Document Mentions (3 shared documents)

EFTA01307564_sub_001 - EFTA01307564_100

3 mentions1 same-page

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t on the last two pages of the statement for detais about those balances. Index Percentage change haw 2019 Year to date S&P SOO 7.05% 18.54% Russell 3000 7.02% 18.71% MSC I - Europe, Australia & Far East 5.97% 1449% Barclays Capital U.S. Aggregate Bond Index Interest rates on June 28, 2019 3-mo

nt on the last two pages of this statement sot detail about those balances. Index Percentage change Apri 2019 Yew to dam S&P 500 405% 18.25% Russell 3000 3.99% 18.60% MSCI- Europe, Australia & Far East 2.91% 13.33% Barclays Capital U.S. Aggregate Bond Index Interest rates on April 30, 2019 3-mont

89.92 Net sitotteann capital gains and lamas 89.63 Long-term capital gains and losses Wash sae Downie, of Purchase Sao Sae Cost cost tins Secant', ciestroton Molted lege vilue aye date acrourd al Oasts (9 adnornenI(y) Lois 01 Gain IS) DOUBLE letE TOTAL RETURN FUND INSR. FIFO 1,693.

EFTA01276845_sub_001 - EFTA01276845_100

2 mentions1 same-page

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Account number: Your current asset allocation A Eye on the markets Index Percentage change February 2014 Year to date S&P 500 4.57% 0.96% Russell 3000 4.74% 1.43% MSC I - Europe, Australia & Far East 5.59% 1.34% Barclays Capital U.S. Aggregate Bond Index 0.53% 2.02% Your Financial Advisor

nt lowest FAO) and pens. 6 rabble a wont iits, from your ;nano, advisor a by caln9 UBS Irwancial Smokes omega promtion The Finn ice/Medan of the Secant taper Protection Coporaurn PAO With pro teas seamen rocons of es mortars to to 1500.000 (nada; $250.000 for darns tor can) Me 5PC we acumen tenet

EFTA01276845_sub_002 - EFTA01276845_160

2 mentions1 same-page

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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