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A deposit account balances, UBS FDIC insured Rogan Sank Etalances. UBS AG Stamford Branch deposit account balances and money made mutual fund sheep Mance,. See the important information about )Our statement at the end of this document for do ph about those balances itddng LeS BANK USA BUS ACCT You
s a rams and my rat keep pace with • Moderate Wang to accept sane ridc 10 princial ad tolerate sane volatility to seek hrber returns. • Aforessibt! Willrg to accept high risk to grieve' ad hgh vOlablity to seek high rears OW time, • Inwitmer2 fighirly Comdata: I selected. a portion of the pothole for
reted to tie Fen may reflect gel loss inkranalith only fog the period of tine they are held at the Finn Morehistorical Manteca can be added by yea Mance Advisor. • Unrealised generieeees When data n *marble. crenated sneered semitones are calculated fa inividial secure/ lots. The transaction data f
rot Peep pace with inflation. • Moderate: Willing to accept sane risk to wincipal at tolerate acne volataty to seek bother returns. • Aggressive: Willrg to accept hi j, rink to ennead and high volatility to reek highreturns our time. • abestment Elgoliky Consideration: I selected a lefetiOn of the
idend & interest $0.31 $11.84 Cash activity summary Your Mnandal Advisor: SCOTT STACK MANNYLE CASRIEL See Account activity the month tot deists Mance' in your sweep °nouns are indudedin the openng and closing balance: yaw. FDIC insurance Jacket only to deposits a U85 Bank USA, not to &pouts at LOS
may not keep pace with inflation. • itioderav Wiling to accept new tidy to principal and tolerate sane volatility to seek return,. • Aggressiee: Willrg to accept hkh risk to principal at high volatility to seek high returns o'er titre. • Investoren! Eagetvitty Confederation: If selected a portion
aerat* at the end of this docent Date AclInty Your Ouantity/ Description eqxnse code Fat value mcelValue (5) Cash nut IS) Carr and money Mance (S) Dec30 Cash and money balance 117.01832 Jan 18 Visa Payment CREDIT CARD PAYMENT -593.30 16,425.02 Jan 31 Closing cash and money balance
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
Important information etaotrt Date Actiuty Your Ouantity/ Description expense code Face Sue Pricdealue (1) Cash amount CS) Cab and money Mance (1) len 30 Cash and money balance 910.834.65 Jul 3 Deposit DRECT DEPOSIT STRIPE 9.41 10,844.06 Jul 10 Interest WS BANK USA BUSINESS ACCOUN
sa and may rot keep pace with n • Moderate: Willing 10 accept sane rids to pincipal at tolerate sane volataty to seek hirer returns. • Aggrennio: Willrg to accept hip rids b pnnopal ad high volatility to seek highmums over time. • tovestmentagbilay Consideration: I selected a POrtiOn of the portfol
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