8
Shared Docs
8
Same-Page
8 / 14
Mentions
the mariet price of tie restricted stock of the Ware 610r as an flatted value nor the restricted stock for purposes or the StOfteltat only. To the Patel that restricted teount ies are elgble for sale the value mewed may be stbstantially less tun the awed value shown. • Est. (estimated) income, curr
ye on the markets Your Finandul Advisor: SCOTT STACK MANY LYLE CASFeEL Index Percentage change March 2019 Year to date S&P 500 1.94% 13.65% Russell 3000 1.46% 1404% MSC I - Europe, Australia & Far East 0.74% 10.13% Barclays Capital U.5. Aggregate Bond Index Interest rates on March 29, 2019 3-m
Eye on the markets Your Nnancial Advisor. SCOTT STACK MAsiLYLE CASRIFL Ind@ Percentage change April 2019 Year to date S&P 500 4.05% 18.25% Russell 3000 3.99% l&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
aye rot amenity the FCC ~nag tatfee °Dung balance Once per share Average DhAdenc/M1eieyi Dose on tant (5) on Jan 31 (t) on ;an 31(n ra<1. Patel period Cap enure (1) 1,243.25 1)43.57 250;0000 Percentage Cl Cost Estimated Unrealized Value cn lan 3t (5) your account basa (51 strati
he last two pages of thus statement fora detais about those balances. Wok Percentage change December 2018 Year to date S&P 500 -9.03% -4.38% Russell 3000 -9.31% -5.24% MSC I - Europe, Australia 8/ far East -4.83% -13.36% Barclays Capital U. S. Aggregate Bond Index Interest rates on December 31.2
tual turd sweep balances. See the important inkirmaaon about ow statement en the last two pages of thisstatement for detais about those balances. Russell 3000 MSC - Europe, Australia & Far East Barclays Capital U.S. Aggregate Bond Index Interest rates on October 31, 2018 3-month Treasury billy 2.33% One-
'hoes wiI be sold rd theta WI be &pouted n your xcc•-nt The dredged 'entrain,* once rasped by she issuer IntY defer from the male ate at which to Patel sham resold Cads-ireliett hay wholetnn may be held nye.' ware d you re WIMPS I0 a panel vie se a wail of a &Mendgenera or ~roe. the rem weether
asset allocation Total assets $979.29 10040% A Eye on the markets Index Percentage change October 2019 Year to date S&P 500 2.17% 23.16% Russell 3000 2.15% 22.68% MSC I - Europe, Australia & Far East 3.60% 17.43% Barclays Capital U.S. Aggregate Bond Index 0.30% 8.85% Your Nmencial Adviser:
t on the last two pages of this statement Sot detail about those balances. Index Percentage change low 2019 Year to date S&P 500 7.05% 1834% Russell 3000 7.02% 1831% MSC! - Europe, Australia & Far East 5.97% 1449% Barclays Capital U.S. Aggregate Bond Index Interest rates on lunar 28, 2019 3-month
W) Ti-,. pure reflected is xi average Met. You may obtain the actual price nom your Fnarx lel Advisor. Only *hole shares are purchased under DRIP: Patel shares will be red and the cash will be deposited in your Mount. The dividend reinvestment price supplied by the issuer may diner from the market
ion • Eye on the markets Your Yin/odd Advisor: War STACKMANLYL€ CASPIEL Index Percentage change May 2020 Year to date S&P 500 4.76% -4.97% Russell 3000 5.35% -663% MSC I - Europe, Australia & Far East 4.42% -14.03% Barclays Capital U.S. Aggregate Bond Index Interest rates on May 29, 2020 3-mo
Friendly account name: A1- nt , ,Ind Account number. Eye on the markets Index Percentage change line 2020 Year to date SW 500 1.99% -3.08% Russell 3000 2.29% -3.48% MSC I - Europe, Australia & Far East 3.44% -11.07% Barclays Capital U.S. Aggregate Bond Index Interest rates on June 30, 2020 3-mo
ne and Capital Appreciation: Ferments seekkg both the generation ol name and growthof prixfal. Orwell risk profiles • Conseavarre Seeks to mantas Patel pri-c loat with low risk rid volatility to the waist overal, ern if that means the eau.," does not generate significant income a returns ad may no
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
RAMAR Account number: Your current asset allocation A Eye on the markets Index Percentage change Ma 2014 Year to date S&P 500 2.35% 4.97% Russell 3000 2.18% 4.32% M5C1- Europe, Australia & Far East 1.76% 4.11% BarclaysCapital U.S. Aggregate Bond Index Interest rates on May 30, 2014 3-month Tre
nt Program (CRP) We pike reflected is an average pt. YOu May obtan the actual Frio Irtvn yos Farr Anne Only thole shares are purchased under DRIP; Patel shafts will be soli ad the cash wit be deposited in your account We divided reinvestment price applied by the asue may direr fromthe make wire at
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
from varid had pane sources enich we bales!?to be elide but we do not gumbo ecrfr aaasacy - Wo "way lise the doingprise when Whitay a the moon oe Patel aid ask il ces fa Ned *foreleg and *puns or oink tad pees or OTC soon ito - Lot acre,/ traded war Ws maybe gad tung nuren niodel a Memo Went tila
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
testant Program (DRIP) Tx poke reflected is an trap pee YOu mei obtaii the awl see lotm yor taxa Adroit Ordy tole shares are purchased under DRIP; Patel shams wil be sold ad the cash wit be deposited no your account The divided renvenment price applied by the ester may di I er from the neat eke at
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
Entities connected to both Patel and Russell 3000

Ghislaine Maxwell
PERSON
Condoleezza Rice
PERSON
George W. Bush
PERSON
Vicky Ward
PERSON
United States
LOCATION
Stanford University
LOCATION
U.S. Treasury
ORGANIZATION
UBS AG
ORGANIZATION
Joe Biden
PERSON
Prince Andrew
PERSONWeehawken
LOCATION
Puerto Rico
LOCATIONMaria Farmer
PERSON
Joi Ito
PERSON
Alan Dershowitz
PERSON
Bloomberg L.P.
ORGANIZATIONHarbor Boulevard
LOCATIONDoug Band
PERSONSCOTT STACK
ORGANIZATION
Prince Charles
PERSON