3
Shared Docs
3
Same-Page
5 / 3
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
ot a aromas or 9wirwriee that wrath or ary Mama, mutt. <ma ad be xhoo.d • ominal( WOW he eida of kw, ne hare; to nett of loss of the mad norsurent YoucanChange pet Frady xca.re names Wok* Oran. Seance' a by antaarg you FrunttalAdapor Amami weirs • Vat* olpoes anaconda:a/lc& art ol aces rd • Auth hdodto
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
ono a Panto of ga rite that wrath or any leascial mut. an a wd be whend Al nottlIniatt rata Kea d bat ettbrg to na ol loss of the attic /tegument YoucanChange pot handy noose names tr ough Corte Seances a by a/meetly yar f nem tat Achnor AMOY* 011IvieW • Vabe 0/ axe accowerparrfaCk Net of asses all lid
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
s not a promo* a warren that wreath or any leaner main aria wil be ache vtd nacanifiet nacho tea* of Ian etbdroj to na ol Ion of the tart rwromant YoucanChange you. FriealV rouse ems taro* Orlin. Soma or by conactec yeti f nen tat Admor Aeccantovenriew • Vote of you acc000dpamion Net of assets rid lit:f
Entities connected to both Russell 3000 and YoucanChange

Condoleezza Rice
PERSON
Vicky Ward
PERSON
UBS AG
ORGANIZATION
Stanford University
LOCATIONWeehawken
LOCATIONLOS AG
ORGANIZATIONHarbor Boulevard
LOCATIONSCOTT STACK
ORGANIZATION
Joi Ito
PERSON
U.S. Treasury
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
PERSONMerest
ORGANIZATION