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d Ord pain or /as is the dfference between the current vane and the cost basis and would generally be yOur Unable pan °rims if the security was sold Mikes date The unrealized (tad gan or loss may need to be 30003 for return of (via oarnents in order TO deterrhne the reedited pan or 'Cato( tar reposing
may rot keep pace with inflatkn. • Moderate: Willing to accept sane fit to pinbpal ad tolerate sane volataty to seek hirer returns. • Aggreisive: Willrg to accept hi ;h nit to 'songs,' and high volatility to sea highmums over time. • tmestment Consideration: I selected a portion of the portfoliofa
itsions received in connection with tlw tab at cSitnIutian of annuity contracts ad CONFIDENTIAL tat invesurem oust wits to as clients. we »doe as Mikes receive (OWLS shariv corrpinuaian Iron may of to insurance companies La-entwining the annutyargracts. Antes of the insurance compares or sponsors
nut rot Wen pa* with inflation. • Moderate: Willing to accept sane risk to principal ad tolerate scene volaleity to seek hitter returns. • Awake: Willrg to accept hip risk to pnnopal at high volatility to seek hobreturns over time. • f ner salient EigaVity Coneedeeation: f selected a portion of the
carmitsims received in connection with tlw sir or dittnIutkin of annuity contracts and CONFIDENTIAL Lein invesurem oust MOS toad den% we actor as Mikes receive (OWLS rhrigcon.ensseion Iron may of the narance corrpanies wamniting the annuty extracts. Manes of the Indiana ampanes or sporeors of the
ay rot keep pea with inflation. • Moderate: Wiling to accept sane risk to pincipal and tokrate sane vdaliky to seek higher returns. • Aggrelaive: Willrg to accept hiji r* to *nodal at high volatility to seek Fegh returns owe time. • fnarstaant Eigedity Consderation f selected a Portion of the portf
Entities connected to both Mikes and Willrg

Ghislaine Maxwell
PERSON
Condoleezza Rice
PERSONRussell 3000
ORGANIZATIONWeehawken
LOCATIONUPS AG
ORGANIZATIONCayman
LOCATION
Vicky Ward
PERSON
UBS AG
ORGANIZATIONHarbor Boulevard
LOCATIONOnline Services
ORGANIZATION
Joi Ito
PERSONSCOTT STACK
ORGANIZATION
Stanford University
LOCATIONBank USA
ORGANIZATIONLOS AG
ORGANIZATIONLBS AG
ORGANIZATIONCelan
PERSON
United States
LOCATION
U.S. Senate
ORGANIZATIONTEANECK
LOCATION