Document Mentions (3 shared documents)

EFTA01307372

3 mentions1 same-page

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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

and peleed Mak tot the -mur <db for Isy ~ion wil brudhad «erhalid by lot kan "ed ai ~it: d the ere bed n our narna et nnomi-ren». lot as deems (al ~e ~onn obtared kom trod pa-bm ed ds xoncy es nol 9.earaneed byha <ad bant rroyarn wen:havla etat si:Lo:make ~urt ml be yrende osane reden • Prit

EFTA01307282

2 mentions1 same-page

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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

aelated mak ihat the -nu« <ah for isy ~ion wil be elested ~ark by lot Iren gned somilies d tia Mae bed n ora narre or rinomi-team. fa at alin (al ~e ~eis obtared bom *urd pekes ed as xosacy es not gana teed Other <al femnt «syesel whnh alka yekb Øen ',ormoro ml te pond kcon raguen • Prioatr

EFTA01306586

2 mentions1 same-page

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on the last two pages of this statement for detals about those balances. Index Percentage change July 2018 Year to date S&P 500 3.72% 6.47% Russell 3000 3.32% 6.64% MSC I - Europe, Australia & Far East 2,47% 0.04% Barclays Capital U.S. Aggregate Bond Index Interest rates on July 31, 2018 3-month