7
Shared Docs
7
Same-Page
7 / 8
Mentions
nana ntarnalan legator the methodology used to determine the mutate of vase ad the date of the Nonnaton Ty Is the bin for and mange hyaena:an your Amaral maser - 'MN party estimated v*Iec may be reflected as nat p105 rr sewer auwars seeral an ',reptant valuation firm NS AA Applied or d made so assig
,834.34 100.00% Your current asset allocation C 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 R sandal Advisor S
ount number: Y1 2 Your current asset allocation Eye on the markets 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 1.38% 1.38% You rKnoncial Advisor.
mutual knob to our <lents we ardor our affiliate recce* reveredstatism perverts tan distrtulas ands advisors of the mind and that we sell. These Amaral ace baud on tea different carp: rents (g tee snare of sabs by 12$ of a particular "Owl 1u-dirtily to ourclents and GO fie asset rake of a perdu& m
on the last two pages of this statement for detais about those balances, 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
dnana ntarnalan legator the methodology used to determine the mutate of vase ad the date of the Nonnaton Ty Is the bin for Tr mange hyaena:an your Amaral maser - 'MN party estimated yams may be reflected as nat p105 rr sewer auwars ten an ',reptant valuation firm NS AA Applied or d made so assign a
on the last two pages of this statement for details about those balances Index Percentage change May 2015 year to date S&P 500 1.29% 3.23% Russell 3000 1.38% 3.68% MSC I - Europe, Australia & Far East -0.40% 893% Barclays Capital U.S. Aggregate Bond Index Interest rates on May 29, 2015 3-mont
nana ntarnalan legator the methodology used to determine the mutate of vase ad the date of the Nonnaton Ty Is the bin for and mange hyaena:an your Amaral maser - 'MN party estimated v*Iec may be reflected as nat p105 rr sewer auwars seeral an ',reptant valuation firm NS AA Applied or d made so assig
386.61 100.00% Your current asset allocation C Eye on the markets Index Percentage change August 201 5 Year to date S&P 500 -6.03% -2138% Russell 3000 -6.04% -2.61% MSC I - Europe, Australia & Far East -7.35% 0.14% Barclays Capital U.S. Aggregate Bond Index -0.14% 0.45% Your R nuncio! Advisor
strbri en of mutual bat to ow cents we axibr our affiliate receive rams stung prepares tan distriatas ands Man of the meal huh that we sell These Amaral we baud on two different comp: ante tee snore of sabs by LES of a Paten "mead iltrd f nib to ourclents; and GO fie asset eke of a perticula mutual
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
ACH WITHDRAWAL Saks Retail -204.59 Sep 9 Withdrawal ACH WITHDRAWAL AMEX EPa yment -6,057.29 Total bill payments -16.859.08 Ode Descnpeion Amaral (1) Card payments Sep 18 CREDIT CARD PAYMENT -95.68 Total card payments -695.0 Mi MIXT") Payment Cue Payment Due Otte Credl Inc Available C
Account number: Your current asset allocation A Eye on the markets Index Percentage change February 2015 Year to date S&P 500 5.75% 2.57% Russell 3000 5.79% 2.85% MSC I - Europe, Australia & Far East 5.99% 6.52% Barclays Capital U.S. Aggregate Bond Index -0.94% 1.14% Your Financial Advisor
nana ntarnalan legator the methodology used to determine the mutate of vase ad the date of the Nonnaton Ty Is the bin for and mange hyaena:an your Amaral maser - 'MN party estimated yams may be reflected as nat p105 rr sewer auwars seeral an ',reptant valuation firm NS AA Applied or d made so assign
Account number: Your current asset allocation A Eye on the markets Index Percentage change February 2014 Year to date S&P 500 4.57% 0.96% Russell 3000 4.74% 1.43% MSC I - Europe, Australia & Far East 5.59% 1.34% Barclays Capital U.S. Aggregate Bond Index 0.53% 2.02% Your Financial Advisor
Entities connected to both Amaral and Russell 3000

Ghislaine Maxwell
PERSON
Condoleezza Rice
PERSON
Vicky Ward
PERSON
UBS AG
ORGANIZATION
Stanford University
LOCATIONWeehawken
LOCATION
Joi Ito
PERSONLOS AG
ORGANIZATION
Puerto Rico
LOCATIONHarbor Boulevard
LOCATIONSCOTT STACK
ORGANIZATIONUPS AG
ORGANIZATIONBank USA
ORGANIZATIONDoug Band
PERSONNnandal
ORGANIZATION
U.S. Treasury
ORGANIZATION
United States
LOCATION
George W. Bush
PERSON
NEW YORK NY
LOCATIONLBS AG
ORGANIZATION