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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
number. Your 15 nodal Advisor: SCOTT STACK MANY LYLE CASRIEL Your assets Equities . Common stock (continued) Trade Hddng date Hunter of sham Portia:. pacer Average pica per than (S) Cost bark (S) Price per slure on Noe 30(1) Value on Nov 30(1) grimaced gain or loss (I) Holdng period B
ion Eye on the markets Your K modal Advisor. SCOTT STACK MANLYLE CASRIEL Index Percentage change May 2016 Year to date S&P 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-mo
iy Account number: Your current asset allocation 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% Your 14 nand) Advisor.
vement issuer bakruptcy et °therms.) Dividend Renvantent Program COPS) The are reflected is an mug. price You may obtan the actual price from you Portia Advisor. Ordynthole Mares are purchased under OOP; paid sharesMI be soU arn the cash wa be deposited n year account The dviderd fenvetimere putt *p
nt on the last two pages of th is statement for detail about those balances. Index Percentage change Api 2019 'oaf to da S&P S00 405% 18.25% Russell 3000 3.99% 18.60% MSC I - Europe, Australia & Far East 2.91% 13.33% Barclays Capital U.S. Aggregate Bond Index Interest rates on April 30, 2019 3-mo
* Own; parrwms from Jerboas aMa adteces a the mutual trot that we fall Thew masts are based on two decant orrponcedst tie nerd ol tale by LEK of a Portia nose Fund famay to as <lents, and BJ th• awe raked a ystkuts maw! And I ant/ steinNW at tie - We ardor ef lude also recta, newal. and antis prae
Entities connected to both Russell 3000 and Portia

Ghislaine Maxwell
PERSON
Condoleezza Rice
PERSON
Vicky Ward
PERSON
UBS AG
ORGANIZATION
Stanford University
LOCATIONWeehawken
LOCATIONLOS AG
ORGANIZATIONSCOTT STACK
ORGANIZATIONUPS AG
ORGANIZATION
Joi Ito
PERSON
Puerto Rico
LOCATIONBank USA
ORGANIZATIONDoug Band
PERSONLBS AG
ORGANIZATION
George W. Bush
PERSONCayman
LOCATION
United States
LOCATION
NEW YORK NY
LOCATION
Mao Zedong
PERSON
U.S. Senate
ORGANIZATION