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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
ns • You account is currently coded for margin. • lots account cost bash default closing method is FIFO, First In, First Out Your Kneed. Advisor: SCOTT STACKMAIN/LYLE CASRIEL 212.821.7006800.308.3140 CrIPTC0C0306454760N/T000306I44C0004 0316 030575004 YI23574550 I0M4yGm000220se 4 of 10 CONFIDENTIAL EFTA_001
t on the last two pages of the statement for detais about those balances. Index Percentage change haw 2019 Year to date S&P SOO 7.05% 18.54% Russell 3000 7.02% 18.71% MSC I - Europe, Australia & Far East 5.97% 1449% Barclays Capital U.S. Aggregate Bond Index Interest rates on June 28, 2019 3-mo
nt on the last two pages of this statement sot detail about those balances. Index Percentage change Apri 2019 Yew to dam S&P 500 405% 18.25% Russell 3000 3.99% 18.60% MSCI- Europe, Australia & Far East 2.91% 13.33% Barclays Capital U.S. Aggregate Bond Index Interest rates on April 30, 2019 3-mont
0 3.14 Total currant year $102.08 $558.19 Pror year adjustment 0.00 97.28 Total dividend & interest $102.08 $65547 Year Neaacial Advisor: SCOTT STACKMAIN/LYLE CASRIEL Wats repented below °dude Products for Moth cans and misses are not dadand. Realized darn and bases unrealized May 2019 01 Year to
Account number: Your current asset allocation A Eye on the markets Index Percentage change October 2015 year to date S&P 500 8.44% 2 70% Russell 3000 7.90% 202% MSC I - Europe, Australia & Far East 7.82% 2.53% Barclays Capital U.S. Aggregate Bond Index 0.02% 1 14% Your Pinandal Advisor. T
on the last two pages of this statement for details about those balances Index Percentage change May 2016 Year to date S&P 500 1.80% 3 57% Russell 3000 1.79% 341% MSC I - Europe, Australia & Far East -0.78% -0 75% Barclays Capital U.S. Aggregate Bond Index Interest rates on May 31, 2016 3-month
balances widng Cash Opermg blame Closing baanee Poet per share Awras on mar 1 (S) on Mar 31 (5) on Mal 31 (5) rate Your I6nancial Advisor SCOTT STACKMAIN/LYLE CASRIEL Conalendinterest Days in period period C4, annum (1) -2500 0.00 UBS BANK USA BUS ACCT 313,345 03 27,723.09 250,000 00 Total
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