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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
h the U5 Ikea Revenue Sauce aid PR Treasury Department. ad In such kerns awed), &vary March ardor intern it tar exempt or tare exam nese <omit your Indudual tat peoater. Match 2019 ($1 Year to date IS) Taxabh interest 0 28 0.65 Total current year 40.28 $0.65 Pror year adjustment 000 025 Total
Account number. Your current asset allocation Eye on the markets Index Percentage change December 2014 Year to date S&P 500 -0.25% 13.69% Russell 3000 -0.00% 12.56% MSC I - Europe, Australia & Far East -3.44% -448% Barclays Capital U.S. Aggregate Bond Index 0.09% 5.97% Your iq Randal Advisor.
: Account number: Your current asset allocation C Eye on the markets Index Percentage change August 201A Year tO date S&P 500 4.00% 9.89% Russell 3000 4.20% 9.23% MSC I - Europe, Australia & Far East -0.15% 2.93% Barclays Capital U.S. Aggregate Bond Index 1.10% 4.81% Your A asocial Advisor.
ervice and PR Treasury Oesssrtment and in such forms accutatery chanty cledenct analot interest as lac exempt or tat/4k income. neat. consult yeti' Indudual tax prepare( December 2014 (1) Year to date (S) Taxable dividends 5,215.13 41,777.77 Taxable interest 0.12 5.08 Total current year $5215.25
L Account number: Your current asset allocation Eye on the markets Index Percentage change November 2014 Year to date S&P 500 2.69% 13.98% Russell 3000 2.42% 12.56% MSC I - Europe, Australia & Far East 1.37% -1.08% Barclays Capital U.S. Aggregate Bond Index 0.70% 5.86% Interest rates on Nove
45.16 100.00% Value of your account $1,606,645.16 Eye on the markets Index Percentage change August 201A Year to date S&P 500 4.00% 9.89% Russell 3000 4.20% 9.23% MSC I - Europe, Australia & Far East -0.15% 2.93% Barclays Capital U.S. Aggregate Bond Index 1.10% 4.81% Interest rates on August
SendIt and PR Tfee6WY [repairmen). and in such taunt accuratety usury dindenct and et Interest as tan exempt or tatable income. Pleat consult your Indudual tax prepare( December 2014 tn Year to date (I) Taxable dividends 3,357.30 57,602.43 Taxable interest 012 8.33 Total current year 53,357.42
n the last two pages of this statement for details about those balances Index Percentage change March 2014 Year to date S&P 500 0.84% 1.81% Russell 3000 0.53% 1.97% MSC I - Europe, Australia Be Far East -0.57% 0.77% Barclays Capital U.S. Aggregate Bond Index Interest rates on March 31, 2014 3-
nt number: NMI Your current asset allocation A D Eye on the markets Index Percentage change August 2014 Year to date S&P 500 4.00% 9.89% Russell 3000 4.20% 9.23% MSC I - Europe, Australia & Far East -0.15% 2.93% Barclays Capital U.S. Aggregate Bond Index 1.10% 4 81% Your Gondol Advisor. SCO
Service and PR Treasury Oepartrrent, and in such fon accurately data fy dndenck arcira Interest as lac exempt or ta4able income. Pleat consult your Indudual tan preparer. January 2015 ($) Year to date (S) Dividends 41.57 41.57 Total current year $41.57 $41.57 Total dividend & interest $41.57 $4
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Vicky Ward
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UBS AG
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LOCATIONWeehawken
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