3
Shared Docs
3
Same-Page
5 / 3
Mentions
he last two pages of thus statement fora detais about those balances. Wok Percentage change December 2018 Year to date S&P 500 -9.03% -4.38% Russell 3000 -9.31% -5.24% MSC I - Europe, Australia 8/ far East -4.83% -13.36% Barclays Capital U. S. Aggregate Bond Index Interest rates on December 31.2
tual turd sweep balances. See the important inkirmaaon about ow statement en the last two pages of thisstatement for detais about those balances. Russell 3000 MSC - Europe, Australia & Far East Barclays Capital U.S. Aggregate Bond Index Interest rates on October 31, 2018 3-month Treasury billy 2.33% One-
MI be deira< from es peche,* pree - 'Date/ krit to date' mer "lide repro ol teel, irane a P0111 • 'ligna unit sve Vprevnli the mal ilt reg pike ps inn end ~øla reiten year ant base - OPP sd araMed Kfr teo"ies re nr lenden a mimret sectabes ~e, and art oter" , eksed relewn d the y (in be sold, the pal« ram« mer be le
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
I be deira< from es peche,* pree - 'Date/ krit to date' mer "lide repro ol teel, irane a P0111 • 'Orlorui unit sve Vprevnli the mal ilt reg pike ps inn end ~øla reiten year ant base - OPP sd araMed Kfr teo"ies re nr lenden a mimret sectabes ~e, and art onroll/ eksed relewn d the y (in be sold, the pal« ram« mer be l
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
MI be deira< from es peche,* pree - 'Date/ krit to date' mer "lide repro ol teel, irane a P0111 • 'ligna unit sve Vprevnli the mal ilt reg pike ps inn end ~øla reiten year ant base - OPP sd araMed Kfr teo"ies re nr lenden a mimret sectabes ~e, and art oter" , eksed relewn d the y (in be sold, the pal« ram« mer be le
Entities connected to both Russell 3000 and ps inn end ~øla reiten year

Condoleezza Rice
PERSON
Vicky Ward
PERSON
UBS AG
ORGANIZATION
Stanford University
LOCATIONWeehawken
LOCATIONLOS AG
ORGANIZATIONHarbor Boulevard
LOCATIONSCOTT STACK
ORGANIZATION
U.S. Treasury
ORGANIZATION
Joi Ito
PERSONNnandal
ORGANIZATIONDoug Band
PERSON
United States
LOCATION
NEW YORK NY
LOCATION
George W. Bush
PERSON
U.S. Senate
ORGANIZATIONMaria Farmer
PERSONMance
PERSON
Marc Rich
PERSON
Alan Dershowitz
PERSON