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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
*: Total of unmoved amiable oath tulaYet. ph, Oipoor &greet al all next ref renafflood bares, ad norm matt ma.* Ltd snoop baleen. a the ctn.,* the Immure prod Non-cormectty be merle balaces n yw attyt re not segregased from Wm babexes aid the Inn nay we wry a these lust nth. adnry cove 01 et hopes.
t Awl statement cn the last two pages of this statement for detais about those balances. Percentage change Wu." 2019 Year to date 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 4106% 1.00% Interest rates on Febru
count number: Your current asset allocation • A Eye on the markets index Percentage change November 2019 Year 10 date S&P 500 3.63% 27.63% Russell 3000 3.80% 27.34% MSC I - Europe, Australia & Far East 1.14% 1838% Barclays Capital U.S. Aggregate Bond Index -0.05% 8.79% veer Almada! Adviser: t
bram Total ol armarod amiable oath talwo.s. OA dpoot laaLtam al allNeed and nonaffluod brim rd tram maim masa end sweep balances. at the coxed the Immure wed NoThoormadly het ov.de balances in you scants'. at not seawaned from other balances aral the Fern ma me recd thew Ina is me minty can of is h
asset allocation Total assets $979.29 10040% A Eye on the markets Index Percentage change October 2019 Year to date S&P 500 2.17% 23.16% Russell 3000 2.15% 22.68% MSC I - Europe, Australia & Far East 3.60% 17.43% Barclays Capital U.S. Aggregate Bond Index 0.30% 8.85% Your Nmencial Adviser:
t on the last two pages of this statement Sot detail about those balances. Index Percentage change low 2019 Year to date S&P 500 7.05% 1834% Russell 3000 7.02% 1831% MSC! - Europe, Australia & Far East 5.97% 1449% Barclays Capital U.S. Aggregate Bond Index Interest rates on lunar 28, 2019 3-month
otal of dreamed notable oath tolant.t. OA &poor Dattitet al alt and and nonetoad bares. rd trowy main naafis -id sweep balances. a the claw of the Immure prod Nonlormodly het avde balances n your attan re not seaeanrd from other Defaces ski the Om, miry toe aydd thew fund nhr adnry cwte ol ct tearo
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
: Total of wthaarod ratable oath talan:m FAA &poor traelar al allneed and ncaafflood bares. ad norm maim mad fund sweep balances. at the <bled the Immure prod Nthconenedly het wed. balances n your sawn at not from other Defames ski the Fern miry it. rydd tarn ketch n the adnry caste ol as barest T
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