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Total assets Value of your account $0.00 Soso Eye on the markets Index Percentage change February 2016 Year to date S&P 500 -0.13% -5.09% Russell 3000 -0.03% -5.67% MSC I - Europe, Australia & Far East -1.80% -889% Barclays Capital U.S. Aggregate Bond Index 0.71% 2.10% Interest rates on Feb
Account number: Your current asset allocation A 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 I - Europe, Australia & Far East -1.33% -0.39% Barclays Capital U.S. Aggregate Bond Index -0.32% 0.55% Your K Rancid Advisor.
• Ian 2016 Feb 2016 PA•mbar SIPC ONP709:0305749165 NP70002(r2277 00003 0216 030575004 CONFIDENTIAL Sources of your account growth duriag 2016 Vakie of your account at year end 2015 S821.65 Net deposits and withdrawals -S821.65 Your tivegrnent return Change in market vats. 50.00 Yak* of
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
020 Mar 2020 Sources of your account growth during 2020 Value of your x<ount at year end 2019 Your investment return: Change in market value Vakie of your account on Mar 31, 2020 SDNY GM 00009844 10.62 $000 s0.62 Member SIPC MC030300111721 NPX100119583 00001 0320 000000000Y123680550 10010
ion • Eye on the markets Your Yin/odd Advisor: War STACKMANLYL€ CASPIEL Index Percentage change May 2020 Year to date S&P 500 4.76% -4.97% Russell 3000 5.35% -663% 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
Friendly account name: A1- nt , ,Ind Account number. Eye on the markets Index Percentage change line 2020 Year to date SW 500 1.99% -3.08% Russell 3000 2.29% -3.48% MSC I - Europe, Australia & Far East 3.44% -11.07% Barclays Capital U.S. Aggregate Bond Index Interest rates on June 30, 2020 3-mo
59 1 4,732.0 4.7066 withdraw* -$001 Ycur inwstrnent return: Change in market yaw $47,522.22 1,000.0 De: 2019 Dec 2019 Feb 2020 Mai 2070 Vakie of your account on Mar 31, 2020 f4706,646.33 SDNY GM 00010132 Member SIPC CONFIDENTIAL Page 1 of 6 EFTA01597795 UBS Resource Management Acc
ent on the last two pages of this statement for details about those balances der( Percentage change May2015 year to date SW 500 1.29% 3.23% Russell 3000 1.38% 3.68% MSC I - Europe, Australia & Far East -0.40% 8.93% Barclays Capital U.S. Aggregate Bond Index Interest rates on May 29, 2015 3-mon
r account growth during 2015 Value of your account at year end 2014 Net deposits and withdrawals Your MeStenent return Change m market value Vakie of your exc.:ant on May 29. 2015 S%236.24 57238.24 42,000.00 $0.00 SDNY GM 00024952 000000 Pep 1 of 6 EFTA_00135572 EFTA01276965 SUBS Bu
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