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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
Friendly account name: Incl:CasbiSaving Account number YI 23575 55 Your current asset allocation B Eye 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
ndly account name: Ind:CashISaving Account number. Y1 23575 55 flue on Ad 31 (I) Percentages Cost your account tags (N Your K »smid Advisor: SCOTT STACK MA14 LYLE CASRIEL Estmated annua) inccrre (fl Unreaized gan or loss Cash altematives • Money inaricet funds 475,242.24 100.00% 10.978.00 To
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
xable interest 0.18 0.18 Total current year $0.18 $0.18 Total dividend & interest $0.18 $0.18 Cash activity summary Your flnandal Advisor: SCOTT STACK/vial/LYLE CASRIEL see Account activity the month for dotal Baances In your Sweep options are Includedin the openrg and doling balances value. FDIC
USA Business Account 561.84328 Account name: TERRAMAR PROJECT, INC. Friendly account nanse:TEFIRAMAJ1 Account number. Your Financial Advisor: SCOTT STACK mm LYLE CASRIEL The UBS Sant USA 6uStneSa Aaounl is your Ornery weep coon. SONY GM 00024314 ANP700020C0567037 Net0C0054311 00001 1014 000:00000 v1
'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
Account activity this month «ontinuerll Account name: MAX FOUNDATCN friendly account nameMAX FOUNDATION Account number Your rineaciai Advisor: SCOTT STACK MANLYtE CASR1EL Odle Admity Nutt/lion amount({) Money balance activities Jul 31 Balance forward $979.04 Aug 7 Deposit SIBS BANK USA BUSINE
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
50287 23,333.21 56.600 26,262.40 2,929.19 LT Account name: GrISLAINE MAXWEU. Friendly account name: Account number. Yourignu:1dd Advisor, SCOTT STACK MANY LYLE CASFUEL corffinued next page CNP7030300$576430NP7000304051 00002 0315 030575004023568550 10~yGht0002cpese 8 of 14 CONFIDENTIAL EFTA_00
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
n - None selected Your account instructions • Your account cost basis default closing method is 1110, First In, First Out. Your rineedel Advisor. SCOTT STACK MANILYLE CASRIEL M_000101,fil• 4 of 6 CONFIDENTIAL EFTA01597774 4tUBS Resource Management Account December 2019 Your assets Account name: M
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
name: GHISLA1NE MAXWELL IRA Friendly account name: Indiv IRA Account type: Individual Retirement Account Account number: Your Mnandal Advisor: SCOTT STACK MANY LYLE CASR1EL Account activity this month Date AcIlety DetCrteldl Amount IS) Dividend and interest income Dividends Nov 1 Dividend DOUB
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
.44% 13.91% MSC I - Europe, Australia & Far East 2.53% 20.47% Barclays Capital U.S. Aggregate Bond Index -0.48% 3.14% Your IIRancid Advisor. SCOTT STACK MAIst LYLE CASRIEL 212-821.7000/ 800-308-3140 Interest rates on September 29, 2017 3-month Treasury bills: One-month LIBOR: 1.23% CW700030065613
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