Document Mentions (3 shared documents)

EFTA01597399

3 mentions1 same-page

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$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

nwa at 201-32-1699 a toll-free at 800-354-9103, 8:00 A.M. to 600 P.M ET Monday through Friday. or in writing to LBS Financial Serviceable.. Client Relatiorn Department, P.O. Box 766 Union City, hi 07087. • All statement shall be darned carp** and accuse not objected to n visiting within 60 days. • For TTY servic

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

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