Epstein Secrets

and would generaly De your rattle gain micas if the security was sold GAINS dale The urged/Zed NEW (Hiner IOSS may need to Oe aluSted for return Of Capra Payments in Order TO &term ne the teethzed win or loss for tat reporting purposes. Investment return is the current vaue ri ms the amount you inves

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

account held, you choose one of the following issenent °bib-lees' • bodge CunentIrcome. 'imbue as seekng the generation of income cr4. • Adhere Capra! Appronetion Investments waking growth of pent WI rather than the generation of income. • Produce Combinaton of income and Capital Apprtoatco, Me

r: Eye on the markets Your K sandal Advisor- SCOTT STACK MANLYLE CASRIEL Index Percentage change June 2014 year to date S&P 500 2.07% 7.14% Russell 3000 2.51% 6.94% MSC I - Europe, Australia & Far East 0.99% 5.14% Barclays Capital U.S. Aggregate Bond Index Interest rates on June 30, 2014 3-mon

t on the last two pages of this statement for details about those balances Index Percentage change May2014 Year to date S&P 500 2.35% 4.97% Russell 3000 2.18% 4.32% MSC I - Europe, Australia & Far East 1.76% 4.11% BarclaysCapital U.S. Aggregate Bond Index Interest rates on May 30, 2014 3-month T

NFIDENTIAL wort held, you choose one of the following ardent objected • Este Cunentarnome. harm' es seakng the generation of income a*. • Adieu. Capra, Apprecntroo Instilment( mining growth of prnanal rather than the gerorden of income. • Produce Comerneton oilman. and Capitol Appreciation lasim

Eye on the markets Your ignoncid Advisor: SCOTT STACK MANLYLE CASRIEL 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 & Far East -0.57% a 77% Barclays Capital U.S. Aggregate Bond Index Interest rates on March 31, 2014 3-m

B Eye on the markets Your K uncial Advisor SCOTT STACK MANYLYLE CASRIEL Index Percentage change May 2014 Year to date S&P 500 2.35% 4.97% Russell 3000 2.18% 432% MSC I - Europe, Australia & Far East 1.76% 411% Barclays Capital U.S. Aggregate Bond Index Interest rates on May 30, 2014 3-month Tr

NTIAL • Achieve CortdAppreciation Investments seeking growth of princes' rather than the generation of income • Produce Cementation of Income and Capra f Apprecia*n. Investments seta Pg both the generation of nano and growthof viol:oat Overall risk profiles • Conservalwe Soaks to marten nitul arc

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

each want hat you choose ow al the Icooning investment &skewer • Peoces• Current Income Investments WHIN the generation of income caly. • Ache.* Capra tApporiarom a-treatmentsWang growth of prixpal r#ner than the generation of • 00$,X•Comboason of corm erforCapeal Appreciation. Investments seekin

• n Account number Your current asset allocation 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% -0.95% Your K Randal Adviso

&ANY, YI F recntei Your current asset allocation Eye on the markets Index Percentage change November 2018 Year to date S&P 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% Interest rates on Novem

income crib-. • Mist* Opt*, Approciatan: Investments seeking yowl of prncpal rather than the proration of note e. • Produce Connindon %income and Capra Appreciation- hiesiments swing both the generarn al ncome and overthol pritptl. Ovfrell till profiles • Conserve:Art Seeks to maintain refill pri

Account number: Your current asset allocation A Eye on the markets Index Percentage change October 2015 year to date S&P 500 8.44% 2.70% Russell 3000 7.90% 2.02% MSC I - Europe, Australia & Far East 7.82% 2.53% Barclays Capital U.S. Aggregate Bond Index 0.02% 1.14% Your Financial Advisor

Account number. Your current asset allocation A Eye on the markets Index Percentage change December 2015 Year to date SW 500 -1.58% 1.38% Russell 3000 -2.05% 0.48% MSC - Europe, Australia & Far East -1.33% -0 39% Barclays Capital U.S. Aggregate Bond Index -0.32% 0.55% Your financial Advisor.

FIDENTIAL • Ado« Caput Appreciation: Investments 'tang growth of fornerial rather than the generation of inure • Produce Comtunamon of income and Capra! Apprerfaton- bustments who bah the roam of nco eandgowmdprncpat Overall risk profiles • Corvenatee: Seeks to rural initial pincer( with low re&

: Account number: Your current asset allocation A Eye on the markets Index Percentage change January 2017 Year to date S&P 500 1.90% 190% Russell 3000 1.88% 188% MSC I - Europe, Australia & Far East 2.91% 2 91% Barclays Capital U.S. Aggregate Bond Index 0.20% 0 20% Your Mounds' Advisor TT

es of this statement for details about those balances asofApo/27, 2077 Index Percentage change April 20I 7 Year to date S&P 500 1.22% 7 36% Russell 3000 1.38% 7.20% MSC I - Europe, Australia & Far East 2.72% 1030% Barclays Capital U.S. Aggregate Bond Index Interest rates on April 27, 2017 3-mont

each want hat you choose ow al the Icooning investment &skewer • Peoces• Current Income Investments WHIN the generation of income caly. • Ache.* Capra tApporiarom a-treatmentsWang growth of prixpal r#ner than the generation of • 00$,X•Comboason of corm erforCapeal Appreciation. Investments seekin

ACK PvlAtilYtE CASK'. Your current asset allocation Eye on the markets Index Percentage Change April 2019 Year to date S&P 500 4.05% 18,25% Russell 3000 3.99% 1860% MSC I - Europe, Australia & Far East 2.91% 1333% Barclays Capital U.S. Aggregate Bond Index Interest rates on April 30, 2019 3-mo

ONFIDENTIAL • Athena CoperApprecUtion: Investments seeking growth of oncost rather than the generation of income • Produce Connatation °C)eat and Capra Apprerd*n. Investments weang both the generation of nccme and growthof prixPal. Overall risk profile • Conservator Seeks to mantan Mot pre pal et

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