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EFTA01363037

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CYES ILLUSTRATION ON BALANCED PORTFOLIO* 26.0 24.0 22.0 530nm Overby 000 ONO 520mm Overlay 51Ornm Overlay 20.0 Portfolio ""• 8 O 18.0 .0` .••• .. ..... • • • 16.0 ••• ••• .r• ....... •• ...• • 4") 14.0 ••• 12.0 ••• w • sat •••• ••• .„ • • 10.0 •• 8.0 6.0 2008 2009 2010 2011 201.2 2013 2014 2015 2016 2017 • Portfolio assumes equal allocations (1/3 each) on 04/01/08 to cash, bonds and equities: Cash • Citigroup 3m Treasury:bill; Bonds • Barclays Municipal Bond Index; Equities • S&P500Total Return Index. • Overlay returns reflect actual composite of client returns (net of fees and expenses). On same underlying portfolio, clients have the flexibility to select an overlay size that targets their cash flow, return or risk objective HARVEST V0LAMIIT MANACEI4VM 7 CONFIDENTIAL - PURSUANT TO FED. R. CRIM. P. 6(e) CONFIDENTIAL SDNY_GM_00199062 DB-SDNY-0052878 EFTA01363037

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Independent research project. Not affiliated with the U.S. Department of Justice, FBI, any government agency, or Anthropic. All analytical text on this site is AI-generated (Claude, Anthropic) and iteratively fact-checked against source documents, but may contain errors. Verify all claims against linked EFTA sources before citing.
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