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et allocation Total assets 312,754.38 100.00% A Eve on the markets Index Percentage change January 2018 Year to date S&P 500 5.73% 5.73% Russell 3000 5.27% 5.27% MSC I - Europe, Australia & Far East 5.02% 5.02% Barclays Capital U.S. Aggregate Bond Index -1.15% -1.15% Year risencial Advisor
l turd sweep balances. See the Miportantm formadon about told statement on the last two pages of th is statement for detail about those balances. Russell 3000 MSC - Europe, Australia & Far East Barclays Capital U.S. Aggregate Bond Index Interest rates on April 30, 2018 3-month Treasury bills 1 83% One-mo
k. USA seals penning". bornYea USA ex orparaed Vadenuds, negimed tra:kmarks. service maks ad nodded sown marks ate of ree respearre <rampant% UK Fianna. Swaim Inc Per 291711 SDNY_GM_00325362 EFTA 0í)19R137 EFTA01307403 SUBS UBS Financial Senates tic. Prnete Wealth Management 299 Park Avenue
Eye on the markets Your R sandal Advisor: SCOTT STACK MANLYLE CASR1EL Index Percentage change July 2017 Year to date S&P 500 2.06% 11.59% Russell 3000 1.89% 10.99% MSC I - Europe, Australia & Far East 2.89% 17.53% Barclays Capital U.S. Aggregate Bond Index Interest rates on July 31, 2017 3-m
name:Ir Account number: Your current asset allocation Eye on the markets Index Percentage change July2018 Year to date S&P 500 3.72% 6.47% Russell 3000 3.32% 6.64% MSC I - Europe, Australia & Far East 2.47% 0.04% Barclays Capital U.S. Aggregate Bond Index Interest rates on July 31, 2018 3-month
to Kra Firing' Ackisor. The Firm does not independently verity cr gmantee the accuracy a validity of any alocrinnon voided by sons other than LEIS Fianna' Sewn. h ackflion, Plough LEK F ?uncial Semen gene-alb updates this Marro' less avers received. the Jim does not von* any assures that the nformat
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
. party balks and provides aor•SS to horn aid away prodscts imed by unaffiliated tied {tarty Moan, compares Haugh cloaca agency tubsaa •-s of utS Fianna Savlas tic Inrenat, ratan. aid annuity products Not rot hosed • NO bat* granled May late vane RsAA ReSOVaMnagemml Anne Business Seaca Moat BSA MA
ccount number: Your current asset allocation A Eye on the markets Index Percentage change December 2014 Year to date S&P 500 -O.25% 13.69% Russell 3000 -0.00% 12.56% MSC I - Europe, Australia & Far East -3.44% -44% Barclays Capital U.S. Aggregate Bond Index 0.09% 5.97% Your Fi vandal Advisor
make< mnual lend sweep Waxes. X the dose of the Batman period Non.cortynoilly fret Cledn balmri yta .10»uni atop war ed from are bataxes and tee Fianna use ay Ok thine Ards n the ordtia arse of as tarsi» lhese beds ▪ paydbk won yow Wivnd 101.516 Inclithid 6 Ty amen pelid dos kg vibe Lawny infor
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
d do not necessarily marmot the value you may receive mon liosidatien. - Thief party energies of rake at as ol a <eon date and are Replied to DB5 Fianna' Se vices on a regular base by an independent valasCon - Muir, general partner or sponsor eel:noted vabet if any. are Applied to the Finn by the s
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