Epstein Secrets

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

ad. hoprehire or tro • feartneantfår.dryConsderran I ~cod, a pater of the podia° lot Mat accost may nclude canary enrages, lamed lAudrty and Tex« Watley Sea Toenelwkintr We may ("Mew al rebid account ~Ms vet, the lame xliess in the urne emelcpe. e.g. because they here omen »ha X» marten pre /move

ans the etcoie (kw not genre* ',dice* wean a toms aid may not deep pace elk ratite. • Modemre Welty) to accept sane int to poncpal a-d lane scow Watley to wit hot.. returns. . Anwhie Wiligto accept if 10 pnMpal ad hch volailly to sea lit rants ihw ten. • len:mtutt age,* ConudtrAm If theCtied a pa

n the last two pages of this statement for details about those balances Index Percentage change March 2014 Year to date S&P 500 0.84% 1.81% Russell 3000 0.53% 1.97% MSC I - Europe, Australia & Far East -0.57% 0.77% Barclays Capital U.S. Aggregate Bond Index Interest rates on March 31, 2014 3-m

r a. Account number. Your current asset allocation A Eye on the markets Index Percentage change Ma 2014 Year to date S&P 500 2.35% 4.97% Russell 3000 2.18% 4.32% MSC I - Europe, Australia & Far East 1.76% 4.11% Barclays Capital U.S. Aggregate Bond Index Interest rates on May 30, 2014 3-month

illi* to accept some rigs to principal and tolerate some +rotate* to seek hirer returns. • Aggress*: Wiling to accept high riotto pinopal and high Watley to seek high returns over tint. Statement liouseholdne We may consolidate al related account statements with the sane address n the sans envetpe.

Account number: Your current asset allocation A Eye on the markets Index Percentage change January 2017 Year to date S&P 500 1.90% 1.90% Russell 3000 1.88% 1.88% MSC I - Europe, Australia & Far East 2.91% 2.91% Barclays Capital U.S. Aggregate Bond Index 0.20% 0.20% Your Il sandal Advisor-

Account number: Your current asset allocation A Eye on the markets Index Percentage change November 2016 Year to date S&P 500 3.70% 9.79% Russell 3000 4.48% 10.58% MSC I - Europe, Australia & Far East -1.98% -1.86% Barclays Capital U.S. Aggregate Bond Index -2.37% 2.50% Your Financial Advisor

s to XS an does rue generate significant income or retire ad may OM keep pace With • Moderate Wiling to accept some irk to poop,' ad tolerate cane Watley to leek Nan- returns. • Aggressive Willing to accept hip risk to principal ad hip volatility to seek high returns our time. • fmestreentiegibifily

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

d tamfly road, No want ow In • fen2o.••-t Ara* Coaad•Nean f sactod, a patron of tow pallor° for hal roue may comae aria" Unwed If‘udrty and prP4f Watley Statemer Tousalsokinta• We may ccaPYklitt all feta•,e0 wane Stair Bets the same alias the same ernelme. e.g. beaux they bee *fern *ha A* manta, pi

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

0~ Apprecation Ineeumems 'taro bah te generation of «erne and gooeh of principal Need flak pen« • O~i., Soh, to ~ton Mori cohml. we be risk ad Watley to the accost *veal. men if sht mess the noose clayi not genre. radiant «ant a roans and any not seep pre vet.. eel ;a:" • Sloan% Wring to accept

Noonoisl Advisor- SCOTT STACK MANLYLE CASRIEL 212-821.7O3O800-308-3140 Index Percentage change August 2014 Year to date S&P 500 4.00% 9.89% Russell 3000 4.20% 9.23% MSC I - Europe, Australia & Far East -G 15% 2.93% Barclays Capital U.S. Aggregate Bond Index Interest rates on August 29, 2014 3-mo

Wilk* to accept came risk to principal and tolerate some 'rotate* to seek hgher returns. • Aggress*: Wiling to accept high Sc to penopal aid high Watley to seek highreturns over time. Statement householdhe We may consolidate at related account statements with the sane ibtiress ri the some gnat*. Ac

on the last two pages of this statement for data ks about those balances. Index Percentage change July 2017 year to date S&P 500 2.06% 11.59% Russell 3000 1.89% 1099% MSC I - Europe, Australia & Far East 2.89% 17.53% Barclays Capital U.S. Aggregate Bond Index Interest rates on July 31, 2017 3-mo

ot generate significaa income a rears and may not keep pace with inftritian. • Moderate. Willing to accept acme ride to pincoal and tolerate some Watley to seek hither return,. • Aggressite: Willing to accept high risk to pincipal at high volatility to seek high returns overtime. • (nonmetal Elgial