3
Shared Docs
3
Same-Page
5 / 3
Mentions
umber: YI 23571 SS Your current asset allocation I A Eye on the markets Index Percentage change Ma 2014 Year to date S&P S00 2.35% 4.97% Russell 3000 2.18% 4.32% MSC I - Europe, Australia Be Far East 1.76% 4.11% Barclays Capital U.S. Aggregate Bond Index Interest rates on May 30, 2014 3-month
A Rancid Advisor. SCOTT STACK MAN LYLE CASRIEL 212.821.7000/800.3083140 Index Percentage change June 20/4 year to date S&P 500 2.07% 7.14% Russell 3000 2.51% 6.94% MSC I - Europe, Australia & Far East 0.99% 5.14% Barclays Capital U.S. Aggregate Bond Index Interest rates on June 30, 2014 3-mon
utual kind and are a heed Jolla amount based an tie nutter of accounts at the broker-dealer holdng mewl lin& of that fund fmiy CONFIDENTIAL — e, aide& to conmesscro received n connecter. wth the sale or distribUion d a-rusy contracts and snit investment flat units to our <lents, we ands our affil
on the test two pages of this statement for details about those balances Index Percentage change May 2014 Year to date S&P 500 2.35% 4.97% Russell 3000 2.18% 432% MSC I - Europe, Australia & Far East 1.76% 411% Barclays Capital U.S. Aggregate Bond Index Interest rates on May 30, 2014 3-month Tr
Account number: Your current asset allocation A Eye on the markets Index Percentage change February 2014 Year to date 58P 500 4.57% 0.96% Russell 3000 4.74% 1.43% MX I - Europe, Australia & Far East 5.59% 1.34% Barclays Capital U.5. Aggregate Bond Index 0.53% 2.02% Your K model Advisor: 7'
tual kind and are a heed Jolla amount based an tie nutter of accounts at the broker-dealer holdng mewl leads of that fund fmiy CONFIDENTIAL — e, aide& to conmesscro received n connecter. wth the sale or distribUion d curvy contracts and snit investment teal units to our <lents, we ands our affili
n the last two pages of this statement for details about those balances Index Percentage change April 2014 Year to date S&P 500 0.74% 2.56% Russell 3000 0.12% 2.10% MSC I - Europe, Australia & Far East 1.53% 2.31% Barclays Capital U.S. Aggregate Bond Index Interest rates on April 30, 2014 3-mo
utual kind and are a heed Jolla amount based an tie nutter of accounts at the broker-dealer holdng mewl lin& of that fund fmiy CONFIDENTIAL — e, aide& to conmesscro received n connecter. wth the sale or distribUion d a-rusy contracts and snit investment flat units to our <lents, we ands our affil
Entities connected to both Russell 3000 and aide&

Ghislaine Maxwell
PERSON
Condoleezza Rice
PERSON
Vicky Ward
PERSON
Stanford University
LOCATIONWeehawken
LOCATIONLOS AG
ORGANIZATIONHarbor Boulevard
LOCATIONUPS AG
ORGANIZATION
Puerto Rico
LOCATIONNnandal
ORGANIZATION
U.S. Treasury
ORGANIZATIONBank USA
ORGANIZATIONLBS AG
ORGANIZATIONCayman
LOCATION
United States
LOCATION
NEW YORK NY
LOCATIONWS AG
ORGANIZATION
Mao Zedong
PERSON
U.S. Senate
ORGANIZATIONMaria Farmer
PERSON