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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
you hold in a paw& capecty. The Finis together with cant affiliates, has also purchased suppkmedal karma. The nuerrum mow* payable to all elipble Mints. collectively under theprotection is SSOO motion as of December 10, 2016. Sulam to the pokycat:law end anaelas. cash at the Fim s hither protected
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
• lefvena Sating and addklanal competed«. - et «Winn to mminissom on man aid 11b.1 lees nomd in connectors with the darrtuton of rodua funds toot, Mints we alder our Striae reone renrue tang pynenufromdarbutorsandor adelton of the mutual funds tat we soli These amounts are based on hvo dannen anton
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
tt tit to as clients, we ardor ou afreaate receive revenue sharing corrpensaton torn many of the insurance companies undemaiting the annuityarenas Mints of theme:axe companies or sponsors of the harm investment trusts re &tribute. CONFIDENTIAL - Our affiliates also receive treeing cc:canister's ad
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
ind fame& - n addition to ccennishans received in coronation with the sale or deerbuten of arruity cceoraces and unit ninternent trust unts to our Mints. we ardor Or affiliate receive revenue sharing convensation from many of the ivurrue<ompanies underwriting CONFIDENTIAL the annuty comas, Ablates
Entities connected to both Russell 3000 and Mints

Ghislaine Maxwell
PERSON
Condoleezza Rice
PERSON
Vicky Ward
PERSON
UBS AG
ORGANIZATION
Stanford University
LOCATIONWeehawken
LOCATIONLOS AG
ORGANIZATIONHarbor Boulevard
LOCATION
Puerto Rico
LOCATIONUPS AG
ORGANIZATIONSCOTT STACK
ORGANIZATION
U.S. Treasury
ORGANIZATIONNnandal
ORGANIZATION
Joi Ito
PERSONDoug Band
PERSONCayman
LOCATIONLBS AG
ORGANIZATION
George W. Bush
PERSON
United States
LOCATION
NEW YORK NY
LOCATION