Document Mentions (3 shared documents)

EFTA01273308_sub_002 - EFTA01273308_200

3 mentions1 same-page

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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.

0 251.093 26,113.69 328.320 34,145.28 8,031.59 LT Security total 372.000 235.218 87,501.00 122,135.04 34,634.04 CATERPILLAR INC Symbol. CAT Exchange: NYSE EAI: 13,108 Current yield: 2.83% An 19,13 72.000 84.718 6,099.75 99.030 7,130.16 1,030.41 LT lun 20. 13 121.000 83.14i 10,060.15

EFTA01273308_sub_001 - EFTA01273308_100

2 mentions1 same-page

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on the Fast two pages of this statement for details about those balances Index Percentage change May 2014 Year to date S&P 500 2.35% 4.97% Russell 3000 2.18% 432% MSC I - Europe, Australia & Far East 1.76% 411% Barclays Capital U.S. Aggregate Bond Index Interest rates on May 30, 2014 3-month Tr

Price ger stare Vdue on Unierszed Haring pat sham (1) Cod basis (I) on Feb 28(1) kb 20 ($) gain of loss (1) period CATERPILLAR INC Symbol: CAT Exchange. NYSE CAI: $2,664 Current 247% 1,1 10 000 --This information was unavailable-- 96.970 107,636 70 COLGATE PALMOLIVE CO Symbol. Cl Exchange: NYS

EFTA01273308_sub_003 - EFTA01273308_300

2 mentions1 same-page

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on the last two pages of this statement for details about those balances Index Percentage change May 2015 year to date S&P 500 1.29% 3.23% Russell 3000 1.38% 3.68% MSC I - Europe, Australia & Far East -0.40% 893% Barclays Capital U.S. Aggregate Bond Index Interest rates on May 29, 2015 3-mont

T Feb 18.14 45.600 8 366 381 49 7.850 357 96 •23.53 LT Security total 387.000 8.163 3,158 93 3,037.95 •120.98 CATERPILLAR INC Symbol. CAT Exchange. NYSE EAI: 13,108 CLorent yield- 3.28% Jun 19.13 72.003 84 718 6,099 75 85.320 6,143 04 43.29 LT An 20, 13 121.000 83.141 10,060.15 85.