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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
tgircfna tie ,ntv4.4,,er used to detten-set the estmete el vane ard the date ot kw ntonnationthat e the basis sos the nenne by tontactrg ra inntil Actmor - Ihrd party *simrad van myle retkcad as 'hett anm!' n senat muaans• veen n dapeedet valurna lent has rot ~lad o• ie aubk to assen vas Men n born
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
tgircfna tie ,ntv4.4,,er used to detten-set the estmete el vane ard the date ot kw ntonnationthat e the basis sos the nenne by tontactrg ra inntil Actmor - Ihrd party *simrad van myle retkcad as 'hett anm!' n senat muaans• veen n dapeedet valurna lent has rot ~lad o• ie aubk to assen vas Men n born
nt on the last two pages of th is statement for detail about those balances. Index Percentage change Api 2019 'oaf to da S&P S00 405% 18.25% Russell 3000 3.99% 18.60% MSC I - Europe, Australia & Far East 2.91% 13.33% Barclays Capital U.S. Aggregate Bond Index Interest rates on April 30, 2019 3-mo
l recrmaronrectrofna ter ~ntnJAw used to deturene the egn« cl van ed the dne ot kw ntomationthat n. the basis lat the nem« by «ot 'degn:« inancol Actmor - med party orimaled vak« may br rilkeatd as 'Nr 'mad' in anda, sauaant• Mern an rdapardee valurna lem hat rot ~leda d ~10 togn var ~sve bann i
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