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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
wasts ml be nal losene >er kan the sl sanert bate oe unblmataty. Acoracy cortiand etl se not guserteed. • Am° not hold by VIS linarcial 5•1\40,.. Centen /sats cre na held ty the Iren ed nyt *Onn the (etis ~sat er <reol Na* asket art dnplayed on ,vsa sutenert loe rdonnataul papa« al, Pottant and v
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
wasts ml be nal losene >er kan the sl sanert bate oe unblmataty. Acoracy cortiand etl se not guserteed. • Am° not hold by VIS linarcial 5•1\40,.. Centen /sats cre na held ty the rim ed nyt *Onn the etis ~sat or <reol Na* asket art dnplayed on ,vsa sutenert loe rdonnataul papa« al, Pottant and vas
7,960.89 100.00% Your current asset allocation A Eye on the markets Index Percentage change January 2019 Year to date S&P SOO 8.01% 8.01% Russell 3000 858% 858% MSC I - Europe, Australia & Far East 6.59% 6.59% Barclays Capital U.S. Aggregate Bond Index 1.06% 1.06% Your ltsatdal Adviser- SCO
.00% 52,505.60 A Your current asset allocation Eye on the markets Index Percentage change November 2019 Year to date S&P S00 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% your neemial Adviser: S
trav diemedepdts wel be heidon, from st semiet date or unit malrly, Addacy rei ortnued pad se not daraneed, • Anita not held by hils 'madet Sens. Centen aseb art rot heb be the Ann andet nile« I nWs pounsi:n oe control Thea «tene dipbood on pos slatong« for Sommend pLepot“ alp Pedant and vaam pane
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
secanwidtpasts wit be nerd Jeanne A kan she statement date a untilnun", ct icy on:lad yell se net dammed, • Amu not held by MIS Finadel 541M,,. Centen own re n't held lay the stres and at wann the Iris ~tan a <ØL The reets are dnpliyed r rat statement ha eformatana OØ ally Paeans and vakas 'Wa
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