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Account number. Your current asset allocation Eye on the markets Index Percentage change December 2014 Year to date S&P 500 -0.25% 13.69% Russell 3000 -0.00% 12.56% MSC I - Europe, Australia & Far East -3.44% -448% Barclays Capital U.S. Aggregate Bond Index 0.09% 5.97% Your iq Randal Advisor.
: Account number: Your current asset allocation C Eye on the markets Index Percentage change August 201A 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 A asocial Advisor.
nformation about your statement on the last tv,o pages Tit his document for atals Augug 2014 (I) Year to date IS) Opening balances $0.00 S0.00 Addkiorrs Deposits and other funds credited 0.00 48,841 01 Dividend and interest income 3,342.79 25,227.63 Proceeds from investment transactions 0.00
L Account number: Your current asset allocation Eye on the markets Index Percentage change November 2014 Year to date S&P 500 2.69% 13.98% Russell 3000 2.42% 12.56% MSC I - Europe, Australia & Far East 1.37% -1.08% Barclays Capital U.S. Aggregate Bond Index 0.70% 5.86% Interest rates on Nove
45.16 100.00% Value of your account $1,606,645.16 Eye on the markets Index Percentage change August 201A 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% Interest rates on August
on abOut your StaleMent on the last two pages d this document for detals January 2015(5) Year to date (t) Opening balances $3,054.91 $3,054.91 Addkiorrs Dividend aid interest income 2,32896 2,328.96 Total additions $2,328.96 $2,328.96 Subtractions Professional management fees and related serv
ISLAINE MAXWELL Your current asset allocation FA Eye on the markets Index Percentage change November 2014 Year to date S&P 500 2.69% 1398% Russell 3000 2.42% 12.56% MSC I - Europe, Australia & Far East 1.37% -1.08% Barclays Capital U.S. Aggregate Bond Index 0.70% 5.86% Your R nuncio, Advisor.
s See Important inbrmation abOut your statement m the last two bars d this document for (*IMF January 201511) year to date U.) Opening balances Addkiorrs $464,36 $464.36 Dividend and interest income 8,96067 8,960 67 Total additions $8,960.67 $8,960.67 Subtractions Professional management fees
tion about your statement on the last tv,o pages cf this document for <Stab November 2014 (1) Year date Us) Opening balances $14,433.67 $0.00 Addkiorrs Deposits and other funds credited 0 00 3,121,616.20 Divdend and interest income 5,087.23 52,124.96 Proceeds from investment transactions 82,9
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
ion about yew. statement cn the last tv,o pages cr. this document for coals January 2019 11) Year to date (S) Opening balances 51,304.58 $1' 3 Addkiorrs Dividend and interest income 133 55 : 58 1 3. 55 Total additions 5133.55 $133.55 Subtractions Professional management fees and related serv
name: Friendly account name: l: Account number: Eye on the markets Index Percentage change December 2016 Year to date S&P 500 1.98% 11.96% Russell 3000 1.95% 12.74% MSC I - Europe, Australia & Far East 3.44% 1.51% Barclays Capital U.5. Aggregate Bond Index 0.14% 2.65% Your Mounds, Advisor.
andal Advisor. Your current asset allocation • A Eye on the markets Index Percentage change November 2016 Year to date S&P 500 3.70% 9.79% Russell 3000 4.48% 10.58% MSC I - Europe, Australia & Far East -1.98% -1.86% Barclays Capital U.S. Aggregate Bond Index -2.37% 2.50% '+. VIE CASRIEL Inter
on abOut your Statement on the last two pages c( this document for coats September 2016 (1) Year to date (S) Opening balances $1,347.33 $92.72 Addkiorrs Deposits and other funds credned 0.00 34,110W Dividend and interest income 2,133.03 16,490.43 Proceeds from investment transactions 0.00 56,
5,383.34 100.001E Your current asset allocation A Eye on the markets Index Percentage change August 2016 Year to date S&P 500 0.14% 7.82% Russell 3000 0.26% 8.01% MSC I - Europe, Australia & Far East 0.08% 0.92% Barclays Capital U.S. Aggregate Bond Index -0.11% 5.86% Cash and money balances
72.39 100.00% Your current asset allocation • A Eye on the markets Index Percentage change November 2016 Year to date S&P 500 3.70% 9.79% Russell 3000 4.48% 10.58% MSC I - Europe, Australia & Far East -1.98% -1.86% Barclays Capital U.S. Aggregate Bond Index -2.37% 2.50% Interest rates on Nove
mation abhor yOuf statement cn the tact two pages Cl this document for 'Phials July 2016 (1) Year to date (5) Opening balances $436.00 $541.48 Addkiorrs Deposits and other funds credited 2,200 00 6,090.00 Divdend and interest income 5,771.55 35,676.76 Proceeds from investment transactions 0.00
on the last two pages of this statement for details about those balances Index Percentage change May 2015 year to date S&P 500 1.29% 3.23% Russell 3000 1.38% 3.68% MSC I - Europe, Australia & Far East -0.40% 893% Barclays Capital U.S. Aggregate Bond Index Interest rates on May 29, 2015 3-mont
nerion about your stelement on the last tv,o pages a this document for atals May 201511) year to date CS) Opening balances $38,675.25 $6,517.57 Addkiorrs Dividend aid interest income 2,930 43 16,837 29 Proceeds from investment transactions 0.00 106,909.61 Total addrtoons $2,930.43 $123,746.90
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