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Advisor. SCOTT STACK MAIst LYLE CASRIEL 212-821.7000/ 800-308-3140 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.S. Aggregate Bond Index Interest rates on December 30,2016 3
K Randal Advisor. SCOTT STACK MANLYLE CASRIEL 212-82 I•7000/ 800-308.3140 Index Percentage change May 2017 Year to date 58P 500 1.41% &66% Russell 3000 1.02% 7.96% MSC I - Europe, Australia & Far East 3.81% 1440% Barclays Capital U.S. Aggregate Bond Index Interest rates on May 31, 2017 3-month T
Estimates of value %pi:fledby Kates of Cerlan fleogams (MO ate generally 'net asset value' estmakS) are shown as ' issuer est. value pet unit'. For Pnvae equty f unds, 'Est. value per uM' is a Value updated quarterly, based on the Net AsSet Value NAV") in the fund as of the date specified adusted by a
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
imates of Yaw suppled by issuers Cr Cola n Leograns (which ere gene rally 'net asset vaue' estimates) are shown as' issuer est. value per unit'. For Pnvae equty f unds, • Est. value per unit • is a vaue updated quanerly, based on the Net Asset Value NAY') in the fund es or the date spedfeet aAusted by
• n Account number Your current asset allocation Eye on the markets Index Percentage change August 2018 Year to date S&P 500 3.26% 9.94% Russell 3000 3.51% 10.39% MSC I - Europe, Australia & Far East -1.92% -1.87% Barclays Capital U.S. Aggregate Bond Index 0.64% -0.95% Your K Randal Adviso
&ANY, YI F recntei Your current asset allocation Eye on the markets Index Percentage change November 2018 Year to date S&P 500 2.04% 5.11% Russell 3000 2.00% 4.48% MSC I - Europe, Australia & Far East -0.11% -8.96% Barclays Capital U.S. Aggregate Bond Index 0.60% -1.79% Interest rates on Novem
tes of value StePOred by Issuers or Certain Programs (which are gene raly 'net asset vaue' estimates) are shown as 'Issuer est. value per unit". For Pnvae equty f unds, 'Est. value per unt' is a value updated quarterly, based on the Net Asset value NAV') in the fund a or the date specified alusted by a
ion Eye on the markets Your K modal Advisor. SCOTT STACK MANLYLE CASRIEL Index Percentage change May 2016 Year to date S&P 500 1.80% 3.57% Russell 3000 1.79% 3.41% MSC I - Europe, Australia & Far East -0.78% -0.75% Barclays Capital U.S. Aggregate Bond Index Interest rates on May 31, 2016 3-mo
iy Account number: Your current asset allocation 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 14 nand) Advisor.
es of value St,ppntd by issuers Of Certain brogans (which ale gene idly 'net asset value' estehaneS) are shown as ' issuer est. value per unit'. For Pnvae equty f unds, 'Est. value per unit • is a value updated quanerty, based on the Net Asset value NAV') in the fund a of the date sped fed Auskd by add
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
s Of vd ue St•Pdred by Issuers Of Certain Program (which are general), 'net asset value estirnaleS) art shown as ' ilesuer est. value pet unit'. For Pnvae equty funds,' value per unit' it a value updaed quanerty, bated on tne Net Anti Value (1NAV1) in the fund a or the date sped fled aduskd by add ng
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