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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
on an oectnsdanis ea n rers date unless nsInindo~vfn by eco You are in.znslole la cedes tat immianaled d.e lo 'At false to <and ~sting soon aches Privaq To *Han • copy 01 <is ant Clore Presde Wait Plena wire yea inaxial &Mice a veil os webs. al q.v.. •6•4•••••••fl"... - Financial Steam nal atal.
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
or exeghts date ts*ss instructed otherwise by you. You we responsble for orders that are executed the to your Salve to cancel eating open ordeal. Privaq To obtain a copy of as current Client Prelacy Notice, please contact par Financial Advisor or visit as 'rebut at wonvati coesnovacrooky. — 1.85 F
$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
onis or errionis date wren inducted otherwise by you. You we response?* for orders that are executed the to ma laikre to cancel eating open cadet Privaq To obtain a copy of as current Cern Prelacy ebtke, please contact yrs Financial Adviser or visit as rebut at iswveues ratatrarvocare — 1.85 Finan
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
or eterichis date wens intrtxted otherwise by you. You ay response?* to Orders that are executed der to yin. 'allure to cancel eating ern orders. Privaq To obtain a copy of at current Client Privacy Notke, please contact Kw Financial Advisor or visit or webste erswicerse eanionvervouley — 1.85 Fin
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
shako* a neighs date Was entnxted otherwise by you. You we respornble fa orders Put are executed die to par failure to camel eating open orders. Privaq To obtain a copy of as current Client Waxy Notice, please contact Was f racial Advisor or visit as websee wrnede romronvervadev — 1.85 Financial
the last two pages of this statement for details about those balances. Index Percentage change April 2020 Year to date S&P 500 12.82% -9.29% Russell 3000 13.24% -1a 42% MSC I - Europe, Australia & Far East 6.54% -17.66% Barclays Capital U.S Aggregate Bond Index Interest rates on April 30, 2020
or exeghts date ts*ss instructed otherwise by you. You we responsble for orders that are executed the to your Salve to cancel eating open ordeal. Privaq To obtain a copy of as current Client Prelacy Notice, please contact par Financial Advisor or visit as 'rebut at wonvati coesnovacrooky. — 1.85 F
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