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ount number: Your current asset allocation A D Eye on the markets Index Percentage change September 2017 Year to date S&P 500 2.06% 1424% Russell 3000 2.44% I 3.91% MSC I - Europe, Australia & Far East 2.53% 20.47% Barclays Capital U.S. Aggregate Bond Index -0.48% 3.14% Your Nnancial Adviso
ester assets n tie mutual acrid and are a toted dollar aerated based an the towbar 01 accounts at the broker-dealer farng mutual funds of the lent Iambi - ariiian to ccranksions received in carnation with the sate or detrbutcn of arnity co-tracts and snit neestment trust unts to our clients. we ar
nvestor assets n the mutual hod and are a feted dolls agnate based cer the ranter of accounts at the broker-dealer holcFng mutual find of that lab Iambi - h ackieron to (comics:ens received in connection with the sake or cestrbutron of enmity <entracte and met reestment trust was to Oct clients, we
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
on two different COM:Onentt- 0 the amantol sake by UBS of a partkula mutual fund I ami& to our climb and C) the asset valued a partiot mutual fund Iambi shares held at the Imo — We and os Abate also rem* nem:eking and orrnbusprocesang lees in consideration for under gent ferien tha we ROM* to the
Account number: Your current asset allocation A Eye on the markets Index Percentage change November 2017 Year to date S&P 500 3.07% 20.49% Russell 3000 3.04% 19.93% MSC I - Europe, Australia & Far East 1.06% 23.61% Barclays Capital U.S. Aggregate Bond Index -0.13% 3.07% Your Knandal Advisor
m nester assets n the mutual firth and area feed dolls. airount based on the rumba of accounts at the broke-dealer hothrig maul funds of that lend Iambi - n aokiaken to cceernekine nxeived in connection with the sate r detrbutim of amitycanines and emit eminent true tee to our clients, we arclor o
on the last two pages of this statement for data ks about those balances. Index Percentage change July 2017 year to date S&P 500 2.06% 11.59% Russell 3000 1.89% 1099% MSC I - Europe, Australia & Far East 2.89% 17.53% Barclays Capital U.S. Aggregate Bond Index Interest rates on July 31, 2017 3-mo
ntor assets ri the mutual fend and are a f toed dolls' amours based on the rumba of accounts at the broker-dealer hokkrig mutual funds of the feed Iambi - n addition to ccenmicskins received in connection with the sale or detrbuton of arnuat °refaces and unit investment trust unts to Oct clients. w
Entities connected to both Russell 3000 and Iambi

Ghislaine Maxwell
PERSON
Condoleezza Rice
PERSON
Vicky Ward
PERSON
UBS AG
ORGANIZATION
Stanford University
LOCATIONWeehawken
LOCATIONHarbor Boulevard
LOCATIONLOS AG
ORGANIZATIONUPS AG
ORGANIZATION
Puerto Rico
LOCATIONSCOTT STACK
ORGANIZATION
Joi Ito
PERSON
U.S. Treasury
ORGANIZATIONNnandal
ORGANIZATIONDoug Band
PERSONCayman
LOCATION
United States
LOCATION
George W. Bush
PERSON
NEW YORK NY
LOCATION
Mao Zedong
PERSON