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-
id at tir fim - We andas altlak el» recae ne, wal,i+) and Ornerbris pansag lon nconsderem kr transfer nem senitet the no ~de to the meual herdt. thea tres omena% repad toen ~a sortt ert earual kad and re 31~4041r «matal baud on the runt« ol staret at te bnakerdeake holding ITLAWI bedi of the hid lamay - h
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
id at tir fim - We andas altlak el» recae ne, wal,i+) and Ornerbris pansag lon nconsderem kr transfer nem senitet the no ~de to the meual herdt. thea tres omena% repad toen ~a X44« n ert earual kad and re a lied dalar «matal baud on the runt« ol staret at te bnakerdeake holding ITLAWI bedi of thr I urd lam
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
id at tir fim - We andas altlak el» recae ne, wal,i+) and Ornerbris pansag lon nconsderem kr transfer nem senitet the no ~de to the meual herdt. thea tres omena% repad toen ~a sortt ert earual kad and re 31~4041r «matal baud on the runt« ol staret at te bnakerdeake holding ITLAWI bedi of the hid lamay - h
Entities connected to both Russell 3000 and thea tres omena%

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