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-
oar altlab? teler? an asva.based I!~ teiing >samen, from NeeSeeres danar-rors. well ar hedeg for latin:kg, cintbanent, uenig ed arktren - aha rene Pedro (omrissa" ed ot« carpensabe from rnival urde And ~roe canainot ,a.hre proalett dorb* .• IV* wen* torroonsaton Iran LeS Dei Leik LeS AG SurderclE
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
e «loar altlab? teler? an asva.based rosenu. >samen, from NeeSeeres danar-rors. well ar hedeg for latin:kg, cintbanent, uenig ed arktren - aha rene Pedro (omrissa" ed ot« carpensabe from minutener sd rovem canainot ,horo proalett vo dorb* .• IV* wen* torroonsaton Iran LeS Dei Leik LeS AG SurderclEt
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
e «loar altlab? teler? an asva.based reseda. >samen, from NeeSeeres danar-rors. well ar hedeg for latin:kg, cintbanent, uenig ed arktren - aha rene Pedro (omrissa" ed ot« carpensabe from rnival urde And ~roe canainot ,a.hre proalett dorb* .• IV* wen* torroonsaton Iran LeS Dei Leik LeS AG SurderclE
Entities connected to both Russell 3000 and rene Pedro

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