5
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5
Documents
122
Connected Entities
Organization referenced in documents
EFTA01367867
Cap Essay European Edity Russel 2000 Index MSCI Europe Index (net of sitholdng tares) 20% 75% 2.5% 115% 35% 150% 4.0% 20.0% Japan Equity MSCI Japan Index (net of withholding taxes) 25% 3.0% 4.5% 5.5% Pa:fic ex-Japan Equity MSCI Pacific Free ex•Japan Index (net of ethhcidng taxes) 1.5% 25% 3.0%
EFTA01383693
Equal/ European Equity Russel 2000 Index MSCI Europe Index (net of iatholdng taxes) 20% 75% 2.5% 115% 35% t5.0% 4.0% 20.0% Japan Equity MSCI Japan Index (net of viithficilding taxes) 25% 3.0% 4.5% 5.5% Pasiric ex•Japan Equity MSCI Pacific Free ex-Japan Index (net of wedihddng taxes) 1.5% 2.5%
EFTA01386137
i Cap Equity Wotan Etsity Russel 2000 Index MSCI Europe Index (net of Atoning tares) 20% 75% 2.5% 115% 35% t5.0% 4.0% 20.0% Japan Equity MSCI Japan Index (net of nithokling taxes) 25% 3.0% 4.5% 5.5% Pa:fic ex-Japan Equity MSCI Pacific Free ex-Japan Index (net of OlhcicIng taxes) 1.5% 25% 3.0%
EFTA01477939
icipal Bonds U.S. High Yield Bonds International Bonds Benchmark S&P 500 Index Russell 2000 Index MSCI Europe Index (net of withholding taxes) MSCI Japan Index (net of withholding taxes) MSCI Pacific Free ex-Japan Index (net of withholding taxes) MSCI Emerging Markets Index (net of withholding taxes) Barc
EFTA01478009
icipal Bonds U.S. High Yield Bonds International Bonds Benchmark S&P 500 Index Russell 2000 Index MSCI Europe Index (net of withholding taxes) MSCI Japan Index (net of withholding taxes) MSCI Pacific Free ex-Japan Index (net of withholding taxes) MSCI Emerging Markets Index (net of withholding taxes) Barc
Treasury Inflation Protected Securities
OrganizationOrganization referenced in documents
Maximum Growth
OrganizationOrganization referenced in documents
the Quality Growth Composite
OrganizationOrganization referenced in documents
MSCI Europe Index
OrganizationOrganization referenced in documents
Deutsche Asset & Wealth Management
OrganizationDeutsche Bank subsidiary for asset and wealth management
Japan Equity
OrganizationOrganization referenced in documents
European Equity
OrganizationOrganization referenced in documents
the WM Regional Investment Committee
OrganizationOrganization referenced in documents

Geneva
LocationCity in Switzerland and capital of its canton

Belgium
LocationCountry in western Europe

Vienna
LocationCapital of and state in Austria

Denmark
LocationCountry in Northern Europe and North America

Finland
LocationCountry in Northern Europe

Zurich
LocationCapital of the canton of Zurich, Switzerland

New Zealand
LocationIsland country in the southwest Pacific Ocean
Worcester
LocationCounty seat city in Worcester County, Massachusetts, United States

Baltimore
LocationCity in Maryland, United States

Michael Bloomberg
PersonAmerican businessman and politician; 108th Mayor of New York City
MSCI Europe
OrganizationOrganization referenced in documents

The Wall Street Journal
OrganizationAmerican business-focused daily newspaper