4
Shared Docs
4
Same-Page
4 / 4
Mentions
unt $1,597,952.47 co C Eye on the markets Index Percentage change July 201A Year to daW S&P 500 -1.38% 5.66% Russell 3000 -1.97% 4.83% MSC - Europe, Australia & Far East -1.96% 3.08% Barclays Capital U.S. Aggregate Bond Index Interest rates on July 31, 2014 3-month Treasury bills: 0.03% One
l vs arida our alMate naive monde taring Pagrents *0111cliaributon a-dos athiscrs ch the muesli funds that we sell. 11-eseanorts are based on two <Menlo coMPinent6- amantel sales by UBS vi a pm-ticula mutual fund I amig to our clients and CO the meet value of ape-thaw mutual fund family's shores
rrent asset allocation A Eye on the markets Index Percentage change April 2015 year to date S&P 500 0.96% 1.92% Russell 3000 0.45% 2.26% MSC - Europe, Australia & Far East 4.16% 9.37% Barclays Capital U.S. Aggregate Bond Index Interest rates on April 30, 2015 3-month Treasury bills: 0.01% One
ratan addarxial &common regaling the rrotescdolegy used to determine the comae of vise and the date of the Monnaton dia is the base foe the oncost Menlo:the your Wadi 'Weiser - 11,k0 parry estinated vast may be reflected as 'NOt pnCed: n senaMaws whin an inepenSont valuators fat has mot meted a 6 u
account $13,237.97 A Eye on the markets Index Percentage change November 2015 Year to date S&P 500 0.30% 3.01% Russell 3000 0.55% 2.58% MSC - Europe, Australia & Far East -1.54% 0.95% Barclays Capital U.S. Aggregate Bond Index -0.26% 0.88% Your li nodal Advisor. SCOTT STACK MANELYLE CASRIEL
sales by tell$ of Jr precola muna fund frni& to our dents. and X) the asset vak» of a particular mutual find lamiye heeded x the lien — We ad or Menlo ate receive nettorkeng and arnbus processing lees in omsklerateer tor transfer agent strokes the we provide tore mutual find these fees geneedly a
t asset allocation A Eye on the markets Index Percentage change December 2015 Year to date SW 500 -1.58% 1.38% Russell 3000 -2.05% 0.48% MSC - Europe, Australia & Far East -1.33% -0 39% Barclays Capital U.S. Aggregate Bond Index -0.32% 0.55% Your financial Advisor. SCOTT STACK MANLYLE CASRIE
ak as you cal shy you belie t is an error a why you need more Mormation — Proade the dollar arrant of the suspected emu. The Firm or Cad Issuer a Menlo. sue ampairt and MI correct any eller prompt. I we take more tan IC/ banes: days to do shit we will crank your accost* For the mart you that is al
Entities connected to both MSC - Europe and Menlo

Ghislaine Maxwell
PERSON
Vicky Ward
PERSON
Condoleezza Rice
PERSONRussell 3000
ORGANIZATION
Stanford University
LOCATION
Joi Ito
PERSON
George W. Bush
PERSONUPS AG
ORGANIZATIONSCOTT STACK
ORGANIZATION
UBS AG
ORGANIZATIONLOS AG
ORGANIZATIONBank USA
ORGANIZATION
United States
LOCATION
Puerto Rico
LOCATIONDoug Band
PERSON
Mao Zedong
PERSONWeehawken
LOCATIONHarbor Boulevard
LOCATION
NEW YORK NY
LOCATION
U.S. Treasury
ORGANIZATION