3
Shared Docs
3
Same-Page
4 / 3
Mentions
,834.34 100.00% Your current asset allocation C Eye on the markets Index Percentage change November 2015 Year to date S&P 500 0.30% 3.01% Russell 3000 0.55% 2.58% MSC - Europe, Australia & Far East -1.54% 0.95% Barclays Capital U.S. Aggregate Bond Index -0.26% 0.88% Your R sandal Advisor S
ount number: Y1 2 Your current asset allocation Eye on the markets Index Percentage change January 2016 year to date S&P 500 -4.96% -4.96% Russell 3000 -5.64% -5.64% MSC I - Europe, Australia & Far East -7.22% -7.22% Barclays Capital U.S. Aggregate Bond Index 1.38% 1.38% You rKnoncial Advisor.
heU n your accourt, nel proceeds on sale tranuctens, aid cost bapson rerun cowed securtto Communications with Um Firm • please reculfern any oral Ofennasalons nwrnngto furter posed your nirlf, eklading you* rods uncle the *who mega Protection Act (SPA) • /1 the !nodal instninon on the top kft oe the fr
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
heU n your accourt, nel proceeds on sale tranuctens, aid cost bapson rerun cowed securtto Communications with Um Firm • please reculfern any oral Ofennasalons nwrnngto furter posed your nirlf, eklading you* rods uncle the *who mega Protection Act (SPA) • /1 the !nodal instninon on the top kft oe the fr
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
heU n your accourt, rat proceeds on sale tranuctens, aid cost bapson rerun cowed securtto Communications with Um Firm • please reculfern any oral Ofennasalons nnnngto furter posed your nirlf, eklading you* rods uncle the *who mega Protection Act (SPA) • /1 the !nodal instninon on the top kft oe the fro
Entities connected to both Russell 3000 and Ofennasalons

Ghislaine Maxwell
PERSON
Condoleezza Rice
PERSON
Vicky Ward
PERSON
UBS AG
ORGANIZATION
Stanford University
LOCATIONLOS AG
ORGANIZATIONSCOTT STACK
ORGANIZATIONUPS AG
ORGANIZATION
Puerto Rico
LOCATION
U.S. Treasury
ORGANIZATIONNnandal
ORGANIZATIONBank USA
ORGANIZATIONDoug Band
PERSONCayman
LOCATION
NEW YORK NY
LOCATION
United States
LOCATIONWS AG
ORGANIZATION
U.S. Senate
ORGANIZATIONCelan
PERSONMaria Farmer
PERSON