3
Shared Docs
3
Same-Page
3 / 3
Mentions
eunpnced ~le/assets at* ergot the pea and <meat IIIMIKOM plrbdl a Petite 014.5"‹ . .S. Unie2ed Zak otters and mane» a stock opt~ • Cuban bcbdes t Dawes. outstandot ~go fors credit Me. short aceoum banes • Cazamonty ea/dam Tot/ of tnineezed amt. cat bSancen. pA61.85 Bark VSA apron bal~. 181 AG Sud
asset allocation It A Eye on the markets Index Percentage change July 2014 Year to date S&P 500 -1.38% 5.66% Russell 3000 -1.97% 4.83% MSC - Europe, Australia & Far East -1.96% 3.08% Barclays Capital U.S. Aggregate Bond Index Interest rates on July 31, 2014 3-month Treasury bills: 0.03% One
eunpnced ~le/assets at* ergot the pea and <meat IIIMIKOM plrbdl a Petite 014.5"‹ . .S. Unie2ed Zak otters and mane» a stock opt~ • Cuban bcbdes t Dawes. outstandot ~go fors credit Me. short aceoum banes • Cazamonty ea/dam Tot/ of tnineezed amt. cat bSancen. pA61.85 Bark VSA apron bal~. 181 AG Sud
rrent asset allocation A Eye on the markets Index Percentage change April 2015 year to date S&P 500 0.96% 1.92% Russell 3000 0.45% 2.26% MSC - Europe, Australia & Far East 4.16% 9.37% Barclays Capital U.S. Aggregate Bond Index Interest rates on April 30, 2015 3-month Treasury bills: 0.01% One
, or ornate Penmen« unrested stock Wiens and eerceade stool options • Orison roroies debt banes, artstardeg mar loans, credit line, short account Dawes. • Cash/money balances. Total of uninvested avalabie cash balances, olds deprave balances a UBS Bank USA, UBS AG U.S. Branches ad nxcey ma'am mutu
sset allocation Ii 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 K modal Advisor. SCOTT STACK MAII LYLE CASRIEL
Entities connected to both Dawes and MSC - Europe

Ghislaine Maxwell
PERSON
Vicky Ward
PERSON
Condoleezza Rice
PERSONRussell 3000
ORGANIZATION
Stanford University
LOCATION
Joi Ito
PERSON
George W. Bush
PERSONUPS AG
ORGANIZATIONDoug Band
PERSONLOS AG
ORGANIZATION
Puerto Rico
LOCATION
UBS AG
ORGANIZATION
United States
LOCATION
Mao Zedong
PERSONSCOTT STACK
ORGANIZATIONWeehawken
LOCATIONBank USA
ORGANIZATION
NEW YORK NY
LOCATION
U.S. Treasury
ORGANIZATIONHarbor Boulevard
LOCATION