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on the last two pages of this statement for detail about those balances. Index Percentage change May 2020 Year to date 58P 500 4.76% -4.97% Russell 3000 5.35% -5.63% MSC I - Europe, Australia & Far East 4.42% -14.03% Barclays Capital U.S. Aggregate Bond Index Interest rates on May 29, 2020 3-m
00.00% $17.78 Your current asset allocation A Eye on the markets Index Percentage change February 2020 Year to date S&P 50U -8.23% -8.27% Russell 3000 43.19% -a 29% MSC I - Europe, Australia & Far East -9.03% -10.92% Barclays Capital U.S Aggregate Bond Index 180% 3.76% Your M flooded Adviso
e — IMA. Resat« Management Account Dulness Services Account BSA, IRMA and international Resource Management Account re registered service mats of LBS tumid Services INC — YTS/Size registered tedemalc owned by Vila htematianal Service Association and used under keno. The LES Via Creistl cads and the LES Visa debit c
on the last two pages of this statement tot details about those balances. Index Percentage change May 2020 Year to date S&P 500 4.76% -4.97% Russell 3000 5.35% -5.63% MSC I - Europe, Australia & Far East 4.42% -14.03% Barclays Capital U.S Aggregate Bond Index Interest rates on May 29, 2020 3-mo
the last two pages of this statement (of details about those balances. Index Percentage change April 2020 Year to date S&P 5CU 12.82% -9.29% Russell 3000 13.24% -1a42% MSC I - Europe, Australia & Far East 6.54% -17.66% Barclays Capital U.S Aggregate Bond Index Interest rates on April 30, 2020 3
e — IMA. Resat« Management Account Dulness Services Account BSA, IRMA and international Resource Management Account re registered service mats of LBS tumid Services INC — YTS/Size registered tedemalc owned by Vila htematianal Service Association and used under keno. The LES Via Creistl cads and the LES Visa debit c
ber. Y1 23680 S5 Your current asset allocation • A Eye on the markets Index Percentage change February 2020 Year to date SW 500 423% 427% Russell 3000 419% 429% MSC I - Europe, Australia & Far East -9.03% -10.92% Barclays Capital U.S Aggregate Bond Index 1.80% 3.76% Your ti modal Advisor:
• Eye on the markets YourPinada' Advisor: SCOTT STACKMANLYLE CASRIEL Index Percentage change April 2020 Year to date S&P 5CU 12.82% -9.29% Russell 3000 13.24% -1a42% MSC I - Europe, Australia Be Far East 6.54% -17.66% Barclays Capital U.S Aggregate Bond Index Interest rates on April 30, 2020
e — IMA. Resat« Management Account Dulness Services Account BSA, IRMA and international Resource Management Account re registered service mats of LBS tumid Services INC — YTS/Size registered tedemalc owned by Vila htematianal Service Association and used under keno. The LES Via Creistl cads and the LES Visa debit c
$4,723,707.09 Your current asset allocation A Eye on the markets Index Percentage change January 2020 Year to date SEP 500 -0.04% -0.O4% Russell 3000 411% 411% MSC I - Europe, Australia & Far East -2.08% -2.08% Barclays Capital U.S Aggregate Bond Index 1.92% 1.92% Your Fi modal Advisor: S
55 Eye on the markets Your needed Advisor: SCOTT STACKMANLYLE CASRIEL Index Percentage change April 2020 Year to date SW 500 12.82% -9.29% Russell 3000 13.24% -10.42% MSC I - Europe, Australia & Far East 6.54% -17.66% Barclays Capital U.S Aggregate Bond Index Interest rates on April 30, 2020
e — IMA. Resat« Management Account Dulness Services Account BSA, IRMA and international Resource Management Account re registered service mats of LBS tumid Services INC — YTS/Size registered tedemalc owned by Vila htematianal Service Association and used under keno. The LES Via Creistl cads and the LES Visa debit c
ion • Eye on the markets Your Yin/odd Advisor: War STACKMANLYL€ CASPIEL Index Percentage change May 2020 Year to date S&P 500 4.76% -4.97% Russell 3000 5.35% -663% MSC I - Europe, Australia & Far East 4.42% -14.03% Barclays Capital U.S. Aggregate Bond Index Interest rates on May 29, 2020 3-mo
Friendly account name: A1- nt , ,Ind Account number. Eye on the markets Index Percentage change line 2020 Year to date SW 500 1.99% -3.08% Russell 3000 2.29% -3.48% MSC I - Europe, Australia & Far East 3.44% -11.07% Barclays Capital U.S. Aggregate Bond Index Interest rates on June 30, 2020 3-mo
e — IMA. Resat« Management Account Dulness Services Account BSA, IRMA and international Resource Management Account re registered service mats of LBS tumid Services INC — YTS/Size registered tedemalc owned by Vila htematianal Service Association and used under keno. The LES Via Creistl cads and the LES Visa debit c
the last two pages of this statement for details about those balances. Index Percentage change April 2020 Year to date S&P 500 12.82% -9.29% Russell 3000 13.24% -1a 42% MSC I - Europe, Australia & Far East 6.54% -17.66% Barclays Capital U.S Aggregate Bond Index Interest rates on April 30, 2020
e — IMA. Resat« Management Account Dulness Services Account BSA, IRMA and international Resource Management Account re registered service mats of LBS tumid Services INC — YTS/Size registered tedemalc owned by Vila htematianal Service Association and used under keno. The LES Via Creistl cads and the LES Visa debit c
t on the last two pages of this statement for detais about those balances. Index Percentage change May 2020 Year to date SW 500 4.76% -4.97% Russell 3000 5.35% -5.63% MSC I - Europe, Australia & Far East 4.42% -14.03% Barclays Capital U.S Aggregate Bond Index Interest rates on May 29, 2020 3-mo
e — IMA. Resat« Management Account Dulness Services Account BSA, IRMA and international Resource Management Account re registered service mats of LBS tumid Services INC — YTS/Size registered tedemalc owned by Vila htematianal Service Association and used under keno. The LES Via Creistl cads and the LES Visa debit c
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Condoleezza Rice
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UBS AG
ORGANIZATION
Vicky Ward
PERSONWeehawken
LOCATIONHarbor Boulevard
LOCATIONSCOTT STACK
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LOCATIONNnandal
ORGANIZATIONLBS AG
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ORGANIZATIONBank USA
ORGANIZATIONOnline Services
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PERSONMance
PERSONGoering
PERSONBOSTON MA
LOCATIONSCOTT STACKMAN/
PERSONBak USA
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Prince Charles
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