9
Shared Docs
9
Same-Page
9 / 15
Mentions
r compliens on i-odles to the FinMC lent Relations Department at 201.3521699 or tolkf nee at 800.354-9103, 8:00 A.M. to 6 00 P.M ET Monday through Foley, or in wren to UBS Financial Services it., Client Relations Derunment, P.O. Box 766 Union< ey, w 07067. • AB moments shall be deemed corvine and a
ye on the markets Your Finandul Advisor: SCOTT STACK MANY LYLE CASFeEL Index Percentage change March 2019 Year to date S&P 500 1.94% 13.65% Russell 3000 1.46% 1404% MSC I - Europe, Australia & Far East 0.74% 10.13% Barclays Capital U.5. Aggregate Bond Index Interest rates on March 29, 2019 3-m
Eye on the markets Your Nnancial Advisor. SCOTT STACK MAsiLYLE CASRIFL Ind@ Percentage change April 2019 Year to date S&P 500 4.05% 18.25% Russell 3000 3.99% l&60% MSC I - Europe, Australia & Far East 2.91% 13.33% Barclays Capital U.S. Aggregate Bond Index Interest rates on April 30, 2019 3-mon
• Item droci oremeti aniplinis a vox*t to the 'ewe Ghent Maid" Geodn'tent a 201.752.1699 tol/ree ie 800.35.9103. (MOM' to 600 P FA IT Made, though Foley, a in ram to LBS FrunC4 Strict, her.. Cient Zeta all Department. PO. Bo. 766 Lbon Cly, IO 07031. • Al statements shall be deemed corn:tete rd none
he last two pages of thus statement fora detais about those balances. Wok Percentage change December 2018 Year to date S&P 500 -9.03% -4.38% Russell 3000 -9.31% -5.24% MSC I - Europe, Australia 8/ far East -4.83% -13.36% Barclays Capital U. S. Aggregate Bond Index Interest rates on December 31.2
tual turd sweep balances. See the important inkirmaaon about ow statement en the last two pages of thisstatement for detais about those balances. Russell 3000 MSC - Europe, Australia & Far East Barclays Capital U.S. Aggregate Bond Index Interest rates on October 31, 2018 3-month Treasury billy 2.33% One-
croTorneittniplinli a eflinn to the Fen's Clem lelyiont Drionstont at 201.)52 • 169) ce tol/ No a 800.35.9I03. SCOA.M. to 6.00 P M IT Mandy though Foley, a in Ant nAtO te5 Financial *Yon lee. (lent Rile ore Deperlowl. PO Boa 766 Ian Cagy 11107081. • Al stomas shall be deemed correalete axone ii n
et allocation Total assets 312,754.38 100.00% A Eve on the markets Index Percentage change January 2018 Year to date S&P 500 5.73% 5.73% Russell 3000 5.27% 5.27% MSC I - Europe, Australia & Far East 5.02% 5.02% Barclays Capital U.S. Aggregate Bond Index -1.15% -1.15% Year risencial Advisor
l turd sweep balances. See the Miportantm formadon about told statement on the last two pages of th is statement for detail about those balances. Russell 3000 MSC - Europe, Australia & Far East Barclays Capital U.S. Aggregate Bond Index Interest rates on April 30, 2018 3-month Treasury bills 1 83% One-mo
Rene deal OfVOinfl ffelitninit a VtIlinti to the ern% Clone Mica Deparement at 201.352 • 160) tol.bee a B00.35.9la IICOA.0 to 600 IT Made, though Foley, a in sad rotO nrool *Yon x.. Clore IttleMon Department. PO Bo. 766 Lhon Cep In 07087. • Al statements shall be deemed complete a-drone a not *bo
asset allocation Total assets $979.29 10040% A Eye on the markets Index Percentage change October 2019 Year to date S&P 500 2.17% 23.16% Russell 3000 2.15% 22.68% MSC I - Europe, Australia & Far East 3.60% 17.43% Barclays Capital U.S. Aggregate Bond Index 0.30% 8.85% Your Nmencial Adviser:
t on the last two pages of this statement Sot detail about those balances. Index Percentage change low 2019 Year to date S&P 500 7.05% 1834% Russell 3000 7.02% 1831% MSC! - Europe, Australia & Far East 5.97% 1449% Barclays Capital U.S. Aggregate Bond Index Interest rates on lunar 28, 2019 3-month
• Nye Orel (Won'tf ampler.. a eflairei to the inn% Clem leant% Depatiene at 201.)52•169) toliree t 600354.9103. SWAM to 600 FM. IT Monday though Foley, a in IN al to te5 enamel *von lx.. (lent Rilelaw Department. PO. Bo. 766 Lhon Cly, In 07081. • Al statements shall be deemed correplete a -cl man
t on the last two pages of the statement for detais about those balances. Index Percentage change haw 2019 Year to date S&P SOO 7.05% 18.54% Russell 3000 7.02% 18.71% MSC I - Europe, Australia & Far East 5.97% 1449% Barclays Capital U.S. Aggregate Bond Index Interest rates on June 28, 2019 3-mo
nt on the last two pages of this statement sot detail about those balances. Index Percentage change Apri 2019 Yew to dam S&P 500 405% 18.25% Russell 3000 3.99% 18.60% MSCI- Europe, Australia & Far East 2.91% 13.33% Barclays Capital U.S. Aggregate Bond Index Interest rates on April 30, 2019 3-mont
• Item dna arsteinef <triplet.. a •WantS to the em's Clem lelaticaCwinnent at 201.752 • ID* ce tolls 800.35.9103. PCOA.M 1o600 If Monday though Foley, a in In n3 to LOS Few( 01SerWel Pre.. Clert IttteMae Department. PO. Be. 766 Ltrion Cly. ID 07081. • Al statements shall be deemed cornalete all
INE MAXWELL Friendly account name...9 Account number Eye on the markets tOdex Percentage change hrue 2018 Year to claw S&P S00 0.62% 2.65% Russell 3000 0.65% 3.22% MSC I - Europe, Australia & Far East -1.19% -2.37% Barclays Capital U.S. Aggregate Bond Index Interest rates on lune 29, 2018 3-mon
r account $699,954.77 Account none: GMSLAWE MAXWELL friendly account manic Ind CashiSaying Account number. Eye on the markets krclex S&P 500 Russell 3000 MK I - Europe, Australia & Far East Barclays Capital V.S. Aggregate Bond Index Interest rates on December 31.2018 3-month Treasury billy 2 42% O
• NMOrr (Worn» avriblOrli a riper to the rem% Clem IAA?" DirAinnint at 201.)52• 1659 ce toUree t 800.35.9103. BODA.M. to 6.00 IT Monday Ilya* Foley, a en Ant ro to UYS ranee' *Yon Ix.. (lent Retie ore Deprive& PO. Bo. 766 Lhon Cly. ID 07087. • Al Mamas shall be darned complete al aura a not *
nt on the last two pages of th is statement for detail about those balances. Index Percentage change Api 2019 'oaf to da S&P S00 405% 18.25% Russell 3000 3.99% 18.60% MSC I - Europe, Australia & Far East 2.91% 13.33% Barclays Capital U.S. Aggregate Bond Index Interest rates on April 30, 2019 3-mo
* • To dna° one wee. amplinis a ryas*. to led Fan% Clom !Arco Depanhent a 201.)S2 • HA) tohnee n 800.35.9103. BtDA.M. lo600 t M. IT Wady through Foley, a .• red ny 10 LISS Tx.. Chet Denton Dorton. Lawn Cay, IT 0%47. • Al statements shall be deemed tontine a-4 mune it not *bodedto n • ' days
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
Onerci cutOtivor aniplardi a Myrrh to the ern% Client Malan. Dinterellent a 201.)52 • 169) atolls r 800.35.9103, PCO A.M. to 600 IT Monday though Foley, a rn em all0 285 hunt Of *Kt, Ix.. (lent Rile ore Department. PO. Bo. 766then CU 1602083. • Al statements shall be deemed complete sal mane it n
nt limit: Friendly account name- — Account number. Eye on the markets rndex Percentage change March 2019 Year to date S&P S00 1.94% 13.65% Russell 3000 1.46% 14.04% MSC1- Europe, Australia & Far East 0 74% 10.13% Barclays Capital U.S. Aggregate Bond Index Interest rates on March 29,2019 3-mon
Entities connected to both Foley and Russell 3000

Ghislaine Maxwell
PERSON
Vicky Ward
PERSON
Condoleezza Rice
PERSON
George W. Bush
PERSON
UBS AG
ORGANIZATION
Stanford University
LOCATION
United States
LOCATIONWeehawken
LOCATION
Joi Ito
PERSON
Puerto Rico
LOCATIONDoug Band
PERSONLOS AG
ORGANIZATIONHarbor Boulevard
LOCATION
Marc Rich
PERSON
U.S. Treasury
ORGANIZATIONUPS AG
ORGANIZATIONSCOTT STACK
ORGANIZATIONBank USA
ORGANIZATIONNnandal
ORGANIZATION
Mao Zedong
PERSON