06% 23.61% Barclays Capital U.S. Aggregate Bond Index -0.13% 3.07% Your Knandal Advisor
orking and tanners processing lees in candmation for transfer aged se/vices that we provide to the Macrae funds These lees generally are paid from Mester assets n the mutual P.M and ate a feted dollar went based an the write Cl accounts at the broker-dealer holing nuual funds of the lad family - n
on the last two pages of this statement for data ks about those balances. Index Percentage change July 2017 year to date S&P 500 2.06% 11.59% Russell 3000 1.89% 1099% MSC I - Europe, Australia & Far East 2.89% 17.53% Barclays Capital U.S. Aggregate Bond Index Interest rates on July 31, 2017 3-mo
tworking and onnbors processing fees in cons,* ation for transfer aged services that we proved to the mat), funds Thew fees generally re paid from Mester assets in the mutual fad and ate a feed dollar amount bawd n the amber Cl accounts at the broker-dealer hokang mutual funds of tea laid family - I
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