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Account number: Your current asset allocation B A Eye on the markets e.dex percentage change August 2016 Year to date SW 500 0.14% 7.82% Russell 3000 0.26% 801% MSC I - Europe, Australia & Far East 0.08% 0.92% Barclays Capital U.S. Aggregate Bond Index -0.11% 5.86% Your Mandel Advisor- SCO
AR Account number: Your current asset allocation A Eye on the markets dex Percentage change November 2016 Year to date SW 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 Interest rates on November 30, 2016
t for Wells. April 2017 (S) Year to date (5) Opening balance 56,187 54,282 Opening balances $15,015.94 $17,018.32 Points earned 677 2,582 Addittons Closing balance 56,864 56,864 Deposits and other funds credited 38.24 124.13 Total additions $38.24 $124.13 Subtractions Card payments -6
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% 2.02% MSC I - Europe, Australia & Far East 7.82% 2.53% Barclays Capital U.S. Aggregate Bond Index 0.02% 1.14% Your Financial Advisor
Account number. Your current asset allocation A Eye on the markets Index Percentage change December 2015 Year to date SW 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 financial Advisor.
lS October 2015 (I) • Your account cost basis default closing method is APO, first In, First Out Year to date (S) Opening balances $4.77 $0.00 Addittons Dividend aid interest income 0.00 4.77 Total additions $0.00 $4.77 Net cash flow $0.00 $4.77 Closing balances $4.77 $4.77 Your t5 vandal
n the last two pages of this statement for details about those balances Index Percentage change April 2014 Year to date S&P 500 0.74% 2.56% Russell 3000 0.12% 2.10% MSC I - Europe, Australia & Far East 1.53% 2.31% Barclays Capital U.S. Aggregate Bond Index Interest rates on April 30, 2014 3-mo
deposits. Seermportant inroanapon anootaoursteremeo on thew two pages a this docurnem (Or petals May 2014 (S) Year to date (S) Opening balances Addittons Deposits and other funds credited $5,588.70 0.00 $0.00 5,838.70 Total additions $0.00 $5,838.70 Subtractions Checks and bill payments 0.00
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