Document Mentions (3 shared documents)

EFTA01597543

3 mentions1 same-page

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t Account number: Your current asset allocation Eye on the markets Index Percentage change January 2020 Year to date 58P 500 -0.04% -0.04% 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 Fineadri Advisor: S

n the last two pages of this statement for detail about those balances. 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

s accuracy is not guaranteed. Oder all features may exist Moth could affect yield; complete information wit be provided upon relent • Price/value. Pekesdeployed la securities and other produce maybe higher or lower tend* price that you would actually recent in the market. Prim re obtained from various third p

EFTA01597297

2 mentions1 same-page

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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

EFTA01597447

2 mentions1 same-page

Page ?Same page

t on the last two pages of this statement for detais about those balances. Index Percentage change May 2020 Year to date SW 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