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nd Account number Your current asset allocation Eye on the markets Index Percentage change February 2019 Year to date S&P 500 3.21% 11.48% Russell 3000 3.52% 12.40% MSC I - Europe, Australia & Far East 2.56% 9.32% Barclays Capital U.S. Aggregate Bond Index -0.06% 1.00% Your Pi model Advisor:
name: Friendly account name:l ' • Account number Eye on the markets Index Percentage change January 2019 Year to date SEP 500 8.01% 8.01% Russell 3000 8.58% 8.58% MSC I - Europe, Australia & Far East 6.59% 6.59% Barclays Capital U.S Aggregate Bond Index 1.06% 1.06% Your Fi nancial Advisor: S
sset value' estimates) are shown as • issuer est value per unit' For Private eddy fund, 'Est value per unit' is a value updated quarterly, based on the Net Asset Value ('NAr)in the fund as of the date specified. adjusted by acting cafitd calls and subtracting dsiributions 9nce the NAY date. The NAY IS primarily bas
Account number: Your current asset allocation t 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 Pi Rancid Advisor.
nt number: V. ELL Your current asset allocation Eye on the markets Index Percentage change DeCember 2015 Year to date S&P 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 II noncid Advisor.
et asset value- estawes) are steno as Issuer est. value per um'. for ranee equity funds. ' Est. value per UM' as a value spdated graterty, besecion the Net Asset Value (' NAV') In the fund as of the date specified. adusted by addng capital cats and subtle/alrig dslributions time the NAV date. The NAV is prinuelly b
0.00% $384,049.00 Your current asset allocation Eye on the markets Index Percentage change November 2014 Year to date 58P 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% Yourigmodal Advisor.
n Account number Your current asset allocation Eye on the markets Index Percentage change October 2014 Year to date S&P 500 2.44% 10.99% Russell 3000 2.75% 9.90% MSC I - Europe, Australia & Far East -1.45% -2.42% Barclays Capital U.S. Aggregate Bond Index 0.98% 5.12% SCOTT STACK MANTLYLE CAS
t asset value' atentieS) are shown as 'Issuer ea value per unit'. FIN rhyme equrly funds, 'Si. value pet unit* isa value toddled opaneny, based on the Net Asset Value (INAVI)In the fund as of the date specified, eluded by acing capita cells ard subtredl no dsolbutIons since the NAT date. The NAV is parneelly based
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