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nd Account number Your current asset allocation Eye on the markets Index Percentage change February 2019 Year to date S&P 500 3.21% 11.48% Russell 3000 3.52% 12.40% MSC I - Europe, Australia & Far East 2.56% 9.32% Barclays Capital U.S. Aggregate Bond Index -0.06% 1.00% Your Pi model Advisor:
name: Friendly account name:l ' • Account number Eye on the markets Index Percentage change January 2019 Year to date SEP 500 8.01% 8.01% Russell 3000 8.58% 8.58% MSC I - Europe, Australia & Far East 6.59% 6.59% Barclays Capital U.S Aggregate Bond Index 1.06% 1.06% Your Fi nancial Advisor: S
bully paid seoirties at arty tine. You may Wei* Sett/On used as loan cannel after paying any balance the on them. Any %enmities vansf erred to the Fim &rig the statement period are listed at market value as of the end of the statement period. • Cost bash. In deteminirg the cost bares of the seas/t
Eye on the markets Your R sandal Advisor: SCOTT STACK MANLYLE CASR1EL Index Percentage change July 2017 Year to date S&P 500 2.06% 11.59% Russell 3000 1.89% 10.99% MSC I - Europe, Australia & Far East 2.89% 17.53% Barclays Capital U.S. Aggregate Bond Index Interest rates on July 31, 2017 3-m
name:Ir Account number: Your current asset allocation Eye on the markets Index Percentage change July2018 Year to date S&P 500 3.72% 6.47% Russell 3000 3.32% 6.64% MSC I - Europe, Australia & Far East 2.47% 0.04% Barclays Capital U.S. Aggregate Bond Index Interest rates on July 31, 2018 3-month
of IS.? paid Sea-flies At any time. You mat °cane munlies used as loan collateral alter parg any balance ds an them. AN secuntes tranderred to the Fim &rig the statement paned are lath at maker value as of the end of the astern° prod • Cost blab. In determining the oat base.of the securities indic
Account number: Your current asset allocation A Eye on the markets Index Percentage change November 2017 Year to date S&P 500 3.07% 20.49% Russell 3000 3.04% 19.93% MSC I - Europe, Australia & Far East 1.06% 23.61% Barclays Capital U.S. Aggregate Bond Index -0.13% 3.07% Your Knandal Advisor
o k4r pad sea-Mies at any time. You may recent smunlies used as ban collateral after ;wig any balance We an them. Any securities trannemed to the Fim &ring the statement period are toted at market value as of the end of the staternert mend • Dort bask. In Stemming the con bans of the se:unties in
Entities connected to both Russell 3000 and Fim &

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