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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
statalint on whih the erns or Problem appeased, - toed, tow now and axon nwricer Of any) - Cesate the error or the trawler you re inure about, ad Peden as dearly as you CT why you believe a is anent a why ?au need mat information - Providethe dolar anent ci te suspected era. The Firm or Card Muer
t on the last two pages of the statement for detais about those balances. Index Percentage change haw 2019 Year to date S&P SOO 7.05% 18.54% Russell 3000 7.02% 18.71% MSC I - Europe, Australia & Far East 5.97% 1449% Barclays Capital U.S. Aggregate Bond Index Interest rates on June 28, 2019 3-mo
nt on the last two pages of this statement sot detail about those balances. Index Percentage change Apri 2019 Yew to dam S&P 500 405% 18.25% Russell 3000 3.99% 18.60% MSCI- Europe, Australia & Far East 2.91% 13.33% Barclays Capital U.S. Aggregate Bond Index Interest rates on April 30, 2019 3-mont
d me not protected by 9PC Many market sweep balances are protected by S$C but an IV whiled by the rOiC Pnce per share on Oa 20 MI Are rage rate Peden° interest Penrod Dar el Pena/ Cap snots/ (S) UBS BANK USA UP ACCT Fixed income Mutual funds 1,197.99 1088 29 Total teeniest.% is the lad of
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% 202% MSC I - Europe, Australia & Far East 7.82% 2.53% Barclays Capital U.S. Aggregate Bond Index 0.02% 1 14% Your Pinandal Advisor. T
on the last two pages of this statement for details about those balances Index Percentage change May 2016 Year to date S&P 500 1.80% 3 57% Russell 3000 1.79% 341% MSC I - Europe, Australia & Far East -0.78% -0 75% Barclays Capital U.S. Aggregate Bond Index Interest rates on May 31, 2016 3-month
e an yet-end tar forms, (re Firm 1099, 5444 10425. etc ) when preparing yon tar rotten. The Fern is reroured by law to report to the IRS as trouble Peden*. reportable non-tattle dividends and taxable nicest earned on seorden held n your account. net motet* on sate transactions. and cost bass on cert
nt on the last two pages of th is statement for detail about those balances. Index Percentage change Api 2019 'oaf to da S&P S00 405% 18.25% Russell 3000 3.99% 18.60% MSC I - Europe, Australia & Far East 2.91% 13.33% Barclays Capital U.S. Aggregate Bond Index Interest rates on April 30, 2019 3-mo
cted by RFC. Money market sneep balances are protected0y SAC but die not istturedity ose KOK Openng balance closen9Mince once per share Ayerage Peden° Kneed Dap re on Mail (S) on Mat 29(S) on Mac 29 (I) rite Peed pried Cap aroma (S) 44,5415 54 42)24.08 250,000.00 Peaemaged Cost ebrnat
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