Document Mentions (5 shared documents)

EFTA01597249

3 mentions1 same-page

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on the last two pages of this statement for detail about those balances. Index Percentage change May 2020 Year to date 58P 500 4.76% -4.97% Russell 3000 5.35% -5.63% MSC I - Europe, Australia & Far East 4.42% -14.03% Barclays Capital U.S. Aggregate Bond Index Interest rates on May 29, 2020 3-m

00.00% $17.78 Your current asset allocation A Eye on the markets Index Percentage change February 2020 Year to date S&P 50U -8.23% -8.27% Russell 3000 43.19% -a 29% MSC I - Europe, Australia & Far East -9.03% -10.92% Barclays Capital U.S Aggregate Bond Index 180% 3.76% Your M flooded Adviso

elable* wwwas comes...Nay:Ms, hom you Fnncal Advises a by calIng KO-7621000. UN Financial Services account protection The Firm is a member of the Securcies hest.* Protection Corporation (sro, which protects securaies erosionen of is northern up to 1500,000 (nduding 1250.000 for dams for cash) baslanat

EFTA01597345

3 mentions1 same-page

Page ?Same page

on the last two pages of this statement tot details about those balances. Index Percentage change May 2020 Year to date S&P 500 4.76% -4.97% Russell 3000 5.35% -5.63% 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

the last two pages of this statement (of details about those balances. Index Percentage change April 2020 Year to date S&P 5CU 12.82% -9.29% Russell 3000 13.24% -1a42% MSC I - Europe, Australia & Far East 6.54% -17.66% Barclays Capital U.S Aggregate Bond Index Interest rates on April 30, 2020 3

EFTA01597495

3 mentions1 same-page

Page ?Same page

ber. Y1 23680 S5 Your current asset allocation • A Eye on the markets Index Percentage change February 2020 Year to date SW 500 423% 427% Russell 3000 419% 429% MSC I - Europe, Australia & Far East -9.03% -10.92% Barclays Capital U.S Aggregate Bond Index 1.80% 3.76% Your ti modal Advisor:

• Eye on the markets YourPinada' Advisor: SCOTT STACKMANLYLE CASRIEL Index Percentage change April 2020 Year to date S&P 5CU 12.82% -9.29% Russell 3000 13.24% -1a42% MSC I - Europe, Australia Be Far East 6.54% -17.66% Barclays Capital U.S Aggregate Bond Index Interest rates on April 30, 2020

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EFTA01597399

3 mentions1 same-page

Page ?Same page

$4,723,707.09 Your current asset allocation A Eye on the markets Index Percentage change January 2020 Year to date SEP 500 -0.04% -0.O4% Russell 3000 411% 411% MSC I - Europe, Australia & Far East -2.08% -2.08% Barclays Capital U.S Aggregate Bond Index 1.92% 1.92% Your Fi modal Advisor: S

55 Eye on the markets Your needed Advisor: SCOTT STACKMANLYLE CASRIEL Index Percentage change April 2020 Year to date SW 500 12.82% -9.29% Russell 3000 13.24% -10.42% MSC I - Europe, Australia & Far East 6.54% -17.66% Barclays Capital U.S Aggregate Bond Index Interest rates on April 30, 2020

EFTA01597297

2 mentions1 same-page

Page ?Same page

the last two pages of this statement for details about those balances. Index Percentage change April 2020 Year to date S&P 500 12.82% -9.29% Russell 3000 13.24% -1a 42% MSC I - Europe, Australia & Far East 6.54% -17.66% Barclays Capital U.S Aggregate Bond Index Interest rates on April 30, 2020

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