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m nester assets n the mutual firth and area feed dolls. airount based on the rumba of accounts at the broke-dealer hothrig maul funds of that lend Iambi - n aokiaken to cceernekine nxeived in connection with the sate r detrbutim of amitycanines and emit eminent true tee to our clients, we arclor o
tt tit to as clients, we ardor ou afreaate receive revenue sharing corrpensaton torn many of the insurance companies undemaiting the annuityarenas Mints of theme:axe companies or sponsors of the harm investment trusts re &tribute. CONFIDENTIAL - Our affiliates also receive treeing cc:canister's ad
ntor assets ri the mutual fend and are a f toed dolls' amours based on the rumba of accounts at the broker-dealer hokkrig mutual funds of the feed Iambi - n addition to ccenmicskins received in connection with the sale or detrbuton of arnuat °refaces and unit investment trust unts to Oct clients. w
ind fame& - n addition to ccennishans received in coronation with the sale or deerbuten of arruity cceoraces and unit ninternent trust unts to our Mints. we ardor Or affiliate receive revenue sharing convensation from many of the ivurrue<ompanies underwriting CONFIDENTIAL the annuty comas, Ablates
on two different COM:Onentt- 0 the amantol sake by UBS of a partkula mutual fund I ami& to our climb and C) the asset valued a partiot mutual fund Iambi shares held at the Imo — We and os Abate also rem* nem:eking and orrnbusprocesang lees in consideration for under gent ferien tha we ROM* to the
• lefvena Sating and addklanal competed«. - et «Winn to mminissom on man aid 11b.1 lees nomd in connectors with the darrtuton of rodua funds toot, Mints we alder our Striae reone renrue tang pynenufromdarbutorsandor adelton of the mutual funds tat we soli These amounts are based on hvo dannen anton
Entities connected to both Iambi and Mints

Ghislaine Maxwell
PERSON
George W. Bush
PERSONDoug Band
PERSON
Vicky Ward
PERSON
Puerto Rico
LOCATIONCourtney Wild
PERSONRussell 3000
ORGANIZATIONWeehawken
LOCATION
Condoleezza Rice
PERSONNnandal
ORGANIZATIONCayman
LOCATIONUPS AG
ORGANIZATION
United States
LOCATIONMaria Farmer
PERSONHarbor Boulevard
LOCATION
Aetna
ORGANIZATION
U.S. Treasury
ORGANIZATIONLOS AG
ORGANIZATION
Stanford University
LOCATION
UBS AG
ORGANIZATION