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et allocation Total assets 312,754.38 100.00% A Eve on the markets Index Percentage change January 2018 Year to date S&P 500 5.73% 5.73% Russell 3000 5.27% 5.27% MSC I - Europe, Australia & Far East 5.02% 5.02% Barclays Capital U.S. Aggregate Bond Index -1.15% -1.15% Year risencial Advisor
l turd sweep balances. See the Miportantm formadon about told statement on the last two pages of th is statement for detail about those balances. Russell 3000 MSC - Europe, Australia & Far East Barclays Capital U.S. Aggregate Bond Index Interest rates on April 30, 2018 3-month Treasury bills 1 83% One-mo
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t Awl statement cn the last two pages of this statement for detais about those balances. Percentage change Wu." 2019 Year to date 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 4106% 1.00% Interest rates on Febru
count number: Your current asset allocation • A Eye on the markets index Percentage change November 2019 Year 10 date S&P 500 3.63% 27.63% Russell 3000 3.80% 27.34% MSC I - Europe, Australia & Far East 1.14% 1838% Barclays Capital U.S. Aggregate Bond Index -0.05% 8.79% veer Almada! Adviser: t
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L Account number: Your current asset allocation Eye on the markets Index Percentage change November 2014 Year to date S&P 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% Interest rates on Nove
45.16 100.00% Value of your account $1,606,645.16 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% Interest rates on August
of that owe WSJ in out nailer:ninon:wenn for os cleats Calleave 'Mammal is othanth from Mod palm aid ds way rot guralkeed once Call earn may east Wirth could affect yeld. complete MamaIon wt be prodded upon re9-et • CertirCalaS of deposit (CIN) CDs afe RUC mad apt $293OCO at pampa and Saud sloe/
r: Eye on the markets Your K sandal Advisor- SCOTT STACK MANLYLE CASRIEL Index Percentage change June 2014 year to date S&P 500 2.07% 7.14% Russell 3000 2.51% 6.94% MSC I - Europe, Australia & Far East 0.99% 5.14% Barclays Capital U.S. Aggregate Bond Index Interest rates on June 30, 2014 3-mon
t on the last two pages of this statement for details about those balances Index Percentage change May2014 Year to date S&P 500 2.35% 4.97% Russell 3000 2.18% 4.32% MSC I - Europe, Australia & Far East 1.76% 4.11% BarclaysCapital U.S. Aggregate Bond Index Interest rates on May 30, 2014 3-month T
red Snares Cammitiotione with the Firm • 919.0ete.c.alforrn any oral 0:ennale.ater6 el mitng to furter prowl your unti ncladm yoke roles undo the Wirth flew Protedon Act (SPA) • el foe Mont inset/iron on the top act of the fon of this noncom IS not ICS FinnOal Smear& ulln Maria Sevrescanes ref ncu
n the last two pages of this statement for details about those balances Index Percentage change March 2014 Year to date S&P 500 0.84% 1.81% Russell 3000 0.53% 1.97% MSC I - Europe, Australia & Far East -0.57% 0.77% Barclays Capital U.S. Aggregate Bond Index Interest rates on March 31, 2014 3-m
r a. Account number. Your current asset allocation A Eye on the markets Index Percentage change Ma 2014 Year to date S&P 500 2.35% 4.97% Russell 3000 2.18% 4.32% MSC I - Europe, Australia & Far East 1.76% 4.11% Barclays Capital U.S. Aggregate Bond Index Interest rates on May 30, 2014 3-month
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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
Wm upaity. A fat copy of thepoky wordi-g is available sun request. The Slit protecten ad the supplemental protection both do not apply to • Calm Wirth.' assets controlled by (and ecladed n your account value) but held away from UBS Financial Services (e.g., certain() cash at UPS Bat LEA OR cash a
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
hat isme tied in our nanetin renew nave for our chimes Cat leave Maine is caramelfrom thrd pawl aid as wary 6 rot gradated Whe call learn may most Wirth could ailed yell Campine informal:in cod bepeovided Leal rebuta • Caracoles olf deposit (CDs) CDs ale WK trued up so $293.000 si Oneida' awl squi
: Account number: Your current asset allocation A Eye on the markets Index Percentage change January 2017 Year to date S&P 500 1.90% 190% Russell 3000 1.88% 188% MSC I - Europe, Australia & Far East 2.91% 2 91% Barclays Capital U.S. Aggregate Bond Index 0.20% 0 20% Your Mounds' Advisor TT
es of this statement for details about those balances asofApo/27, 2077 Index Percentage change April 20I 7 Year to date S&P 500 1.22% 7 36% Russell 3000 1.38% 7.20% MSC I - Europe, Australia & Far East 2.72% 1030% Barclays Capital U.S. Aggregate Bond Index Interest rates on April 27, 2017 3-mont
use the closing pro when available a the mean of the bd and a* prices for Wed securites and options or only bid pekes for OTC securities. - Less Wirth traded mantes may be priced using a valuation model or the most 44C044 price we oblaned and may not reflect an actual market price or vale - Cela
Account number. Your current asset allocation A Eye on the markets Index Percentage change August 2015 Year to date S&P 500 -6.03% -2.98% 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 Knandul Advisor.
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