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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
such please dorm refit on this nfanotion to make puchne or sale decisions fix tax puposes or otherwise. Accounts itanderred to be Fan may reflect ger/ loss llamas, only for IN period of tine they we held ae Fim More historical information tribe aided by you' Friaxial Advisor. • Unrealised gaits/l
ACK PvlAtilYtE CASK'. Your current asset allocation Eye on the markets Index Percentage Change April 2019 Year to date S&P 500 4.05% 18,25% Russell 3000 3.99% 1860% MSC I - Europe, Australia & Far East 2.91% 1333% Barclays Capital U.S. Aggregate Bond Index Interest rates on April 30, 2019 3-mo
an Saran generalk updates this incematir as Sus received, the farm does not wand. any entrances Out the infamainon Leder "Cost bate and starmalced ger/ losi accurate as oi the date of this statement. As such. please do not rely an this nlanution to nuke pathos. or tale decisions. fa la( purposes o
.00% U4.843.54 Your current asset allocation A 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 Fi nancial Adviso
e! Sends gerneralk updates the encimatin as it is received, the firm does not pow* any entrances teat the donation valor -Cost base and "Urvealced ger/ loss" is accurate as of the date of this statement. As suCh. please do not rely en this nlanution to oake pirhase or sale decisions. for tapasoses
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