Ghislaine Maxwell

Ghislaine Maxwell Investment Proposal Prepared by: Stackman I Casriel Group UBS Financial Services Scott Stackman Managing Director Private Wealth Management Lyle Casriel Senior Vice President Private Wealth Management Matthew Klein, CFA Financial Advisor Private Wealth Management Wealth Management February-14 CONFIDENTIAL UBSTERRAMAR00000197 EFTA00235926 Ghislaine Maxwell Asset Allocation Summary Current CASH & EOUNALENTS 43% FIXED INDOME 37% Current UBSA Proposed (%) (%) Proposed EQUITY 29% sUBS LIQUID ALTERNATIVE INVESTMENTS 18% CASH EQUIVALENTS 16% Current Amount Proposed Amount Wealth Management February-)4 Reallocation EQUITY US Equity 19.3% 21.0% 17 $ 2,702,536 $ 2,500,000 (202,536) International Equity 14.5% 13.5% 10.7% $ 2,032,507 1,500,000 5 (532,507) 'Equity Subtotal 33.8% 34.5% 28.5% S 4,735,043 $ 4,000,000 (735,043) FIXED INCOME Municipal Fixed Income 1.5% 26.5% 12.2% 215.376 S 1,715,376