A GUIDE TO YOUR NEW STATEMENT Asset Allocation Easy to read asset class pie chart reflecting your investment allocations. Prior Period, Change, and Current Period amounts are shown. Change In AccountValue Account overview showing beginning account balance, net changes in the portfolio, and ending account balance for your account. Portfolio Holdings Detailed list of positions held during the statement period grouped by asset type. Description, CUSIP/symbol, quantity, price, value, cost basis, unrealized gain/loss, estimated annual income is shown for each position. Cash and money market balances are also displayed here. How to Read Your New Statement This guide is intended to help you understand the changes and enhancements to your statement. (Some information may or may not appear on your own personal statement, based upon your specific account.) SA Stone Wealth Management Inc. Member FINRA/SIPC.

AGUIDETOYOUR NEWSTATEMENT - SA Stone …...SA Stone Wealth Management Inc. Member FINRA/SIPC. AGUIDETOYOUR NEWSTATEMENT Multi-Currency Cha nge in Account Value Foreign account summary

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AGUIDE TOYOUR NEWSTATEMENT

Asset AllocationEasy to read asset class pie chart reflecting your investment allocations. Prior Period, Change, and Current Period amounts are shown.

Change In AccountValueAccount overview showing beginning account balance, net changes in the portfolio, and ending account balance for your account.

Portfolio HoldingsDetailed list of positions heldduring the statement periodgrouped by asset type.Description, CUSIP/symbol, quantity, price, value, cost basis, unrealized gain/loss, estimated annual income is shown foreach position. Cash and money market balances are also displayed here.

How to Read Your New StatementThis guide is intended to help you understand the changes and enhancements to your statement.(Some information may or may not appear on your own personal statement, based upon your specific account.)

SA Stone Wealth Management Inc. Member FINRA/SIPC.

Household AccountNames, account numbers, and balances of all household accounts.

Activity DetailsAccount transactions during this statement period grouped by product types.

SA Stone Wealth Management Inc. Member FINRA/SIPC.

AGUIDE TOYOUR NEWSTATEMENT

General Information About Your Account

Information about the relationships between the clearing firm, your brokerage firm, and you.

Portfolio Holdings Disclosures

These disclosures reference specific positions and explain in detail information about the nature of the holding. DPP and REIT valuations, if applicable,are displayed here.

SA Stone Wealth Management Inc. Member FINRA/SIPC.

AGUIDE TOYOUR NEWSTATEMENT

Multi-Currency Change in Account Value

Foreign account summary for this statement period showing beginning account value, net changes in portfolio, and ending account value.

Summary of Multi-Currency Holdings

Foreign account holdings valued in their native currency, as well as the account’s base currency for the statement period.

Any change in the USD equivalent value will reflect in the ‘Exchange Rate Table’

SA Stone Wealth Management Inc. Member FINRA/SIPC.

AGUIDE TOYOUR NEWSTATEMENT

Individual Retirement Account Information

Monthly and year-to-date contribution and distribution data for your Individual Retirement type accounts. Also if available is the Current Year Requirement Minimum Distribution and Beneficiary Information

SA Stone Wealth Management Inc. Member FINRA/SIPC.

Quarterly Account Suitability Information

Quarterly Account Suitability Information is required under Securities and Exchange Rule 17a-3 Books and Records Requirements, the following information must be presented for your review.

AGUIDE TOYOUR NEWSTATEMENT