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Account number: Your current asset allocation B A Eye on the markets e.dex percentage change August 2016 Year to date SW 500 0.14% 7.82% Russell 3000 0.26% 801% MSC I - Europe, Australia & Far East 0.08% 0.92% Barclays Capital U.S. Aggregate Bond Index -0.11% 5.86% Your Mandel Advisor- SCO
AR Account number: Your current asset allocation A Eye on the markets dex Percentage change November 2016 Year to date SW 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 Interest rates on November 30, 2016
prorrptk in sating of try addkant change in year financial shun:ha CONFIDENTIAL investment objectives. For etchkat& held, ycni choose one of the Solbwrg investment objectives: • FYoduce Curren t Income: tmennitras caking the generation of home only. • Achene OPOMPiorecratoon: Investments seeking g
orresty in venting of try oriticant change in you- (tunnel shuatian a CONFIDENTIAL investment objectives. For whin -a held, you shoot* one of the Solbwrg mestment objectives: • P/oduce Curren t Income twanwas wealth the generation of income any. • Achim CaPOMPPreciation: Investments seeking growth
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
rrpty in noting of try tYrilicant change in year Inerrial elluation CONFIDENTIAL investment objectives. Fee etch &Wan held, you choose one of the Solbwrg ewestment objectives: • Pioduce Current encomia trwelentres seal* the generation of i-come only. • Ache. CePea(APPreciation: Investments seeking
Account number: Your current asset allocation A Eye on the markets Index Percentage change January 2017 Year to date S&P 500 1.90% 1.90% Russell 3000 1.88% 1.88% MSC I - Europe, Australia & Far East 2.91% 2.91% Barclays Capital U.S. Aggregate Bond Index 0.20% 0.20% Your Il sandal Advisor-
Account number: 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% Your Financial Advisor
n roma& in writing of try lay-Mint cheep in par (fungal divatian a CONFIDENTIAL investment objectives. For etch deafall held, you dome one of the Solbwrg excitement objectives: • Produce Curren Income: rmntrotras seeking the generation of kome only. • Ackeve OPOMPOtenadon: Investments seeking growt
Advisor. SCOTT STACK MAIst LYLE CASRIEL 212-821.7000/ 800-308-3140 Index Percentage change December 2016 Year to date S&P 500 1.98% 11.96% Russell 3000 1.95% 12.74% MSC I - Europe, Australia & Far East 3.44% 1.51% Barclays Capital U.S. Aggregate Bond Index Interest rates on December 30,2016 3
K Randal Advisor. SCOTT STACK MANLYLE CASRIEL 212-82 I•7000/ 800-308.3140 Index Percentage change May 2017 Year to date 58P 500 1.41% &66% Russell 3000 1.02% 7.96% MSC I - Europe, Australia & Far East 3.81% 1440% Barclays Capital U.S. Aggregate Bond Index Interest rates on May 31, 2017 3-month T
promptt in venting of try Upton change in yor financial shuationcr CONFIDENTIAL investment objectives. For etchMacro held, you choose one of the Solbwrg investment objectives: • itIoduce Curren t Income: twat-rent seeking the generaen of :tome any. • Ankthe OPM/FPPreciation: Investments seeking gr
nt name: Friendly account name: : Account number: Eye on the markets Index Percentage Change January 2017 Year to date S&P 500 1.90% 1.90% Russell 3000 1.88% 1.88% MSC I - Europe, Australia & Far East 2.91% 2.91% Barclays Capital U.S. Aggregate Bond Index 0.20% 0.20% Your 15 sandal Advisor:
rorrpte in wilting of try tkrakant change in scut Mande situations CONFIDENTIAL investment objectives. For etch ACCOMI held you choose one of the Solbwrg investment objectives: • Ihoduta Curren f Acorn*: emenntras seeking the generaim of :tome only. • Ache. CaPVAPPreciation: Investments seeking gro
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