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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
t abo psdomad supplemental .wane The marrosn amart payable to all NON. <has. cottony b under the protection 4 1%0 mlIrsa is of Decanter 10. 2016 Subact to he poky conSI or% and lent/ton% (On at Mt Fern n *mho ptoteched Ice to to SI 9 mann on the arecole for ell you accoas bed es a paic.)v (*suer A
n the last two pages of this statement for details about those balances Index Percentage change March 2014 Year to date S&P 500 0.84% 1.81% Russell 3000 0.53% 1.97% MSC I - Europe, Australia & Far East -0.57% 0.77% Barclays Capital U.S. Aggregate Bond Index Interest rates on March 31, 2014 3-m
r a. Account number. Your current asset allocation A Eye on the markets Index Percentage change Ma 2014 Year to date S&P 500 2.35% 4.97% Russell 3000 2.18% 4.32% MSC I - Europe, Australia & Far East 1.76% 4.11% Barclays Capital U.S. Aggregate Bond Index Interest rates on May 30, 2014 3-month
. ha also pus:Mid %Bolan/Bra, Botocisei Berra/anon Blount payable to all NOW dent. con/carol/under this protodion o SOX =Eon as of Dionne IO 2013 Subact to the policy arditiord aid Pricalcas oath at the Fan is Cunha pram= err to to Sterna= n the a ni eote for all you amantshel is a paint!, capacty
• Account number: Your current asset allocation A Eye on the markets dex Percentage change October 2015 Year to date S&P 500 a 44% 2.70% Russell 3000 7.90% 2.02% MSC I - Europe, Australia & Far East 7.82% 2.53% Barclays Capital U.S. Aggregate Bond Index 0.02% 1.14% Your A asocial Advisor.
Account number. Your current asset allocation A Eye on the markets Index Percentage change December 2015 Year to date S&P 500 -1.58% 1.38% Russell 3000 -2.05% 0.48% MSC - Europe, Australia & Far East -1.33% -0.39% Barclays Capital U.S. Aggregate Bond Index -0.32% 0.55% Your R Bendel Advisor- S
ased n.ppbrnental protection. The macaw mount payable to al *Goble clogs, colitcliak under this protection is 1500 millon as of Decenter 10, 2013. Subact to the poky corditons ad Imitations, cash a the Firm is further protected fa up to tl 9 million el the agg'egae for all 'our amounts heed in a part
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
hit abo a -rebated supplemental rosance The mammon than path to all.teable dents. colecrob \Mt( the eintlabon 4 1%0 rehab t of thaerter 10. 2016 Subact to tope(' cordial% and Irritieenr. Ora el the funned/the aOtiread b am to St 9 mace, in the r"),Kele Ice al you accosts bed es a palkular CaPaCt
nt limit: Friendly account name- — Account number. Eye on the markets rndex Percentage change March 2019 Year to date S&P S00 1.94% 13.65% Russell 3000 1.46% 14.04% MSC1- Europe, Australia & Far East 0 74% 10.13% Barclays Capital U.S. Aggregate Bond Index Interest rates on March 29,2019 3-mon
cedar affliatta, Kaaba ~toted supplemental rosaxe The ~rum anan parable to all Made chem. <cantina snor the potation c ISCO as of Norte 10. 2016 Subact to heroice condo" and andiron% Oren se the hem n hutar crow Tod Ice cp o $1 9 miler, in the *9,00ie for all you auceents hell n a palenIar caituc
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