11
Shared Docs
11
Same-Page
17 / 11
Mentions
et allocation Total assets 312,754.38 100.00% A Eve on the markets Index Percentage change January 2018 Year to date S&P 500 5.73% 5.73% Russell 3000 5.27% 5.27% MSC I - Europe, Australia & Far East 5.02% 5.02% Barclays Capital U.S. Aggregate Bond Index -1.15% -1.15% Year risencial Advisor
l turd sweep balances. See the Miportantm formadon about told statement on the last two pages of th is statement for detail about those balances. Russell 3000 MSC - Europe, Australia & Far East Barclays Capital U.S. Aggregate Bond Index Interest rates on April 30, 2018 3-month Treasury bills 1 83% One-mo
Med be a doVertel Owen army. ardaedo Ake OCCOWI Intranet* alajoetiros the rontnoe objecteres rednsk predie are speck to nee account and 'nay dray Wrenn you =oat. Pone ., m the Fnn proretAbrelemIngolt, hp/ c their in Waliartha held nenterwe otentnes Fa each afoul hell yOu chwenrra of that obning
ion • Eye on the markets Your Yin/odd Advisor: War STACKMANLYL€ CASPIEL Index Percentage change May 2020 Year to date S&P 500 4.76% -4.97% Russell 3000 5.35% -663% MSC I - Europe, Australia & Far East 4.42% -14.03% Barclays Capital U.S. Aggregate Bond Index Interest rates on May 29, 2020 3-mo
Friendly account name: A1- nt , ,Ind Account number. Eye on the markets Index Percentage change line 2020 Year to date SW 500 1.99% -3.08% Russell 3000 2.29% -3.48% MSC I - Europe, Australia & Far East 3.44% -11.07% Barclays Capital U.S. Aggregate Bond Index Interest rates on June 30, 2020 3-mo
k Inkier returns • Aggressive: Willing to accept Ingti risk to principal and high volatility to seek high MtUnS Over tiny? • mvestawntENgWaity Com:Wrenn: II selected, a portion of the portfolio for that avant may include complex strategist, limited hanky and ginner votaidey. Statement ahouseheldin
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
RAMAR Account number: Your current asset allocation A Eye on the markets Index Percentage change Ma 2014 Year to date S&P 500 2.35% 4.97% Russell 3000 2.18% 4.32% M5C1- Europe, Australia & Far East 1.76% 4.11% BarclaysCapital U.S. Aggregate Bond Index Interest rates on May 30, 2014 3-month Tre
askurental protection du not protect mare changes in the maker vale of yois investments (whether a a result of market movement. issuer banruptCy or Wrenn* More information is avalable 'Don request You may obtan more nfornation abou SIPC. noticing the SIK Brochure, by consolingUPC a 202-371-8300 or b
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
icil risamen ndratod on FP front ot tha :Moment haddliT to agar awl foes. a:Gann mar he at yen to manto-dace fen charge: la um payment far unmet Wrenn; aid chrgel la tenon amount h ciao xrcents Accounts tat ace Oaf erred 10 ollote MU:uteri, may be ntrakt to a banner fee UPS Sweep Optbns UBS offe
r: Eye on the markets Your K sandal Advisor- SCOTT STACK MANLYLE CASRIEL Index Percentage change June 2014 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
t on the last two pages of this statement for details about those balances Index Percentage change May2014 Year to date S&P 500 2.35% 4.97% Russell 3000 2.18% 4.32% MSC I - Europe, Australia & Far East 1.76% 4.11% BarclaysCapital U.S. Aggregate Bond Index Interest rates on May 30, 2014 3-month T
tronic funds Wander (Wit bi puymm or UBS Visedebit card transaction, call 62-1000, or yea to UBS Financial Senna ex„ 1000 Harbor Bat, 6th floor. Wrenn/en W 07086. Min RIAMBSA Sans Cal or write as soon as you cart if you rids jolt statement or receipt is rag or d you need more inkrmai in aboat a U
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% 202% MSC I - Europe, Australia & Far East 7.82% 2.53% Barclays Capital U.S. Aggregate Bond Index 0.02% 1 14% Your Pinandal Advisor. T
on the last two pages of this statement for details about those balances Index Percentage change May 2016 Year to date S&P 500 1.80% 3 57% Russell 3000 1.79% 341% MSC I - Europe, Australia & Far East -0.78% -0 75% Barclays Capital U.S. Aggregate Bond Index Interest rates on May 31, 2016 3-month
s a* protected by SIPC See 'US$ Financial Services Account Protection* below. LIPth you request, balances n the Bark Sweep tropisms a DA may be **Wrenn, an! Awes of a Matey Rind mat be 'Madre* and the proceeds retussed to you or your seonties moist Fester information about mantle sweep options, i
nt on the last two pages of th is statement for detail about those balances. Index Percentage change Api 2019 'oaf to da S&P S00 405% 18.25% Russell 3000 3.99% 18.60% MSC I - Europe, Australia & Far East 2.91% 13.33% Barclays Capital U.S. Aggregate Bond Index Interest rates on April 30, 2019 3-mo
ftst a regriered Orono flaky. and credo yes; accost Waverer* objectives The rwestrreee <banes rdnsk profile are speck to ear account and may vary Wrenn you x<cer4t Poze adsno th• Fan pronyebr n wing 0.7 %WC lie loge n pt.-flawed ta.macn a towslwore Objeclettol Foe each Account nett you <looseore
on the last two pages of this statement for detals about those balances. Index Percentage change July 2018 Year to date S&P 500 3.72% 6.47% Russell 3000 3.32% 6.64% MSC I - Europe, Australia & Far East 2,47% 0.04% Barclays Capital U.S. Aggregate Bond Index Interest rates on July 31, 2018 3-month
naud that n the basis Id the nterime by <sexing you Financial Adios - Thad party edinmed sakes maybe ref Ised as 'Ito priced' in severe .hetsen'. Wrenn ndopendert wb.ixan lan hat not supra.] a s unable to assign a vats neon we become awe *a a maseul rise he erns tedtat may cal a Preawner refitted
ISLAINE MAXWELL Your current asset allocation FA Eye on the markets Index Percentage change November 2014 Year to date S&P 500 2.69% 1398% 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% Your R nuncio, Advisor.
mo account nuo)but held nay fromLOSfinal Sermon (eg. «non ab cat aUBSBaA («cash atlas AG Stamford brakdk Ot) msuraxe mochas ncIng nun arena. and (Wrenn of mutual knit vMe V..41 dawn re Mg 6tered «my n IM nine of the wort hob« co the bock and moon of he oplabk mu« cc under agent • («tan enenonern
e: SCOTT STACK MAN LYLE CASRIEL Account number: Eye on the markets Index Percentage change November 2014 Year to date S&P 500 2.69% 13.98% Russell 3000 2.42% 12.56% MSC I - Europe, Australia & Far East 1.37% -1.08% BarclaysCapital U.S. Aggregate Bond Index 0.70% 5.86% Interest rates on Novem
tan is pinned the nut of the pasty wit benne:at tan in pods/steno - 'Ontrbutions to On' MN nob'e fermi of caaila wane a both • Cortold volt sun' Wrenn the ditch ollwing urn per ohs a-.5 may not reflect yen cost bath • ItIPSOICNISIONiSS Restnotel swum es gmerayae not on my Mgt* for prolc tale UBS r
Entities connected to both Russell 3000 and Wrenn

Ghislaine Maxwell
PERSON
Condoleezza Rice
PERSON
Vicky Ward
PERSON
UBS AG
ORGANIZATION
Stanford University
LOCATION
Joi Ito
PERSONWeehawken
LOCATION
George W. Bush
PERSONLOS AG
ORGANIZATIONUPS AG
ORGANIZATION
Puerto Rico
LOCATIONSCOTT STACK
ORGANIZATIONHarbor Boulevard
LOCATIONDoug Band
PERSON
United States
LOCATION
Mao Zedong
PERSON
NEW YORK NY
LOCATIONBank USA
ORGANIZATION
U.S. Treasury
ORGANIZATIONNnandal
ORGANIZATION