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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
ts that are anchartd to Oche midulalt nup be sub*, to a *flier lee IAS Swap Oplkas LOS often whom fa sonetang ash &ants to bark deposit accorm at nen-Ahmed bats and oriel/lad tanks and money Markel Maur lends (Money krds). Dolma accont at LDS Brit CIA and an.ntleeed bards paelcpang n the UPS PDC -true
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
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nt on the last two pages of th is statement for detail about those balances. Index Percentage change Api 2019 'oaf to da S&P S00 405% 18.25% Russell 3000 3.99% 18.60% MSC I - Europe, Australia & Far East 2.91% 13.33% Barclays Capital U.S. Aggregate Bond Index Interest rates on April 30, 2019 3-mo
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Entities connected to both Russell 3000 and nen-Ahmed

Condoleezza Rice
PERSON
Vicky Ward
PERSON
UBS AG
ORGANIZATION
Stanford University
LOCATIONWeehawken
LOCATIONLOS AG
ORGANIZATIONUPS AG
ORGANIZATIONSCOTT STACK
ORGANIZATION
Joi Ito
PERSONDoug Band
PERSON
United States
LOCATION
NEW YORK NY
LOCATION
George W. Bush
PERSON
U.S. Senate
ORGANIZATIONMance
PERSON
Marc Rich
PERSON
Alan Dershowitz
PERSON
Conan
PERSONMerest
ORGANIZATION
Jane Fonda
PERSON