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er: Eye on the markets Index S&P SOO 'door Fienscloi Advisor: SCOTT STACKMANME CANNEL Percentage change Add 2019 Year to data 4.05% 18,25% Russell 3000 3.99% 18.60% MSC1- Europe, Australia & Far East 2.91% 13.33% Barclays Capital U.5. Aggegate Bond Index Interest rates on April 30, 2019 3-mon
Eye on the markets 01dex S&P SOO Your rioarscisi Advisor: SCOTT STACKMAPIUGE CASPIEl Percentage change Januar/2019 Year coda to 8 01% 8.01% Russell 3000 8.58% 8.58% MSC I - Europe, Australia & Far East 6.59% 6.59% Barclays Capital U. S. Aggregate Bond Index I ntarest rata on January 31, 2019 3-m
9036512. %sit our website: WWW tbSCOrrnr,3110. 5erACCI Resource Management Account January 2019 ANGARA TRUST ATTN: NUTTER MCCLENNEN & 115H 155 SEAPORT BOULEVARD BOSTON MA 02210-2698 Value of your account on December 31 (SI on January 31 (1) Your assets 8,370,664 51 000 Your liabilities 0.00 000 Val
on the last two pages of this statement tot details about those balances. Index Percentage change May 2020 Year to date S&P 500 4.76% -4.97% Russell 3000 5.35% -5.63% 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
the last two pages of this statement (of details about those balances. Index Percentage change April 2020 Year to date S&P 5CU 12.82% -9.29% Russell 3000 13.24% -1a42% MSC I - Europe, Australia & Far East 6.54% -17.66% Barclays Capital U.S Aggregate Bond Index Interest rates on April 30, 2020 3
gement 299 Park Avenue 26th Floor New York NY 10171-0002 CNe70069260590120 YI 0 Resource Management Account January 2020 MONTPELIER TRUST 155 SEAPORT BOULEVARD ATTN: NUTTER MCC LENNEN & FISH Account name: MONTPELIER TRUST LLP Friendly account name: Montpelier Cash BOSTON MA 02210-2698 Account number:
$4,723,707.09 Your current asset allocation A Eye on the markets Index Percentage change January 2020 Year to date SEP 500 -0.04% -0.O4% Russell 3000 411% 411% MSC I - Europe, Australia & Far East -2.08% -2.08% Barclays Capital U.S Aggregate Bond Index 1.92% 1.92% Your Fi modal Advisor: S
55 Eye on the markets Your needed Advisor: SCOTT STACKMANLYLE CASRIEL Index Percentage change April 2020 Year to date SW 500 12.82% -9.29% Russell 3000 13.24% -10.42% MSC I - Europe, Australia & Far East 6.54% -17.66% Barclays Capital U.S Aggregate Bond Index Interest rates on April 30, 2020
agement 299 Park Avenue 26th Floor New York NY 10171-0002 Resource Management Account January 2020 0070069260770120 Y1 0 MONTPELIER TRUST 155 SEAPORT BOULEVARD ATTN: NUTTER MCC LENNEN & FISH Account name: MONTPELIER TRUST UP Friendly account name: Mont I-Lsclge Fund BOSTON MA 02210-26913 Account number
nd Account number Your current asset allocation 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 Pi model Advisor:
name: Friendly account name:l ' • Account number Eye on the markets Index Percentage change January 2019 Year to date SEP 500 8.01% 8.01% Russell 3000 8.58% 8.58% MSC I - Europe, Australia & Far East 6.59% 6.59% Barclays Capital U.S Aggregate Bond Index 1.06% 1.06% Your Fi nancial Advisor: S
nt name: MONTPELIER TRUST Friendly account name: Mont I-edge Fund Account number: Resource Management Account January 2019 MONTPELIER TRUST 155 SEAPORT BOULEVARD ATTN: NUTTER MCC LENNEN & FISH LLP BOSTON MA 02210-2698 Your lc nancial Advisor. SCOTT STAC g MAIU LYLE CASRIEL VP,: Questions about your state
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
rho RMA Resourceline at &10-RMA-1000, account 029045172. Value of your account Resource Management Account December 2019 MONTPELIER TRUST 155 SEAPORT BOULEVARD ATTN: NUTTER MCC LENNEN & FISH LLP BOSTON MA 02210-2698 on November 29(S) on December 31 ($) Your assets 4,657,174.02 4,659,124.12 Visit our
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