HomeMy WebLinkAboutReports - 2020.11.19 - 33733Northern Trust
Table of Contents
Class Action Event Detail by Event Name
Class Action Filed Activity by Event Name
Class Action Event Summary by Event Name
Class Action Activity Detail by Event Name
Class Action Event Summary by Event Status
Class Action Event Detail by Event Status
Class Action Activity Detail by Event Status
Class Action Proceeds Received Report
Class Action Proceeds by Account
Class Action Tran Hist Non-Filed by Event Name
Class Action Filed Activity by Event Status
Class Action Proceeds by Class
Sector Exposure
Country Exposure
Foreign Exchange G/L Detail - Frwds/Spots
Trade Order Entry (TOE) - Audit Trail
2
4
5
6
7
8
10
11
12
13
14
15
16
17
20
39
Class Action Services
Page 1 of 2
u Class Action Event Detail by Event Name
Class Action Name
Event
Status
Event Status
As Of
Class Start
Class End
Claims Admin Name
Web Address
Filing
Deadline
Exclusion
Deadline
Objection/
WIRECARD AG (GER) (QE) (OMNI BRIDGEWAY)01 Apr 12
30 Jun 20
30 Nov 20
Security ID Type Security ID
Class Start
Class End
20 Oct 20
Specific Holding
NOTIFIED wirecard@omnibridgeway.comOMNI BRIDGEWAY
INFORMATIONAL ONLY
SEDOL 01 Apr 12
30 Jun 20
WIRECARD AG NPV BDQZKB0
SEDOL 01 Apr 12
30 Jun 20
WIRECARD AG NPV BGPKGB9
SEDOL 01 Apr 12
30 Jun 20
WIRECARD AG NPV BHZKVY4
SEDOL 01 Apr 12
30 Jun 20
WIRECARD AG NPV B28N7D6
SEDOL 01 Apr 12
30 Jun 20
WIRECARD AG NPV B3BPL45
ISIN 01 Apr 12
30 Jun 20
WIRECARD AG NPV DE0007472060
CINS 01 Apr 12
30 Jun 20
WIRECARD AG NPV D22359133
SEDOL 01 Apr 12
30 Jun 20
WIRECARD AG NPV 7508927
CUSIP 01 Apr 12
30 Jun 20
750892903
SEDOL 01 Apr 12
30 Jun 20
INFOGENIE EUROPE A NPV 4589118
CUSIP 01 Apr 12
30 Jun 20
CLASS ACTIONS
(DELISTED/VAR CUSIPS)
181994104
Class Action Services
Page 2 of 2
u Class Action Event Detail by Event Name
Class Action Name
Event
Status
Event Status
As Of
Class Start
Class End
Claims Admin Name
Web Address
Filing
Deadline
Exclusion
Deadline
Objection/
Although this report has been prepared using information believed to be reliable, it may contain information provided by third parties or derived from third party information, and/or information that may have been obtained from,
categorized or otherwise reported based upon client direction. The Northern Trust Company does not guarantee the accuracy , timeliness or completeness of any such information. The information included in this report is intended
to assist clients with their financial reporting needs, but you must consult with your accountants, auditors and/or legal counsel to ensure your accounting and financial reporting complies with applicable laws, regulations and
accounting guidance. The Northern Trust Company and its affiliates shall have no responsibility for the consequences of investment decisions made in reliance on information contained in this report .
Class Action Services
u Class Action Filed Activity by Event Name Page 1 of 1
Message: No information found for request.
User Selection:
Class Action Names for ECA Reporting = 0
TNT Event Status (Filed, Disbursing, Closed only) = ALL
Status As Of Date = 10/20/2020
Although this report has been prepared using information believed to be reliable, it may contain information provided by third parties or derived from third party information, and/or information that may have been obtained from,
categorized or otherwise reported based upon client direction. The Northern Trust Company does not guarantee the accuracy, timeliness or completeness of any such information. The information included in this report is intended
to assist clients with their financial reporting needs, but you must consult with your accountants, auditors and/or legal counsel to ensure your accounting and financial reporting complies with applicable laws, regulations and
accounting guidance. The Northern Trust Company and its affiliates shall have no responsibility for the consequences of investment decisions made in reliance on information contained in this report.
Account number
*Generated by Northern Trust at 20 Oct 20 13:17
Class Action Services
Page 1 of 1
u Class Action Event Summary by Event Name
Class Action Name
Event
Status
Event Status
As Of
Class Start
Class End Claims Admin Name Web Address
Filing
Deadline
Exclusion
Deadline
Objection/
WIRECARD AG (GER) (QE) (OMNI BRIDGEWAY)01 Apr 12
30 Jun 20
30 Nov 2020 Oct 20NOTIFIED wirecard@omnibridgeway.comOMNI BRIDGEWAY
INFORMATIONAL ONLY
Although this report has been prepared using information believed to be reliable, it may contain information provided by third parties or derived from third party information, and/or information that may have been obtained from,
categorized or otherwise reported based upon client direction. The Northern Trust Company does not guarantee the accuracy , timeliness or completeness of any such information. The information included in this report is intended
to assist clients with their financial reporting needs, but you must consult with your accountants, auditors and/or legal counsel to ensure your accounting and financial reporting complies with applicable laws, regulations and
accounting guidance. The Northern Trust Company and its affiliates shall have no responsibility for the consequences of investment decisions made in reliance on information contained in this report .
Class Action Services
u Class Action Activity Detail by Event Name Page 1 of 1
Message: No information found for request.
User Selection:
Class Action Names for ECA Reporting = 0
TNT Event Status = ALL
Status As Of Date = 10/20/2020
Although this report has been prepared using information believed to be reliable, it may contain information provided by third parties or derived from third party information, and/or information that may have been obtained from,
categorized or otherwise reported based upon client direction. The Northern Trust Company does not guarantee the accuracy, timeliness or completeness of any such information. The information included in this report is intended
to assist clients with their financial reporting needs, but you must consult with your accountants, auditors and/or legal counsel to ensure your accounting and financial reporting complies with applicable laws, regulations and
accounting guidance. The Northern Trust Company and its affiliates shall have no responsibility for the consequences of investment decisions made in reliance on information contained in this report.
Account number
*Generated by Northern Trust at 20 Oct 20 13:17
Class Action Services
Page 1 of 1
u Class Action Event Summary by Event Status
Class Action Name
Event
Status
Event Status
As Of
Class Start
Class End Claims Admin Name Web Address
Filing
Deadline
Exclusion
Deadline
Objection/
WIRECARD AG (GER) (QE) (OMNI BRIDGEWAY)01 Apr 12
30 Jun 20
30 Nov 2020 Oct 20NOTIFIED wirecard@omnibridgeway.comOMNI BRIDGEWAY
INFORMATIONAL ONLY
Although this report has been prepared using information believed to be reliable, it may contain information provided by third parties or derived from third party information, and/or information that may have been obtained from,
categorized or otherwise reported based upon client direction. The Northern Trust Company does not guarantee the accuracy , timeliness or completeness of any such information. The information included in this report is intended
to assist clients with their financial reporting needs, but you must consult with your accountants, auditors and/or legal counsel to ensure your accounting and financial reporting complies with applicable laws, regulations and
accounting guidance. The Northern Trust Company and its affiliates shall have no responsibility for the consequences of investment decisions made in reliance on information contained in this report .
Class Action Services
Page 1 of 2
u Class Action Event Detail by Event Status
Class Action Name
Event
Status
Event Status
As Of
Class Start
Class End Claims Admin Name
Web Address
Filing
Deadline
Exclusion
Deadline
Objection/
WIRECARD AG (GER) (QE) (OMNI BRIDGEWAY)01 Apr 12
30 Jun 20
30 Nov 20
Security ID Type Security ID
Class Start
Class End
20 Oct 20
Specific Holding
NOTIFIED wirecard@omnibridgeway.comOMNI BRIDGEWAY
INFORMATIONAL ONLY
SEDOL 01 Apr 12
30 Jun 20
WIRECARD AG NPV BDQZKB0
SEDOL 01 Apr 12
30 Jun 20
WIRECARD AG NPV BGPKGB9
SEDOL 01 Apr 12
30 Jun 20
WIRECARD AG NPV BHZKVY4
SEDOL 01 Apr 12
30 Jun 20
WIRECARD AG NPV B28N7D6
SEDOL 01 Apr 12
30 Jun 20
WIRECARD AG NPV B3BPL45
ISIN 01 Apr 12
30 Jun 20
WIRECARD AG NPV DE0007472060
CINS 01 Apr 12
30 Jun 20
WIRECARD AG NPV D22359133
SEDOL 01 Apr 12
30 Jun 20
WIRECARD AG NPV 7508927
CUSIP 01 Apr 12
30 Jun 20
750892903
SEDOL 01 Apr 12
30 Jun 20
INFOGENIE EUROPE A NPV 4589118
CUSIP 01 Apr 12
30 Jun 20
CLASS ACTIONS
(DELISTED/VAR CUSIPS)
181994104
Class Action Services
Page 2 of 2
u Class Action Event Detail by Event Status
Class Action Name
Event
Status
Event Status
As Of
Class Start
Class End Claims Admin Name
Web Address
Filing
Deadline
Exclusion
Deadline
Objection/
Although this report has been prepared using information believed to be reliable, it may contain information provided by third parties or derived from third party information, and/or information that may have been obtained from,
categorized or otherwise reported based upon client direction. The Northern Trust Company does not guarantee the accuracy , timeliness or completeness of any such information. The information included in this report is intended
to assist clients with their financial reporting needs, but you must consult with your accountants, auditors and/or legal counsel to ensure your accounting and financial reporting complies with applicable laws, regulations and
accounting guidance. The Northern Trust Company and its affiliates shall have no responsibility for the consequences of investment decisions made in reliance on information contained in this report .
Class Action Services
u Class Action Activity Detail by Event Status Page 1 of 1
Message: No information found for request.
User Selection:
Class Action Names for ECA Reporting = 0
TNT Event Status = ALL
Status As Of Date = 10/20/2020
Although this report has been prepared using information believed to be reliable, it may contain information provided by third parties or derived from third party information, and/or information that may have been obtained from,
categorized or otherwise reported based upon client direction. The Northern Trust Company does not guarantee the accuracy, timeliness or completeness of any such information. The information included in this report is intended
to assist clients with their financial reporting needs, but you must consult with your accountants, auditors and/or legal counsel to ensure your accounting and financial reporting complies with applicable laws, regulations and
accounting guidance. The Northern Trust Company and its affiliates shall have no responsibility for the consequences of investment decisions made in reliance on information contained in this report.
Account number
*Generated by Northern Trust at 20 Oct 20 13:17
Class Action Services
ALL ACCOUNT CONSOLIDATION
Page 1 of 1
01 Sep 20 - 19 Oct 20
Class Action Proceeds Received Reportu
OAKCAL
2625873 OAK ERS - T.ROWE PRICE
Entry Date Asset Description Asset ID Transaction Description Payment Amount Received
Shares / Par
6-Oct-20 WELLS FARGO & CO NEW COM STK 949746101 WELLS FARGO & COMPANY (2016) RECEIVED DISTRIBUTION
FOR CLASS PERIOD 02/25/2014 TO 12/19/2016 CASH
DISTRIBUTION 1 FILED ACCOUNT 2625873 OAK ERS - T.ROWE
PRICE
828.11 0.00
TOTAL FOR OAK ERS - T.ROWE PRICE 828.11 0.00
2626004 OAK VEBA - T.ROWE PRICE
Entry Date Asset Description Asset ID Transaction Description Payment Amount Received
Shares / Par
6-Oct-20 WELLS FARGO & CO NEW COM STK 949746101 WELLS FARGO & COMPANY (2016) RECEIVED DISTRIBUTION
FOR CLASS PERIOD 02/25/2014 TO 12/19/2016 CASH
DISTRIBUTION 1 FILED ACCOUNT 2626004 OAK VEBA - T.ROWE
PRICE
1,246.23 0.00
TOTAL FOR OAK VEBA - T.ROWE PRICE 1,246.23 0.00
GRAND TOTAL 2,074.34 0.00
Although this report has been prepared using information believed to be reliable, it may contain information provided by third parties or derived from third party information, and/or information that may have been obtained from,
categorized or otherwise reported based upon client direction. The Northern Trust Company does not guarantee the accuracy , timeliness or completeness of any such information. The information included in this report is intended
to assist clients with their financial reporting needs, but you must consult with your accountants, auditors and/or legal counsel to ensure your accounting and financial reporting complies with applicable laws, regulations and
accounting guidance. The Northern Trust Company and its affiliates shall have no responsibility for the consequences of investment decisions made in reliance on information contained in this report .
*Generated by Northern Trust from daily data on 20 Oct 20 C1536
Page 1 of 1
Account Paid Class Action Name Gross Amount PaidAccount Paid Name
Class Action Services
Class Action Proceeds by Account
Net Amount Paid Service Charge Processing Charge Date DistributedCurrency
2625873 OAK ERS - T.ROWE PRICE WELLS FARGO & COMPANY (2016) 828.11 811.55 16.56 0.00 06 Oct 20USD
0.00 16.56 811.55 828.11Sub Total and Currency USD2625873
2626004 OAK VEBA - T.ROWE PRICE WELLS FARGO & COMPANY (2016) 1,246.23 1,221.31 24.92 0.00 06 Oct 20USD
0.00 24.92 1,221.31 1,246.23Sub Total and Currency USD2626004
Although this report has been prepared using information believed to be reliable, it may contain information provided by third parties or derived from third party information, and/or information that may have been obtained from,
categorized or otherwise reported based upon client direction. The Northern Trust Company does not guarantee the accuracy , timeliness or completeness of any such information. The information included in this report is intended
to assist clients with their financial reporting needs, but you must consult with your accountants, auditors and/or legal counsel to ensure your accounting and financial reporting complies with applicable laws, regulations and
accounting guidance. The Northern Trust Company and its affiliates shall have no responsibility for the consequences of investment decisions made in reliance on information contained in this report .
10/20/2020 1:17:02PM
Class Action Services
u Class Action Tran Hist Non-Filed by Event Name Page 1 of 1
Message: No information found for request.
User Selection:
TNT Event Status (Notified, Closed or All) = All
Class Action Names for ECA Reporting = 0
Status As Of Date = 10/20/2020
Although this report has been prepared using information believed to be reliable, it may contain information provided by third parties or derived from third party information, and/or information that may have been obtained from,
categorized or otherwise reported based upon client direction. The Northern Trust Company does not guarantee the accuracy, timeliness or completeness of any such information. The information included in this report is intended
to assist clients with their financial reporting needs, but you must consult with your accountants, auditors and/or legal counsel to ensure your accounting and financial reporting complies with applicable laws, regulations and
accounting guidance. The Northern Trust Company and its affiliates shall have no responsibility for the consequences of investment decisions made in reliance on information contained in this report.
Account number
*Generated by Northern Trust at 20 Oct 20 13:17
Class Action Services
u Class Action Filed Activity by Event Status Page 1 of 1
Message: No information found for request.
User Selection:
Class Action Names for ECA Reporting = 0
TNT Event Status (Filed, Disbursing, Closed only) = ALL
Status As Of Date = 10/20/2020
Although this report has been prepared using information believed to be reliable, it may contain information provided by third parties or derived from third party information, and/or information that may have been obtained from,
categorized or otherwise reported based upon client direction. The Northern Trust Company does not guarantee the accuracy, timeliness or completeness of any such information. The information included in this report is intended
to assist clients with their financial reporting needs, but you must consult with your accountants, auditors and/or legal counsel to ensure your accounting and financial reporting complies with applicable laws, regulations and
accounting guidance. The Northern Trust Company and its affiliates shall have no responsibility for the consequences of investment decisions made in reliance on information contained in this report.
Account number
*Generated by Northern Trust at 20 Oct 20 13:17
Page 1 of 1Class Action Proceeds by Class
Class Action Name
Event
Status
Event Status
As Of
Class Start
Class End
Filing
Deadline
Objection/
Exclusion
Deadline Claims Admin Name Web Address
Class Action Services
WELLS FARGO & COMPANY (2016)DISBRSNG Epiq Systems, Inc.wellsfargosecuritieslitigation.com06 Oct 20 25 Feb 14
19 Dec 16
23 Jan 19 27 Nov 18
27 Nov 18
Claim Status
Service ChargeGross Amt. PaidAccount Paid/DateDistribution/as of Date/Account Filed/
Processing ChargeNet Amt. PaidAccount Paid NameAccount Filed Name TypeClaim Status DistributedCurrency
2625873
OAK ERS - T.ROWE PRICE PAID
2625873
OAK ERS - T.ROWE PRICE
828.11
811.55
16.56
0.00
1
CASH
06 Oct 20 06 Oct 20USD
2626004
OAK VEBA - T.ROWE PRICE PAID
2626004
OAK VEBA - T.ROWE PRICE
1,246.23
1,221.31
24.92
0.00
1
CASH
06 Oct 20 06 Oct 20USD
41.48 2,074.34WELLS FARGO & COMPANY (2016)Totals
0.00 2,032.86and Currency USD
Although this report has been prepared using information believed to be reliable, it may contain information provided by third parties or derived from third party information, and/or information that may have been obtained from,
categorized or otherwise reported based upon client direction. The Northern Trust Company does not guarantee the accuracy , timeliness or completeness of any such information. The information included in this report is intended
to assist clients with their financial reporting needs, but you must consult with your accountants, auditors and/or legal counsel to ensure your accounting and financial reporting complies with applicable laws, regulations and
accounting guidance. The Northern Trust Company and its affiliates shall have no responsibility for the consequences of investment decisions made in reliance on information contained in this report .
10/20/2020 1:17:02PM
Client Reporting
u Sector Exposure
Page 1 of 1
19 OCT 20
Account number OAKCAL
Sector CostMarket Value
% of
Cost Total
% of
ALL ACCOUNT CONSOLIDATION
Accruals
Unrealized
G/L w/Accruals
Market
Equities
Communication Services 26,265,934.7743,449,397.54 1.28% 1.84%66,610.59 43,516,008.1317,183,462.77
Consumer Discretionary 51,017,555.4672,019,310.22 2.49% 3.04%25,341.60 72,044,651.8221,001,754.76
Consumer Staples 36,521,544.9842,169,849.05 1.78% 1.78%34,695.22 42,204,544.275,648,304.07
Energy 13,016,662.118,345,639.47 0.63% 0.35%13,590.98 8,359,230.45-4,671,022.64
Financials 82,469,769.6585,418,032.58 4.02% 3.60%51,812.50 85,469,845.082,948,262.93
Health Care 73,908,861.45100,130,563.78 3.61% 4.22%48,614.18 100,179,177.9626,221,702.33
Industrials 72,555,956.5590,272,253.32 3.54% 3.81%18,719.37 90,290,972.6917,716,296.77
Information Technology 75,956,544.39133,562,423.50 3.71% 5.63%34,221.00 133,596,644.5057,605,879.11
Materials 20,455,588.5521,628,041.59 1.00% 0.91%4,275.38 21,632,316.971,172,453.04
Miscellaneous/Unclassified 347,613,047.67431,403,162.81 16.96% 18.19%0.00 431,403,162.8183,790,115.14
Real Estate 23,176,388.6022,704,806.17 1.13% 0.97%251,077.83 22,955,884.00-471,582.43
Utilities 19,849,240.5221,267,650.61 0.97% 0.90%7,723.50 21,275,374.111,418,410.09
842,807,094.70Total Equities 1,072,371,130.64 45.25% 41.11%556,682.15 1,072,927,812.79229,564,035.94
Non-Equities
All Other 368,900,677.07424,968,100.32 17.99% 17.95%639,603.83 425,607,704.1556,067,423.25
Fixed Income 730,280,712.24760,195,829.17 35.62% 32.21%3,556,799.36 763,752,628.5329,915,116.93
Financials 125,133.07132,455.21 0.01% 0.01%1,401.91 133,857.127,322.14
Cash 107,952,619.09108,506,740.87 5.27% 4.58%182,141.83 108,688,882.70554,121.78
Total Non-Equities 4,379,946.93 58.89%1,207,259,141.471,293,803,125.57 86,543,984.10 1,298,183,072.50 54.75%
2,050,066,236.172,366,174,256.21 100.00%100.00% Total 4,936,629.08 2,371,110,885.29316,108,020.04
*Generated by Northern Trust data on 20 Oct 20
19 OCT 20
Market Value Cost Gain/Loss
u
Accruals
Unrealized
Account number OAKCAL
Page 1 of 3
Country Exposure
Client Reporting
ALL ACCOUNT CONSOLIDATION
Total
% of
Country
Market Value
w/ Accruals Cost
% of
Argentina 0.00 1,501,215.66 456,406.02 1,044,809.64 0.06%1,501,215.66 0.02%
Australia 6,440.59 1,991,509.00 1,646,740.36 344,768.64 0.08%1,997,949.59 0.08%
Belgium 42,992.77 4,622,190.29 4,477,477.18 144,713.11 0.20%4,665,183.06 0.22%
Brazil 11,753.28 1,716,467.50 1,811,365.16 -94,897.66 0.07%1,728,220.78 0.09%
Canada 230,512.87 19,378,464.93 19,118,269.23 260,195.70 0.83%19,608,977.80 0.93%
Chile 21,467.89 2,414,607.42 2,229,795.00 184,812.42 0.10%2,436,075.31 0.11%
China 19,964.03 3,665,592.43 3,150,560.88 515,031.55 0.16%3,685,556.46 0.15%
Colombia 19,771.66 1,111,004.00 1,000,152.00 110,852.00 0.05%1,130,775.66 0.05%
Denmark 29,106.33 5,654,849.02 3,658,099.49 1,996,749.53 0.24%5,683,955.35 0.18%
Dominican Republic 1,480.78 408,547.80 405,000.00 3,547.80 0.02%410,028.58 0.02%
Emerging Markets Region 0.00 85,904,842.78 69,968,908.63 15,935,934.15 3.62%85,904,842.78 3.41%
Europe Region 0.00 131,971.71 1,967,902.02 -1,835,930.31 0.01%131,971.71 0.10%
European Union 217,112.84 6,015,613.91 5,733,519.57 282,094.34 0.26%6,232,726.75 0.28%
Finland 0.00 2,303,947.39 2,165,038.95 138,908.44 0.10%2,303,947.39 0.11%
France 17,940.17 9,862,782.29 9,727,768.16 135,014.13 0.42%9,880,722.46 0.47%
Germany 28,445.03 14,620,732.35 12,271,825.80 2,348,906.55 0.62%14,649,177.38 0.60%
Global Region 0.00 101,695,405.00 83,045,039.03 18,650,365.97 4.29%101,695,405.00 4.05%
Hong Kong 0.00 4,420,071.13 3,281,113.79 1,138,957.34 0.19%4,420,071.13 0.16%
India 8,768.23 2,085,475.76 1,763,668.52 321,807.24 0.09%2,094,243.99 0.09%
Indonesia 4,193.34 413,239.86 399,068.00 14,171.86 0.02%417,433.20 0.02%
International Region 0.00 102,353,930.93 75,590,626.15 26,763,304.78 4.32%102,353,930.93 3.69%
Ireland 0.00 3,656,298.16 3,099,143.25 557,154.91 0.15%3,656,298.16 0.15%
Israel 6,052.91 4,525,787.92 3,266,993.99 1,258,793.93 0.19%4,531,840.83 0.16%
Italy 255.21 3,513,909.33 3,052,674.57 461,234.76 0.15%3,514,164.54 0.15%
Japan 194,447.89 16,684,924.89 13,515,500.12 3,169,424.77 0.71%16,879,372.78 0.66%
*Generated by Northern Trust data on 20 Oct 20
19 OCT 20
Market Value Cost Gain/Loss
u
Accruals
Unrealized
Account number OAKCAL
Page 2 of 3
Country Exposure
Client Reporting
ALL ACCOUNT CONSOLIDATION
Total
% of
Country
Market Value
w/ Accruals Cost
% of
Korea, Republic Of 1,725.78 78,281.25 75,000.00 3,281.25 0.00%80,007.03 0.00%
Mexico 139,743.87 10,069,787.45 10,072,860.74 -3,073.29 0.43%10,209,531.32 0.49%
Morocco 12,304.69 492,122.70 445,765.50 46,357.20 0.02%504,427.39 0.02%
Netherlands 0.00 2,110,967.58 2,320,606.38 -209,638.80 0.09%2,110,967.58 0.11%
New Zealand 15,365.14 1,943,248.31 1,720,379.60 222,868.71 0.08%1,958,613.45 0.08%
North America Region 0.00 380,799.00 1.00 380,798.00 0.02%380,799.00 0.00%
Norway 610.06 1,553,779.53 1,873,759.61 -319,980.08 0.07%1,554,389.59 0.09%
Oman 3,933.12 864,771.30 868,143.00 -3,371.70 0.04%868,704.42 0.04%
Panama 1,270.63 688,277.50 535,000.00 153,277.50 0.03%689,548.13 0.03%
Peru 520.26 94,860.90 90,001.80 4,859.10 0.00%95,381.16 0.00%
Portugal 0.00 949,855.69 783,602.64 166,253.05 0.04%949,855.69 0.04%
Qatar 10,355.19 1,214,316.60 1,092,755.50 121,561.10 0.05%1,224,671.79 0.05%
Saudi Arabia 30,547.66 4,135,652.98 3,614,280.55 521,372.43 0.18%4,166,200.64 0.18%
Singapore 0.00 1,529,243.22 1,478,838.77 50,404.45 0.06%1,529,243.22 0.07%
South Africa 1,177.08 449,170.33 397,058.00 52,112.33 0.02%450,347.41 0.02%
Spain 1,931.71 2,611,582.70 2,778,112.34 -166,529.64 0.11%2,613,514.41 0.14%
Sweden 15,416.13 972,192.62 558,581.11 413,611.51 0.04%987,608.75 0.03%
Switzerland 81,236.87 1,823,115.65 1,865,151.43 -42,035.78 0.08%1,904,352.52 0.09%
Taiwan 0.00 598,617.96 637,378.75 -38,760.79 0.03%598,617.96 0.03%
Thailand 13,200.88 1,914,289.59 1,668,414.21 245,875.38 0.08%1,927,490.47 0.08%
Ukraine 6,447.12 377,000.00 400,280.00 -23,280.00 0.02%383,447.12 0.02%
United Arab Emirates 7,811.10 913,880.00 784,544.00 129,336.00 0.04%921,691.10 0.04%
United Kingdom 86,058.81 24,946,990.44 24,523,900.94 423,089.50 1.06%25,033,049.25 1.20%
United States 3,638,455.05 1,904,272,447.48 1,663,995,654.84 240,276,792.64 80.46%1,907,910,902.53 81.17%
Uruguay 7,812.11 535,623.97 683,509.59 -147,885.62 0.02%543,436.08 0.03%
*Generated by Northern Trust data on 20 Oct 20
19 OCT 20
Market Value Cost Gain/Loss
u
Accruals
Unrealized
Account number OAKCAL
Page 3 of 3
Country Exposure
Client Reporting
ALL ACCOUNT CONSOLIDATION
Total
% of
Country
Market Value
w/ Accruals Cost
% of
Total 4,936,629.08 2,366,174,256.21 2,050,066,236.17 316,108,020.04 100.00%2,371,110,885.29100.00%
*Note: Country totals include both security and cash values. Cash is inclusive of currency, cash equivalents, and all pending cash adjustments.
*Generated by Northern Trust data on 20 Oct 20
Client Reporting
u Foreign Exchange G/L Detail - Frwds/Spots
Page 1 of 19
Account number OAKC01
01 Sep 20 - 19 Oct 20 ALL ACCOUNT CONSOLIDATION
From salesCostSoldSoldSoldSoldTransaction descriptionSettle date
From purchasesBoughtBoughtBoughtBoughtTrade date Exchange Rate Local amount
Pending
Revaluation
Unrealized translation gain/lossCurrencyBase market value
Pending Forward FX
19 Oct 20 FX DEAL TRANSACTED ON 19 OCT 2020 EUR / USD EUR 0.8486803 2,425.44 2,857.90 2,859.94 -2.04
21 Oct 20 EX.RATE 0.8480736 WITH NORTHERN TRUST
COMPANY, CHICAGO
USD 1.0000000 -2,859.94 -2,859.94 -2,859.94 0.00
19 Oct 20 FX DEAL TRANSACTED ON 19 OCT 2020 EUR / USD EUR 0.8486803 80,612.24 94,985.40 95,077.54 -92.14
21 Oct 20 EX.RATE 0.8478578 WITH NORTHERN TRUST
COMPANY, CHICAGO
USD 1.0000000 -95,077.54 -95,077.54 -95,077.54 0.00
19 Oct 20 FX DEAL TRANSACTED ON 19 OCT 2020 EUR / USD EUR 0.8486803 2,424.16 2,856.39 2,859.16 -2.77
21 Oct 20 EX.RATE 0.8478578 WITH NORTHERN TRUST
COMPANY, CHICAGO
USD 1.0000000 -2,859.16 -2,859.16 -2,859.16 0.00
19 Oct 20 FX DEAL TRANSACTED ON 19 OCT 2020 EUR / USD EUR 0.8486803 60,842.29 71,690.47 71,686.94 3.53
21 Oct 20 EX.RATE 0.8487221 WITH NORTHERN TRUST
COMPANY, CHICAGO
USD 1.0000000 -71,686.94 -71,686.94 -71,686.94 0.00
19 Oct 20 FX DEAL TRANSACTED ON 19 OCT 2020 EUR / USD EUR 0.8486803 27,993.16 32,984.34 32,982.72 1.62
21 Oct 20 EX.RATE 0.8487221 WITH NORTHERN TRUST
COMPANY, CHICAGO
USD 1.0000000 -32,982.72 -32,982.72 -32,982.72 0.00
19 Oct 20 FX DEAL TRANSACTED ON 19 OCT 2020 EUR / USD EUR 0.8486803 5,133.51 6,048.82 6,054.68 -5.86
21 Oct 20 EX.RATE 0.8478578 WITH NORTHERN TRUST
COMPANY, CHICAGO
USD 1.0000000 -6,054.68 -6,054.68 -6,054.68 0.00
19 Oct 20 FX DEAL TRANSACTED ON 19 OCT 2020 EUR / USD EUR 0.8486803 37,018.73 43,619.17 43,661.48 -42.31
21 Oct 20 EX.RATE 0.8478578 WITH NORTHERN TRUST
COMPANY, CHICAGO
USD 1.0000000 -43,661.48 -43,661.48 -43,661.48 0.00
19 Oct 20 FX DEAL TRANSACTED ON 19 OCT 2020 EUR / USD EUR 0.8486803 5,421.56 6,388.22 6,392.79 -4.57
21 Oct 20 EX.RATE 0.8480736 WITH NORTHERN TRUST
COMPANY, CHICAGO
USD 1.0000000 -6,392.79 -6,392.79 -6,392.79 0.00
*Generated by Northern Trust from daily data on 20 Oct 20 C3131
Client Reporting
u Foreign Exchange G/L Detail - Frwds/Spots
Page 2 of 19
Account number OAKL01
01 Sep 20 - 19 Oct 20 ALL ACCOUNT CONSOLIDATION
From salesCostSoldSoldSoldSoldTransaction descriptionSettle date
From purchasesBoughtBoughtBoughtBoughtTrade date Exchange Rate Local amount
Pending
Revaluation
Unrealized translation gain/lossCurrencyBase market value
Pending Forward FX
19 Oct 20 FX DEAL TRANSACTED ON 19 OCT 2020 GBP / USD GBP 0.7693195 9,898.82 12,866.98 12,837.16 29.82
21 Oct 20 EX.RATE 0.7711069 WITH NORTHERN TRUST
COMPANY, CHICAGO
USD 1.0000000 -12,837.16 -12,837.16 -12,837.16 0.00
19 Oct 20 FX DEAL TRANSACTED ON 19 OCT 2020 GBP / USD GBP 0.7693195 4,550.03 5,914.36 5,900.65 13.71
21 Oct 20 EX.RATE 0.7711069 WITH NORTHERN TRUST
COMPANY, CHICAGO
USD 1.0000000 -5,900.65 -5,900.65 -5,900.65 0.00
19 Oct 20 FX DEAL TRANSACTED ON 19 OCT 2020 USD / DKK USD 1.0000000 24,451.02 24,451.02 24,451.02 0.00
21 Oct 20 EX.RATE 0.1580564 WITH NORTHERN TRUST
COMPANY, CHICAGO
DKK 6.3151500 -154,698.08 -24,496.34 -24,451.02 -45.32
19 Oct 20 FX DEAL TRANSACTED ON 19 OCT 2020 USD / DKK USD 1.0000000 11,313.16 11,313.16 11,313.16 0.00
21 Oct 20 EX.RATE 0.1580564 WITH NORTHERN TRUST
COMPANY, CHICAGO
DKK 6.3151500 -71,576.72 -11,334.13 -11,313.16 -20.97
19 Oct 20 FX DEAL TRANSACTED ON 19 OCT 2020 USD / NOK USD 1.0000000 10,070.51 10,070.51 10,070.51 0.00
21 Oct 20 EX.RATE 0.107045 WITH NORTHERN TRUST
COMPANY, CHICAGO
NOK 9.2920000 -94,077.38 -10,124.56 -10,070.51 -54.05
19 Oct 20 FX DEAL TRANSACTED ON 19 OCT 2020 USD / NOK USD 1.0000000 4,635.86 4,635.86 4,635.86 0.00
21 Oct 20 EX.RATE 0.107045 WITH NORTHERN TRUST
COMPANY, CHICAGO
NOK 9.2920000 -43,307.57 -4,660.74 -4,635.86 -24.88
Total Pending Forward FX 330,682.60
-330,928.83
330,783.61
-330,783.61
-101.01
-145.22
330,682.60
-330,928.83
330,783.61
-330,783.61
-101.01
-145.22
Total pending purchases
Total pending sales
*Generated by Northern Trust from daily data on 20 Oct 20 C3131
Client Reporting
u Foreign Exchange G/L Detail - Frwds/Spots
Page 3 of 19
Account number OAKL01
01 Sep 20 - 19 Oct 20 ALL ACCOUNT CONSOLIDATION
From salesCostSoldSoldSoldSoldTransaction descriptionSettle date
From purchasesBoughtBoughtBoughtBoughtTrade date Exchange Rate Local amount
Settled
Realized translation gain/lossCurrencyBase market value
Settled Spot FX
15 Oct 20 FX DEAL TRANSACTED ON 15 OCT 2020 USD / EUR USD 1.0000000 2,186.55 2,186.55 2,186.55 0.00
15 Oct 20 EX.RATE 1.171937 WITH NORTHERN TRUST
COMPANY, CHICAGO
EUR 0.8532894 -1,865.76 -2,186.55 -2,186.55 0.00
15 Oct 20 FX DEAL TRANSACTED ON 15 OCT 2020 USD / EUR USD 1.0000000 1,007.15 1,007.15 1,007.15 0.00
15 Oct 20 EX.RATE 1.171937 WITH NORTHERN TRUST
COMPANY, CHICAGO
EUR 0.8503760 -859.39 -1,010.60 -1,007.15 -3.45
13 Oct 20 FX DEAL TRANSACTED ON 13 OCT 2020 USD / EUR USD 1.0000000 604.50 604.50 604.50 0.00
13 Oct 20 EX.RATE 1.180344 WITH NORTHERN TRUST
COMPANY, CHICAGO
EUR 0.8465544 -512.14 -604.97 -604.50 -0.47
13 Oct 20 FX DEAL TRANSACTED ON 13 OCT 2020 USD / EUR USD 1.0000000 1,283.12 1,283.12 1,283.12 0.00
13 Oct 20 EX.RATE 1.180344 WITH NORTHERN TRUST
COMPANY, CHICAGO
EUR 0.8472084 -1,087.07 -1,283.12 -1,283.12 0.00
07 Oct 20 FX DEAL TRANSACTED ON 07 OCT 2020 MXN / USD MXN 21.4379979 924,883.25 43,142.24 43,074.48 67.76
09 Oct 20 EX.RATE 21.47172 WITH UBS AG STAMFORD
BRANCH
USD 1.0000000 -43,074.48 -43,074.48 -43,074.48 0.00
07 Oct 20 FX DEAL TRANSACTED ON 07 OCT 2020 MXN / USD MXN 21.4717196 1,335,942.48 62,218.70 62,218.70 0.00
09 Oct 20 EX.RATE 21.47172 WITH UBS AG STAMFORD
BRANCH
USD 1.0000000 -62,218.70 -62,218.70 -62,218.70 0.00
28 Sep 20 FX DEAL TRANSACTED ON 28 SEP 2020 USD / EUR USD 1.0000000 3,039.74 3,039.74 3,039.74 0.00
28 Sep 20 EX.RATE 1.166366 WITH NORTHERN TRUST
COMPANY, CHICAGO
EUR 0.8606585 -2,606.16 -3,028.10 -3,039.74 11.64
28 Sep 20 FX DEAL TRANSACTED ON 28 SEP 2020 USD / EUR USD 1.0000000 6,700.07 6,700.07 6,700.07 0.00
28 Sep 20 EX.RATE 1.166366 WITH NORTHERN TRUST
COMPANY, CHICAGO
EUR 0.8573642 -5,744.40 -6,700.07 -6,700.07 0.00
*Generated by Northern Trust from daily data on 20 Oct 20 C3131
Client Reporting
u Foreign Exchange G/L Detail - Frwds/Spots
Page 4 of 19
Account number OAKC01
01 Sep 20 - 19 Oct 20 ALL ACCOUNT CONSOLIDATION
From salesCostSoldSoldSoldSoldTransaction descriptionSettle date
From purchasesBoughtBoughtBoughtBoughtTrade date Exchange Rate Local amount
Settled
Realized translation gain/lossCurrencyBase market value
Settled Spot FX
25 Sep 20 FX DEAL TRANSACTED ON 25 SEP 2020 USD / EUR USD 1.0000000 3,031.78 3,031.78 3,031.78 0.00
25 Sep 20 EX.RATE 0.8575035 WITH NORTHERN TRUST CO LDN EUR 0.8590698 -2,599.76 -3,026.25 -3,031.78 5.53
25 Sep 20 FX DEAL TRANSACTED ON 25 SEP 2020 USD / EUR USD 1.0000000 6,742.72 6,742.72 6,742.72 0.00
25 Sep 20 EX.RATE 0.8575035 WITH NORTHERN TRUST CO LDN EUR 0.8575041 -5,781.91 -6,742.72 -6,742.72 0.00
11 Sep 20 FX DEAL TRANSACTED ON 11 SEP 2020 USD / MXN USD 1.0000000 12,674.39 12,674.39 12,674.39 0.00
11 Sep 20 EX.RATE 21.33005 WITH NORTHERN TRUST CO LDN MXN 21.2650057 -270,345.42 -12,713.16 -12,674.39 -38.77
11 Sep 20 FX DEAL TRANSACTED ON 11 SEP 2020 USD / MXN USD 1.0000000 22,759.39 22,759.39 22,759.39 0.00
11 Sep 20 EX.RATE 21.33005 WITH NORTHERN TRUST CO LDN MXN 21.3300523 -485,458.98 -22,759.39 -22,759.39 0.00
28 Sep 20 FX DEAL TRANSACTED ON 28 SEP 2020 USD / GBP USD 1.0000000 2,254.58 2,254.58 2,254.58 0.00
28 Sep 20 EX.RATE 0.7831602 WITH NORTHERN TRUST CO LDN GBP 0.7871239 -1,765.70 -2,243.23 -2,254.58 11.35
28 Sep 20 FX DEAL TRANSACTED ON 28 SEP 2020 USD / GBP USD 1.0000000 4,903.35 4,903.35 4,903.35 0.00
28 Sep 20 EX.RATE 0.7831602 WITH NORTHERN TRUST CO LDN GBP 0.7831605 -3,840.11 -4,903.35 -4,903.35 0.00
17 Sep 20 FX DEAL TRANSACTED ON 17 SEP 2020 USD / GBP USD 1.0000000 45,258.65 45,258.65 45,258.65 0.00
17 Sep 20 EX.RATE 0.7723541 WITH NORTHERN TRUST CO LDN GBP 0.7723540 -34,955.70 -45,258.65 -45,258.65 0.00
17 Sep 20 FX DEAL TRANSACTED ON 17 SEP 2020 USD / GBP USD 1.0000000 20,724.74 20,724.74 20,724.74 0.00
17 Sep 20 EX.RATE 0.7723541 WITH NORTHERN TRUST CO LDN GBP 0.7691122 -16,006.84 -20,812.10 -20,724.74 -87.36
02 Sep 20 FX DEAL TRANSACTED ON 02 SEP 2020 USD / GBP USD 1.0000000 10,491.72 10,491.72 10,491.72 0.00
02 Sep 20 EX.RATE 0.7486039 WITH NORTHERN TRUST CO LDN GBP 0.7486037 -7,854.14 -10,491.72 -10,491.72 0.00
02 Sep 20 FX DEAL TRANSACTED ON 02 SEP 2020 USD / GBP USD 1.0000000 4,825.92 4,825.92 4,825.92 0.00
02 Sep 20 EX.RATE 0.7486039 WITH NORTHERN TRUST CO LDN GBP 0.7436324 -3,612.70 -4,858.18 -4,825.92 -32.26
*Generated by Northern Trust from daily data on 20 Oct 20 C3131
Client Reporting
u Foreign Exchange G/L Detail - Frwds/Spots
Page 5 of 19
Account number OAKC01
01 Sep 20 - 19 Oct 20 ALL ACCOUNT CONSOLIDATION
From salesCostSoldSoldSoldSoldTransaction descriptionSettle date
From purchasesBoughtBoughtBoughtBoughtTrade date Exchange Rate Local amount
Settled
Realized translation gain/lossCurrencyBase market value
Settled Spot FX
28 Sep 20 FX DEAL TRANSACTED ON 28 SEP 2020 USD / JPY USD 1.0000000 475.63 475.63 475.63 0.00
28 Sep 20 EX.RATE 105.494328 WITH NORTHERN TRUST CO LDN JPY 105.6403562 -50,176.00 -474.97 -475.63 0.66
28 Sep 20 FX DEAL TRANSACTED ON 28 SEP 2020 USD / JPY USD 1.0000000 1,039.55 1,039.55 1,039.55 0.00
28 Sep 20 EX.RATE 105.494328 WITH NORTHERN TRUST CO LDN JPY 105.4946852 -109,667.00 -1,039.55 -1,039.55 0.00
01 Sep 20 FX DEAL TRANSACTED ON 01 SEP 2020 USD / JPY USD 1.0000000 4,145.63 4,145.63 4,145.63 0.00
01 Sep 20 EX.RATE 105.814584 WITH NORTHERN TRUST CO LDN JPY 106.0450319 -438,668.00 -4,136.62 -4,145.63 9.01
01 Sep 20 FX DEAL TRANSACTED ON 01 SEP 2020 USD / JPY USD 1.0000000 8,907.51 8,907.51 8,907.51 0.00
01 Sep 20 EX.RATE 105.814584 WITH NORTHERN TRUST CO LDN JPY 105.8145318 -942,544.00 -8,907.51 -8,907.51 0.00
02 Oct 20 FX DEAL TRANSACTED ON 02 OCT 2020 USD / CAD USD 1.0000000 1,942.33 1,942.33 1,942.33 0.00
02 Oct 20 EX.RATE 1.332278 WITH NORTHERN TRUST CO LDN CAD 1.3300028 -2,587.72 -1,945.65 -1,942.33 -3.32
02 Oct 20 FX DEAL TRANSACTED ON 02 OCT 2020 USD / CAD USD 1.0000000 4,245.90 4,245.90 4,245.90 0.00
02 Oct 20 EX.RATE 1.332278 WITH NORTHERN TRUST CO LDN CAD 1.3322782 -5,656.72 -4,245.90 -4,245.90 0.00
25 Sep 20 FX DEAL TRANSACTED ON 25 SEP 2020 USD / CAD USD 1.0000000 1,718.80 1,718.80 1,718.80 0.00
25 Sep 20 EX.RATE 1.336482 WITH NORTHERN TRUST CO LDN CAD 1.3405502 -2,297.14 -1,713.58 -1,718.80 5.22
25 Sep 20 FX DEAL TRANSACTED ON 25 SEP 2020 USD / CAD USD 1.0000000 3,737.63 3,737.63 3,737.63 0.00
25 Sep 20 EX.RATE 1.336482 WITH NORTHERN TRUST CO LDN CAD 1.3364806 -4,995.27 -3,737.63 -3,737.63 0.00
24 Sep 20 FX DEAL TRANSACTED ON 24 SEP 2020 USD / HKD USD 1.0000000 5,829.77 5,829.77 5,829.77 0.00
24 Sep 20 EX.RATE 7.756735 WITH NORTHERN TRUST CO LDN HKD 7.7567383 -45,220.00 -5,829.77 -5,829.77 0.00
24 Sep 20 FX DEAL TRANSACTED ON 24 SEP 2020 USD / HKD USD 1.0000000 2,671.23 2,671.23 2,671.23 0.00
24 Sep 20 EX.RATE 7.756735 WITH NORTHERN TRUST CO LDN HKD 7.7501113 -20,720.00 -2,673.51 -2,671.23 -2.28
*Generated by Northern Trust from daily data on 20 Oct 20 C3131
Client Reporting
u Foreign Exchange G/L Detail - Frwds/Spots
Page 6 of 19
Account number OAKL01
01 Sep 20 - 19 Oct 20 ALL ACCOUNT CONSOLIDATION
From salesCostSoldSoldSoldSoldTransaction descriptionSettle date
From purchasesBoughtBoughtBoughtBoughtTrade date Exchange Rate Local amount
Settled
Realized translation gain/lossCurrencyBase market value
Settled Spot FX
18 Sep 20 FX DEAL TRANSACTED ON 18 SEP 2020 USD / HKD USD 1.0000000 6,183.85 6,183.85 6,183.85 0.00
18 Sep 20 EX.RATE 7.7565 WITH NORTHERN TRUST CO LDN HKD 7.7564947 -47,965.00 -6,183.85 -6,183.85 0.00
18 Sep 20 FX DEAL TRANSACTED ON 18 SEP 2020 USD / HKD USD 1.0000000 2,801.52 2,801.52 2,801.52 0.00
18 Sep 20 EX.RATE 7.7565 WITH NORTHERN TRUST CO LDN HKD 7.7500027 -21,730.00 -2,803.87 -2,801.52 -2.35
05 Oct 20 FX DEAL TRANSACTED ON 05 OCT 2020 USD / SGD USD 1.0000000 3,932.24 3,932.24 3,932.24 0.00
05 Oct 20 EX.RATE 1.364291 WITH NORTHERN TRUST CO LDN SGD 1.3633515 -5,364.72 -3,934.95 -3,932.24 -2.71
05 Oct 20 FX DEAL TRANSACTED ON 05 OCT 2020 USD / SGD USD 1.0000000 8,761.91 8,761.91 8,761.91 0.00
05 Oct 20 EX.RATE 1.364291 WITH NORTHERN TRUST CO LDN SGD 1.3642916 -11,953.80 -8,761.91 -8,761.91 0.00
Total Settled Spot FX 310,242.81
-310,304.61
310,175.05
-310,175.05
67.76
-129.56
Settled Forward FX
29 Sep 20 FX DEAL TRANSACTED ON 29 SEP 2020 EUR / USD EUR 0.8514610 143,040.00 167,993.61 167,993.61 0.00
30 Sep 20 EX.RATE 0.8514609 WITH NORTHERN TRUST
COMPANY, CHICAGO
USD 1.0000000 -167,993.61 -167,993.61 -167,993.61 0.00
29 Sep 20 FX DEAL TRANSACTED ON 29 SEP 2020 EUR / USD EUR 0.8514609 311,208.00 365,498.86 365,498.86 0.00
30 Sep 20 EX.RATE 0.8514609 WITH NORTHERN TRUST
COMPANY, CHICAGO
USD 1.0000000 -365,498.86 -365,498.86 -365,498.86 0.00
25 Sep 20 FX DEAL TRANSACTED ON 25 SEP 2020 EUR / USD EUR 0.8584201 25,182.13 29,335.44 29,335.44 0.00
29 Sep 20 EX.RATE 0.8584199 WITH NORTHERN TRUST
COMPANY, CHICAGO
USD 1.0000000 -29,335.44 -29,335.44 -29,335.44 0.00
25 Sep 20 FX DEAL TRANSACTED ON 25 SEP 2020 EUR / USD EUR 0.8584202 11,393.58 13,272.73 13,272.73 0.00
*Generated by Northern Trust from daily data on 20 Oct 20 C3131
Client Reporting
u Foreign Exchange G/L Detail - Frwds/Spots
Page 7 of 19
Account number OAKC01
01 Sep 20 - 19 Oct 20 ALL ACCOUNT CONSOLIDATION
From salesCostSoldSoldSoldSoldTransaction descriptionSettle date
From purchasesBoughtBoughtBoughtBoughtTrade date Exchange Rate Local amount
Settled
Realized translation gain/lossCurrencyBase market value
Settled Forward FX
29 Sep 20 EX.RATE 0.8584199 WITH NORTHERN TRUST
COMPANY, CHICAGO
USD 1.0000000 -13,272.73 -13,272.73 -13,272.73 0.00
23 Sep 20 FX DEAL TRANSACTED ON 23 SEP 2020 EUR / USD EUR 0.8547481 6,460.75 7,558.66 7,558.66 0.00
25 Sep 20 EX.RATE 0.8547483 WITH NORTHERN TRUST
COMPANY, CHICAGO
USD 1.0000000 -7,558.66 -7,558.66 -7,558.66 0.00
23 Sep 20 FX DEAL TRANSACTED ON 23 SEP 2020 EUR / USD EUR 0.8547489 3,024.17 3,538.08 3,538.08 0.00
25 Sep 20 EX.RATE 0.8547483 WITH NORTHERN TRUST
COMPANY, CHICAGO
USD 1.0000000 -3,538.08 -3,538.08 -3,538.08 0.00
22 Sep 20 FX DEAL TRANSACTED ON 22 SEP 2020 EUR / USD EUR 0.8535803 6,382.92 7,477.82 7,477.82 0.00
24 Sep 20 EX.RATE 0.8535803 WITH NORTHERN TRUST
COMPANY, CHICAGO
USD 1.0000000 -7,477.82 -7,477.82 -7,477.82 0.00
22 Sep 20 FX DEAL TRANSACTED ON 22 SEP 2020 EUR / USD EUR 0.8535796 3,009.09 3,525.26 3,525.26 0.00
24 Sep 20 EX.RATE 0.8535803 WITH NORTHERN TRUST
COMPANY, CHICAGO
USD 1.0000000 -3,525.26 -3,525.26 -3,525.26 0.00
21 Sep 20 FX DEAL TRANSACTED ON 21 SEP 2020 EUR / USD EUR 0.8511805 10,526.83 12,367.33 12,367.33 0.00
23 Sep 20 EX.RATE 0.8511805 WITH NORTHERN TRUST
COMPANY, CHICAGO
USD 1.0000000 -12,367.33 -12,367.33 -12,367.33 0.00
21 Sep 20 FX DEAL TRANSACTED ON 21 SEP 2020 EUR / USD EUR 0.8511803 22,392.58 26,307.68 26,307.68 0.00
23 Sep 20 EX.RATE 0.8511805 WITH NORTHERN TRUST
COMPANY, CHICAGO
USD 1.0000000 -26,307.68 -26,307.68 -26,307.68 0.00
18 Sep 20 FX DEAL TRANSACTED ON 18 SEP 2020 EUR / USD EUR 0.8427105 2,660.85 3,157.49 3,157.49 0.00
22 Sep 20 EX.RATE 0.8427092 WITH NORTHERN TRUST
COMPANY, CHICAGO
USD 1.0000000 -3,157.49 -3,157.49 -3,157.49 0.00
18 Sep 20 FX DEAL TRANSACTED ON 18 SEP 2020 EUR / USD EUR 0.8427117 1,235.39 1,465.97 1,465.97 0.00
*Generated by Northern Trust from daily data on 20 Oct 20 C3131
Client Reporting
u Foreign Exchange G/L Detail - Frwds/Spots
Page 8 of 19
Account number OAKC01
01 Sep 20 - 19 Oct 20 ALL ACCOUNT CONSOLIDATION
From salesCostSoldSoldSoldSoldTransaction descriptionSettle date
From purchasesBoughtBoughtBoughtBoughtTrade date Exchange Rate Local amount
Settled
Realized translation gain/lossCurrencyBase market value
Settled Forward FX
22 Sep 20 EX.RATE 0.8427092 WITH NORTHERN TRUST
COMPANY, CHICAGO
USD 1.0000000 -1,465.97 -1,465.97 -1,465.97 0.00
17 Sep 20 FX DEAL TRANSACTED ON 17 SEP 2020 EUR / USD EUR 0.8453963 473.87 560.53 560.53 0.00
21 Sep 20 EX.RATE 0.8453993 WITH NORTHERN TRUST
COMPANY, CHICAGO
USD 1.0000000 -560.53 -560.53 -560.53 0.00
17 Sep 20 FX DEAL TRANSACTED ON 17 SEP 2020 EUR / USD EUR 0.8448471 29,974.45 35,479.14 35,479.14 0.00
21 Sep 20 EX.RATE 0.8448472 WITH NORTHERN TRUST
COMPANY, CHICAGO
USD 1.0000000 -35,479.14 -35,479.14 -35,479.14 0.00
17 Sep 20 FX DEAL TRANSACTED ON 17 SEP 2020 EUR / USD EUR 0.8453994 12,735.30 15,064.24 15,064.24 0.00
21 Sep 20 EX.RATE 0.8453993 WITH NORTHERN TRUST
COMPANY, CHICAGO
USD 1.0000000 -15,064.24 -15,064.24 -15,064.24 0.00
17 Sep 20 FX DEAL TRANSACTED ON 17 SEP 2020 EUR / USD EUR 0.8448446 1,131.72 1,339.56 1,339.56 0.00
21 Sep 20 EX.RATE 0.8448472 WITH NORTHERN TRUST
COMPANY, CHICAGO
USD 1.0000000 -1,339.56 -1,339.56 -1,339.56 0.00
17 Sep 20 FX DEAL TRANSACTED ON 17 SEP 2020 EUR / USD EUR 0.8453994 27,698.64 32,763.97 32,763.97 0.00
21 Sep 20 EX.RATE 0.8453993 WITH NORTHERN TRUST
COMPANY, CHICAGO
USD 1.0000000 -32,763.97 -32,763.97 -32,763.97 0.00
17 Sep 20 FX DEAL TRANSACTED ON 17 SEP 2020 EUR / USD EUR 0.8448472 65,211.59 77,187.44 77,187.44 0.00
21 Sep 20 EX.RATE 0.8448472 WITH NORTHERN TRUST
COMPANY, CHICAGO
USD 1.0000000 -77,187.44 -77,187.44 -77,187.44 0.00
17 Sep 20 FX DEAL TRANSACTED ON 17 SEP 2020 EUR / USD EUR 0.8453972 1,042.51 1,233.16 1,233.16 0.00
21 Sep 20 EX.RATE 0.8453993 WITH NORTHERN TRUST
COMPANY, CHICAGO
USD 1.0000000 -1,233.16 -1,233.16 -1,233.16 0.00
17 Sep 20 FX DEAL TRANSACTED ON 17 SEP 2020 EUR / USD EUR 0.8448458 518.71 613.97 613.97 0.00
*Generated by Northern Trust from daily data on 20 Oct 20 C3131
Client Reporting
u Foreign Exchange G/L Detail - Frwds/Spots
Page 9 of 19
Account number OAKC01
01 Sep 20 - 19 Oct 20 ALL ACCOUNT CONSOLIDATION
From salesCostSoldSoldSoldSoldTransaction descriptionSettle date
From purchasesBoughtBoughtBoughtBoughtTrade date Exchange Rate Local amount
Settled
Realized translation gain/lossCurrencyBase market value
Settled Forward FX
21 Sep 20 EX.RATE 0.8448472 WITH NORTHERN TRUST
COMPANY, CHICAGO
USD 1.0000000 -613.97 -613.97 -613.97 0.00
16 Sep 20 FX DEAL TRANSACTED ON 16 SEP 2020 EUR / USD EUR 0.8456984 282.81 334.41 334.41 0.00
18 Sep 20 EX.RATE 0.8456996 WITH NORTHERN TRUST
COMPANY, CHICAGO
USD 1.0000000 -334.41 -334.41 -334.41 0.00
16 Sep 20 FX DEAL TRANSACTED ON 16 SEP 2020 EUR / USD EUR 0.8456996 36,187.03 42,789.46 42,789.46 0.00
18 Sep 20 EX.RATE 0.8456996 WITH NORTHERN TRUST
COMPANY, CHICAGO
USD 1.0000000 -42,789.46 -42,789.46 -42,789.46 0.00
16 Sep 20 FX DEAL TRANSACTED ON 16 SEP 2020 EUR / USD EUR 0.8456992 8,877.77 10,497.55 10,497.55 0.00
18 Sep 20 EX.RATE 0.8456996 WITH NORTHERN TRUST
COMPANY, CHICAGO
USD 1.0000000 -10,497.55 -10,497.55 -10,497.55 0.00
16 Sep 20 FX DEAL TRANSACTED ON 16 SEP 2020 EUR / USD EUR 0.8456996 78,773.62 93,146.10 93,146.10 0.00
18 Sep 20 EX.RATE 0.8456996 WITH NORTHERN TRUST
COMPANY, CHICAGO
USD 1.0000000 -93,146.10 -93,146.10 -93,146.10 0.00
16 Sep 20 FX DEAL TRANSACTED ON 16 SEP 2020 EUR / USD EUR 0.8456994 4,070.03 4,812.62 4,812.62 0.00
18 Sep 20 EX.RATE 0.8456996 WITH NORTHERN TRUST
COMPANY, CHICAGO
USD 1.0000000 -4,812.62 -4,812.62 -4,812.62 0.00
16 Sep 20 FX DEAL TRANSACTED ON 16 SEP 2020 EUR / USD EUR 0.8456938 141.40 167.20 167.20 0.00
18 Sep 20 EX.RATE 0.8456996 WITH NORTHERN TRUST
COMPANY, CHICAGO
USD 1.0000000 -167.20 -167.20 -167.20 0.00
14 Sep 20 FX DEAL TRANSACTED ON 14 SEP 2020 EUR / USD EUR 0.8433451 848.81 1,006.48 1,006.48 0.00
16 Sep 20 EX.RATE 0.8433474 WITH NORTHERN TRUST
COMPANY, CHICAGO
USD 1.0000000 -1,006.48 -1,006.48 -1,006.48 0.00
14 Sep 20 FX DEAL TRANSACTED ON 14 SEP 2020 EUR / USD EUR 0.8433485 1,839.09 2,180.70 2,180.70 0.00
*Generated by Northern Trust from daily data on 20 Oct 20 C3131
Client Reporting
u Foreign Exchange G/L Detail - Frwds/Spots
Page 10 of 19
Account number OAKL01
01 Sep 20 - 19 Oct 20 ALL ACCOUNT CONSOLIDATION
From salesCostSoldSoldSoldSoldTransaction descriptionSettle date
From purchasesBoughtBoughtBoughtBoughtTrade date Exchange Rate Local amount
Settled
Realized translation gain/lossCurrencyBase market value
Settled Forward FX
16 Sep 20 EX.RATE 0.8433474 WITH NORTHERN TRUST
COMPANY, CHICAGO
USD 1.0000000 -2,180.70 -2,180.70 -2,180.70 0.00
11 Sep 20 FX DEAL TRANSACTED ON 11 SEP 2020 EUR / USD EUR 0.8441335 5,429.99 6,432.62 6,432.62 0.00
15 Sep 20 EX.RATE 0.8441333 WITH NORTHERN TRUST
COMPANY, CHICAGO
USD 1.0000000 -6,432.62 -6,432.62 -6,432.62 0.00
11 Sep 20 FX DEAL TRANSACTED ON 11 SEP 2020 EUR / USD EUR 0.8441342 2,527.76 2,994.50 2,994.50 0.00
15 Sep 20 EX.RATE 0.8441333 WITH NORTHERN TRUST
COMPANY, CHICAGO
USD 1.0000000 -2,994.50 -2,994.50 -2,994.50 0.00
10 Sep 20 FX DEAL TRANSACTED ON 10 SEP 2020 EUR / USD EUR 0.8423541 16,515.33 19,606.16 19,606.16 0.00
14 Sep 20 EX.RATE 0.8423542 WITH NORTHERN TRUST
COMPANY, CHICAGO
USD 1.0000000 -19,606.16 -19,606.16 -19,606.16 0.00
10 Sep 20 FX DEAL TRANSACTED ON 10 SEP 2020 EUR / USD EUR 0.8423537 2,765.54 3,283.11 3,283.11 0.00
14 Sep 20 EX.RATE 0.8423542 WITH NORTHERN TRUST
COMPANY, CHICAGO
USD 1.0000000 -3,283.11 -3,283.11 -3,283.11 0.00
10 Sep 20 FX DEAL TRANSACTED ON 10 SEP 2020 EUR / USD EUR 0.8423542 19,147.09 22,730.45 22,730.45 0.00
14 Sep 20 EX.RATE 0.8423542 WITH NORTHERN TRUST
COMPANY, CHICAGO
USD 1.0000000 -22,730.45 -22,730.45 -22,730.45 0.00
10 Sep 20 FX DEAL TRANSACTED ON 10 SEP 2020 EUR / USD EUR 0.8423542 41,652.90 49,448.20 49,448.20 0.00
14 Sep 20 EX.RATE 0.8423542 WITH NORTHERN TRUST
COMPANY, CHICAGO
USD 1.0000000 -49,448.20 -49,448.20 -49,448.20 0.00
10 Sep 20 FX DEAL TRANSACTED ON 10 SEP 2020 EUR / USD EUR 0.8423542 35,914.42 42,635.77 42,635.77 0.00
14 Sep 20 EX.RATE 0.8423542 WITH NORTHERN TRUST
COMPANY, CHICAGO
USD 1.0000000 -42,635.77 -42,635.77 -42,635.77 0.00
10 Sep 20 FX DEAL TRANSACTED ON 10 SEP 2020 EUR / USD EUR 0.8423562 1,312.45 1,558.07 1,558.07 0.00
*Generated by Northern Trust from daily data on 20 Oct 20 C3131
Client Reporting
u Foreign Exchange G/L Detail - Frwds/Spots
Page 11 of 19
Account number OAKC01
01 Sep 20 - 19 Oct 20 ALL ACCOUNT CONSOLIDATION
From salesCostSoldSoldSoldSoldTransaction descriptionSettle date
From purchasesBoughtBoughtBoughtBoughtTrade date Exchange Rate Local amount
Settled
Realized translation gain/lossCurrencyBase market value
Settled Forward FX
14 Sep 20 EX.RATE 0.8423542 WITH NORTHERN TRUST
COMPANY, CHICAGO
USD 1.0000000 -1,558.07 -1,558.07 -1,558.07 0.00
09 Sep 20 FX DEAL TRANSACTED ON 09 SEP 2020 EUR / USD EUR 0.8481360 4,596.21 5,419.19 5,419.19 0.00
11 Sep 20 EX.RATE 0.8481361 WITH NORTHERN TRUST
COMPANY, CHICAGO
USD 1.0000000 -5,419.19 -5,419.19 -5,419.19 0.00
09 Sep 20 FX DEAL TRANSACTED ON 09 SEP 2020 EUR / USD EUR 0.8481346 2,135.62 2,518.02 2,518.02 0.00
11 Sep 20 EX.RATE 0.8481361 WITH NORTHERN TRUST
COMPANY, CHICAGO
USD 1.0000000 -2,518.02 -2,518.02 -2,518.02 0.00
02 Sep 20 FX DEAL TRANSACTED ON 02 SEP 2020 EUR / USD EUR 0.8437763 2,287.95 2,711.56 2,711.56 0.00
04 Sep 20 EX.RATE 0.8437772 WITH NORTHERN TRUST
COMPANY, CHICAGO
USD 1.0000000 -2,711.56 -2,711.56 -2,711.56 0.00
02 Sep 20 FX DEAL TRANSACTED ON 02 SEP 2020 EUR / USD EUR 0.8437770 4,971.45 5,891.90 5,891.90 0.00
04 Sep 20 EX.RATE 0.8437772 WITH NORTHERN TRUST
COMPANY, CHICAGO
USD 1.0000000 -5,891.90 -5,891.90 -5,891.90 0.00
01 Sep 20 FX DEAL TRANSACTED ON 01 SEP 2020 EUR / USD EUR 0.8368510 1,785.43 2,133.51 2,133.51 0.00
03 Sep 20 EX.RATE 0.8368516 WITH NORTHERN TRUST
COMPANY, CHICAGO
USD 1.0000000 -2,133.51 -2,133.51 -2,133.51 0.00
01 Sep 20 FX DEAL TRANSACTED ON 01 SEP 2020 EUR / USD EUR 0.8368524 3,879.74 4,636.11 4,636.11 0.00
03 Sep 20 EX.RATE 0.8368516 WITH NORTHERN TRUST
COMPANY, CHICAGO
USD 1.0000000 -4,636.11 -4,636.11 -4,636.11 0.00
31 Aug 20 FX DEAL TRANSACTED ON 31 AUG 2020 EUR / USD EUR 0.8379109 11,658.65 13,913.95 13,913.95 0.00
02 Sep 20 EX.RATE 0.8379111 WITH NORTHERN TRUST
COMPANY, CHICAGO
USD 1.0000000 -13,913.95 -13,913.95 -13,913.95 0.00
31 Aug 20 FX DEAL TRANSACTED ON 31 AUG 2020 EUR / USD EUR 0.8379113 25,363.49 30,269.90 30,269.90 0.00
*Generated by Northern Trust from daily data on 20 Oct 20 C3131
Client Reporting
u Foreign Exchange G/L Detail - Frwds/Spots
Page 12 of 19
Account number OAKL01
01 Sep 20 - 19 Oct 20 ALL ACCOUNT CONSOLIDATION
From salesCostSoldSoldSoldSoldTransaction descriptionSettle date
From purchasesBoughtBoughtBoughtBoughtTrade date Exchange Rate Local amount
Settled
Realized translation gain/lossCurrencyBase market value
Settled Forward FX
02 Sep 20 EX.RATE 0.8379111 WITH NORTHERN TRUST
COMPANY, CHICAGO
USD 1.0000000 -30,269.90 -30,269.90 -30,269.90 0.00
31 Aug 20 FX DEAL TRANSACTED ON 31 AUG 2020 EUR / USD EUR 0.8379110 10,673.83 12,738.62 12,738.62 0.00
02 Sep 20 EX.RATE 0.8379111 WITH NORTHERN TRUST
COMPANY, CHICAGO
USD 1.0000000 -12,738.62 -12,738.62 -12,738.62 0.00
31 Aug 20 FX DEAL TRANSACTED ON 31 AUG 2020 EUR / USD EUR 0.8379111 23,232.66 27,726.88 27,726.88 0.00
02 Sep 20 EX.RATE 0.8379111 WITH NORTHERN TRUST
COMPANY, CHICAGO
USD 1.0000000 -27,726.88 -27,726.88 -27,726.88 0.00
28 Aug 20 FX DEAL TRANSACTED ON 28 AUG 2020 EUR / USD EUR 0.8414336 10,030.25 11,920.43 11,920.43 0.00
01 Sep 20 EX.RATE 0.8414335 WITH NORTHERN TRUST
COMPANY, CHICAGO
USD 1.0000000 -11,920.43 -11,920.43 -11,920.43 0.00
28 Aug 20 FX DEAL TRANSACTED ON 28 AUG 2020 EUR / USD EUR 0.8414336 21,034.73 24,998.68 24,998.68 0.00
01 Sep 20 EX.RATE 0.8414335 WITH NORTHERN TRUST
COMPANY, CHICAGO
USD 1.0000000 -24,998.68 -24,998.68 -24,998.68 0.00
28 Aug 20 FX DEAL TRANSACTED ON 28 AUG 2020 EUR / USD EUR 0.8414334 21,513.08 25,567.18 25,567.18 0.00
01 Sep 20 EX.RATE 0.8414335 WITH NORTHERN TRUST
COMPANY, CHICAGO
USD 1.0000000 -25,567.18 -25,567.18 -25,567.18 0.00
28 Aug 20 FX DEAL TRANSACTED ON 28 AUG 2020 EUR / USD EUR 0.8414336 9,880.24 11,742.15 11,742.15 0.00
01 Sep 20 EX.RATE 0.8414335 WITH NORTHERN TRUST
COMPANY, CHICAGO
USD 1.0000000 -11,742.15 -11,742.15 -11,742.15 0.00
28 Aug 20 FX DEAL TRANSACTED ON 28 AUG 2020 EUR / USD EUR 0.8414335 45,787.48 54,416.04 54,416.04 0.00
01 Sep 20 EX.RATE 0.8414335 WITH NORTHERN TRUST
COMPANY, CHICAGO
USD 1.0000000 -54,416.04 -54,416.04 -54,416.04 0.00
28 Aug 20 FX DEAL TRANSACTED ON 28 AUG 2020 EUR / USD EUR 0.8414335 92,277.71 109,667.26 109,667.26 0.00
*Generated by Northern Trust from daily data on 20 Oct 20 C3131
Client Reporting
u Foreign Exchange G/L Detail - Frwds/Spots
Page 13 of 19
Account number OAKL01
01 Sep 20 - 19 Oct 20 ALL ACCOUNT CONSOLIDATION
From salesCostSoldSoldSoldSoldTransaction descriptionSettle date
From purchasesBoughtBoughtBoughtBoughtTrade date Exchange Rate Local amount
Settled
Realized translation gain/lossCurrencyBase market value
Settled Forward FX
01 Sep 20 EX.RATE 0.8414335 WITH NORTHERN TRUST
COMPANY, CHICAGO
USD 1.0000000 -109,667.26 -109,667.26 -109,667.26 0.00
28 Aug 20 FX DEAL TRANSACTED ON 28 AUG 2020 EUR / USD EUR 0.8414337 21,836.55 25,951.60 25,951.60 0.00
01 Sep 20 EX.RATE 0.8414335 WITH NORTHERN TRUST
COMPANY, CHICAGO
USD 1.0000000 -25,951.60 -25,951.60 -25,951.60 0.00
28 Aug 20 FX DEAL TRANSACTED ON 28 AUG 2020 EUR / USD EUR 0.8414336 42,419.35 50,413.19 50,413.19 0.00
01 Sep 20 EX.RATE 0.8414335 WITH NORTHERN TRUST
COMPANY, CHICAGO
USD 1.0000000 -50,413.19 -50,413.19 -50,413.19 0.00
17 Sep 20 FX DEAL TRANSACTED ON 17 SEP 2020 JPY / USD JPY 104.5263038 5,139,042.00 49,165.06 49,165.06 0.00
23 Sep 20 EX.RATE 104.526312 WITH NORTHERN TRUST
COMPANY, CHICAGO
USD 1.0000000 -49,165.06 -49,165.06 -49,165.06 0.00
17 Sep 20 FX DEAL TRANSACTED ON 17 SEP 2020 JPY / USD JPY 104.5263131 11,562,845.00 110,621.38 110,621.38 0.00
23 Sep 20 EX.RATE 104.526312 WITH NORTHERN TRUST
COMPANY, CHICAGO
USD 1.0000000 -110,621.38 -110,621.38 -110,621.38 0.00
02 Sep 20 FX DEAL TRANSACTED ON 02 SEP 2020 JPY / USD JPY 106.3049973 507,752.00 4,776.37 4,776.37 0.00
04 Sep 20 EX.RATE 106.304976 WITH NORTHERN TRUST
COMPANY, CHICAGO
USD 1.0000000 -4,776.37 -4,776.37 -4,776.37 0.00
02 Sep 20 FX DEAL TRANSACTED ON 02 SEP 2020 JPY / USD JPY 106.2749966 1,013,737.00 9,538.81 9,538.81 0.00
04 Sep 20 EX.RATE 106.274952 WITH NORTHERN TRUST
COMPANY, CHICAGO
USD 1.0000000 -9,538.81 -9,538.81 -9,538.81 0.00
02 Sep 20 FX DEAL TRANSACTED ON 02 SEP 2020 JPY / USD JPY 106.2749966 1,013,737.00 9,538.81 9,538.81 0.00
04 Sep 20 EX.RATE 106.274952 WITH NORTHERN TRUST
COMPANY, CHICAGO
USD 1.0000000 -9,538.81 -9,538.81 -9,538.81 0.00
02 Sep 20 FX DEAL TRANSACTED ON 02 SEP 2020 JPY / USD JPY 106.3049907 1,015,505.00 9,552.75 9,552.75 0.00
*Generated by Northern Trust from daily data on 20 Oct 20 C3131
Client Reporting
u Foreign Exchange G/L Detail - Frwds/Spots
Page 14 of 19
Account number OAKL01
01 Sep 20 - 19 Oct 20 ALL ACCOUNT CONSOLIDATION
From salesCostSoldSoldSoldSoldTransaction descriptionSettle date
From purchasesBoughtBoughtBoughtBoughtTrade date Exchange Rate Local amount
Settled
Realized translation gain/lossCurrencyBase market value
Settled Forward FX
04 Sep 20 EX.RATE 106.304976 WITH NORTHERN TRUST
COMPANY, CHICAGO
USD 1.0000000 -9,552.75 -9,552.75 -9,552.75 0.00
01 Sep 20 FX DEAL TRANSACTED ON 01 SEP 2020 JPY / USD JPY 106.0047216 2,048,890.00 19,328.29 19,328.29 0.00
03 Sep 20 EX.RATE 106.004736 WITH NORTHERN TRUST
COMPANY, CHICAGO
USD 1.0000000 -19,328.29 -19,328.29 -19,328.29 0.00
01 Sep 20 FX DEAL TRANSACTED ON 01 SEP 2020 JPY / USD JPY 106.0047826 1,024,444.00 9,664.13 9,664.13 0.00
03 Sep 20 EX.RATE 106.004736 WITH NORTHERN TRUST
COMPANY, CHICAGO
USD 1.0000000 -9,664.13 -9,664.13 -9,664.13 0.00
31 Aug 20 FX DEAL TRANSACTED ON 31 AUG 2020 JPY / USD JPY 106.0547958 1,030,474.00 9,716.43 9,716.43 0.00
02 Sep 20 EX.RATE 106.054776 WITH NORTHERN TRUST
COMPANY, CHICAGO
USD 1.0000000 -9,716.43 -9,716.43 -9,716.43 0.00
31 Aug 20 FX DEAL TRANSACTED ON 31 AUG 2020 JPY / USD JPY 106.0547765 1,033,665.00 9,746.52 9,746.52 0.00
02 Sep 20 EX.RATE 106.054776 WITH NORTHERN TRUST
COMPANY, CHICAGO
USD 1.0000000 -9,746.52 -9,746.52 -9,746.52 0.00
31 Aug 20 FX DEAL TRANSACTED ON 31 AUG 2020 JPY / USD JPY 106.0546867 515,237.00 4,858.22 4,858.22 0.00
02 Sep 20 EX.RATE 106.054776 WITH NORTHERN TRUST
COMPANY, CHICAGO
USD 1.0000000 -4,858.22 -4,858.22 -4,858.22 0.00
31 Aug 20 FX DEAL TRANSACTED ON 31 AUG 2020 JPY / USD JPY 106.0546739 516,832.00 4,873.26 4,873.26 0.00
02 Sep 20 EX.RATE 106.054776 WITH NORTHERN TRUST
COMPANY, CHICAGO
USD 1.0000000 -4,873.26 -4,873.26 -4,873.26 0.00
28 Aug 20 FX DEAL TRANSACTED ON 28 AUG 2020 JPY / USD JPY 105.4843245 2,530,570.00 23,990.01 23,990.01 0.00
01 Sep 20 EX.RATE 105.48432 WITH NORTHERN TRUST
COMPANY, CHICAGO
USD 1.0000000 -23,990.01 -23,990.01 -23,990.01 0.00
28 Aug 20 FX DEAL TRANSACTED ON 28 AUG 2020 JPY / USD JPY 105.4843092 4,048,915.00 38,384.05 38,384.05 0.00
*Generated by Northern Trust from daily data on 20 Oct 20 C3131
Client Reporting
u Foreign Exchange G/L Detail - Frwds/Spots
Page 15 of 19
Account number OAKL01
01 Sep 20 - 19 Oct 20 ALL ACCOUNT CONSOLIDATION
From salesCostSoldSoldSoldSoldTransaction descriptionSettle date
From purchasesBoughtBoughtBoughtBoughtTrade date Exchange Rate Local amount
Settled
Realized translation gain/lossCurrencyBase market value
Settled Forward FX
01 Sep 20 EX.RATE 105.48432 WITH NORTHERN TRUST
COMPANY, CHICAGO
USD 1.0000000 -38,384.05 -38,384.05 -38,384.05 0.00
17 Sep 20 FX DEAL TRANSACTED ON 17 SEP 2020 CAD / USD CAD 1.3220570 47,653.69 36,045.11 36,045.11 0.00
18 Sep 20 EX.RATE 1.322057 WITH NORTHERN TRUST
COMPANY, CHICAGO
USD 1.0000000 -36,045.11 -36,045.11 -36,045.11 0.00
17 Sep 20 FX DEAL TRANSACTED ON 17 SEP 2020 CAD / USD CAD 1.3220573 21,941.26 16,596.30 16,596.30 0.00
18 Sep 20 EX.RATE 1.322057 WITH NORTHERN TRUST
COMPANY, CHICAGO
USD 1.0000000 -16,596.30 -16,596.30 -16,596.30 0.00
17 Sep 20 FX DEAL TRANSACTED ON 17 SEP 2020 CAD / USD CAD 1.3220571 10,947.36 8,280.55 8,280.55 0.00
18 Sep 20 EX.RATE 1.322057 WITH NORTHERN TRUST
COMPANY, CHICAGO
USD 1.0000000 -8,280.55 -8,280.55 -8,280.55 0.00
17 Sep 20 FX DEAL TRANSACTED ON 17 SEP 2020 CAD / USD CAD 1.3220572 23,833.32 18,027.45 18,027.45 0.00
18 Sep 20 EX.RATE 1.322057 WITH NORTHERN TRUST
COMPANY, CHICAGO
USD 1.0000000 -18,027.45 -18,027.45 -18,027.45 0.00
16 Sep 20 FX DEAL TRANSACTED ON 16 SEP 2020 CAD / USD CAD 1.3159458 47,193.70 35,862.95 35,862.95 0.00
17 Sep 20 EX.RATE 1.315946 WITH NORTHERN TRUST
COMPANY, CHICAGO
USD 1.0000000 -35,862.95 -35,862.95 -35,862.95 0.00
16 Sep 20 FX DEAL TRANSACTED ON 16 SEP 2020 CAD / USD CAD 1.3159457 21,668.27 16,465.93 16,465.93 0.00
17 Sep 20 EX.RATE 1.315946 WITH NORTHERN TRUST
COMPANY, CHICAGO
USD 1.0000000 -16,465.93 -16,465.93 -16,465.93 0.00
15 Sep 20 FX DEAL TRANSACTED ON 15 SEP 2020 CAD / USD CAD 1.3146470 31,317.35 23,821.87 23,821.87 0.00
16 Sep 20 EX.RATE 1.314647 WITH NORTHERN TRUST
COMPANY, CHICAGO
USD 1.0000000 -23,821.87 -23,821.87 -23,821.87 0.00
15 Sep 20 FX DEAL TRANSACTED ON 15 SEP 2020 CAD / USD CAD 1.3146474 14,358.50 10,921.94 10,921.94 0.00
*Generated by Northern Trust from daily data on 20 Oct 20 C3131
Client Reporting
u Foreign Exchange G/L Detail - Frwds/Spots
Page 16 of 19
Account number OAKC01
01 Sep 20 - 19 Oct 20 ALL ACCOUNT CONSOLIDATION
From salesCostSoldSoldSoldSoldTransaction descriptionSettle date
From purchasesBoughtBoughtBoughtBoughtTrade date Exchange Rate Local amount
Settled
Realized translation gain/lossCurrencyBase market value
Settled Forward FX
16 Sep 20 EX.RATE 1.314647 WITH NORTHERN TRUST
COMPANY, CHICAGO
USD 1.0000000 -10,921.94 -10,921.94 -10,921.94 0.00
14 Sep 20 FX DEAL TRANSACTED ON 14 SEP 2020 CAD / USD CAD 1.3162460 121,973.50 92,667.71 92,667.71 0.00
15 Sep 20 EX.RATE 1.316246 WITH NORTHERN TRUST
COMPANY, CHICAGO
USD 1.0000000 -92,667.71 -92,667.71 -92,667.71 0.00
14 Sep 20 FX DEAL TRANSACTED ON 14 SEP 2020 CAD / USD CAD 1.3162461 56,176.37 42,679.23 42,679.23 0.00
15 Sep 20 EX.RATE 1.316246 WITH NORTHERN TRUST
COMPANY, CHICAGO
USD 1.0000000 -42,679.23 -42,679.23 -42,679.23 0.00
11 Sep 20 FX DEAL TRANSACTED ON 11 SEP 2020 CAD / USD CAD 1.3178451 58,001.26 44,012.20 44,012.20 0.00
14 Sep 20 EX.RATE 1.317845 WITH NORTHERN TRUST
COMPANY, CHICAGO
USD 1.0000000 -44,012.20 -44,012.20 -44,012.20 0.00
11 Sep 20 FX DEAL TRANSACTED ON 11 SEP 2020 CAD / USD CAD 1.3178451 46,274.26 35,113.58 35,113.58 0.00
14 Sep 20 EX.RATE 1.317845 WITH NORTHERN TRUST
COMPANY, CHICAGO
USD 1.0000000 -35,113.58 -35,113.58 -35,113.58 0.00
11 Sep 20 FX DEAL TRANSACTED ON 11 SEP 2020 CAD / USD CAD 1.3178450 126,284.05 95,826.18 95,826.18 0.00
14 Sep 20 EX.RATE 1.317845 WITH NORTHERN TRUST
COMPANY, CHICAGO
USD 1.0000000 -95,826.18 -95,826.18 -95,826.18 0.00
11 Sep 20 FX DEAL TRANSACTED ON 11 SEP 2020 CAD / USD CAD 1.3178450 100,668.77 76,388.93 76,388.93 0.00
14 Sep 20 EX.RATE 1.317845 WITH NORTHERN TRUST
COMPANY, CHICAGO
USD 1.0000000 -76,388.93 -76,388.93 -76,388.93 0.00
10 Sep 20 FX DEAL TRANSACTED ON 10 SEP 2020 CAD / USD CAD 1.3132117 8,581.51 6,534.75 6,534.75 0.00
11 Sep 20 EX.RATE 1.313212 WITH NORTHERN TRUST
COMPANY, CHICAGO
USD 1.0000000 -6,534.75 -6,534.75 -6,534.75 0.00
10 Sep 20 FX DEAL TRANSACTED ON 10 SEP 2020 CAD / USD CAD 1.3132117 18,557.52 14,131.40 14,131.40 0.00
*Generated by Northern Trust from daily data on 20 Oct 20 C3131
Client Reporting
u Foreign Exchange G/L Detail - Frwds/Spots
Page 17 of 19
Account number OAKL01
01 Sep 20 - 19 Oct 20 ALL ACCOUNT CONSOLIDATION
From salesCostSoldSoldSoldSoldTransaction descriptionSettle date
From purchasesBoughtBoughtBoughtBoughtTrade date Exchange Rate Local amount
Settled
Realized translation gain/lossCurrencyBase market value
Settled Forward FX
11 Sep 20 EX.RATE 1.313212 WITH NORTHERN TRUST
COMPANY, CHICAGO
USD 1.0000000 -14,131.40 -14,131.40 -14,131.40 0.00
10 Sep 20 FX DEAL TRANSACTED ON 10 SEP 2020 CAD / USD CAD 1.3132120 37,332.95 28,428.73 28,428.73 0.00
11 Sep 20 EX.RATE 1.313212 WITH NORTHERN TRUST
COMPANY, CHICAGO
USD 1.0000000 -28,428.73 -28,428.73 -28,428.73 0.00
10 Sep 20 FX DEAL TRANSACTED ON 10 SEP 2020 CAD / USD CAD 1.3132120 81,209.91 61,840.67 61,840.67 0.00
11 Sep 20 EX.RATE 1.313212 WITH NORTHERN TRUST
COMPANY, CHICAGO
USD 1.0000000 -61,840.67 -61,840.67 -61,840.67 0.00
17 Sep 20 FX DEAL TRANSACTED ON 17 SEP 2020 HKD / USD HKD 7.7499454 4,613.31 595.27 595.27 0.00
21 Sep 20 EX.RATE 7.75 WITH NORTHERN TRUST COMPANY,
CHICAGO
USD 1.0000000 -595.27 -595.27 -595.27 0.00
17 Sep 20 FX DEAL TRANSACTED ON 17 SEP 2020 HKD / USD HKD 7.7491259 221,289.23 28,556.67 28,556.67 0.00
21 Sep 20 EX.RATE 7.749125 WITH NORTHERN TRUST
COMPANY, CHICAGO
USD 1.0000000 -28,556.67 -28,556.67 -28,556.67 0.00
17 Sep 20 FX DEAL TRANSACTED ON 17 SEP 2020 HKD / USD HKD 7.7491251 478,706.23 61,775.52 61,775.52 0.00
21 Sep 20 EX.RATE 7.749125 WITH NORTHERN TRUST
COMPANY, CHICAGO
USD 1.0000000 -61,775.52 -61,775.52 -61,775.52 0.00
17 Sep 20 FX DEAL TRANSACTED ON 17 SEP 2020 HKD / USD HKD 7.7500189 9,226.63 1,190.53 1,190.53 0.00
21 Sep 20 EX.RATE 7.75 WITH NORTHERN TRUST COMPANY,
CHICAGO
USD 1.0000000 -1,190.53 -1,190.53 -1,190.53 0.00
28 Aug 20 FX DEAL TRANSACTED ON 28 AUG 2020 HKD / USD HKD 7.7504001 1,147,186.79 148,016.46 148,016.46 0.00
01 Sep 20 EX.RATE 7.7504 WITH NORTHERN TRUST
COMPANY, CHICAGO
USD 1.0000000 -148,016.46 -148,016.46 -148,016.46 0.00
28 Aug 20 FX DEAL TRANSACTED ON 28 AUG 2020 HKD / USD HKD 7.7504005 525,218.37 67,766.61 67,766.61 0.00
*Generated by Northern Trust from daily data on 20 Oct 20 C3131
Client Reporting
u Foreign Exchange G/L Detail - Frwds/Spots
Page 18 of 19
Account number OAKC01
01 Sep 20 - 19 Oct 20 ALL ACCOUNT CONSOLIDATION
From salesCostSoldSoldSoldSoldTransaction descriptionSettle date
From purchasesBoughtBoughtBoughtBoughtTrade date Exchange Rate Local amount
Settled
Realized translation gain/lossCurrencyBase market value
Settled Forward FX
01 Sep 20 EX.RATE 7.7504 WITH NORTHERN TRUST
COMPANY, CHICAGO
USD 1.0000000 -67,766.61 -67,766.61 -67,766.61 0.00
12 Oct 20 FX DEAL TRANSACTED ON 12 OCT 2020 DKK / USD DKK 6.3067124 901.04 142.87 142.87 0.00
14 Oct 20 EX.RATE 6.306541 WITH NORTHERN TRUST
COMPANY, CHICAGO
USD 1.0000000 -142.87 -142.87 -142.87 0.00
09 Oct 20 FX DEAL TRANSACTED ON 09 OCT 2020 DKK / USD DKK 6.2994198 890.36 141.34 141.34 0.00
13 Oct 20 EX.RATE 6.299235 WITH NORTHERN TRUST
COMPANY, CHICAGO
USD 1.0000000 -141.34 -141.34 -141.34 0.00
09 Oct 20 FX DEAL TRANSACTED ON 09 OCT 2020 DKK / USD DKK 6.2923447 889.36 141.34 141.34 0.00
13 Oct 20 EX.RATE 6.292141 WITH NORTHERN TRUST
COMPANY, CHICAGO
USD 1.0000000 -141.34 -141.34 -141.34 0.00
09 Oct 20 FX DEAL TRANSACTED ON 09 OCT 2020 DKK / USD DKK 6.2992133 4,451.78 706.72 706.72 0.00
13 Oct 20 EX.RATE 6.299235 WITH NORTHERN TRUST
COMPANY, CHICAGO
USD 1.0000000 -706.72 -706.72 -706.72 0.00
09 Oct 20 FX DEAL TRANSACTED ON 09 OCT 2020 DKK / USD DKK 6.2920999 889.64 141.39 141.39 0.00
13 Oct 20 EX.RATE 6.292141 WITH NORTHERN TRUST
COMPANY, CHICAGO
USD 1.0000000 -141.39 -141.39 -141.39 0.00
08 Oct 20 FX DEAL TRANSACTED ON 08 OCT 2020 DKK / USD DKK 6.3266231 1,772.53 280.17 280.17 0.00
09 Oct 20 EX.RATE 6.326535 WITH NORTHERN TRUST
COMPANY, CHICAGO
USD 1.0000000 -280.17 -280.17 -280.17 0.00
08 Oct 20 FX DEAL TRANSACTED ON 08 OCT 2020 DKK / USD DKK 6.3257409 4,426.88 699.82 699.82 0.00
09 Oct 20 EX.RATE 6.325735 WITH NORTHERN TRUST
COMPANY, CHICAGO
USD 1.0000000 -699.82 -699.82 -699.82 0.00
*Generated by Northern Trust from daily data on 20 Oct 20 C3131
Client Reporting
u Foreign Exchange G/L Detail - Frwds/Spots
Page 19 of 19
Account number OAKC01
01 Sep 20 - 19 Oct 20 ALL ACCOUNT CONSOLIDATION
From salesCostSoldSoldSoldSoldTransaction descriptionSettle date
From purchasesBoughtBoughtBoughtBoughtTrade date Exchange Rate Local amount
Settled
Realized translation gain/lossCurrencyBase market value
Total Settled Forward FX 2,819,554.79
-2,819,554.79
2,819,554.79
-2,819,554.79
0.00
0.00
3,129,797.60
-3,129,859.40
3,129,729.84
-3,129,729.84
67.76
-129.56
Total settled purchases
Total settled sales
*Generated by Northern Trust from daily data on 20 Oct 20 C3131
Order ID/
Transaction
Trade Type/
Transaction Type
Account
ID Asset Name
Trade/Wire
Date/ Amount Currency Transaction Status Originator 1st Approver 2nd Approver
Amount
Type
Client Reporting
Page 1 of 1Trade Order Entry (TOE) - Audit Trailu
0 Limited Partnership4477221 CHURCHILL MIDDLE MARKET SENIOR LOAN
FUND, OFFSHORE LP
2020-09-08 USD Approved OAKLCNN 2020-09-08 10:16:00.0 OAKLCNN 2020-09-08 10:16:00.0
17195679 Activity
CASH 627,523.170000
0 Limited Partnership4475751 DUNE REAL ESTATE FUND IV LP2020-09-21 USD Approved OAKLCNN 2020-09-17 15:50:00.0 OAKLCNN 2020-09-17 15:50:00.0
17232883 Activity
CASH 689,410.000000
0 Limited Partnership4475745 DUNE REAL ESTATE FUND IV LP2020-09-21 USD Approved OAKLCNN 2020-09-17 15:52:00.0 OAKLCNN 2020-09-17 15:52:00.0
17232885 Activity
CASH 344,705.000000
0 Limited Partnership4477222 CHURCHILL MIDDLE MARKET SENIOR LOAN
FUND, OFFSHORE LP
2020-09-08 USD Approved OAKLCNN 2020-09-08 10:18:00.0 OAKLCNN 2020-09-08 10:18:00.0
17195684 Activity
CASH 1,045,871.940000
Although this report has been prepared using information believed to be reliable, it may contain information provided by third parties or derived from third party information, and/or information that may have been obtained from,
categorized or otherwise reported based upon client direction. The Northern Trust Company does not guarantee the accuracy , timeliness or completeness of any such information. The information included in this report is intended
to assist clients with their financial reporting needs, but you must consult with your accountants, auditors and/or legal counsel to ensure your accounting and financial reporting complies with applicable laws, regulations and
accounting guidance. The Northern Trust Company and its affiliates shall have no responsibility for the consequences of investment decisions made in reliance on information contained in this report .