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with an updated year-end valuation in January 2019 This 2018 year-end value of your IRA (or the updated value, if applicable) will be furnished to the Internal Revenue Service. December 31 value $58,125.23 Beneficiaries you've named for this account The benef iciaries listed below reflect the information in our records
unt Account number. Your current asset allocation D Eye on the markets Index Percentage change lune 2018 Year to date S&P 500 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 June 29, 2018 3-mon
count Account number: Your current asset allocation D Eye on the markets Index Percentage change July2018 Year to date S&P 500 372% 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
with an updated year-end valuation in January 2015 This 2014 year-end value of your IRA (or the updated value, if applicable) will be furnished to the Internal Revenue Service. December 31 value $57,015.20 Beneficiaries you've named for this account The beneficiaries listed below reflect the information in our records a
n the last two pages of this statement for details about those balances Index Percentage change March 2014 Year to date S&P 500 0.84% 1.81% Russell 3000 0.53% 1.97% MSC I - Europe, Australia Be Far East -0.57% 0.77% Barclays Capital U.S. Aggregate Bond Index Interest rates on March 31, 2014 3-
nt number: NMI Your current asset allocation A D Eye on the markets Index Percentage change August 2014 Year to date S&P 500 4.00% 9.89% Russell 3000 4.20% 9.23% MSC I - Europe, Australia & Far East -0.15% 2.93% Barclays Capital U.S. Aggregate Bond Index 1.10% 4 81% Your Gondol Advisor. SCO
u with an updated year-end valuation in January 2018 This 2017 yearend value of your IRA (or the updated value, if applicable) will be furnished to the Internal Revenue Service. December 29 value $57,676.64 Beneficiaries you've named for this account The beneficiaries listed below reflect the information in our records a
ount number: Your current asset allocation A D Eye on the markets Index Percentage change September 2017 Year to date S&P 500 2.06% 1424% Russell 3000 2.44% I 3.91% MSC I - Europe, Australia & Far East 2.53% 20.47% Barclays Capital U.S. Aggregate Bond Index -0.48% 3.14% Your Nnancial Adviso
CONFIDENTIAL HOUSE_OVERSIGHT_024083 X. CERTAIN TAX AND ERISA CONSIDERATIONS IN ACCORDANCE WITH U.S. TREASURY REGULATIONS GOVERNING PRACTICE BEFORE THE INTERNAL REVENUE SERVICE (CIRCULAR 230), LEGAL COUNSEL TO THE FUND HEREBY INFORMS INVESTORS THAT (A) THE INFORMATION BELOW (OR OTHERWISE CONTAINED IN THIS DOCUMENT) IS NOT IN
ppendices” including endnote C in Appendix 4 regarding information provided by Cambridge Associates. 3 S&P500, S&P Healthcare, NASDAQ Composite, and Russell 3000. See endnote F in Appendix 4. * Please refer to Section III: “Summary of Historical Investment Performance” and Section XIII: “Appendices; Appendix
Entities connected to both the Internal Revenue Service and Russell 3000

JPMorgan Chase
ORGANIZATION
Newark
LOCATION
Ghislaine Maxwell
PERSON
FDIC
ORGANIZATION
United States
LOCATION
George W. Bush
PERSON
Condoleezza Rice
PERSONMaria Farmer
PERSON
NEW YORK NY
LOCATION
Bank of America
ORGANIZATION
Joi Ito
PERSON
Vicky Ward
PERSON
U.S. Treasury
ORGANIZATIONLeon Black
PERSON
Alan Dershowitz
PERSONDoug Band
PERSON
Puerto Rico
LOCATION
UBS AG
ORGANIZATION
Stanford University
LOCATION
Bradley Edwards
PERSON