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on the Last two pages of this statement for details about those balances Index Percentage change May 2016 Year to date S&P 500 1.80% 3.57% Russell 3000 1.79% 3.41% MSC I - Europe, Australia & Far East -0.78% -0.75% Barclays Capital U.S. Aggregate Bond Index Interest rates on May 31, 2016 3-mo
ccount number: Your current asset allocation • A Eye on the markets Index Percentage change November 2016 Year to date S&P 500 3.70% 9.79% Russell 3000 4.48% 10.58% MSC I - Europe, Australia & Far East -1.98% -1.86% Barclays Capital U.S. Aggregate Bond Index -2.37% 2.50% Your ig nand) Advisor.
in other dents a the same address* you peeler to recent ndiwdual statmonin mailed in separate ernelcoes, you may dedne hosr,eholdng by citing ante Financial Achoor Friendly ecuard name The Firkedk acccu-4 nano is a OlSicrnsi*le 'mamma' chosen by you to assist you with your reeve:ketone/ if has no legal effec
name: Friendly account name: l: Account number: Eye on the markets 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.5. Aggregate Bond Index 0.14% 2.65% Your Mounds, Advisor.
andal Advisor. Your current asset allocation • A Eye on the markets Index Percentage change November 2016 Year to date S&P 500 3.70% 9.79% Russell 3000 4.48% 10.58% MSC I - Europe, Australia & Far East -1.98% -1.86% Barclays Capital U.S. Aggregate Bond Index -2.37% 2.50% '+. VIE CASRIEL Inter
ps well other dents a the same address* you safer lo recent eds.:awl samunts mailed in separate envelOPS you may dedre Ixtrieholdng by calling yam Financial Achoor Friendly awash name The Fran* aostu-4 name is a custom:dale 'nickname' chosen by you to assist you with your recordteeorg has no legalefled on yo
• Account number: Your current asset allocation A Eye on the markets dex Percentage change October 2015 Year to date S&P 500 a 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 A asocial Advisor.
Account number. Your current asset allocation A Eye on the markets Index Percentage change December 2015 Year to date S&P 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 R Bendel Advisor- S
other dews a the same address. If you Feeler to recent inebtelual statements marled separate envelopes you mar decline hocr,eholing by calling war Financial Achoor Friendly award name The hum* account nano is a custom:dolt • nekrorne chosen by you to assist you with your recordteePeo 11 has no legaleffect Cay
nt name: Friendly account name: : Account number: Eye on the markets Index Percentage Change January 2017 Year to date S&P 500 1.90% 1.90% Russell 3000 1.88% 1.88% MSC I - Europe, Australia & Far East 2.91% 2.91% Barclays Capital U.S. Aggregate Bond Index 0.20% 0.20% Your 15 sandal Advisor:
hps rah oho dents at the Linn address. If you pelts to wee indisidual statements mailed n stone tenelopet, you medecline houweeding by caking your Financial Achoor Friendly account name The Friendly account manse is a customizable rnilinama chosen by you to min you with your needlessly k has ny legal effect
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
h 011'ef deres a the wre address. d you peter to reek* indisidual statements mailed n unite finselfOOf, yea maydecline Inowehdding fry tali"; your Financial Achoor Friendly wawa name The Friendly account name is a customizable *rikkname* chosen by you so Min you with your necedkeping has ro legal effect nyos
Entities connected to both Russell 3000 and Financial Achoor

Ghislaine Maxwell
PERSON
Condoleezza Rice
PERSON
Vicky Ward
PERSON
UBS AG
ORGANIZATIONWeehawken
LOCATION
Stanford University
LOCATIONHarbor Boulevard
LOCATIONUPS AG
ORGANIZATIONLOS AG
ORGANIZATIONSCOTT STACK
ORGANIZATION
Puerto Rico
LOCATION
Joi Ito
PERSON
U.S. Treasury
ORGANIZATIONNnandal
ORGANIZATIONBank USA
ORGANIZATIONLBS AG
ORGANIZATIONCayman
LOCATIONDoug Band
PERSON
United States
LOCATION
NEW YORK NY
LOCATION