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ye on the markets Your Finandul Advisor: SCOTT STACK MANY LYLE CASFeEL Index Percentage change March 2019 Year to date S&P 500 1.94% 13.65% Russell 3000 1.46% 1404% MSC I - Europe, Australia & Far East 0.74% 10.13% Barclays Capital U.5. Aggregate Bond Index Interest rates on March 29, 2019 3-m
Eye on the markets Your Nnancial Advisor. SCOTT STACK MAsiLYLE CASRIFL Ind@ Percentage change April 2019 Year to date S&P 500 4.05% 18.25% Russell 3000 3.99% l&60% MSC I - Europe, Australia & Far East 2.91% 13.33% Barclays Capital U.S. Aggregate Bond Index Interest rates on April 30, 2019 3-mon
and IXECUSITIttal cootrzet0, inckrfing lures contacts and commodity option contrech; and • Deposit accounts *rapt certificates of &posit) at IX* Berk USA, UM AG U.S. ',oath's and bans n the FDIC Insured Deposit Program. The SIPC protection and the orpintotal protection do not apply to these assets t
nd Account number Your current asset allocation Eye on the markets Index Percentage change February 2019 Year to date S&P 500 3.21% 11.48% Russell 3000 3.52% 12.40% MSC I - Europe, Australia & Far East 2.56% 9.32% Barclays Capital U.S. Aggregate Bond Index -0.06% 1.00% Your Pi model Advisor:
name: Friendly account name:l ' • Account number Eye on the markets Index Percentage change January 2019 Year to date SEP 500 8.01% 8.01% Russell 3000 8.58% 8.58% MSC I - Europe, Australia & Far East 6.59% 6.59% Barclays Capital U.S Aggregate Bond Index 1.06% 1.06% Your Fi nancial Advisor: S
ge and precious metal commas), nclking titres contracts and Callni0Oty option MOWS; and • Depose accounts (except certificates of deposit) at LBS Berk USA, UE6 AG U.S. trenches and barks n the FDIC Paired Deposit Progran. The 51K protection and the supple ends protection do not appy to these assets m
unt Account number. Your current asset allocation D Eye on the markets Index Percentage change lune 2018 Year to date S&P 500 0.62% 2.65% Russell 3000 0.65% 3.22% MSC I - Europe, Australia & Far East -1.19% -2.37% Barclays Capital U.S. Aggregate Bond Index Interest rates on June 29, 2018 3-mon
count Account number: Your current asset allocation D Eye on the markets Index Percentage change July2018 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
n exchange and pdows metal contracts), saute; loses (Meads and commodity opal contract,; and • Deposit wows (except certificates of &posh) at U3S Berk USA, UK AG U.S. branches and bats h the FDIC loured Deposit Program. The SIPC protection and** upplemental protection do not apply to these assets eve
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
pm Sae metal ccrdracIfk including futures contracts 4Fkl contnoditf option contracts; rd • Deposit accounts (except cent Pates of deposit) at L135 Berk USA, UBS AG U.S. branches and barks n the FDIC hared Deposit Program. The SIPC potation and he supplemental potator do not apply to them assets even i
Entities connected to both Russell 3000 and Berk USA

Ghislaine Maxwell
PERSON
Condoleezza Rice
PERSON
Vicky Ward
PERSON
UBS AG
ORGANIZATION
Stanford University
LOCATIONWeehawken
LOCATIONHarbor Boulevard
LOCATIONLOS AG
ORGANIZATIONSCOTT STACK
ORGANIZATION
Puerto Rico
LOCATIONUPS AG
ORGANIZATION
U.S. Treasury
ORGANIZATIONNnandal
ORGANIZATION
Joi Ito
PERSONBank USA
ORGANIZATIONDoug Band
PERSONLBS AG
ORGANIZATIONCayman
LOCATION
George W. Bush
PERSON
NEW YORK NY
LOCATION