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.97 100.00% Value of your account $13,237.97 A 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 li nodal Advisor.
Eye on the markets Index Your Ksandal Advisor: SCOTT STACK MAMLYLE CASRIEL 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 Interest rates on January 29, 2016
y 3 Withdrawal ACH WITHDRAWAL UNTECHEALTHONE -40.22 May 9 Withdrawal ACM WITHDRAWAL AMEX (Payment -3355.81 May 24 Withdrawal ACH WITHDRAWAL Saks Retail -345.49 Account name: Friendly account name: it Account number: Your Anancial Advisor: SCOTT STACK MANY LYLE CASRIEL Amour (1) $0.05 $0.05
Account number: Your current asset allocation A Eye on the markets Index Percentage change September 2016 Year to date S&P 500 0.02% 7.84% Russell 3000 0.16% 8.18% MSC I - Europe, Australia & Far East 1.27% 2.20% Barclays Capital U.S. Aggregate Bond Index -0.06% 5.80% Your K asocial Advisor.
t on the last two pages of this statement for details about those balances Percentage change Detember 2016 Year to date S&P 500 1.98% I i.%% Russell 3000 1.95% 12.74% MSC I - Europe, Australia & Far East 3.44% 1.51% Barclays Capital U.S. Aggregate Bond Index 0.14% 2.65% Interest rates on Decembe
4 Withdrawal ACH WITHDRAWAL UMTECHEALTHONE -556.98 Oct 4 Withdrawal ACH WITHDRAWAL UNITECHEALTHONE -40.22 Oct 11 Withdrawal ACH WITHDRAWAL Saks Retail -235.73 Total bill payments 39,63247 Transaction date Posting date oescnoon Amount (1) Card purthases LDS V63 debit. )0001 0963 G. MAXWEL
set allocation Total assets 546,709.56 100.00% A 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% -0.96% Your ig Bendel Advis
Car Account number: Your current asset allocation A Eye on the markets Index Percentage change November 2018 Year to date 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% Your Financial Advisor
scription Amount (S) Jun 4 Withdrawal ACH WITHDRAWAL AMEX EPAYMENT -4258.43 Jun I I Withdrawal Total bill payments 44.806.04 ACH WITHDRAWAL Saks Retail -50787 Card Items for your Attention: The new UBS Visa Infinite credt card is here, packed with excluswe trarel benefits, more rewads and more of
.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
4 Withdrawal ACH WITHDRAWAL AMEX EPAYMENT 4327.04 - Feb 11 Withdrawal Total bill payments 45,169.41 sill payments (continued) ACH WITHDRAWAL Saks Retail 802.43 Cud Items for your Attention: The new UBS Visa Infinite credit card is here. Packed with exch 14' trawl eft. more rewards and more of what
nt on the last two pages of th is statement for detail about those balances. Index Percentage change Api 2019 'oaf to da S&P S00 405% 18.25% Russell 3000 3.99% 18.60% MSC I - Europe, Australia & Far East 2.91% 13.33% Barclays Capital U.S. Aggregate Bond Index Interest rates on April 30, 2019 3-mo
KMANME CASHEL TX.ShiliShOn AniChlet (5) Bill payments I Msy 3 Wthdrawal ACH WITHDRAWAL EPAYM ENT -2,4124 32 May 9 Wthdrawal ACH WITHDRAWAL Saks Retail Total bill payments 43.224.96 .760 60 Ord Items foe your Attention: the nen UBS Visa trifinste credit cad is here. racked wait extusice v am( te
Account number: Your current asset allocation A Eye on the markets Index Percentage change February 2015 Year to date S&P 500 5.75% 2.57% Russell 3000 5.79% 2.85% MSC I - Europe, Australia & Far East 5.99% 6.52% Barclays Capital U.S. Aggregate Bond Index -0.94% 1.14% Your Financial Advisor
5 Withdrawal ACH WITHDRAWAL UNTECHEALTHONE 40.22 Aug 10 Withdrawal ACM WITHDRAWAL AMEX EPayment -4,541.12 Aug 21 Withdrawal ACH WITHDRAWAL Saks Retail 362.01 Total bill payments TiansktiOn Posting dale dale Descnprion 45,50033 Amount Cs) Card purchases 265 Visa debit )0<X° 3536 G MAXWELL
Account number: Your current asset allocation A Eye on the markets Index Percentage change November 2017 Year to date S&P 500 3.07% 20.49% Russell 3000 3.04% 19.93% MSC I - Europe, Australia & Far East 1.06% 23.61% Barclays Capital U.S. Aggregate Bond Index -0.13% 3.07% Your Knandal Advisor
t 3 Withdrawal ACH WITHDRAWAL AMEX EPAYMENT -4,060.47 Oct 3 Withdrawal ACH WITHDRAWAL UNTECHEALTHONE -3994 Oct 10 Withdrawal ACM WITHDRAWAL Saks Retail -1,34400 Oct 19 Withdrawal ACH WITHDRAWAL NYS DIE CT -32 00 Total bill payments -16.13510 Card It.,,. fat your Attention: the new UBS Visa I
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