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ye on the markets Your Finandul Advisor: SCOTT STACK MANY LYLE CASFeEL Index Percentage change March 2019 Year to date S&P 500 1.94% 13.65% Russell 3000 1.46% 1404% MSC I - Europe, Australia & Far East 0.74% 10.13% Barclays Capital U.5. Aggregate Bond Index Interest rates on March 29, 2019 3-m
Eye on the markets Your Nnancial Advisor. SCOTT STACK MAsiLYLE CASRIFL Ind@ Percentage change April 2019 Year to date S&P 500 4.05% 18.25% Russell 3000 3.99% l&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
wirein amts payable to all eligble clients. collectively under theprotection is MOO neon as of Deamber 10, 2016. Subeect to the polky can:Mims and Inaba . ash at the Gins is further protected for up to 11.9 non in the garnet foe A your accounts held n aparticular capacity. A la copy of he poky weed
on the last two pages of this statement for detals about those balances. Index Percentage change July 2018 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
marten, arnarm payable » all el9l51/ tins. collectfretycnclet this protecicn is 4500 miler as ol Decent« 10.1016. Sdaject lo the poky ordtkins and Inaba,. cat al the firm .6 Lahr prom-bad lor up to II 9 motion nee wean b al your «countsheld n a prlo.ior 'nee A AA CoPy 01 An Poker wad", s , e4" u
ce tomad man arnOom payable » all el9falt tins. collector* cncler this protechr is 4500 miler as of Decent« 10.1016. U:Pet to the policy (Øfep and Inaba*, cat al the firm .6 Lahr protected la up to II .9 motion nee wean b el your «countsheld n • proair capacey. A ka Copy of to poky wad", e AVIWO u
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.
ut held way from uill$Finalizial Sefton (kg anal (kat LIBSBark, 0rCarh MUSS AG Stanford boor. shornsufaxe Maas. naming voila.? arable and 04 of Inaba final awe such thanes ft widowed *wily 0) dye flat oi The aria! holier on thebooks and records of die ail ore ether or trader agent), • Certain
,834.34 100.00% Your current asset allocation C Eye on the markets Index Percentage change November 2015 Year to date S&P 500 0.30% 3.01% Russell 3000 0.55% 2.58% MSC - Europe, Australia & Far East -1.54% 0.95% Barclays Capital U.S. Aggregate Bond Index -0.26% 0.88% Your R sandal Advisor S
ount number: Y1 2 Your current asset allocation Eye on the markets 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 1.38% 1.38% You rKnoncial Advisor.
Advoor - Third party 'singed vats?, may be reelected as 'Not priced' in several stuatirts: when an 1dependent valuation lire has not npPleda it Inaba to astir a vat*. when we become Aare that a matenal event has catered that may call a mows," repthed vat* nh question, or Wen a value would be hig
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
Toobtain/now of vs current Chen Nita Wire. please contact your Financial Advisor cent as "Atte at prim nth emehwiewstelor UBS Annual Services is Inaba.* The Jur A. Bosses, Services Anon BSA and IRMA are Inking* mounts which provide access b bolting service, and products through arrangements with
57,248.75 100.00°0 Value of your account $57,248.75 Eye on the markets Index Percentage change July 2015 Year to date S&P 500 2.10% 3.35% Russell 3000 1.67% 3.65% MSC I - Europe, Australia & Far East 2.08% 8.08% Barclays Capital U.S. Aggregate Bond Index Interest rates on July 31, 2015 0.70%
number: NMI Your current asset allocation A D Eye on the markets Index Percentage change August 2015 Year to date S&P 500 -6.03% -2.89% Russell 3000 -6.04% -2.61% MSC I - Europe, Australia & Far East -7.35% 0.14% Barclays Capital U.S. Aggregate Bond Index -0.14% 0.45% Your Bimodal Advisor
ded b be aCarate. ST aieNint daisTodd rot be used for tat puposes Pet sok./ on ye rend tar lams. feet Foal 1099. SOB. I 041B tic) ohm peeping your Inaba, She/ en is respeed by Ian 10 repen !One RS al tato:, le dirdends. reponale non Webb dvdosds as orate me= vaned on seaters held n your account ne
ion Eye on the markets Your K modal Advisor. SCOTT STACK MANLYLE CASRIEL Index Percentage change May 2016 Year to date S&P 500 1.80% 3.57% Russell 3000 1.79% 3.41% MSC I - Europe, Australia & Far East -0.78% -0.75% Barclays Capital U.S. Aggregate Bond Index Interest rates on May 31, 2016 3-mo
iy Account number: Your current asset allocation 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% Your 14 nand) Advisor.
11-0 we prank to the rrutuf list These fees generally are pad from investor assets n the revalue I lured and me a freed dolls amount based an the Inaba of accounts at the broker-dealer Poking mutual bra of that fund I a-nily CONFIDENTIAL — h addaion to cornmissists received n connection with the
INE MAXWELL Friendly account name...9 Account number Eye on the markets tOdex Percentage change hrue 2018 Year to claw S&P S00 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 lune 29, 2018 3-mon
r account $699,954.77 Account none: GMSLAWE MAXWELL friendly account manic Ind CashiSaying Account number. Eye on the markets krclex S&P 500 Russell 3000 MK I - Europe, Australia & Far East Barclays Capital V.S. Aggregate Bond Index Interest rates on December 31.2018 3-month Treasury billy 2 42% O
9 $748,817.89 Dividend and interest income earned for pu VOW Cl ens Pi:cement lanatilty of Interest and dedend ncome ha been *lemmas ham a US tar Inaba; cerscrecbme Based won the reticence of the <COOT hdder. aCeountrpe, or product (ph scene interest and'? docknd payments mq not be Want to corded St
$6,076,451.41 Your current asset allocation • B Eye on the markets Index Percentage change September 2014 Year to date S&P 500 -1.40% 834% Russell 3000 -2.08% 6.95% MSCI - Europe, Australia & Far East -3.81% -0.99% Barclays Capital U.S. Aggregate Bond Index -0.68% 4.10% Your Financial Adviso
end of the pond and Ghent statement peed, a private Restraints. Winded flak Were and Grenade Pak 0010re • Coheres roduclesalrel balaXeS.GAVardorg Inaba bans, credit kne, shod account batted. • Caywrooney batman Total of uninvested natal* cab balances, fall6 U3S Bank USAdepart balances. PBS AG Sta
ccount number: Your current asset allocation A Eye on the markets Index Percentage change December 2014 Year to date S&P 500 -O.25% 13.69% Russell 3000 -0.00% 12.56% MSC I - Europe, Australia & Far East -3.44% -44% Barclays Capital U.S. Aggregate Bond Index 0.09% 5.97% Your Fi vandal Advisor
iw ban fa the asanw by aniaaiN your Anwar mdiser - 'Mad parry wanted vibes may be reflected as 'Not priced' n steal scum," when an idessentent " Inaba" fa , thwimt Milted Ground:de ba asagn a value When we beano are» that a maordl wort hag occured that trey al la ~ant resoned value coo gueSIOn.
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Condoleezza Rice
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Vicky Ward
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