5
Shared Docs
5
Same-Page
10 / 5
Mentions
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
TO VI 23576 8100 -3,722.53 tun 18 Transfer TO Y1 23656 0100 -2.000.03 Total other funds debited 45.722.53 Investment transactions For more Informalon about the pacer value shown for restncted secunties, see rmportant information abaft your stasement at the endof this document Date ACtiity Cesce
umber: YI 23571 SS Your current asset allocation I A Eye on the markets Index Percentage change Ma 2014 Year to date S&P S00 2.35% 4.97% Russell 3000 2.18% 4.32% MSC I - Europe, Australia Be Far East 1.76% 4.11% Barclays Capital U.S. Aggregate Bond Index Interest rates on May 30, 2014 3-month
A Rancid Advisor. SCOTT STACK MAN LYLE CASRIEL 212.821.7000/800.3083140 Index Percentage change June 20/4 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
Oximale. MartiLS, gains and losses may not be accurately reflected. See imponantinSarntabon about yaw statement alba end of this Occurrent for more Informalon. Cash Cash and money balances Cash ant money balances may indtde avalable cah balances, UBS Bank USA depost account blames. UBS AG Stanford Branc
n the Last two pages of this statement for details about those balances Index Percentage change March 2016 Year to date S&P 500 6.78% 1.35% Russell 3000 7.04% 0.97% MSC I - Europe, Australia & Far East 6.59% -2.88% Barclays Capital U.S. Aggregate Bond Index Interest rates on March 31, 2016 3-m
ir- - - -7 STACK PAAMYLE CASK]. Account number: Eye on the markets Index Percentage change December 2015 Year to date S&P 500 -1.58% 1.38% Russell 3000 -2.05% 0.48% MSC - Europe, Australia & Far East -1.33% -0.39% Barclays Capital U.S. Aggregate Bond Index -0.32% 0.55% Interest rates on Decemb
N ADR Jan 22 Fee Charged QUARTERLY FEE Total professional management fees Total other fees -35.30 -1.256.03 Investment transactions For more Informalon tout the pucevalue shown for restncteasecuetles, see Important &ameba, about your statement at the end of Ow document 0.1e Achstty Descepbon Qua
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
V3le. AS a inlet gars dad losses May not be ttonalely reflected. See Aportant intosmafron about your statement a the end of thous document fOr more Informalon. Cash Cash and money balances Cast, and mousy balances may include avail:ire cash balances, UBS Bar* USA ckpoat account balances, UBS AG Stardord
n the last two pages of this statement for details about those balances Index Percentage change March 2014 Year to date S&P 500 0.84% 1.81% Russell 3000 0.53% 1.97% MSC I - Europe, Australia Be Far East -0.57% 0.77% Barclays Capital U.S. Aggregate Bond Index Interest rates on March 31, 2014 3-
nt number: NMI Your current asset allocation A D Eye on the markets Index Percentage change August 2014 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 Gondol Advisor. SCO
MORGAN SHORT DURATION BOND FUND SELECT 36.08 Total dividends Total dividend and interest income $36.08 336.08 Investment transactions For more Informalon about the pricedvalue shown for restrkted seculUes, see important information *boat yevrilitersert at the end of this dot maw Proceeds Iron Funds
Entities connected to both Russell 3000 and Informalon

Ghislaine Maxwell
PERSON
Condoleezza Rice
PERSON
Vicky Ward
PERSON
UBS AG
ORGANIZATION
Stanford University
LOCATIONWeehawken
LOCATIONLOS AG
ORGANIZATIONHarbor Boulevard
LOCATION
Puerto Rico
LOCATIONSCOTT STACK
ORGANIZATIONUPS AG
ORGANIZATION
U.S. Treasury
ORGANIZATION
Joi Ito
PERSONNnandal
ORGANIZATIONBank USA
ORGANIZATIONDoug Band
PERSONLBS AG
ORGANIZATION
United States
LOCATIONCayman
LOCATION
NEW YORK NY
LOCATION