Epstein Secrets

Advisor. SCOTT STACK MAIst LYLE CASRIEL 212-821.7000/ 800-308-3140 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.S. Aggregate Bond Index Interest rates on December 30,2016 3

K Randal Advisor. SCOTT STACK MANLYLE CASRIEL 212-82 I•7000/ 800-308.3140 Index Percentage change May 2017 Year to date 58P 500 1.41% &66% Russell 3000 1.02% 7.96% MSC I - Europe, Australia & Far East 3.81% 1440% Barclays Capital U.S. Aggregate Bond Index Interest rates on May 31, 2017 3-month T

e decisions, la tee puppies or °theme Accounts turd wed to tie Fie may reflect gallon inforrnalisn only for the period of tine they are heed at re Finn Morehistorical iScartattn canbe acitedbyyas Maxie Advisor. • Unrealised gensfleatee When data a *marble, estanated veered gainalosses are calculated kr exliviti

Account number: Your current asset allocation A Eye on the markets Index Percentage change October 2015 year to date S&P 500 8.44% 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 Financial Advisor

Account number. Your current asset allocation A Eye on the markets Index Percentage change December 2015 Year to date SW 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 financial Advisor.

sions, for the p.rposes otherwise. Accounts trinsfeered to the firm may ref kia geilloss Sternal«, only for the period of tire they are held at the Finn Morehistorical normal urn cube added by your ;mantis Advent. • Unrealised gaindiese When data is *rabble estimated umeaked gaintbsses are cautaled fee ravidual

on the last two pages of this statement for detais about those balances, Index Percentage change July 2017 Year to date S&P 500 2.06% 11.59% Russell 3000 1.89% 10.99% MSC I - Europe, Australia & Far East 2.89% 17.53% Barclays Capital U.S. Aggregate Bond Index Interest rates on July 31, 2017 3-m

decisions, fa to rupees or °thereto Accounts turreted 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 s

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

decisions la to puposes or ahem& Accounts tore erred to the Firs may reflect gal los alternation only foe the period of tine they are held at the Finn Morehistorical earmtaten can be actied by you' Coaxial Advisor. • Unealleed gonsrieeses When data n swath. earned urealind goindlosses are caulated la Mat& secv