4
Shared Docs
4
Same-Page
4 / 4
Mentions
teddrig and onto% processing lees inconsideration for transfer agent services thee we provide to tie maw, funds Those Ices generally are paid from Mester assets the mutual turd and de a freed dollar amount based on the rumba Cl accounts at the broker-dealer holding mutual hands of that laa fan* - n
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
nettiorkrag and annbars processing tees inconsideration for transfer aged senrices that we prove to the maul, It These fees generally ire paid from Mester assets n the mutual fund and are a bred dollar arced based on the rumba of accounts at the broker-dealer holing rrtAill hinds of the tub family -
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
tworking and onnbors processing fees in cons,* ation for transfer aged services that we proved to the mat), funds Thew fees generally re paid from Mester assets in the mutual fad and ate a feed dollar amount bawd n the amber Cl accounts at the broker-dealer hokang mutual funds of tea laid family - I
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
ve reteackng and annbuS processing tee) in comic* shoo for transfer agent services that we provide to the mocha funds Thew fees amid& we paid from Mester assets n the mutual fend and are a feed dollar arrant bawd on the torte, ol accounts at the broker-duke holcSng nuual lunds of that bad rawly - I
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
Entities connected to both Mester and Willrg

Vicky Ward
PERSONRussell 3000
ORGANIZATION
Ghislaine Maxwell
PERSONWeehawken
LOCATIONHarbor Boulevard
LOCATION
Condoleezza Rice
PERSONUPS AG
ORGANIZATIONOnline Services
ORGANIZATIONSCOTT STACK
ORGANIZATION
Stanford University
LOCATION
UBS AG
ORGANIZATIONCayman
LOCATION
United States
LOCATION
Marc Rich
PERSONMurree
LOCATION
George W. Bush
PERSONBank USA
ORGANIZATIONVander lee
PERSON
U.S. Senate
ORGANIZATIONUBSFinancol
LOCATION