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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
NP7002069796702i9 VI 0 Account name: MAX FOUNDATION Friendly account name: MAX FOJNDATON Account number: Your 15 nandal Advisor. SCOTT STACK MAN LYLE CA SRIEL Phone Questions *bout your statement? Call your Financial Advisor or the Resourceline at 800.762.1000, account 029023651 lAritoor website: www
ion • Eye on the markets Your Yin/odd Advisor: War STACKMANLYL€ CASPIEL Index Percentage change May 2020 Year to date S&P 500 4.76% -4.97% Russell 3000 5.35% -663% MSC I - Europe, Australia & Far East 4.42% -14.03% Barclays Capital U.S. Aggregate Bond Index Interest rates on May 29, 2020 3-mo
Friendly account name: A1- nt , ,Ind Account number. Eye on the markets Index Percentage change line 2020 Year to date SW 500 1.99% -3.08% Russell 3000 2.29% -3.48% MSC I - Europe, Australia & Far East 3.44% -11.07% Barclays Capital U.S. Aggregate Bond Index Interest rates on June 30, 2020 3-mo
ge Fund Account number Purchase once' Number Avers .pace Client of shares per than (1) imvstrrent (I) Your Handal Advisor. SCOTT STACK MAI/ LYLE CA SRIEL Cost Price per shore basis (3) on Ian 31 (1) Value on Unrealized 0* Ian 31(S) cilln or loss (5) Irrestment Hddng *turn (1) pedal 2.005220
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
/ Senices a rianagement Account name: TERRAMAR PROiEC1, Friendly account name: TERRAMAR Account number. Your financial Advisor. SCOTT STACK MAN LYLE CA SRIEL Phone Questions about your statement? Cal your Anancial Advisor a the Resourceline at account Videoor wribsItn: www.tlascorN (neutral:ewes It
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