10
Shared Docs
10
Same-Page
18 / 10
Mentions
t Awl statement cn the last two pages of this statement for detais about those balances. Percentage change Wu." 2019 Year to date 3.21% 11.48% Russell 3000 3.52% 12.40% MSC I - Europe, Australia & Far East 2.56% 9.32% Barclays Capital U.S. Aggregate Bond Index 4106% 1.00% Interest rates on Febru
count number: Your current asset allocation • A Eye on the markets index Percentage change November 2019 Year 10 date S&P 500 3.63% 27.63% Russell 3000 3.80% 27.34% MSC I - Europe, Australia & Far East 1.14% 1838% Barclays Capital U.S. Aggregate Bond Index -0.05% 8.79% veer Almada! Adviser: t
ll be deemed < orrckte and aware it nog ablated ton • fC dory • Oa fl y saw oi kmwed. Owl) S Call • hose of en0f10.0.A..14.3 *tut dholettroded Itrds manner 0711 Voao Mac cad transactors cal ennui Sear, rc . Wish^. Etc NI 07046, Ann Mains Twv.on Calla write as wen es suer. it sutwic yet stirt
Account number. Your current asset allocation Eye on the markets Index Percentage change December 2014 Year to date S&P 500 -0.25% 13.69% Russell 3000 -0.00% 12.56% MSC I - Europe, Australia & Far East -3.44% -448% Barclays Capital U.S. Aggregate Bond Index 0.09% 5.97% Your iq Randal Advisor.
: Account number: Your current asset allocation C Eye on the markets Index Percentage change August 201A 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 A asocial Advisor.
Thew fees marl, re pad am imenor arm n the nwtual ItnO and ae a treed doll? ana.ri based on the warner of =anis at tie hotter-dear hotting mutual Itrds of that fun lanik - In arse ion to comonscos reared n ornection wen the sale or tharbuton of rotarymoo= ad wit s t.•aa tom units to our dents we a
on the last 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% Barclays Capital U.S. Aggregate Bond Index Interest rates on May 30, 2014 3-month T
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
generally are pad from imestor tea in the mutual fund and are a fated dela- amount based on to outer of accounts at the broke-dealer holdng maul( Itrds oi that fund ramiy CONFIDENTIAL — h added" to covirroscni received n connection wth the sale or chstnbikon d array contracts and int owestrnent
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.
nds These fen germ" re pad Wm ignitor am: ei the mutual lad sod re anted doll? anoun hash on the range of awards at the trotendeala holdno mutual Itrds of eta fad fatty - m gm ion to commons RCS*, n ornedion wah the sale or darbution of arnury again rd wit a.sI ,rot en*" unit to Ott dent we ander
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
ens generahe re pad axen imtenor aners ia the ffutual find sid se afind doll? nuns lineal on the runt. of =mils at the trobehdealer holding rnutur Itrds of mat find laniai - in akle ion to commenced mewed ei cornea:on weal the able or darbution of annycorneacw ad ten Weser:it Mai units ao cur deans
Account number: Your current asset allocation A Eye on the markets Index Percentage change September 2016 Year to date S&P 500 0.02% 7.84% Russell 3000 0.16% 8.18% MSC I - Europe, Australia & Far East 1.27% 2.20% Barclays Capital U.S. Aggregate Bond Index -0.06% 5.80% Your K asocial Advisor.
t on the last two pages of this statement for details about those balances Percentage change Detember 2016 Year to date S&P 500 1.98% I i.%% Russell 3000 1.95% 12.74% MSC I - Europe, Australia & Far East 3.44% 1.51% Barclays Capital U.S. Aggregate Bond Index 0.14% 2.65% Interest rates on Decembe
ee wady are paid from investor assets h to mutual fund and are a fired dollar wart based on the nUrrter Cif accounts at the braerdeale- holdng made Itrds of that f tad f andy. — it sedan to commissions received in correction with the sae er cfetrbutian of annuity contracts rd CONFIDENTIAL tint inve
Account number: Your current asset allocation A Eye on the markets Index Percentage change January 2017 Year to date S&P 500 1.90% 1.90% Russell 3000 1.88% 1.88% MSC I - Europe, Australia & Far East 2.91% 2.91% Barclays Capital U.S. Aggregate Bond Index 0.20% 0.20% Your Il sandal Advisor-
Account number: Your current asset allocation A Eye on the markets Index Percentage change November 2016 Year to date S&P 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 -2.37% 2.50% Your Financial Advisor
t gereraly so paid from investor ants h the mutual fund and are a feed dollar arrant based on the renter°, scants at the broker-dealer toldng meal Itrds of that fad randy. - h addition to commeskne received in connection within rat a cfetributiln of annuity ccedracts and CONFIDENTIAL Len investire
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
Thine fee gear" re pad am incisor awn, in the naval fad and are a teed data amont basal on the hinter of =culls at the troker-deaer hotting mutual Itrds of that fund laniV - In Mot ion to comessaff reCeved n ormedion watt the Salo Or dearbutean of arnury corer= ad unit again4 tuff unit to ml dent w
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
km stenwalt re pad horn imanor sat is the mutual laid and are a nod dolt< acts uil bawl on the manta of acoants at Ps trots -dealer hottingmutual Itrds of hat ftrd 'snit - m alit ion to commosonS seemed m ornedion wet du sabot diarbution of amity ordraca aid srit *ohm trial tat 10 af dents. He and
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
1wrie fees peneiabr re pad tam imvnor mots is the nasal hand nid ae a tied delft topyt basal on the myna of ~is at the troter-deahr holdingmutual Itrds of hat find lane - m MO an tomminis 'tweed m cornection wen the sob or darbaten of arrutycorroarn ad an Itnni units to cur <«m. ise alt ce our
Entities connected to both Russell 3000 and Itrds

Ghislaine Maxwell
PERSON
Condoleezza Rice
PERSON
Vicky Ward
PERSON
UBS AG
ORGANIZATION
Stanford University
LOCATIONWeehawken
LOCATIONLOS AG
ORGANIZATIONUPS AG
ORGANIZATION
Puerto Rico
LOCATIONHarbor Boulevard
LOCATIONSCOTT STACK
ORGANIZATION
Joi Ito
PERSONNnandal
ORGANIZATION
U.S. Treasury
ORGANIZATIONBank USA
ORGANIZATIONDoug Band
PERSON
NEW YORK NY
LOCATIONCayman
LOCATIONLBS AG
ORGANIZATION
George W. Bush
PERSON