6
Shared Docs
6
Same-Page
10 / 6
Mentions
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
ays • fa TTY sew.. Cal I114412.09BSot from cUside Met) Cad MI457.1495 • In (Me of rots a oastals Jae an eledna fats transfer (Brit bill parent a WS Vet debtt cad wanton:a; cal 800.762.1000. or *Me to UBS ins -col Sown tee. IWO Harbor ANL 6th flog. Weenie.. or, NI 070314 Ann RMA/BSA Sown Cana voil
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
r TTY wrote,. Cal lid4412.098Sot from outside the U. CA2171.357.1495 • h (Me of roll a aftlealS *PA an eledrox fink transfer (ErTh. till parent a WS Vet debt card transxtkers <al 80O762.1000. or *Me to UBS in.-col Seats la.. ICOO Harbaletsch 6th f kor. Weehawken, NI 07086, Ann RMNBSA Sawn Cita mil
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
TT' seven. Cal lia4412.09% or from outside the U CA21)1.357.1495 • hose of errors a outstay ieCa an eledrorn firth transfer (IDIM, tell parent a WS Vet debit <ad transxtiam, cal 800.762.1000, or *Melo UBS annul Sava, lc., ICOO Harbor OW, 6th f kor. Weehawken, NI 07086, Ann RMNBSA Sawn Cita wale n
INE MAXWELL Friendly account name...9 Account number Eye on the markets tOdex Percentage change hrue 2018 Year to claw S&P S00 0.62% 2.65% Russell 3000 0.65% 3.22% MSC I - Europe, Australia & Far East -1.19% -2.37% Barclays Capital U.S. Aggregate Bond Index Interest rates on lune 29, 2018 3-mon
r account $699,954.77 Account none: GMSLAWE MAXWELL friendly account manic Ind CashiSaying Account number. Eye on the markets krclex S&P 500 Russell 3000 MK I - Europe, Australia & Far East Barclays Capital V.S. Aggregate Bond Index Interest rates on December 31.2018 3-month Treasury billy 2 42% O
0 days • fa TT' services. Cal €u412.09B6of from onside 'heti M1457.1495 • beta of rat a aitaCal *PA an than:ex Ives Vanier OBril tell parent or WS Vet debt cad transxtirs, cal 800.762.1000, or arm 10 UBS f na-eul Serval M<.. WOO Harba liltsch 6th floc. Wernanteer, NI 070314 Ann RMNBSA Severe Cit
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
• for TT' services. Cal Bea-612.0W oi from °Aside nett CA2171.357.1495 • h (46e 01 roll a 0.1,1011460A an elotrax fink Manske (Erli bll parent a WS Vet debit cad iransxtirs.. cal 800.762.1000. or afro 10 UBS f na-cul Sweet 1-0 ICOO Harbor lithel, 6th f kor. Want...a\ NI 07084 Ann RMNBSA Seven Can
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
TT' seven. Cal lia4412.09% or from outside the U CA21)1.357.1495 • hose of errors a outstay ieCa an eledrorn firth transfer (IDIM, tell parent a WS Vet debit <ad transxtiam, cal 800.762.1000, or *Melo UBS annul Sava, lc., ICOO Harbor OW, 6th f kor. Weehawken, NI 07086, Ann RMNBSA Sawn Cita wale n
Entities connected to both Russell 3000 and WS Vet

Ghislaine Maxwell
PERSON
Condoleezza Rice
PERSON
Vicky Ward
PERSON
UBS AG
ORGANIZATION
Stanford University
LOCATIONWeehawken
LOCATIONLOS AG
ORGANIZATIONHarbor Boulevard
LOCATIONUPS AG
ORGANIZATIONSCOTT STACK
ORGANIZATION
Puerto Rico
LOCATION
Joi Ito
PERSONDoug Band
PERSON
U.S. Treasury
ORGANIZATIONBank USA
ORGANIZATION
United States
LOCATION
George W. Bush
PERSON
NEW YORK NY
LOCATIONCayman
LOCATION
Mao Zedong
PERSON