Document Mentions (3 shared documents)

EFTA01306878

3 mentions1 same-page

Page ?Same page

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

ten <omen nonet valdarno. Dolven e~ on aa last dodend rx naast payrnme made by the mar and ~rein re acdatestdeposts vnl b heb Ir om ar front te Xnement date or unedmaldy. Atoracy waard pekt se net gasrad. • Anno not bad by en Knancial Seer. Celen mets" not hobby Weien, ani rot aam Me leas postat

EFTA01307282

2 mentions1 same-page

Page ?Same page

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

lts <neen mak et valdavana balance e~ men last dodend cr mand payrnent mals by the isar and ~arm te war ihnideposts wil De reb Ia one ww. Iran te Xnement date or unedma Atoracy onnuni pekt se net ga bery.rd. • Aam§ not hold ba, VIS linancial Sens. Celen mets" not htklby !hein, and not witfm We Ins

EFTA01307084

2 mentions1 same-page

Page ?Same page

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