4
Shared Docs
4
Same-Page
6 / 4
Mentions
name: Friendly account name: l: Account number: Eye on the markets Index Percentage change December 2016 Year to date S&P 500 1.98% 11.96% Russell 3000 1.95% 12.74% MSC I - Europe, Australia & Far East 3.44% 1.51% Barclays Capital U.5. Aggregate Bond Index 0.14% 2.65% Your Mounds, Advisor.
andal Advisor. 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% '+. VIE CASRIEL Inter
ASILEL Date AcIltny DegnPlIOn Amount IS) Jul 22 Fee Charged QUARTERLY FEE -1,593.21 Total professional management fees Fees 41.59321 DAN Athol), Cast:Irmo° *mown It/ lul I Transfer Total other funds debited -52.133.03 Other funds debited JOURNAL TO Y1 23575 GHSLANIE MAXWELL -2,133.0
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
vices ad products though arrangements we, aff dated bates at other thrdpary banks, rod provides access to nsura-ce and annuty proist awed by onset Athol theed.pdy Utterance companies through Murata agency subsidised's of UBS f finial Services Inc. Iniestment, nsurame. at amudy products: Not 'CAC i
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
ænuhng ØBØ dau should not be kind up» if you barn end 6 an mas cancurni plea • pr n ~dank n wring to telkante ~spit of the Weakening your stoma Athol, al Sara tow ocean-Hied b be aconite surstunt data Todd rot be used for tar (deposes 49 solely on yediencl bk Iamb Ge.. Font 1099. 5498. 10125. et
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
ænuhng ØBØ dau should not In kind upon if you barn end 6 an mag cancurni plea rpr n ~dank n vrangho telkante ~spit of the Weakening your stoma Athol, al Sara tow ocean-Hied b be aconite swiroint data Todd rot be used for tar (deposes 49 solely on yediencl bk Iamb Ge.. Font 1099. 5498. 10425. et
Entities connected to both Russell 3000 and Athol

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