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ye on the markets Your Finandul Advisor: SCOTT STACK MANY LYLE CASFeEL Index Percentage change March 2019 Year to date S&P 500 1.94% 13.65% Russell 3000 1.46% 1404% MSC I - Europe, Australia & Far East 0.74% 10.13% Barclays Capital U.5. Aggregate Bond Index Interest rates on March 29, 2019 3-m
Eye on the markets Your Nnancial Advisor. SCOTT STACK MAsiLYLE CASRIFL Ind@ Percentage change April 2019 Year to date S&P 500 4.05% 18.25% Russell 3000 3.99% l&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-mon
pensaton from many of the nurance companies unchrwrely the annuity contracts, affiliates Of the Nuisance ten-oats or spcnson of the snit nvestment Innis we &trine. - In addom to commissions received Iron the pschase and sale of NesiShares hrds, we ander cur If dote recent an assetbased revenue sha
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
below. taxa your remit, balaxes in the bare depositsmay be withdrawn. a-Idshares of a Money Red maybe Itudated and the proceeds retuned to you or Innis xcard. Further inkanation about available sweep options, eddig <urn ireireet rates and yields. 6 available at wekvockcorroseeprelds, from yaw F n
nt number: Y' SS Your current asset allocation 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 normal Advisor-
tatement on the last two pages of this statement for deta is about those balances. Percentage change July2 018 year to date S&P 500 372% 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
orrpensaton from many of the narance companies unckowneng the annuitytartrate, affiliates Of the Nuisance Cain:one% or spawn of the snit nvestmoot Innis we dKtrbae - In adion to ccernessions received from the punhase and sale of NertShares lads, we and or cur all ilute receive an asset-based reven
t on the last two pages of the statement for detais about those balances. Index Percentage change haw 2019 Year to date S&P SOO 7.05% 18.54% Russell 3000 7.02% 18.71% MSC I - Europe, Australia & Far East 5.97% 1449% Barclays Capital U.S. Aggregate Bond Index Interest rates on June 28, 2019 3-mo
nt on the last two pages of this statement sot detail about those balances. Index Percentage change Apri 2019 Yew to dam S&P 500 405% 18.25% Russell 3000 3.99% 18.60% MSCI- Europe, Australia & Far East 2.91% 13.33% Barclays Capital U.S. Aggregate Bond Index Interest rates on April 30, 2019 3-mont
te or untilnun". Acomacy rid oranad yed se net wined. • Maas not hold by MIS Financial Sans. Cerwn assets at not held by the in, and not wino the Innis possessir or <carol Thew Matt are displayed on yeas slat~i1 la Idonealsanal pep«« enly Potions id Wk.< P•n•nt6d ae pronad by the openg hem UPS Sne
ACK PvlAtilYtE CASK'. Your current asset allocation Eye on the markets Index Percentage Change April 2019 Year to date S&P 500 4.05% 18,25% Russell 3000 3.99% 1860% MSC I - Europe, Australia & Far East 2.91% 1333% Barclays Capital U.S. Aggregate Bond Index Interest rates on April 30, 2019 3-mo
ensation from Tr/ of the rcurance companies unckewr rig the annuity <aerates, affiliates Of the Nuisance craw:ones or prison of the snit newton'sa Innis we Waring. — h addrum to commissions received Born the puthase and sale of Ne4Shares tsrds, we and or Cu' Ifilate receive as asset-based revenue
.00% U4.843.54 Your current asset allocation A Eye on the markets Index Percentage change February 2019 Year to date S&P 500 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 -0.06% 1.00% Your Fi nancial Adviso
pensaton from many of the nurance companies unchrwrely the annuity contracts, affiliates Of the Nuisance ten-oats or spcnson of the snit nvestment Innis we &trine. - In addom to commissions received Iron the pschase and sale of NesiShares hrds, we ander cur If dote recent an assetbased revenue sha
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:
date or wad =tray Acacia rid online& pad at not guadreeed • Asset tot held by WS financial Senate Corun ass.; are not hen byte FM al not witim the Innis possesses or enrol Thee assets re dotard m yur statented for idonnatronal popmes oaf Ponies ad rams prenoled re run& byte aunt; fin IRS nano& Sar
Entities connected to both Russell 3000 and Innis

Ghislaine Maxwell
PERSON
Condoleezza Rice
PERSON
Vicky Ward
PERSON
UBS AG
ORGANIZATION
Stanford University
LOCATIONWeehawken
LOCATIONHarbor Boulevard
LOCATION
Puerto Rico
LOCATIONSCOTT STACK
ORGANIZATIONUPS AG
ORGANIZATION
Joi Ito
PERSON
U.S. Treasury
ORGANIZATION
George W. Bush
PERSONDoug Band
PERSONBank USA
ORGANIZATIONNnandal
ORGANIZATION
United States
LOCATIONLBS AG
ORGANIZATIONCayman
LOCATION
NEW YORK NY
LOCATION