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er: Y1 23571 55 Your current asset allocation Eye on the markets Index Percentage Change September zol 4 Year to date S&P 500 -1.40% 8.34% Russell 3000 -2.08% 6.95% MSC1- Europe, Australia & Far East -3.81% -0.99% Barclays Capital U.S. Aggregate Bond Index -0.68% 4.10% Your ARandal Advisor.
number: VI 23571 55 Your current asset allocation Eye on the markets Index Percentage change October 2014 Year to date S&P SOO 2.44% 1099% Russell 3000 2.75% 9.90% MSC I - Europe, Australia & Far East -1.45% -2.42% Barclays Capital U.S. Aggregate Bond Index 0.98% 5.12% Your Nnancial Advisor.
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t Account number: Your current asset allocation Eye on the markets Index Percentage change January 2020 Year to date 58P 500 -0.04% -0.04% Russell 3000 411% 411% MSC I - Europe, Australia & Far East -2.08% -2.08% Barclays Capital U.S Aggregate Bond Index 1.92% 1.92% Your Fineadri Advisor: S
n the last two pages of this statement for detail about those balances. Index Percentage change April 2020 Year to date SW 500 12.82% -9.29% Russell 3000 13.24% -10.42% MSC I - Europe, Australia & Far East 6.54% -17.66% Barclays Capital U.S Aggregate Bond Index Interest rates on April 30, 2020
omae ion that is the basis for the estimate by contactingyour Financial Adator. — Third party estimated values may be reflected as 'We priced' in Serra lanai:re: when in •rjepe.dent valuation fern has not supplied a is unable to assign a value. when we become aware that a material cuent hat °mitre
Account number: Your current asset allocation B A Eye on the markets e.dex percentage change August 2016 Year to date SW 500 0.14% 7.82% Russell 3000 0.26% 801% MSC I - Europe, Australia & Far East 0.08% 0.92% Barclays Capital U.S. Aggregate Bond Index -0.11% 5.86% Your Mandel Advisor- SCO
AR Account number: Your current asset allocation A Eye on the markets dex Percentage change November 2016 Year to date SW 500 3.70% 9.79% Russell 3000 4.48% 10.58% MSC I - Europe, Australia & Far East -1.98% -1.86% Barclays Capital U.S. Aggregate Bond Index Interest rates on November 30, 2016
its the rdcated ester on We informed you of this relationshio wren opened this axon. h the case. your leant and Noshes tre located a LOS financial Serra and rot the beedreg broker, ad you nut make arras of ry a or omission to both firms As described d-e account agreements, you must 50* US Of Ty e
set allocation Total assets 546,709.56 100.00% A Eye on the markets Index Percentage change August 2018 Year to date S&P 500 3.26% 9.94% Russell 3000 3.51% 10.39% MSC I - Europe, Australia & Far East -1.92% -1.87% Barclays Capital U.S. Aggregate Bond Index 0.64% -0.96% Your ig Bendel Advis
Car Account number: Your current asset allocation A Eye on the markets Index Percentage change November 2018 Year to date 500 2.04% 5.11% Russell 3000 2.00% 4.48% MSC I - Europe, Australia & Far East -0.11% -8,96% Barclays Capital U.S. Aggregate Bond Index 0.60% -1.79% Your Financial Advisor
bstantialbs less thanthe irsoted oath shows • en. (eninated) name. current yields and rates. An the awe of annul exam is based on atom &sided and Serra rates, atsunirq the secretes will be held for own from statement date or until maturity. This estimate is any a guideline; accuracy and created in
0.00% $384,049.00 Your current asset allocation Eye on the markets Index Percentage change November 2014 Year to date 58P 500 2.69% 13.98% Russell 3000 2.42% 12.56% MSC I - Europe, Australia & Far East 1.37% -1.08% Barclays Capital U.S. Aggregate Bond Index 0.70% 5.86% Yourigmodal Advisor.
n Account number Your current asset allocation Eye on the markets Index Percentage change October 2014 Year to date S&P 500 2.44% 10.99% Russell 3000 2.75% 9.90% MSC I - Europe, Australia & Far East -1.45% -2.42% Barclays Capital U.S. Aggregate Bond Index 0.98% 5.12% SCOTT STACK MANTLYLE CAS
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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
sont account relatoneWs rah ores dam al the sane address The Facto a knot" as • howetadn9 - I t you prefer 10 realer indbilial ASerrents mated is Serra CONFIDENTIAL MOWN —yOu nay Sane heuseholln3 by Gang your Ennead Adv6Or Friendly mount name TI.Frienar "cum name reflects Ofarretim that year em
ccount number: Your current asset allocation A Eye on the markets Index Percentage change December 2014 Year to date S&P 500 -O.25% 13.69% Russell 3000 -0.00% 12.56% MSC I - Europe, Australia & Far East -3.44% -44% Barclays Capital U.S. Aggregate Bond Index 0.09% 5.97% Your Fi vandal Advisor
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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
na ionsporres nil be Nadia one war from the statement depose mid miurey AcceratY and continued wad ae not guano., • Asset net hold by IC financial Serra Certain are cot WN byte Sal ad not with the Ferns possessors or envoi rhea ales re deptene on yam yeatenera for irdonnaboraf bonne onai Positions
Entities connected to both Russell 3000 and Serra

Ghislaine Maxwell
PERSON
Condoleezza Rice
PERSON
Vicky Ward
PERSON
UBS AG
ORGANIZATION
Stanford University
LOCATION
Joi Ito
PERSONWeehawken
LOCATION
Puerto Rico
LOCATION
George W. Bush
PERSONLOS AG
ORGANIZATIONUPS AG
ORGANIZATIONSCOTT STACK
ORGANIZATIONHarbor Boulevard
LOCATION
U.S. Treasury
ORGANIZATIONDoug Band
PERSONBank USA
ORGANIZATION
Mao Zedong
PERSONNnandal
ORGANIZATIONCayman
LOCATIONLBS AG
ORGANIZATION