3
Shared Docs
3
Same-Page
6 / 3
Mentions
Account number: Your current asset allocation A Eye on the markets Index Percentage change September 2016 Year to date S&P 500 0.02% 7.84% Russell 3000 0.16% 8.18% MSC I - Europe, Australia & Far East 1.27% 2.20% Barclays Capital U.S. Aggregate Bond Index -0.06% 5.80% Your K asocial Advisor.
t on the last two pages of this statement for details about those balances Percentage change Detember 2016 Year to date S&P 500 1.98% I i.%% Russell 3000 1.95% 12.74% MSC I - Europe, Australia & Far East 3.44% 1.51% Barclays Capital U.S. Aggregate Bond Index 0.14% 2.65% Interest rates on Decembe
e of the blowing investment objectin. CONFIDENTIAL • hoduee Current leICOMe: Menne, seeking the generation of income any. • Anew Copal Appredden: Inwstments seeking growth of principal rather than the generation of income. • Prodece Contheation of Weave And Capital Appetaabon.lmesirnerds seekirg both
Account number: Your current asset allocation B A Eye on the markets e.dex percentage change August 2016 Year to date SW 500 0.14% 7.82% Russell 3000 0.26% 801% MSC I - Europe, Australia & Far East 0.08% 0.92% Barclays Capital U.S. Aggregate Bond Index -0.11% 5.86% Your Mandel Advisor- SCO
AR Account number: Your current asset allocation A Eye on the markets dex Percentage change November 2016 Year to date SW 500 3.70% 9.79% Russell 3000 4.48% 10.58% MSC I - Europe, Australia & Far East -1.98% -1.86% Barclays Capital U.S. Aggregate Bond Index Interest rates on November 30, 2016
ne of the Wowing imminent objectives. CONFIDENTIAL • note Current/mon% nvestments seeking the generation of income my. • thew Capital Appreceten: Inwstments waking growth of principal rather than the gerermith of income. • Psorfae Contfaieation of Worse and Capital Appealakon. Inwarnents seeking both
Advisor. SCOTT STACK MAIst LYLE CASRIEL 212-821.7000/ 800-308-3140 Index Percentage change December 2016 Year to date S&P 500 1.98% 11.96% Russell 3000 1.95% 12.74% MSC I - Europe, Australia & Far East 3.44% 1.51% Barclays Capital U.S. Aggregate Bond Index Interest rates on December 30,2016 3
K Randal Advisor. SCOTT STACK MANLYLE CASRIEL 212-82 I•7000/ 800-308.3140 Index Percentage change May 2017 Year to date 58P 500 1.41% &66% Russell 3000 1.02% 7.96% MSC I - Europe, Australia & Far East 3.81% 1440% Barclays Capital U.S. Aggregate Bond Index Interest rates on May 31, 2017 3-month T
the Wowing investment cbjecthes. CONFIDENTIAL • hocks. Current IIICOMe: twestnwnts seeks g the generation of income any. • Anew Copal Approcunen: Inwstments working growth of principal rather than the generation of income. • hoduce Condanation of atone and Capital Appetad5On.Intrnentsseekirg both tie
Entities connected to both Russell 3000 and Inwstments

Ghislaine Maxwell
PERSON
Condoleezza Rice
PERSON
Vicky Ward
PERSON
UBS AG
ORGANIZATION
Stanford University
LOCATIONWeehawken
LOCATIONLOS AG
ORGANIZATIONHarbor Boulevard
LOCATIONUPS AG
ORGANIZATIONSCOTT STACK
ORGANIZATION
Puerto Rico
LOCATION
U.S. Treasury
ORGANIZATION
Joi Ito
PERSONBank USA
ORGANIZATIONLBS AG
ORGANIZATIONCayman
LOCATION
Mao Zedong
PERSONWS AG
ORGANIZATION
U.S. Senate
ORGANIZATIONOnline Services
ORGANIZATION