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, To the ertent that reacted sedition are eight la sale, the vale remind may be filonantiaR less than the inpsed value SnOinfs • Eat. heatimeted) Moyne anent yields and rates. An 9:finale of areal income is based an current decked rd interest rates, assuning tie scuts will be held for we yea from
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
values may be reflected as 'Not priced' in WOK ai Utahans' when a' independent halation fern has not supplied or is usable to assign a vibe when we Moyne seize that a material event has occurred that may call a Preciously reputed value Silo question, a when a valve woad be highsly sperulatry due 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
e general*, of Wane any. • Achieve Capital Appreciate.= Sandals maim Torah of printout hater than the generation of rcome. • Dodo* Conbreason of Moyne and Capital Appreciation. Investments seeking both the 9Inwalion of icon* aid growth of prixiPal Nona risk profile; • Come iv ithe Seeks to aunti
.00% U4.843.54 Your current asset allocation A 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 Fi nancial Adviso
ms with the US Maul Revenue Service and PR Treasury Depart:rent and in sue h forms accurately denthfy deicknds ardor interest mut. exempt or taxable Moyne. Please consult your Ind vdual tat preparer. July 2015 (41 Year to date ($) Taxable dividends 2,640.10 17,712.83 Long-term capital gains 0.00
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
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