5
Shared Docs
5
Same-Page
5 / 9
Mentions
IAL • Ackert tharta/Appeenation: Investments seeking growth d principal rather than the generation of encore. • Prolate Comfteration pilotage and Canna! Aperere*n. Investments seeking both the generation of mane and growthof prix al. Overall risk profiles • Conservative Seeks to martin nal nix pa
set allocation Total assets 546,709.56 100.00% A Eye on the markets Index Percentage change August 2018 Year to date S&P 500 3.26% 9.94% Russell 3000 3.51% 10.39% MSC I - Europe, Australia & Far East -1.92% -1.87% Barclays Capital U.S. Aggregate Bond Index 0.64% -0.96% Your ig Bendel Advis
Car Account number: Your current asset allocation A Eye on the markets Index Percentage change November 2018 Year to date 500 2.04% 5.11% Russell 3000 2.00% 4.48% MSC I - Europe, Australia & Far East -0.11% -8,96% Barclays Capital U.S. Aggregate Bond Index 0.60% -1.79% Your Financial Advisor
on regardig the metcsblogy used to decenniae the estimate of value and the dale of tha Ham annthat is the basis fa the estimate by contacting your Canna' Advisor - Third prty 'singed vales may be reflected as 'Not priced in several stuations: when an 1-dependent valuation lire has not %SOS a is u
er: Eye on the markets Your Asandal Advisor: SCOTT STACK MANLYLE CASRIEL Index Percentage change May 2016 Year to date 58P 500 1.80% 3.57% Russell 3000 1.79% 3.41% MSC I - Europe, Australia & Far East -0.78% -0.75% Barclays Capital U.S. Aggregate Bond Index Interest rates on May 31 2016 3-mon
LC Friendly account name:116 LLC Account number: 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% Youriqnsncial Advisor.
NTIAL • Achieve Capta/Appreckffon: Investments seeking growth of emcees' rather than the ?neaten of income. • Produce Comb...1..0.'0n of Mcoa and Canna Aperecia*e. Investments seeking both the generation of nccme and growth of pixisal. Overall risk podia's • COMSOrvave Seeks to marten Moe uric pa
nt number: Y' SS Your current asset allocation A Eye on the markets Index Percentage change August 2018 Year to date S&P 500 3.26% 9.94% Russell 3000 3.51% 10.39% MSC I - Europe, Australia & Far East -1.92% -1.87% Barclays Capital U.S. Aggregate Bond Index 0.64% -0.96% Your normal Advisor-
tatement on the last two pages of this statement for deta is about those balances. Percentage change July2 018 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
e, and tie Fim may use am of these furls tithe ordina-y course of its busness. These funds repayable won your derna-d. The total is ex Lded in the Canna period dosing value. SDNY_G M_0002 7904 EFTA_00138524 EFTA01279133 Important information about your statement (0011intled) Lending inhumation
Advisor. SCOTT STACK MAIst LYLE CASRIEL 212-821.7000/ 800-308-3140 Index Percentage change December 2016 Year to date S&P 500 1.98% 11.96% Russell 3000 1.95% 12.74% MSC I - Europe, Australia & Far East 3.44% 1.51% Barclays Capital U.S. Aggregate Bond Index Interest rates on December 30,2016 3
K Randal Advisor. SCOTT STACK MANLYLE CASRIEL 212-82 I•7000/ 800-308.3140 Index Percentage change May 2017 Year to date 58P 500 1.41% &66% Russell 3000 1.02% 7.96% MSC I - Europe, Australia & Far East 3.81% 1440% Barclays Capital U.S. Aggregate Bond Index Interest rates on May 31, 2017 3-month T
d sak d Ne•nhonts fint. sve reter os altisur ret.t an asvaaased f•~ stariro >amen, kom NntShires cbtrixdors. as aal as Mengfa tahnology ckaboment. Canna and educabri. - Cm Maant aha reces, tradng toneelan ad at« carocroata trom ~valfords ad reasa-ke «samsnei theeco grol" wo derbate wi ment conyen
nt limit: Friendly account name- — Account number. Eye on the markets rndex Percentage change March 2019 Year to date S&P S00 1.94% 13.65% Russell 3000 1.46% 14.04% MSC1- Europe, Australia & Far East 0 74% 10.13% Barclays Capital U.S. Aggregate Bond Index Interest rates on March 29,2019 3-mon
Entities connected to both Canna and Russell 3000

Ghislaine Maxwell
PERSON
Condoleezza Rice
PERSON
Vicky Ward
PERSON
UBS AG
ORGANIZATION
Joi Ito
PERSON
Stanford University
LOCATIONWeehawken
LOCATION
George W. Bush
PERSONLOS AG
ORGANIZATIONHarbor Boulevard
LOCATIONDoug Band
PERSONUPS AG
ORGANIZATION
Puerto Rico
LOCATIONSCOTT STACK
ORGANIZATION
U.S. Treasury
ORGANIZATIONBank USA
ORGANIZATIONNnandal
ORGANIZATION
Mao Zedong
PERSONLBS AG
ORGANIZATION
United States
LOCATION