Document Mentions (3 shared documents)

EFTA01597447

3 mentions1 same-page

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insurance products. ixludrg vaiabl rates, and 6i) shares of mutual funds registered nthe name of the account holder on the books of the issuer Or Vander agerrJ; • hvestmmt contracts a rreestment Serest, {e.g. Imbed panne-etas and private placements) that se not registered under the Securities Act o

the Fim sent you the fist statement on which the error or problem appeand. — Provkle you- name aid accost number (d any). — Dew be the war or IN Vander you se unsure about. and replan as dearly as you car why you behove h is en error or why you need more information. — Provide the dollar amount o

LL I C0.00% 0.00% 0.00% 0.00% 0 00% 0 00% 0 00% 100.00% Your current asset allocation A Eye on the markets Index Yourlina.dd Advisor: SCOTT STACKMAFILYLE CASRIEL • Cash and money balances may include available cash balances, UBS Bank USA deposit account, UBS FIX Inured Deposit Program Bank accounts

EFTA01597495

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-0.11% 411% MSC I - Europe, Australia & Far East -2.08% -2.08% Barclays Capital U.S. Aggregate Bond Index 1.92% 1.92% Your fineodri Advisor: SCOTT STACKMAFILYLE CASRIEL Interest rates on January 31, 2020 3-month Treasury bills: 1 50% One-month LIBOR: 1 66% AW20002000T7091e Nra300023553 00001 0120 00003000

EFTA01597667_sub_001 - EFTA01597667_100

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ys Capital U.S. Aggregate Bond Index Interest rates on July 31, 2019 3-month Treasury bills: 2 07% One-month LIBOR: 2.22% Your iinesdal Advisor: SCOTT STACKMAFILYLE CASRIEL Percentage change July 2019 Year to date 1.44% 20.24% 1.49% 20.48% -1.26% 13.05% 0.22% 6.35% 000tootne 2 of 6 _ _ CONFIDENT