Epstein Secrets

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

ce wth Matra • Moderate: Waling to accept sane risk to principal and tolerate some wlauity 10 seek higher returns • Aggressive: Willing to accept Ingti risk ki primeval and high volatility to seek highrehire over time. • mvestemnt /EON& Comideratien: II selected, a portion of the portfolio for tha

$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

eb inflation • Moderate; Waling tO accept some risk to principal and tolerate some volatiity to seek hgher returns • Appreaske: Willing to accept Ingti risk to primeval and hilt voatiltrtyy to seek high ghat% Over time • finiestewnt Consideration: If selected, a portion of the portfolio for that

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

rah inflation • Moderate; wiling to accept sane risk to princpal and tolerate some wlaiity lo seek Inkier returns • Aggressive: Willing to accept Ingti risk to principal and high volatility to seek high MtUnS Over tiny? • mvestawntENgWaity Com:Wrenn: II selected, a portion of the portfolio for tha

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

ce wth Matra • Moderate: Waling to accept sane risk to principal and tolerate some wlauity 10 seek higher returns • Aggressive: Willing to accept Ingti risk ki primeval and high volatility to seek highrehire over time. • mvestemnt /EON& Comideratien: II selected, a portion of the portfolio for tha