6
Shared Docs
6
Same-Page
6 / 10
Mentions
be retied ..,on R you bah, there is n eta a Ornr4.011, please noon it immediately re mitre to the Bondi Manager cr the office servng was account. Althea). at IWei shown re Mended to be mange, 5111~1 dale Should not be used for ten areas*, Rely Web on yearend key lams, (i e Form 1099. 5498. 10425. P
,844.10 100.00% Value of your account $3,844.10 A Eye on the markets Index Percentage change lune 2019 Year to date S&P 500 7.05% 18.54% Russell 3000 7.02% 1831% MSC I - Europe, Australia & Far East 5.97% 14.49% Barclays Capital U.S. Aggregate Bond Index 1.26% 6.11% Your Knandol Advisor.
nt on the last two pages of this statement for detaks about those balances. Percentage change February 2019 Year to date S&P 500 3.21% I 1 49% 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% Interest rates on Febr
be relied won II you belts them is an env a 'mimn please report it immediately n "Stay to the Brand lianassar of the office serving your accotnt. Althea:ft al heats shown re atended to be accurate, statement cies *cub not be wed fa to purposes Rely skit on yerend tax forms. (le , Form 1099. 5498, 1
.97 100.00% Value of your account $13,237.97 A Eye on the markets Index Percentage change November 2015 Year to date S&P 500 0.30% 3.01% Russell 3000 0.55% 2.58% MSC - Europe, Australia & Far East -1.54% 0.95% Barclays Capital U.S. Aggregate Bond Index -0.26% 0.88% Your li nodal Advisor.
Eye on the markets Index Your Ksandal Advisor: SCOTT STACK MAMLYLE CASRIEL Percentage change January 2016 Year to date S&P 500 4.96% -4.96% Russell 3000 -5.64% -5.64% MSC I - Europe, Australia & Far East -7.22% -7.22% Barclays Capital U.S. Aggregate Bond Index Interest rates on January 29, 2016
be relied Loan II joubane there is an error a OmiSPOn please report it immediately n miry to the Brand Manager of the office serving your account. Althea:Sit a 'ivies shown are Mended to be accurate, statement data triculd not be wed kr la purposes Ray *WY on yea-4nd tax kirms. tre , Form 1099. 5498.
5,383.34 100.001E Your current asset allocation A Eye on the markets Index Percentage change August 2016 Year to date S&P 500 0.14% 7.82% Russell 3000 0.26% 8.01% MSC I - Europe, Australia & Far East 0.08% 0.92% Barclays Capital U.S. Aggregate Bond Index -0.11% 5.86% Cash and money balances
72.39 100.00% Your current asset allocation • A Eye on the markets Index Percentage change November 2016 Year to date S&P 500 3.70% 9.79% Russell 3000 4.48% 10.58% MSC I - Europe, Australia & Far East -1.98% -1.86% Barclays Capital U.S. Aggregate Bond Index -2.37% 2.50% Interest rates on Nove
not be relied Lys II youbeers there is an toot a Omi990n pease report it immediately n wrheg to the Branch Manager of the office straw your accost Althea:ft ale lives shown re Mended to be accurate. statement ciao thiculd not be wed fa to purposes Rely week on yeaend tax forms, fie , Form 1099. 5498,
Account number: Your current asset allocation A Eye on the markets Index Percentage change January 2017 Year to date S&P 500 1.90% 1.90% Russell 3000 1.88% 1.88% MSC I - Europe, Australia & Far East 2.91% 2.91% Barclays Capital U.S. Aggregate Bond Index 0.20% 0.20% Your Il sandal Advisor-
Account number: Your current asset allocation A Eye on the markets Index Percentage change November 2016 Year to date S&P 500 3.70% 9.79% Russell 3000 4.48% 10.58% MSC I - Europe, Australia & Far East -1.98% -1.86% Barclays Capital U.S. Aggregate Bond Index -2.37% 2.50% Your Financial Advisor
MI be relied man II you believe there 6 an ma a omission. Pease report it "media* n writing to the Branch Manager of the office wvig your account. Althea)' al limits shown re intended to be accurate, statement dela take not be wed Ice ear purposes Rely meek on yeasend tax kerns, (1e Form:1099. 5498.
Account number: Your current asset allocation A Eye on the markets Index Percentage change November 2017 Year to date S&P 500 3.07% 20.49% Russell 3000 3.04% 19.93% MSC I - Europe, Australia & Far East 1.06% 23.61% Barclays Capital U.S. Aggregate Bond Index -0.13% 3.07% Your Knandal Advisor
relied spent II you bathe there ban error a omission. please report t immediately n writing to the Branch At anaew of the afire wvith your accost. Althea:ft a lige.' shown are intended to be amine, alinement data than not be wed for to prposes Rely 'deg on yerend tax fonts, (Le , Form 1099. 5498. 10
on the last two pages of this statement for data ks about those balances. Index Percentage change July 2017 year to date S&P 500 2.06% 11.59% Russell 3000 1.89% 1099% MSC I - Europe, Australia & Far East 2.89% 17.53% Barclays Capital U.S. Aggregate Bond Index Interest rates on July 31, 2017 3-mo
Entities connected to both Althea and Russell 3000

Ghislaine Maxwell
PERSON
Condoleezza Rice
PERSON
Vicky Ward
PERSON
UBS AG
ORGANIZATION
Stanford University
LOCATIONWeehawken
LOCATIONLOS AG
ORGANIZATIONHarbor Boulevard
LOCATIONUPS AG
ORGANIZATIONSCOTT STACK
ORGANIZATION
Joi Ito
PERSON
Puerto Rico
LOCATIONBank USA
ORGANIZATIONDoug Band
PERSON
U.S. Treasury
ORGANIZATIONNnandal
ORGANIZATIONCayman
LOCATIONLBS AG
ORGANIZATION
United States
LOCATION
George W. Bush
PERSON