11
Shared Docs
11
Same-Page
14 / 11
Mentions
37.322.04 Your current asset allocation It A Eye on the markets Index Percentage change December 2014 Year to date S&P 500 -0.25% I 3 69% Russell 3000 -0.00% 12.56% MSC I - Europe, Australia & Far East -3.44% -4.48% Barclays Capital U.S. Aggregate Bond Index 0.09% 5.97% Your A nand) Advisor.
ount number: Your current asset allocation It A Eye on the markets Index Percentage change August 2015 Year to date S&P 500 -6.03% -2.89% Russell 3000 -6.04% -2.61% MSC I - Europe, Australia & Far East -7.35% 0.14% Barclays Capital U.S. Aggregate Bond Index -0.14% 0.45% Your K asocial Advisor
nts isked by wolf elated thrd {arty even, ConWnef tirOug1 rivande Nancy sonata es of utS Marla Smears tic teegnen. nstaraniw. and annuity produce Hot MC haired • No bat* 9.,3f301~ May Bos vale FOAA RSOLICeMx,agoreni now" Business Wine 4:coant BSA. iffna and ntemaienal Redoes« ~geared CONFIDENTIAL
Eye on the markets Your ignoncid Advisor: SCOTT STACK MANLYLE CASRIEL 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 & Far East -0.57% a 77% Barclays Capital U.S. Aggregate Bond Index Interest rates on March 31, 2014 3-m
B Eye on the markets Your K uncial Advisor SCOTT STACK MANYLYLE CASRIEL 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
nts isked by wolf elated thrd {arty even, ConWnef tirOug1 rivande Nancy sonata es of utS Marla Smears tic teegnen. nstaraniw. and annuity produce Hot MC haired • No bat* 9.,3f301~ May Bos vale FOAA RSOLICeMx,agoreni now" Business Wine 4:coant BSA. iffna and ntemaienal Redoes« ~geared CONFIDENTIAL
FL Account number- Your current asset allocation A Eye on the markets Index Percentage change march 2014 Year to date 5.&P 500 0.84% 1.81% Russell 3000 0.53% 1.97% MSC I - Europe, Australia & Far East -0.57% 0.77% BarclaysCapital U.S. Aggregate Bond Index Interest rates on March 31, 2014 3-mo
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% 4.11% BarclaysCapital U.S. Aggregate Bond Index Interest rates on May 30, 2014 3-month Tr
nts isked by wolf elated thrd {arty even, ConWnef tirOug1 rivande Nancy sonata es of utS Marla Smears tic teegnen. nstaraniw. and annuity produce Hot MC haired • No bat* 9.,3f301~ May Bos vale FOAA RSOLICeMx,agoreni now" Business Wine 4:coant BSA. iffna and ntemaienal Redoes« ~geared CONFIDENTIAL
on the last two pages of this statement for details about those balances Index Percentage change May 2015 year to date S&P 500 1.29% 3.23% Russell 3000 1.38% 3.68% MSC I - Europe, Australia & Far East -0.40% 893% Barclays Capital U.S. Aggregate Bond Index Interest rates on May 29, 2015 3-mont
poreas iskad by wolf ilated thed {tarty etveana anyone, Hough andseceNency subsea-aesof utS Nandi' Sevias tic Irsestmea. react andannutearoducts Hot MC haired • No bat* gratnier May bee vain aatA RSOLICeMx,agoreni Amens Badness Wears Acaum Bak ifIVA ntemabonal Redoes« latmagenvot CONFIDENTIAL de
Noonoisl Advisor- SCOTT STACK MANLYLE CASRIEL 212-821.7O3O800-308-3140 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 -G 15% 2.93% Barclays Capital U.S. Aggregate Bond Index Interest rates on August 29, 2014 3-mo
nts isked by wolf elated thrd {arty even, ConWnef tirOug1 rivande Nancy sonata es of utS Marla Smears tic teegnen. nstaraniw. and annuity produce Hot MC haired • No bat* 9.,3f301~ May Bos vale FOAA RSOLICeMx,agoreni now" Business Wine 4:coant BSA. iffna and ntemaienal Redoes« ~geared CONFIDENTIAL
Account number: Your current asset allocation A Eye on the markets Index Percentage change February 2015 Year to date S&P 500 5.75% 2.57% Russell 3000 5.79% 2.85% MSC I - Europe, Australia & Far East 5.99% 6.52% Barclays Capital U.S. Aggregate Bond Index -0.94% 1.14% Your Financial Advisor
popas ewers by urea dated tied party Moran, compants trough mastert agency subsea-yesof uaS Amanda Savion atc Indammt. mace andannular products Hot MC haired • No bat* gatmen May lam value RMA RSOLICe Mx,agf own Accoest Business Worm /daunt BSA. MAA and nternabonal Redoes« lattagaran CONFIDENTIAL
Account number: Your current asset allocation B Eye on the markets Index Percentage change February 2015 Year to date S&P 500 5.75% 2.57% Russell 3000 5.79% 2.85% MSC I - Europe, Australia & Far East 5.99% 6.52% Barclays Capital U.S. Aggregate Bond index -0.94% 1.14% Your 15 sandal Advisor:
nts isked by wolf elated thrd {arty even, ConWnef tirOug1 rivande Nancy sonata es of utS Marla Smears tic teegnen. nstaraniw. and annuity produce Hot MC haired • No bat* 9.,3f301~ May Bos vale FOAA RSOLICeMx,agoreni now" Business Wine 4:coant BSA. iffna and ntemaienal Redoes« ~geared CONFIDENTIAL
Account number: Your current asset allocation A Eye on the markets Index Percentage change February 2014 Year to date S&P 500 4.57% 0.96% Russell 3000 4.74% 1.43% MSC I - Europe, Australia & Far East 5.59% 1.34% Barclays Capital U.S. Aggregate Bond Index 0.53% 2.02% Your Financial Advisor
y procknas ism* by unaffiliated cord {arty ewers, animas Hough mama agency skid-w000f UPS Fiance Seslcos he Inestmat. react and annuity products Hot MC haired • No bat* 9Anifica May Box vale RMA RSOLICeMx,agoreni an* Business Wynn Accoant BSA. iffttn and ntemabonal Reso«« Wharren CONFIDENTIAL Am
ent on the last two pages of this statement for details about those balances der( Percentage change May2015 year to date SW 500 1.29% 3.23% Russell 3000 1.38% 3.68% MSC I - Europe, Australia & Far East -0.40% 8.93% Barclays Capital U.S. Aggregate Bond Index Interest rates on May 29, 2015 3-mon
nts isked by wolf elated thrd {arty even, ConWnef tirOug1 rivande Nancy sonata es of utS Marla Smears tic teegnen. nstaraniw. and annuity produce Hot MC haired • No bat* 9.,3f301~ May Bos vale FOAA RSOLICeMx,agoreni now" Business Wine 4:coant BSA. iffna and ntemaienal Redoes« ~geared CONFIDENTIAL
on the last two pages of this statement for details about those balances Index Percentage change July 2015 Year to date S&P 500 2.10% 3.35% Russell 3000 1.67% 3.65% MSC I - Europe, Australia & Far East 2.08% 8.08% Barclays Capital U.S. Aggregate Bond Index Interest rates on July 31, 2015 3-mon
lvas tisund by wolf dratted thrd {arty even, ConWnef tvoug1 nviffiCe agency tatty es of utS Fenced Soirees tic Inestmat. mace and annular protals Hot MC haired • No bat* guannua May lose vale RMA RSOLICeMx,agoreni Awe" Business Menem Mount BSA. iffna and ntemaional ettoisce ~dram CONFIDENTIAL Acco
Entities connected to both Russell 3000 and Hot MC

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