5
Shared Docs
5
Same-Page
5 / 9
Mentions
u ree have pron:lecl Io yogi Influa Aden the fan donne nd•perekeily anty ce green the unit whig o0 ary tinte« , pond ty seeces other the ISSf rune Steen. h anion akhough MM Penne d Stores entra tertres ths rdo na vnaa t o retend the fine don rot ponde any menu dut the Sarnen mer "CCP bxe a-cl • Ur
7,960.89 100.00% Your current asset allocation A Eye on the markets Index Percentage change January 2019 Year to date S&P SOO 8.01% 8.01% Russell 3000 858% 858% MSC I - Europe, Australia & Far East 6.59% 6.59% Barclays Capital U.S. Aggregate Bond Index 1.06% 1.06% Your ltsatdal Adviser- SCO
.00% 52,505.60 A Your current asset allocation Eye on the markets Index Percentage change November 2019 Year to date S&P S00 3.63% 27.63% Russell 3000 3.80% 27.34% MSC I - Europe, Australia & Far East 1.14% 1838% Barclays Capital U.S. Aggregate Bond Index -0.05% 8.79% your neemial Adviser: S
shown re ntended to be accurate, statement data should not be used for ter sworn Rea solely on yoriend taK forms, Se . Font 1099. 5198. 10425. etc Steen prepamg your tax return. We Fan is figured by kw to report to he RS &Savable dedets, 'worst* nentorable dividends and Nob* interest earned on snor
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
also purchasei 'x01E/rental insane_ The manmum mount peyabie to al elgble dints, tokewtk vele this protection is 1500 Short ea of Denim 10, 2016. Steen tome poky conked and limitations. cads a the firm isfurther protected fa up to $1.9 million in the agaegate For all pout accounts held is a palkula
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
protenen do rot posed agansi dunges n the ~Mt vale Of yov iwestmons Meat« as a resin of matet motor& Øi banassatcY of armmote) more Wormron e rat Steen request Tat may obUil amore inormatim aØ SPC, ricludrig the1PC Brody* by comming SPC at 202.3718300« by Meng te SP( •rt05de al AWArSOC On/ Divide
n the last two pages of this statement for details about those balances 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 Be Far East -0.57% 0.77% Barclays Capital U.S. Aggregate Bond Index Interest rates on March 31, 2014 3-
nt number: NMI Your current asset allocation A D Eye on the markets Index Percentage change August 2014 Year to date S&P 500 4.00% 9.89% Russell 3000 4.20% 9.23% MSC I - Europe, Australia & Far East -0.15% 2.93% Barclays Capital U.S. Aggregate Bond Index 1.10% 4 81% Your Gondol Advisor. SCO
- ksuer, generalpanna or sternor estimated valse, ery, art wpplied to **Fro by the Mot, general partner cr sponsor and may be calculated based on Steen information Iran hat used by mid parties to derive tar estimated values. - You can obtah adder:rut Hamann regarding the methodology used to determ
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
Entities connected to both Steen and Russell 3000

Ghislaine Maxwell
PERSON
Vicky Ward
PERSON
Condoleezza Rice
PERSON
Stanford University
LOCATION
UBS AG
ORGANIZATIONWeehawken
LOCATION
Joi Ito
PERSON
George W. Bush
PERSONLOS AG
ORGANIZATION
Puerto Rico
LOCATIONDoug Band
PERSONHarbor Boulevard
LOCATIONUPS AG
ORGANIZATIONSCOTT STACK
ORGANIZATION
Mao Zedong
PERSONBank USA
ORGANIZATIONNnandal
ORGANIZATION
U.S. Treasury
ORGANIZATION
United States
LOCATION
NEW YORK NY
LOCATION