5
Shared Docs
5
Same-Page
7 / 5
Mentions
L Account number: Your current asset allocation Eye on the markets Index Percentage change November 2014 Year to date S&P 500 2.69% 13.98% Russell 3000 2.42% 12.56% MSC I - Europe, Australia & Far East 1.37% -1.08% Barclays Capital U.S. Aggregate Bond Index 0.70% 5.86% Interest rates on Nove
45.16 100.00% Value of your account $1,606,645.16 Eye on the markets Index Percentage change August 201A Year to date S&P 500 4.00% 9.89% Russell 3000 4.20% 9.23% MSC I - Europe, Australia & Far East -0.15% 2.93% Barclays Capital U.S. Aggregate Bond Index 1.10% 4.81% Interest rates on August
rd-toot with MC niYS • prafrakei rocas &pined 'Cr PKurwes and otte product maybe4m me blow dal Yep pro that you ereu mtualla receve in the madam Prces are °Inane(' from VaIKUS thrd pityswat Much webeeveto be folir, but we do not garnet thee acurary - Wo worry use the dosng dna when afalabla cr the
57,248.75 100.00°0 Value of your account $57,248.75 Eye on the markets Index Percentage change July 2015 Year to date S&P 500 2.10% 3.35% Russell 3000 1.67% 3.65% MSC I - Europe, Australia & Far East 2.08% 8.08% Barclays Capital U.S. Aggregate Bond Index Interest rates on July 31, 2015 0.70%
number: NMI Your current asset allocation A D Eye on the markets Index Percentage change August 2015 Year to date S&P 500 -6.03% -2.89% Russell 3000 -6.04% -2.61% MSC I - Europe, Australia & Far East -7.35% 0.14% Barclays Capital U.S. Aggregate Bond Index -0.14% 0.45% Your Bimodal Advisor
en h aograna with iDs: nibs • ~aloe PnCtsCkpIntd fa edateei Mid Otte produce, maybehit« a bona that to pros that you Mu Id tau» rear in the make Prces are obtaned horn aims aid pan sources ustudt we behest to te relish, but we do not gamin eel' a:curacy - Wo nay the the dribprior whin a'alstO? c
on the last two pages of this statement for details about those balances Index Percentage change May 2015 year to date S&P 500 1.29% 3.23% Russell 3000 1.38% 3.68% MSC I - Europe, Australia & Far East -0.40% 893% Barclays Capital U.S. Aggregate Bond Index Interest rates on May 29, 2015 3-mont
ccord-ma with • Nowak* Faces &Oath fa S4CUnlies an1004e produces may be tither a hive, thrt the price that you Weeld aduallit receive in the make Prces are °Maned from vaam mid pitySC.0M Mull webele/et° be relablr. but we do not garnet tee xouracy - Worn:relying to dosng pm* wham aeatable cr the m
ccount number: Your current asset allocation A Eye on the markets Index Percentage change December 2014 Year to date S&P 500 -O.25% 13.69% Russell 3000 -0.00% 12.56% MSC I - Europe, Australia & Far East -3.44% -44% Barclays Capital U.S. Aggregate Bond Index 0.09% 5.97% Your Fi vandal Advisor
d-ma web ;DC has • nthervalue Pisces delayed fa roams a oat produth na1 be ligier or IYNCC thal the era that you YrWr :iguana recewe in the maker Prces are obtaned from num thrd paysources Midi we beaver be raga. bat we do not grantee ea ataxy - We away use the dosngprce who, aralsta cr the man o
Account number: Your current asset allocation A Eye on the markets Index Percentage change February 2015 Year to date S&P 500 5.75% 2.57% Russell 3000 5.79% 2.85% MSC I - Europe, Australia & Far East 5.99% 6.52% Barclays Capital U.S. Aggregate Bond Index -0.94% 1.14% Your Financial Advisor
with 'DC rules • prim/oak* tildes displmd fee 9I0Jtaes and Otte Product:maybe41er a biter thin the Orme that you would Kluane recewe in the make; Prces are °Slane(' from various mid pity scums Much webele/eh) it relabb. Wt we do not garde., eel' as Lacy - Wo wifely ono the dosing bin when adalafe
Entities connected to both Russell 3000 and Prces

Ghislaine Maxwell
PERSON
Condoleezza Rice
PERSON
Vicky Ward
PERSON
UBS AG
ORGANIZATION
Stanford University
LOCATIONLOS AG
ORGANIZATIONUPS AG
ORGANIZATIONSCOTT STACK
ORGANIZATION
Puerto Rico
LOCATION
U.S. Treasury
ORGANIZATION
Joi Ito
PERSONBank USA
ORGANIZATIONNnandal
ORGANIZATIONDoug Band
PERSON
NEW YORK NY
LOCATIONCayman
LOCATION
United States
LOCATION
George W. Bush
PERSON
Mao Zedong
PERSONWS AG
ORGANIZATION