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asset allocation Total assets $979.29 10040% A Eye on the markets Index Percentage change October 2019 Year to date S&P 500 2.17% 23.16% Russell 3000 2.15% 22.68% MSC I - Europe, Australia & Far East 3.60% 17.43% Barclays Capital U.S. Aggregate Bond Index 0.30% 8.85% Your Nmencial Adviser:
t on the last two pages of this statement Sot detail about those balances. Index Percentage change low 2019 Year to date S&P 500 7.05% 1834% Russell 3000 7.02% 1831% MSC! - Europe, Australia & Far East 5.97% 1449% Barclays Capital U.S. Aggregate Bond Index Interest rates on lunar 28, 2019 3-month
vale as d the end d the stabenent p« ed • ~brei. In deternmno the <ost basa of the ~Mrs intbded n his liatement. *telt redused wth the nurree ' ISS Froncial Senen ha releet On Sammen cblared Itorn taren adainwitas friarar Serves. ndadeg ~manet Iran ~ha leme Mot you mag have prceded to yois amenet Adm« the g
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
vale as d the end d the stabenent p« ed • Coat breie. In deternmno the <ost basa ofte ~nes intbded n theatement. *telt redused ert the nurree ' ISS Froncial Senen ha releet On Sammen cblared li taren otter inwitas friarar Serves. ndadeg ~manet Iran ~ha lem«em you mag have prceded to yois amenet Adm« the ga
nt limit: Friendly account name- — Account number. Eye on the markets rndex Percentage change March 2019 Year to date S&P S00 1.94% 13.65% Russell 3000 1.46% 14.04% MSC1- Europe, Australia & Far East 0 74% 10.13% Barclays Capital U.S. Aggregate Bond Index Interest rates on March 29,2019 3-mon
ale as d the end d the stabenent p« ed • ~brei. In deternmno the <ost basa of the ~Mrs intbded n his liatement.t.tere redused vadt the nurree ' ISS Froncial Senen ha releet On Sammen cblared Itorn taren adainw, (as friarar Serves. ndadeg ~manet Iran ~ha leme Mot you mag have prceded to yois amenet Adm« the
Entities connected to both Russell 3000 and ISS Froncial Senen

Condoleezza Rice
PERSON
Vicky Ward
PERSON
UBS AG
ORGANIZATION
Stanford University
LOCATIONWeehawken
LOCATIONLOS AG
ORGANIZATIONHarbor Boulevard
LOCATIONSCOTT STACK
ORGANIZATION
Joi Ito
PERSON
U.S. Treasury
ORGANIZATIONDoug Band
PERSON
United States
LOCATION
U.S. Senate
ORGANIZATIONMaria Farmer
PERSON
Marc Rich
PERSON
Alan Dershowitz
PERSONMorey
PERSONManton
PERSON
John Maeda
PERSONMarkel
ORGANIZATION