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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.
Description Amami (S) Dividend and intewstincome Taxable dividends Sep 3 Cividend UNITED PARCEL SERVICE INC CL 8 PAID ON 1061 71087 Sep 9 Cividend JOHNSON & JOHNSON COM PAC) ON 1066 746.20 Sep 15 Cividend Sep 16 Cividend MCDONALDS CORP PAD ON 1018 824.58 Sep 17 Cividend ANALOG DEVICES
,834.34 100.00% Your current asset allocation C Eye on the markets Index Percentage change November 2015 Year to date S&P 500 0.30% 3.01% Russell 3000 0.55% 2.58% MSC - Europe, Australia & Far East -1.54% 0.95% Barclays Capital U.S. Aggregate Bond Index -0.26% 0.88% Your R sandal Advisor S
ount number: Y1 2 Your current asset allocation Eye on the markets Index Percentage change January 2016 year to date S&P 500 -4.96% -4.96% Russell 3000 -5.64% -5.64% MSC I - Europe, Australia & Far East -7.22% -7.22% Barclays Capital U.S. Aggregate Bond Index 1.38% 1.38% You rKnoncial Advisor.
,285.88 Account activity this month Date Actlety Desorption Amoral (1) Dividend and interestlamer* Taxable dividends Taxable interest Dec 8 Cividend JOHNSON & JOHNSON COM PAD ON 1066 799.50 Dec 15 Dividend ANALOG DEVICES INC PAID ON 51 20.40 Dec 15 Cividend MCDONALDS CORP PAD ON 1018 90
5,383.34 100.001E Your current asset allocation A Eye on the markets Index Percentage change August 2016 Year to date S&P 500 0.14% 7.82% Russell 3000 0.26% 8.01% MSC I - Europe, Australia & Far East 0.08% 0.92% Barclays Capital U.S. Aggregate Bond Index -0.11% 5.86% Cash and money balances
72.39 100.00% Your current asset allocation • A Eye on the markets Index Percentage change November 2016 Year to date S&P 500 3.70% 9.79% Russell 3000 4.48% 10.58% MSC I - Europe, Australia & Far East -1.98% -1.86% Barclays Capital U.S. Aggregate Bond Index -2.37% 2.50% Interest rates on Nove
2250.00 Total deposit and other funds credited $2250.00 Cote nanny DesaCtion Amour(I) Dividend and interest income Taxable dividends Oct 31 Cividend SPDR SW 500 ETF TR Total taxable dividends $135347 1.353.67 Taxable interest Oct 28 Interest J P MORGAN CHASE & CO 07.900% 042949 DID0423C6FC10
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
Taxable dividends Taxable interest Jun 3 Dvidend XIUNX INC PAO ON 1798 557.38 Jun 9 Dvidend ANALOG DEVICES INC PAID ON 1751 700.40 Jun 9 Cividend JOHNSON & JOHNSON COM PAD ON 1066 799.50 Jun 15 Dvidend MCDONALDS CORP PAID ON 1018 865.30 Jun IS Cividend NECIERA ENERGY INC COM PAID ON 1
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Condoleezza Rice
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Vicky Ward
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UBS AG
ORGANIZATION
Stanford University
LOCATIONWeehawken
LOCATIONLOS AG
ORGANIZATIONSCOTT STACK
ORGANIZATIONHarbor Boulevard
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