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isor. • Unrealized gaits/losses When data is ;anti* estinated Le-realized gain* losses we ultdated fa ndvistaseosty lots. Re transaction data for Megan lots may or maynot idlest commissions. *ages ands acuity reorgenizal milts Diridend and ofierre mei:Orem lots ad systematic patine lots are each
n the last two pages of this statement for details about those balances Index Percentage change March 2014 Year to date S&P 500 0.84% 1.81% Russell 3000 0.53% 1.97% MSC I - Europe, Australia Be Far East -0.57% 0.77% Barclays Capital U.S. Aggregate Bond Index Interest rates on March 31, 2014 3-
nt number: NMI Your current asset allocation A D Eye on the markets Index Percentage change August 2014 Year to date S&P 500 4.00% 9.89% Russell 3000 4.20% 9.23% MSC I - Europe, Australia & Far East -0.15% 2.93% Barclays Capital U.S. Aggregate Bond Index 1.10% 4 81% Your Gondol Advisor. SCO
seek loiter returns. • Agsvesske: Wiling to accept hid, rid to Printtal and n41 avlat kny to seek loge rdsns over tine. • Inhinetn•nt Eti9a&y Coma:Megan: I selected, a portn of the portfolio for the accent may dark canal« Wakens, linked kinky end getter Statement Ineseheldine We may consolidate al
: Account number: Your current asset allocation A Eye on the markets Index Percentage change January 2017 Year to date S&P 500 1.90% 190% Russell 3000 1.88% 188% MSC I - Europe, Australia & Far East 2.91% 2 91% Barclays Capital U.S. Aggregate Bond Index 0.20% 0 20% Your Mounds' Advisor TT
es of this statement for details about those balances asofApo/27, 2077 Index Percentage change April 20I 7 Year to date S&P 500 1.22% 7 36% Russell 3000 1.38% 7.20% MSC I - Europe, Australia & Far East 2.72% 1030% Barclays Capital U.S. Aggregate Bond Index Interest rates on April 27, 2017 3-mont
as need ir n1 ornate^ elandlions SOurOn Sher OM Les Onancel Simms. relidrg ~swum km another Irma the you may have prodded to you lina-etal Admen( Megan does not ndmereintly verdy ~Inlet the rangy a vardty ce ere elonniatees pronded ty rases other than Le3Sf evade Stevices. acicUsark akhough COS Po
on the last two pages of this statement for detals about those balances. Index Percentage change July 2018 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
fference between the current value endue cost teas aldwould gentrasy be your tenable gain or loss if the set only was sold en IM Gate. me unrealltd (Megan or loss may need to be adjusted for return of captal cements in order to Bete Minn tne reazto gain ol 'as for tax re:acting purposes investment te
on the last two pages of this statement for details about those balances Index Percentage change July 2015 Year to date S&P 500 2.10% 3.35% Russell 3000 1.67% 3.65% MSC I - Europe, Australia & Far East 2.08% 8.08% Barclays Capital U.S. Aggregate Bond Index Interest rates on July 31, 2015 3-mon
ke a accept an amount determined by a registered clewing agency, a-idcredit you: acorn Investment objectives The rimmert °forerun and risk profile Megan to each account and my try between Please nen the Fan prong*, in merger any signif tent change in you: financial situnn or nommen objectives. For
Account number: Your current asset allocation A Eye on the markets Index Percentage change February 2014 Year to date S&P 500 4.57% 0.96% Russell 3000 4.74% 1.43% MSC I - Europe, Australia & Far East 5.59% 1.34% Barclays Capital U.S. Aggregate Bond Index 0.53% 2.02% Your Financial Advisor
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