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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-
tho youwit him the use of tenor./ dung the Imo ties to to complete or Mendelian hone make all tracks payable to the rem or the tnancial inntsion Mooted*, the hare of tha tuvonent In additionto rogues WWII foe.. steams may be abject toman:ounce fees. chars foe late pared for secure.; purchases and <
et allocation Total assets 312,754.38 100.00% A Eve on the markets Index Percentage change January 2018 Year to date S&P 500 5.73% 5.73% Russell 3000 5.27% 5.27% MSC I - Europe, Australia & Far East 5.02% 5.02% Barclays Capital U.S. Aggregate Bond Index -1.15% -1.15% Year risencial Advisor
l turd sweep balances. See the Miportantm formadon about told statement on the last two pages of th is statement for detail about those balances. Russell 3000 MSC - Europe, Australia & Far East Barclays Capital U.S. Aggregate Bond Index Interest rates on April 30, 2018 3-month Treasury bills 1 83% One-mo
you vat late the use of to money dung tie Imo tales IAD complete at nwslegahan Plebe make all checks payable to the rem or the fnancial nrutaicn Mooted*, he Item cr the stiOnant In addeion to togas aware teen account may be *been to mantenrce fees, cheat fa late payment fa secure.; purchases and <K
t on the last two pages of the statement for detais about those balances. Index Percentage change haw 2019 Year to date S&P SOO 7.05% 18.54% Russell 3000 7.02% 18.71% MSC I - Europe, Australia & Far East 5.97% 1449% Barclays Capital U.S. Aggregate Bond Index Interest rates on June 28, 2019 3-mo
nt on the last two pages of this statement sot detail about those balances. Index Percentage change Apri 2019 Yew to dam S&P 500 405% 18.25% Russell 3000 3.99% 18.60% MSCI- Europe, Australia & Far East 2.91% 13.33% Barclays Capital U.S. Aggregate Bond Index Interest rates on April 30, 2019 3-mont
na you vat hate the use of Memoney dam; Me Imo tales tato complete az nosligatran Mere make all checks payable to Me rem or the f nodal intutaien Mooted*, tie fret d Ms immune In add/onto rogues wart foes. accounts nor be abject toman:mace fees. changes fix late papaw fo- sectaries purchase, and Mar
Entities connected to both Russell 3000 and Mooted*

Condoleezza Rice
PERSON
Vicky Ward
PERSON
UBS AG
ORGANIZATION
Stanford University
LOCATIONHarbor Boulevard
LOCATIONUPS AG
ORGANIZATIONSCOTT STACK
ORGANIZATION
Joi Ito
PERSONBank USA
ORGANIZATIONDoug Band
PERSONCayman
LOCATION
NEW YORK NY
LOCATION
George W. Bush
PERSON
United States
LOCATION
U.S. Senate
ORGANIZATION
Marc Rich
PERSONMance
PERSONCourtney Wild
PERSON
Alan Dershowitz
PERSONMSC - Europe
ORGANIZATION