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,834.34 100.00% Your current asset allocation C Eye on the markets Index Percentage change November 2015 Year to date S&P 500 0.30% 3.01% Russell 3000 0.55% 2.58% MSC - Europe, Australia & Far East -1.54% 0.95% Barclays Capital U.S. Aggregate Bond Index -0.26% 0.88% Your R sandal Advisor S
ount number: Y1 2 Your current asset allocation Eye on the markets Index Percentage change January 2016 year to date S&P 500 -4.96% -4.96% Russell 3000 -5.64% -5.64% MSC I - Europe, Australia & Far East -7.22% -7.22% Barclays Capital U.S. Aggregate Bond Index 1.38% 1.38% You rKnoncial Advisor.
not keep pace with inflation. • Moderate. Wiling to accept new tidy to principal ad tolerate acme volatility to seek higher return,. • Aggressne: Willitg to accept hit, risk to principal ad high volatility to seek high returns merlin*. • lovesernent Vagina* Constitution: if selected a portion d the
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
ot keep pace with infantry. • Moderate Willing to accept some rids to principal red tolerate same volatity to seek hiker return,. • Algtaressioe: Willitg to accept hip risk to principal at high volatility to seek high returns over time. • amesement Elgiathey Consideration: If selected a portion of t
on the last two pages of this statement for data ks about those balances. Index Percentage change July 2017 year to date S&P 500 2.06% 11.59% Russell 3000 1.89% 1099% MSC I - Europe, Australia & Far East 2.89% 17.53% Barclays Capital U.S. Aggregate Bond Index Interest rates on July 31, 2017 3-mo
me a rants and may not keep pace will • Moon* Wiling to accept tome rids to pincipal rd tolerate same volatility to seek higher returns. • Amend*: Willitg to accept hip risk to pincipal at high volatility to seek high returns over time. • rmastment Elptdity Consattation: If selected a portion d the p
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