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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
ent Account July 2019 Your account instructions • Your account cost bases default closing method is FIFO, First In, First Out Account name: Your Ilaandal Advisor: Friendly account name: ir SCOTT STACK MANLYLE CASRIEL Account number: ANP7000300$648666W0C0le$4060003: 0719030575004 Y123575SSOCOMYGM000
ccount number: Your current asset allocation A Eye on the markets Index Percentage change February 2019 Year to date 58,8 500 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 ig Randal Advisor
on the last two pages of this statement for detail about those balances. Index Percentage change lune 2019 Year to date S&P 500 7.05% 1854% Russell 3000 7.02% 1931% MSC I - Europe, Australia & Far East 5.97% 14.49% Barclays Capital U.S. Aggregate Bond Index Interest rates on June 28, 2019 . I
nt activity this month contnuedi Cate Account name: MAX FOUNDATION Friendly account name:IASINIATION Account number: Activity Descrolion Your Ilaandal Advisor: SCOTT STACK MAMLYLE CASRIEL Arrount (1) Money balance *divides May 31 Balance forward $971A2 Jun 7 Deposit U85 BANK USA BUSINESS AC
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.
ome (continued) Taxable dividends (continued) Taxable rattiest Account name: GHISLAP/E MAXWELL Friendly account name: Ind Account number: Your Ilaandal Advisor: SCOTT STACKMANLYLE CASRIEL Date Activity Descrotion Amount (I) Le< 29 Dvdend CDC GLOBAL INC COM PAID ON 424 50.88 Cie< 30 Dviden
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
nds 2,278.63 7,838.42 M.312;:n!,:q.'ne 1.80 3.66 Total current year $2,280.43 $7,842.08 Total dividend & interest 32280.43 $7,842.08 Your Ilaandal advisor: SCOTT STACKMANLYLE CASNEL 212-821-70001800-308-3140 Yams reported belay exclude products for which gain andlosses are not dectifitd. Rea
er: Eye on the markets Your Asandal Advisor: SCOTT STACK MANLYLE CASRIEL Index Percentage change May 2016 Year to date 58P 500 1.80% 3.57% Russell 3000 1.79% 3.41% MSC I - Europe, Australia & Far East -0.78% -0.75% Barclays Capital U.S. Aggregate Bond Index Interest rates on May 31 2016 3-mon
LC Friendly account name:116 LLC Account number: 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% Youriqnsncial Advisor.
116 0.62 Sep 9 Withdrawal UBS BANK USA BUSINESS ACCOUNT AS OF 09/08116 •12,249. I 8 Account name: Friendly account name: Account number: Your Ilaandal Advisor: SCOTT STACK MAN LYLE CASRIEL continued next page ANP70303001059134 NP7000124354 00001 0316 00CC00000V123692$5010MyGm00028/ese 6 of 8 CON
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
ntion &taut rof statement at the end of this document for desalts about those balances. Hddng UBS BANK USA BUS ACCT Your total assets Cosh Your Ilaandal Advisor: SCOTT STACKMANLYLE CASRIEL UBS Bea USA and 81 VI'SFM bitted Pr0gWri Bank deposit NCO., baaXeS are Insured Cy the FDIC within mica Inns,
on the last two pages of this statement for data ks about those balances. Index Percentage change July 2017 year to date S&P 500 2.06% 11.59% Russell 3000 1.89% 1099% MSC I - Europe, Australia & Far East 2.89% 17.53% Barclays Capital U.S. Aggregate Bond Index Interest rates on July 31, 2017 3-mo
1 23656 55 ea rent Due Payment Due Dale ne USS Visa credit card(s) payment information for June 23, 2018 93500 Jun 23, 2018 135,000 00 Your Ilaandal Advisor: SCOTT STACK MANLYLE CASRIEL *valeta ciedith re Outstanding Patrice 133,427 27 91,572 73 This mat cad is enrolled in UBS Pay Coedit Car
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Vicky Ward
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