3
Shared Docs
3
Same-Page
5 / 3
Mentions
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
Admscr a bi <atm SCO 362.1000 MS financial Serekes account protection The Fan es a member of to Scores nada 'rarer Ccepaaton (UK). which protects Seturem cuetomen of es mertben to to SS00.000 (ndafro I254000 for dorm fa cash) &planetary brochure nobble was ma" , a lo www $ox erg. Tic SIPC owl Cnalec
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
by <afros BCO 762-10:10 • inantiol Sorokin account protection the Fern as a member of tie Sautes romta Pratcorn Corporation (SVC). which protects Seturem customen Of asmarten bia to SS00.000 (ndiadro 12%00) for darn for cash) &planetary brochure nobble won rtg-e, a al me. lea or9 The SIPC owl Protec
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
by <afros BCO 762-10:10 • inantiol Sorokin account protection the Fern as a member of tie Sautes romta Pratcorn Corporation (SVC). which protects Seturem customen Of asmarten bia to SS00.000 (ndiadro 12%00) for darn for cash) &planetary brochure nobble won rtg-e, a al me. lea or9 The SIPC owl Protec
Entities connected to both Russell 3000 and Seturem

Ghislaine Maxwell
PERSON
Condoleezza Rice
PERSON
Vicky Ward
PERSON
UBS AG
ORGANIZATION
Stanford University
LOCATIONWeehawken
LOCATIONHarbor Boulevard
LOCATIONLOS AG
ORGANIZATIONSCOTT STACK
ORGANIZATION
Joi Ito
PERSON
U.S. Treasury
ORGANIZATIONDoug Band
PERSON
United States
LOCATION
George W. Bush
PERSON
NEW YORK NY
LOCATION
U.S. Senate
ORGANIZATIONMaria Farmer
PERSON
Marc Rich
PERSON
Alan Dershowitz
PERSONMorey
PERSON