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ye on the markets Your Finandul Advisor: SCOTT STACK MANY LYLE CASFeEL Index Percentage change March 2019 Year to date S&P 500 1.94% 13.65% Russell 3000 1.46% 1404% MSC I - Europe, Australia & Far East 0.74% 10.13% Barclays Capital U.5. Aggregate Bond Index Interest rates on March 29, 2019 3-m
Eye on the markets Your Nnancial Advisor. SCOTT STACK MAsiLYLE CASRIFL Ind@ Percentage change April 2019 Year to date S&P 500 4.05% 18.25% Russell 3000 3.99% l&60% MSC I - Europe, Australia & Far East 2.91% 13.33% Barclays Capital U.S. Aggregate Bond Index Interest rates on April 30, 2019 3-mon
r return d ceduel payments in order to ckternne the a:lustedcost bans for tax repotting purposes. mddng L6SPRin/E RESERVES FUND Purchase price' Hurter AlrelaCy. puce Clem slides per share lb investment (S) dnreekze4 card on or JOSS IS the Orfferenre between the current vaue and the COP basis a
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 $1,606,645.16 Eye on the markets Index Percentage change August 201A Year to date S&P 500 4.00% 9.89% Russell 3000 4.20% 9.23% MSC I - Europe, Australia & Far East -0.15% 2.93% Barclays Capital U.S. Aggregate Bond Index 1.10% 4.81% Interest rates on August
nt name: Account number Your II modal Advisor: SCOTT STACK MANLYLE CASR1EL Your assets Equities . Common stock (continued) Trade Itching date Hurter of charts Purthase pace/ Average price Price per share per than (B Cost basis (S) on Sap 30 (SS VaNeon Unedited Wenn Sep 30 ($) gain or l
umber: YI 23571 SS Your current asset allocation I A Eye on the markets Index Percentage change Ma 2014 Year to date S&P S00 2.35% 4.97% Russell 3000 2.18% 4.32% MSC I - Europe, Australia Be Far East 1.76% 4.11% Barclays Capital U.S. Aggregate Bond Index Interest rates on May 30, 2014 3-month
A Rancid Advisor. SCOTT STACK MAN LYLE CASRIEL 212.821.7000/800.3083140 Index Percentage change June 20/4 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
YI 23571 55 Your Fl sandal Advisor: SCOTT STACKMANLYLE CAMEL 212-821-7000/800-308-3140 Your assets . Equities Hddng Mutual funds (continued) Hurter of shuts Purchase pied Averay price client Cost per share (S) investment d) basis (t) Price per share on Mar 31 CO Value on Mar 31 (S) U
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
on basis of the %cuts inckded n this statement, late imitated with the number ' 1,• UBS F inertial Services has relied ninformation obtained from Hurter. other lean UBS Financial Services, ;eluding 'nlormation from another I ml or that youmay have provided to your Fnanoal Advisor. The km does not i
Noonoisl Advisor- SCOTT STACK MANLYLE CASRIEL 212-821.7O3O800-308-3140 Index Percentage change August 2014 Year to date S&P 500 4.00% 9.89% Russell 3000 4.20% 9.23% MSC I - Europe, Australia & Far East -G 15% 2.93% Barclays Capital U.S. Aggregate Bond Index Interest rates on August 29, 2014 3-mo
CT PRIME INSTITUTIONAL FUND EAI: $934 Current yield 0.03% Total Total estimated annual income: $934 Equities Common stock Wiring Trade date Hurter of shares Purchase pdcd Average Dice per share ($) COSI NOS (S) Price per share on Apr 30(0 Vaue on A0(3041 Urodized Hddng gain or loss C
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