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ccount number: Your current asset allocation A Eye on the markets Index Percentage change February 2019 Year to date 58,8 500 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 ig Randal Advisor
on the last two pages of this statement for detail about those balances. Index Percentage change lune 2019 Year to date S&P 500 7.05% 1854% Russell 3000 7.02% 1931% MSC I - Europe, Australia & Far East 5.97% 14.49% Barclays Capital U.S. Aggregate Bond Index Interest rates on June 28, 2019 . I
s haw not been registered with the Wadies and Exchange Commas:an or Ada. Ay state securities laws. We prOrdeestrnated values for payee investment Noshes and structured products for ravine mai a:nous any Actuary it nee guaranteed - These values may dale tabstane bad Ircen Ines. a any. at *kith a pei
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
rity. Th6 estenate it alb, a guidelele; accuracy and continued income are not guaranteed. — hanged anal norm and current yield fa certain types of Noshes tend include a return of Principal or capdal gars in which case the est. income (and current yiekg would be oversuted. — Estimated anal income and
on the Last two pages of this statement for details about those balances 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
ccount number: Your current asset allocation • A 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 ig nand) Advisor.
ave not been regotered with the Securities and Exch Commission ce undo' wry slate seiuntileTaws. We provide estmated values for refute investment Noshes ird structured products tor trIcemational purposes any. clattery is 6:4 guranteed. - These vanes may differ abstain* km prices, il any. at which a
Account number: Your current asset allocation A Eye on the markets Index Percentage change October 2015 year to date S&P 500 8.44% 2 70% Russell 3000 7.90% 202% MSC I - Europe, Australia & Far East 7.82% 2.53% Barclays Capital U.S. Aggregate Bond Index 0.02% 1 14% Your Pinandal Advisor. T
on the last two pages of this statement for details about those balances Index Percentage change May 2016 Year to date S&P 500 1.80% 3 57% Russell 3000 1.79% 341% MSC I - Europe, Australia & Far East -0.78% -0 75% Barclays Capital U.S. Aggregate Bond Index Interest rates on May 31, 2016 3-month
ou may at for deledarY d fUll# pad securities at any tine. You may recent 'aunties used as ban collateral after paying any balance due m them. Any Noshes transferred to the Fan daring the statement period are Wed amide yak* as of the end of the sutermint period. • Cost basis. In detennining the cos
on the last two pages of this statement for data ks about those balances. Index Percentage change July 2017 year to date S&P 500 2.06% 11.59% Russell 3000 1.89% 1099% MSC I - Europe, Australia & Far East 2.89% 17.53% Barclays Capital U.S. Aggregate Bond Index Interest rates on July 31, 2017 3-mo
ow. llxn your request, batixes n to bark deposits may be windawn, rid Mom of a Money Fad my be lichiontect and tie proceeds retuned to you a your Noshes accost. Further Sturman:in about available sweep options, ilea:leg current interest rale. and yields, it available www ubs corriseneweekh, from yo
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