3
Shared Docs
3
Same-Page
5 / 3
Mentions
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
formation <nth, Finis lending practices and disclosures, refer to your Client Relationshp Agreement or Account Agreement and the General Ten's and Conditions UBS Statement of Credit Practices available i Agnem ens and Disc bsures at row sob- romlarroirvtedirck)wrov SDNY_GM_00009842 CONFIDENTIAL EFTA01597509 Impor
• n Account number Your current asset allocation Eye on the markets Index Percentage change August 2018 Year to date S&P 500 3.26% 9.94% Russell 3000 3.51% 10.39% MSC I - Europe, Australia & Far East -1.92% -1.87% Barclays Capital U.S. Aggregate Bond Index 0.64% -0.95% Your K Randal Adviso
&ANY, YI F recntei Your current asset allocation Eye on the markets Index Percentage change November 2018 Year to date S&P 500 2.04% 5.11% Russell 3000 2.00% 4.48% MSC I - Europe, Australia & Far East -0.11% -8.96% Barclays Capital U.S. Aggregate Bond Index 0.60% -1.79% Interest rates on Novem
etailed nlarnaliOn on the leni s lending piaci CeS sod Pthmunrs. refer to you Chem Retisionshb agamall a Accost Agreement ad the General kerns and Conditions UBS Statement of Credit Practices avaffitle n Ageemeres udDiocbures at ;they go. e. ,,. SDNY_GM_00027744 EFTA 00138364 EFTA01278973 Important inforn Mil abo
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
formation <nth, Finis lending practices and disclosures, refer to your Client Relationshp Agreement or Account Agreement and the General Ten's and Conditions UBS Statement of Credit Practices available i Agnem ens and Disc bsures at row sob- romlarroirvtedirck)wrov SDNY_GM_00009826 CONFIDENTIAL EFTA01597493 Impor
Entities connected to both Russell 3000 and Conditions UBS Statement

Ghislaine Maxwell
PERSON
Condoleezza Rice
PERSON
Vicky Ward
PERSON
UBS AG
ORGANIZATIONWeehawken
LOCATIONHarbor Boulevard
LOCATION
U.S. Treasury
ORGANIZATIONNnandal
ORGANIZATIONLBS AG
ORGANIZATIONOnline Services
ORGANIZATION
Murano
PERSONBOSTON MA
LOCATION
Prince Charles
PERSONBak USA
PERSONLOS Statement of
ORGANIZATIONBrie USA
LOCATIONCHARLES ST
LOCATIONVisa U.S.A.
ORGANIZATIONBark USA
ORGANIZATIONFutter
PERSON