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Friendly account name: Incl:CasbiSaving Account number YI 23575 55 Your current asset allocation B Eye on the markets Your Finandul Advisor: SCOTT STACK MANY LYLE CASFeEL Index Percentage change March 2019 Year to date S&P 500 1.94% 13.65% Russell 3000 1.46% 1404% MSC I - Europe, Australia
ndly account name: Ind:CashISaving Account number. Y1 23575 55 flue on Ad 31 (I) Percentages Cost your account tags (N Your K »smid Advisor: SCOTT STACK MA14 LYLE CASRIEL Estmated annua) inccrre (fl Unreaized gan or loss Cash altematives • Money inaricet funds 475,242.24 100.00% 10.978.00 To
or rearm and may not keep pace with • Moderato. Wang to accept w/11 rids to princod and tolerate sane vdahlity to seek higher returns • Af yeSS4t! Willrg to accept high risk to grieve' ad hgh volatlity to seek high agars over nine. • Imintetere fitheriey Conaclentim: I selected a portion of the poi
PS Bank USA Business Account $323440 Account name: alias , LLC Friendly account name:ELLMAX LLC Account number: • IMO Your I6nandel Advisor: SCOTT STACK MAI/ LYLE CASRIEL The UBS Bank USA Business Amunt is your plimary sweep coon, AmP7C0020006445966 NPVC0064I 45 00C0I 0219 00C03C000 00071W_GM_00025
s a rams and my rat keep pace with • Moderate Wang to accept sane ridc 10 princial ad tolerate sane volatility to seek hrber returns. • Aforessibt! Willrg to accept high risk to grieve' ad hgh vOlablity to seek high rears OW time, • Inwitmer2 fighirly Comdata: I selected. a portion of the pothole for
308 TEANECK NJ 07666-0308 Account name: MAX HOTEL SERVICES CORP. Friendly account name: MAX HOTEL SERVI Account number: Your Financial Advisor: SCOTT STACK MANILYLE CASMEL Phone' 212.821.7000/800.308-3140 Questions about your statement? Call your Financial Advisor of the Resourceline at 800-762-WOO,
rot Peep pace with inflation. • Moderate: Willing to accept sane risk to wincipal at tolerate acne volataty to seek bother returns. • Aggressive: Willrg to accept hi j, rink to ennead and high volatility to reek highreturns our time. • abestment Elgoliky Consideration: I selected a lefetiOn of the
name: GHISLA1NE MAXWELL IRA Friendly account name: Indiv IRA Account type: Individual Retirement Account Account number: Your Mnandal Advisor: SCOTT STACK MANY LYLE CASR1EL Account activity this month Date AcIlety DetCrteldl Amount IS) Dividend and interest income Dividends Nov 1 Dividend DOUB
may rot keep pace with inflatkn. • Moderate: Willing to accept sane fit to pinbpal ad tolerate sane volataty to seek hirer returns. • Aggreisive: Willrg to accept hi ;h nit to 'songs,' and high volatility to sea highmums over time. • tmestment Consideration: I selected a portion of the portfoliofa
802.55 250,000.00 O;enng balance Closing balance Nice per :hem Average on kb I (1.) on Feb 29 (S) on Feb 28 (S) ate Your Sinand/I Advisor. SCOTT STACK MANf LYLE CASRIEL DaidenclIMetest Days in period period Cap arrount (5) Your total assets venue on Feb 28(S) PeKertage ll< Cost Esters:Red
nut rot Wen pa* with inflation. • Moderate: Willing to accept sane risk to principal ad tolerate scene volaleity to seek hitter returns. • Awake: Willrg to accept hip risk to pnnopal at high volatility to seek hobreturns over time. • f ner salient EigaVity Coneedeeation: f selected a portion of the
ny Descnphon NW payments (Continued) Account name: GHIRAINE MAXWELL Friendly account n • ' hewle r Account number: Your linandal Advisor. SCOTT STACK MANY LYLE CASR1EL Amoust (I) Nov 5 Withdrawal ACH WITHDRAWAL AMEX EPAYMENT -2.578 87 Total bill payments Ong harm for your AUentket The new U
e and may rot keep pace with Within • Modem* Willing to accept acme ride to pinups' red tolerate some volatity to wet hecher returns. • 4ggrenAe: Willrg to accept hip risk so pincipal and high volatility to seek high returns over time. • amesement Consoliption: t selectect a portion d the portfoli
PROJECT, INC Friendly account name:TERRAMAA Account number: YI 23656 55 M•nenten Wren' cue Payment nut Dale Credi Int Your Snanciel Advisor. SCOTT STACK MANY I YI F CASRIFI *wad* Credit Una Outstanding Nitrate LIDS Visa credit cangs) payment information for September 23, 2017 43500 Sep 23, 2017
sa and may rot keep pace with n • Moderate: Willing 10 accept sane rids to pincipal at tolerate sane volataty to seek hirer returns. • Aggrennio: Willrg to accept hip rids b pnnopal ad high volatility to seek highmums over time. • tovestmentagbilay Consideration: I selected a POrtiOn of the portfol
10171.0002 *HP70012304.11 1216X12 Y1 0 Account name: MAX FOUNDATON Friendly account name: MAX FOUNDATION Account number. Your Nnancial Advisor. SCOTT STACK hIANLYLE CASRIEL Phone Questions about your statement? Call your Financial Advisor or the Resourcetine at account Msit our website: lvvew.ubs.
ay rot keep pea with inflation. • Moderate: Wiling to accept sane risk to pincipal and tokrate sane vdaliky to seek higher returns. • Aggrelaive: Willrg to accept hiji r* to *nodal at high volatility to seek Fegh returns owe time. • fnarstaant Eigedity Consderation f selected a Portion of the portf
.44% 13.91% MSC I - Europe, Australia & Far East 2.53% 20.47% Barclays Capital U.S. Aggregate Bond Index -0.48% 3.14% Your IIRancid Advisor. SCOTT STACK MAIst LYLE CASRIEL 212-821.7000/ 800-308-3140 Interest rates on September 29, 2017 3-month Treasury bills: One-month LIBOR: 1.23% CW700030065613
may rot beep pace wits inflatkn. • Makin.; VnIling to accept sane nit to pincipal ad tolerate gene volataty to seek Incher returns. • Aggressive: Willrg to accept hi;h Mk to pongee end high volatility to seek high returns over tint. • Owestment Eforkikv Consideration: I selected a potion of the por
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