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asset allocation Total assets $979.29 10040% A Eye on the markets Index Percentage change October 2019 Year to date S&P 500 2.17% 23.16% Russell 3000 2.15% 22.68% MSC I - Europe, Australia & Far East 3.60% 17.43% Barclays Capital U.S. Aggregate Bond Index 0.30% 8.85% Your Nmencial Adviser:
t on the last two pages of this statement Sot detail about those balances. Index Percentage change low 2019 Year to date S&P 500 7.05% 1834% Russell 3000 7.02% 1831% MSC! - Europe, Australia & Far East 5.97% 1449% Barclays Capital U.S. Aggregate Bond Index Interest rates on lunar 28, 2019 3-month
Securem <women of as mendansw to SS00.000 (ncludn; 12%00) for darns for cash) &planetary brochure nobble ison 'Mel a le me. SOX ot9 The SIPC awl 'Mahon tiros oapsi to if 'porn tat you hold n a prikular <ao.x.ty The Fah *after at mien affnalts, has also lestrowd supplemental cosine* The rreirrkm
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
naricn set 'Cost ban' ad "Unrealized gad loss' is accurate as of die date of this statement. As such, please do not reb on tic hformation to make Mahon cr tale decitions. fa ta nenmes or otherwise Accounts Oa-pined to to Firm may reflect gar/loss nformaticn only fa the period of tine they we heed
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
InScrmansn vegan:in° ccnsmksisns and other chases homed h connection wth the execute:a of wades, icludng option transactions has Men incbad on cod Mahon prewousht furnished to you. ri d set be prodded to you promptly onrowed. Short selling 11 you are engagedin short selling a secunly, you may ease
Account number: Your current asset allocation A Eye on the markets Index Percentage change January 2017 Year to date S&P 500 1.90% 1.90% Russell 3000 1.88% 1.88% MSC I - Europe, Australia & Far East 2.91% 2.91% Barclays Capital U.S. Aggregate Bond Index 0.20% 0.20% Your Il sandal Advisor-
Account number: 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% Your Financial Advisor
risk profile de specilk to each account and may varybetween yin accoats Pox* nese the Firm pronptb in wining of ay PTV kart change in pox f maxi* 'Mahon cr investment <boding Fa each noon hen you choose one of the 'donne investment objecting. CONFIDENTIAL • Prance Curren/wont Mestments seekng the
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
e upon licuidatin. — Third party estmatesol vas are as cl a certain date ant we supplied to UBS Financial Services on regent bar by an indeandere Mahon firm. — Ise" gineralpfinee or sponsor estimated wars, if ay, are kpplied tote Fun by the issuer, general partner or sponsor and my be calMated ba
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
and risk profile are spark to each want and may say between yam accounts. Phase Mao the Finn pamtly in miing of ay sirif kart change n your fiend °Mahon or Mestment °betakes For each accaune held. You choose ore el the fdlowng invertmere Oak-tiers: CONFIDENTIAL • Produce CeinentIncorre: investment
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
receive two *Adam. — Third party estmatesol aka re as d a certain date std we supplied to UBS Financial Services on a regal bar by an independert Mahon firm. — Issuer, aretal partner or sponsor estimated rata% it ry, are applied to de Fm by the issuer, general partner or sponsor and my be caloaate
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