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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
ton and the upplernentalact«tion dare PrOled agai'et duge ei de add vet.* of yes errors Welber as awl el market movement dud batnpteya phrasal Dividend Reinvestment Program (7M(1 The once reflected es an sewage ace. yea may obtan the rust wee kern pas ~oil Musa Onb Meek bres re outlined~ DRIP. oral shave, be rod Je
nd Account number Your current asset allocation 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 Pi model Advisor:
name: Friendly account name:l ' • Account number Eye on the markets Index Percentage change January 2019 Year to date SEP 500 8.01% 8.01% Russell 3000 8.58% 8.58% MSC I - Europe, Australia & Far East 6.59% 6.59% Barclays Capital U.S Aggregate Bond Index 1.06% 1.06% Your Fi nancial Advisor: S
rotection do not protect against charges in the market value of you revetments (whether as a result of market movement. muer banknotcy otherwise) Dividend Reinvestment Program (DRIP) The pace reflected is an average prce. You may obtain the actual price km yam Financial Advisor. Only whole shires are purchased under DRIP
Account number: Your current asset allocation B A Eye on the markets e.dex percentage change August 2016 Year to date SW 500 0.14% 7.82% Russell 3000 0.26% 801% MSC I - Europe, Australia & Far East 0.08% 0.92% Barclays Capital U.S. Aggregate Bond Index -0.11% 5.86% Your Mandel Advisor- SCO
AR Account number: Your current asset allocation A Eye on the markets dex Percentage change November 2016 Year to date SW 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 Interest rates on November 30, 2016
ation is natal* wxn modest. You may obtan more information about the SIPC Brochre. by creating SIPC at or by Wang the SIPC avelnko at mortalpeueg Dividend Reinvestment Program (DIVP) The pri:e reflected is an astray pc. You may obtan the actual price Iran yoke Frio-pit Ade*. Onk wheat shares re purchasedunder DPP; oriel
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
mums =tan more irionnation about SIPC, including the SIPC Brochre by contacting SIPC at 202-371 -83C0 or by 'elitist; the SIPC websee at smewecoap Dividend Reinvestment Program pun The lute reflected a an average puke. You may °bun the actual deice ban yor Snakier Ades' Grid *hoe shares are purchasedunder DRIP; palial tha
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
raection it not protect against changes a the mines vain of you invervnents (whether a s result of menu movement, issuer binkruptcy cr otherwise) Dividend Reinvestment Program (00%) The pin reflected i3 Jverage pike You may obtan the actual pro. Irtvn yos Not in Advisor . Only whole shares are purchased under DRIP; Pane
• Account number: Your current asset allocation A Eye on the markets dex Percentage change October 2015 Year to date S&P 500 a 44% 2.70% Russell 3000 7.90% 2.02% MSC I - Europe, Australia & Far East 7.82% 2.53% Barclays Capital U.S. Aggregate Bond Index 0.02% 1.14% Your A asocial Advisor.
Account number. Your current asset allocation A 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% Your R Bendel Advisor- S
st. mum., obtan more inf ornevon *cut UPC, including the SIPC Bruhn. by Ccnlacting RFC at 202-37143GO or by vititivi the SIPC taxa at wentear.org Dividend Reinvestment Program (DRIP) the prise reflected is an average price. You may Wean the actual price limns Frsacia Adds'. OM whole shares re purchased under DRIP; petal
Advisor. SCOTT STACK MAIst LYLE CASRIEL 212-821.7000/ 800-308-3140 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.S. Aggregate Bond Index Interest rates on December 30,2016 3
K Randal Advisor. SCOTT STACK MANLYLE CASRIEL 212-82 I•7000/ 800-308.3140 Index Percentage change May 2017 Year to date 58P 500 1.41% &66% Russell 3000 1.02% 7.96% MSC I - Europe, Australia & Far East 3.81% 1440% Barclays Capital U.S. Aggregate Bond Index Interest rates on May 31, 2017 3-month T
You myy cbtan more ird omissionabout MK, oolong the SIPC Brod-at by contacting SIPC at 202-371 -83C0 or by visiting the SIPC webUto at sowspeorp Dividend Reinvestment Program pun The lute reflected b an average poke. You may Stan the actual price banns Emma Advise. Ore" whole shares an purchased under DRIP; partial than
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% 2.02% MSC I - Europe, Australia & Far East 7.82% 2.53% Barclays Capital U.S. Aggregate Bond Index 0.02% 1.14% Your Financial Advisor
Account number. Your current asset allocation A Eye on the markets Index Percentage change December 2015 Year to date SW 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% Your financial Advisor.
equest. YoJmyy cbtan more ird °sawn about bouts. the SIPC Brochre by contacting SIPC at 202-371 -83C0 or by Siting the SIPC ,wbree at sneiski.orp Dividend Reinvestment Program pun the price reflected b an aw .a..y price. You may °ken the actual price Iran you F rimier Advisor 0* whole shares are purchasedunder DPW; palia
on the last two pages of this statement for detais about those balances, Index Percentage change July 2017 Year to date S&P 500 2.06% 11.59% Russell 3000 1.89% 10.99% MSC I - Europe, Australia & Far East 2.89% 17.53% Barclays Capital U.S. Aggregate Bond Index Interest rates on July 31, 2017 3-m
d the soopkmertal protection do not protect aganst changes in to make vat of you investments (whether at a mailmdimovemmiuuerbranoptcye othemme) Dividend Reinvestment Program pm Me ;Mr reflected is an average pike. You may obtain the actual stk. Ircm per Fink ii Advise Only neck Mann are purthased under DRIP; Panel shoe
Eye on the markets Index SW SOO Your Ploarsdai Advisor: SCOTT STACKMANOTE CASOID. Percentage change Januar), 2019 roar to Oa to 801% 8,01% Russell 3000 8.58% 8.58% MSC I - Europe, Australia & Far East 6.59% 6.59% Barclays Capital U.S. Aggregate Bond Index Interest rates on January 31, 2019 3-mo
mental protection der not weal agent/ changes in the market mar of >as erattmeres (whether es a • ea of market rrovoment. wear lonE0400 othavasel Dividend Reinvestment Program 03Pi'l The V" tel n en arrant tea. you may obtain the actual tree kr , iffy Inscral Ad ism Onle Mick *wet me ;or thastd unde DRIP. partial 'ham t
Entities connected to both Russell 3000 and Dividend Reinvestment Program

Ghislaine Maxwell
PERSON
Condoleezza Rice
PERSON
Vicky Ward
PERSON
UBS AG
ORGANIZATION
Stanford University
LOCATIONWeehawken
LOCATIONLOS AG
ORGANIZATIONUPS AG
ORGANIZATIONHarbor Boulevard
LOCATIONSCOTT STACK
ORGANIZATION
Puerto Rico
LOCATIONBank USA
ORGANIZATION
Joi Ito
PERSONLBS AG
ORGANIZATIONNnandal
ORGANIZATIONCayman
LOCATION
U.S. Treasury
ORGANIZATIONDoug Band
PERSON
United States
LOCATION
U.S. Senate
ORGANIZATION