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se yeas nay dale sthstentelly Iron WOOs A any, a rich a private nestment mealy a structured product mg
hewn does not genre. verifier< 'recent ce aeons and may not loO0 pace vetk ,attest • Moabroe Wing to accept tone nth no polypi ard tolerate sane Walley seek bite. reams • Anse Wilhp to accept 5'4 'I* to fneciTel rd P4 robbery 10 Ga. ho ()mint ow tees • lenont•r-ttAgotty Can:draw. I velactod, a p
earities included a this asenent where indicated rich the nutter Les Friancial Sennces Nis rehEd on i
significant CONFIDENTIAL income a rearm and may not keep W. with inflate:a • Moderato. Wiling to accept scent rick to prinCoal and tolerate some Walley to seek higher returns. • oyessi be: Willing to accept high rick to enema ad high volablity to seek Wats% over time. • invement figedity Consider
e $79,968.85 $96,225.08 Withdrawals and fees, rich/cling investments transferred out 42,065.01 -2
ot generate sgn kart krone or retails and may not keep pace with inflation. • Moderate: Wiling to accept some risk to principal and tolerate same Walley to seek hither returrs. • Ag9ressit: Malin; to accept high risk to princPal and high robe ay to seek logo mans over tine. • %ointment ENsidalrty C
Entities connected to both Marc Rich and Walley

Woody Allen
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Condoleezza Rice
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Ghislaine Maxwell
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George W. Bush
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United States
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Joi Ito
PERSONDoug Band
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Vicky Ward
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Alexander Acosta
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Puerto Rico
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Xi Jinping
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U.S. Treasury
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Stanford University
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Morgan Stanley
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UBS AG
ORGANIZATIONManny
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Miriam
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Kofi Annan
PERSONCayman
LOCATIONRussell 3000
ORGANIZATION