Page 20 - 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.

ROTH IRA ACCOUNT
Date Value
3/2019 $33,923
2/2019 33,638
1/2019 32,586
12/2018 30,193
11/2018 33,360
10/2018 32,731
9/2018 35,128
8/2018 35,093
7/2018 33,994
6/2018 32,766
5/2018 32,728
4/2018 31,957
3/2018 31,844

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 10 of 18