Page 19 - Sample Financial Plan 4-1-2019 v2

Account History

As of March 29, 2019
Prepared for John and Jane Sample
The Account History report provides the dates and values for your accounts as of the last update.

BROKERAGE ACCOUNT
Date Value
3/2019 $67,846
2/2019 67,277
1/2019 65,172
12/2018 60,386
11/2018 66,720
10/2018 65,462
9/2018 70,255
8/2018 70,186
7/2018 67,987
6/2018 65,532
5/2018 65,455
4/2018 63,914
3/2018 63,689

This analysis must be reviewed in conjunction with the limitations and conditions disclosed in the Disclaimer page. Projections are based on assumptions provided by the
advisor/representative, and are not guaranteed. Actual results will vary, perhaps to a significant degree. The projected reports are hypothetical in nature and for illustrative purposes only.
Return assumptions do not reflect the deduction of any commissions. They will reflect any fees or product charges when entered by the advisor/ representative. Deduction of such charges
would result in a lower rate of return. Consult your legal and/or tax advisor before implementing any tax or legal strategies.

Version 10.3.386.16335 § Prepared on March 29, 2019 by Steve Conkin § Personal and Confidential § Page 9 of 18