11
Shared Docs
11
Same-Page
11 / 21
Mentions
anel it available upon request. The Firm's execute. offices are sic LBS Snivel Sevres air 1200 tenor Boulevard Wethanken, NJ 07086 The Statement Weems the on& official record of you U3S Fruncul knees accout Other read., except afoul Lac dixnents, contanng anteing data should not be reed upon II y
ccount number. Your current asset allocation D Eye on the markets Index Percentage change February 2019 Year to date 58,8 500 3.21% 11.48% 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% Your II asocial Adviso
n the last two pages of this statement for detail about those balances: Index Percentage change April 2019 Year to date S&P 500 A05% I & 25% Russell 3000 3.99% I&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
.1.1(4) 2sop:o.00 Percentage« Cost Bternate0 unesiod pur account teas (11 smug encore (SI pen« loss CD cash Total 5195.45 Cash and money Weems 19545 100.00% 19545 100.00% 5195.45 Account activity this month for apt inlarnellat about Its pan value shown Inc renneled stcu Mies, see enpo
7,960.89 100.00% Your current asset allocation A Eye on the markets Index Percentage change January 2019 Year to date S&P SOO 8.01% 8.01% Russell 3000 858% 858% MSC I - Europe, Australia & Far East 6.59% 6.59% Barclays Capital U.S. Aggregate Bond Index 1.06% 1.06% Your ltsatdal Adviser- SCO
.00% 52,505.60 A Your current asset allocation Eye on the markets Index Percentage change November 2019 Year to date S&P S00 3.63% 27.63% Russell 3000 3.80% 27.34% MSC I - Europe, Australia & Far East 1.14% 1838% Barclays Capital U.S. Aggregate Bond Index -0.05% 8.79% your neemial Adviser: S
sets Value on Mat 31 (S) 7trCenta?? Cost ESbillated your acounl tests (S) annual income (5) trnreatied con or 1055 (5) Cash Cash and money Weems Total $12,098.56 100.00% $12,098.56 12,096.56 100.00% 12,096.56 Account activity this month Date Plenty Description ArriOunt (1) Dividen
.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
Cost EStmated your account t056 (1) annual incense (51 Unrealized own or loss CS/ cash Total 543,932.84 100.00% 543,932.84 Cash end money Weems 48932.84 100.00% 43,932.84 Account activity this month you hint Cileified 10f a $15000 Armed account Hewitt. Date Acthity Descrolon *mown (1
Account number: Your current asset allocation A Eye on the markets Index Percentage change September 2016 Year to date S&P 500 0.02% 7.84% Russell 3000 0.16% 8.18% MSC I - Europe, Australia & Far East 1.27% 2.20% Barclays Capital U.S. Aggregate Bond Index -0.06% 5.80% Your K asocial Advisor.
t on the last two pages of this statement for details about those balances Percentage change Detember 2016 Year to date S&P 500 1.98% I i.%% Russell 3000 1.95% 12.74% MSC I - Europe, Australia & Far East 3.44% 1.51% Barclays Capital U.S. Aggregate Bond Index 0.14% 2.65% Interest rates on Decembe
Cop /WHAM en 250,000.00 recertage of Cost Stewed unrealized your account bass (S) annual income (al gain or IOSS (S) Cash Cash and moneY Weems Total $13,800.34 100.00% $13,900.34 13.800.34 100.00% 13.800.34 Account activity this month For more information tout the pike I value shown
Account number: Your current asset allocation B A Eye on the markets e.dex percentage change August 2016 Year to date SW 500 0.14% 7.82% Russell 3000 0.26% 801% MSC I - Europe, Australia & Far East 0.08% 0.92% Barclays Capital U.S. Aggregate Bond Index -0.11% 5.86% Your Mandel Advisor- SCO
AR Account number: Your current asset allocation A Eye on the markets dex Percentage change November 2016 Year to date SW 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 Interest rates on November 30, 2016
24214000/800-308a 140 Percentage at Cost Estimated your account basis (I) annual income ft) Unrealized gain or loss (I) Cash Cash and money Weems 9,315.82 0.78% 9,315.82 Equities Common stock 41,936.00 47,403.04 1,744.00 -5,467.04 Closed end funds & Bo:harge traded products 240,982.
S1,195,863.41 Your current asset allocation A Eye on the markets Index Percentage change February 2016 Year to date S&P 500 -O.13% -5.09% Russell 3000 -0.03% -S 67% MSC - Europe, Australia & Far East -1.80% -8.89% Barclays Capital U.S. Aggregate Bond Index 0/1% 2.10% Your Fi asocial Advisor
e last two pages of this statement for details about those balances Index 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 3
ur rides. indudeg your nthnt, titer the Seoshies Investor Protection Act (SPA). • If the financial istitution en the top lett of the front ol this Weems snot LBS Ennui Strokes, LBS Finencial Sonia" carries yoke arrant as dewing broker by arra-gement with the edcated inslitutem We informed you of th
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
I 07086, Mtn RIAArESA Sakes. Caine write mann o you can, M you hit yea stemma a receipt is wag or if you need more Fdainatin ter a transfer on the Weems for receipt. The Firm or Card Ester (as ippleable)must her from you no later than CO days alter tie FM sent yOu the Int stemma on which the Ana or
Account number: Your current asset allocation t 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 Pi Rancid Advisor.
nt number: V. ELL Your current asset allocation Eye on the markets Index Percentage change DeCember 2015 Year to date S&P 500 -1.58% 1.38% Russell 3000 -2.05% 0.48% MSC - Europe, Australia & Far East -1.33% -0.39% Barclays Capital U.S. Aggregate Bond Index -0.32% 0.55% Your II noncid Advisor.
rotect your rills. indudrg your rutin utter the Seo_Mies Infector Protection Act (SBA) • If hefinahcot ithitution m the top left of to hen of this Weems snot UBS Ennui Service, LES Pi-sweat Service ones yes accounts dosing bicker by arra-gement with the edcated inslituton We informed you of this re
Eye on the markets Your R sandal Advisor: SCOTT STACK MANLYLE CASR1EL Index Percentage change July 2017 Year to date S&P 500 2.06% 11.59% Russell 3000 1.89% 10.99% MSC I - Europe, Australia & Far East 2.89% 17.53% Barclays Capital U.S. Aggregate Bond Index Interest rates on July 31, 2017 3-m
name:Ir Account number: Your current asset allocation Eye on the markets Index Percentage change July2018 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
nwedstock °prom wed nekton stock options • Eianities Include, debt bilircos, Qattara* moron loans. credit lree, text avant balances. • Cash/money Weems. Total of unimested amiable cash balances. plus UBS. Bak LISA deposit Waxes. UBS AG Stanford Brands deposii balances and money market mutual fund
FL Account number- Your current asset allocation A Eye on the markets Index Percentage change march 2014 Year to date 5.&P 500 0.84% 1.81% Russell 3000 0.53% 1.97% MSC I - Europe, Australia & Far East -0.57% 0.77% BarclaysCapital U.S. Aggregate Bond Index Interest rates on March 31, 2014 3-mo
on the test two pages of this statement for details about those balances Index Percentage change May 2014 Year to date S&P 500 2.35% 4.97% Russell 3000 2.18% 432% MSC I - Europe, Australia & Far East 1.76% 4.11% BarclaysCapital U.S. Aggregate Bond Index Interest rates on May 30, 2014 3-month Tr
Entities connected to both Weems and Russell 3000

Ghislaine Maxwell
PERSON
Condoleezza Rice
PERSON
Vicky Ward
PERSON
UBS AG
ORGANIZATION
Stanford University
LOCATIONWeehawken
LOCATIONLOS AG
ORGANIZATIONUPS AG
ORGANIZATIONHarbor Boulevard
LOCATION
Joi Ito
PERSON
Puerto Rico
LOCATIONSCOTT STACK
ORGANIZATION
U.S. Treasury
ORGANIZATIONDoug Band
PERSONBank USA
ORGANIZATION
George W. Bush
PERSONNnandal
ORGANIZATION
Mao Zedong
PERSONLBS AG
ORGANIZATIONCayman
LOCATION