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t Account number: Your current asset allocation Eye on the markets Index Percentage change January 2020 Year to date 58P 500 -0.04% -0.04% Russell 3000 411% 411% MSC I - Europe, Australia & Far East -2.08% -2.08% Barclays Capital U.S Aggregate Bond Index 1.92% 1.92% Your Fineadri Advisor: S
n the last two pages of this statement for detail about those balances. Index Percentage change April 2020 Year to date SW 500 12.82% -9.29% Russell 3000 13.24% -10.42% MSC I - Europe, Australia & Far East 6.54% -17.66% Barclays Capital U.S Aggregate Bond Index Interest rates on April 30, 2020
insurance products. ixludrg vaiabl rates, and 6i) shares of mutual funds registered nthe name of the account holder on the books of the issuer Or Vander agerrJ; • hvestmmt contracts a rreestment Serest, {e.g. Imbed panne-etas and private placements) that se not registered under the Securities Act o
urance creak's, ixludrg variable anuities, and 6i) shares of mutual funds registered n the name of the accost holder on the books of the issuer or Vander are); • hyeStment contracts a nonlnient interests (e.g., tented partnerships and private placements) that are not registered under the Securities
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
not abettedto n Meng othie CO days • fa TTY *ryas. CA814-612.09% ot fromarid' the U.S. Cal 701.752.1495 • hose of won a ~lens aØ antledrork lads Vander (EFT), bill parent cr ISS Vase debit cad Truchas; cal 800.762.1000. Of arr. to UBS Fria-col Shwa, Pc.. ICCO Raba Gad, 6th 'tor. Vararkr NI 07006,
7,960.89 100.00% Your current asset allocation A Eye on the markets Index Percentage change January 2019 Year to date S&P SOO 8.01% 8.01% Russell 3000 858% 858% MSC I - Europe, Australia & Far East 6.59% 6.59% Barclays Capital U.S. Aggregate Bond Index 1.06% 1.06% Your ltsatdal Adviser- SCO
.00% 52,505.60 A Your current asset allocation Eye on the markets Index Percentage change November 2019 Year to date S&P S00 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% your neemial Adviser: S
emed corrcane rd accuse not abetted ton days • fa TTY wens. Cal or Iran ~Mc eheUS 041201.352.1495 • heave of net a Oaten *WA an electron finds Vander (DTI. 1 Vea•debe cad Tannin cal en *Milo UBS ~cue Sens . 6th floor. Wishes." NI 07086, Mtn RMNBSA Strip Cater write a 400116 yCke (an. 1 pa
on the last two pages of this statement for detail about those balances. Index Percentage change May 2020 Year to date 58P 500 4.76% -4.97% Russell 3000 5.35% -5.63% MSC I - Europe, Australia & Far East 4.42% -14.03% Barclays Capital U.S. Aggregate Bond Index Interest rates on May 29, 2020 3-m
00.00% $17.78 Your current asset allocation A Eye on the markets Index Percentage change February 2020 Year to date S&P 50U -8.23% -8.27% Russell 3000 43.19% -a 29% MSC I - Europe, Australia & Far East -9.03% -10.92% Barclays Capital U.S Aggregate Bond Index 180% 3.76% Your M flooded Adviso
insurance products. ixludrg vaiabl rates, and 6i) shares of mutual funds registered nthe name of the account holder on the books of the issuer Or Vander agerrJ; • hvestmmt contracts a rreestment Serest, {e.g. Imbed panne-etas and private placements) that se not registered under the Securities Act o
on the last two pages of this statement tot details about those balances. Index Percentage change May 2020 Year to date S&P 500 4.76% -4.97% Russell 3000 5.35% -5.63% MSC I - Europe, Australia & Far East 4.42% -14.03% Barclays Capital U.S Aggregate Bond Index Interest rates on May 29, 2020 3-mo
the last two pages of this statement (of details about those balances. Index Percentage change April 2020 Year to date S&P 5CU 12.82% -9.29% Russell 3000 13.24% -1a42% MSC I - Europe, Australia & Far East 6.54% -17.66% Barclays Capital U.S Aggregate Bond Index Interest rates on April 30, 2020 3
insurance products. ixludrg vaiabl rates, and 6i) shares of mutual funds registered nthe name of the account holder on the books of the issuer Or Vander agerrJ; • hvestmmt contracts a rreestment Serest, {e.g. Imbed panne-etas and private placements) that se not registered under the Securities Act o
ber. Y1 23680 S5 Your current asset allocation • A Eye on the markets Index Percentage change February 2020 Year to date SW 500 423% 427% Russell 3000 419% 429% MSC I - Europe, Australia & Far East -9.03% -10.92% Barclays Capital U.S Aggregate Bond Index 1.80% 3.76% Your ti modal Advisor:
• Eye on the markets YourPinada' Advisor: SCOTT STACKMANLYLE CASRIEL Index Percentage change April 2020 Year to date S&P 5CU 12.82% -9.29% Russell 3000 13.24% -1a42% MSC I - Europe, Australia Be Far East 6.54% -17.66% Barclays Capital U.S Aggregate Bond Index Interest rates on April 30, 2020
insurance products. ixludrg vaiabl rates, and 6i) shares of mutual funds registered nthe name of the account holder on the books of the issuer Or Vander agerrJ; • hvestmmt contracts a rreestment Serest, {e.g. Imbed panne-etas and private placements) that se not registered under the Securities Act o
t on the last two pages of this statement for detais about those balances. Index Percentage change May 2020 Year to date SW 500 4.76% -4.97% Russell 3000 5.35% -5.63% MSC I - Europe, Australia & Far East 4.42% -14.03% Barclays Capital U.S Aggregate Bond Index Interest rates on May 29, 2020 3-mo
insurance products. ixludrg vaiabl rates, and 6i) shares of mutual funds registered nthe name of the account holder on the books of the issuer Or Vander agerrJ; • hvestmmt contracts a rreestment Serest, {e.g. Imbed panne-etas and private placements) that se not registered under the Securities Act o
the Fim sent you the fist statement on which the error or problem appeand. — Provkle you- name aid accost number (d any). — Dew be the war or IN Vander you se unsure about. and replan as dearly as you car why you behove h is en error or why you need more information. — Provide the dollar amount o
$4,723,707.09 Your current asset allocation A Eye on the markets Index Percentage change January 2020 Year to date SEP 500 -0.04% -0.O4% Russell 3000 411% 411% MSC I - Europe, Australia & Far East -2.08% -2.08% Barclays Capital U.S Aggregate Bond Index 1.92% 1.92% Your Fi modal Advisor: S
55 Eye on the markets Your needed Advisor: SCOTT STACKMANLYLE CASRIEL Index Percentage change April 2020 Year to date SW 500 12.82% -9.29% Russell 3000 13.24% -10.42% MSC I - Europe, Australia & Far East 6.54% -17.66% Barclays Capital U.S Aggregate Bond Index Interest rates on April 30, 2020
insurance products. ixludrg vaiabl rates, and 6i) shares of mutual funds registered nthe name of the account holder on the books of the issuer Or Vander agerrJ; • hvestmmt contracts a rreestment Serest, {e.g. Imbed panne-etas and private placements) that se not registered under the Securities Act o
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
insurance products. ixludrg vaiabl rates, and 6i) shares of mutual funds registered nthe name of the account holder on the books of the issuer Or Vander agerrJ; • hvestmmt contracts a rreestment Serest, {e.g. Imbed panne-etas and private placements) that se not registered under the Securities Act o
,834.34 100.00% Your current asset allocation C 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 R sandal Advisor S
ount number: Y1 2 Your current asset allocation Eye on the markets Index Percentage change January 2016 year to date S&P 500 -4.96% -4.96% Russell 3000 -5.64% -5.64% MSC I - Europe, Australia & Far East -7.22% -7.22% Barclays Capital U.S. Aggregate Bond Index 1.38% 1.38% You rKnoncial Advisor.
n NI 07086, Attrt RIAIORSA Senates. Cal cr write as soon a you can if you tar your statement or receipt is wrap at you need more relamatis accut a Vander on the seamier' or reap". The Firm or Card Suer (as applrablO must hear from you no lay than 60 days titer tie Fin, sent you tie fir statement an
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