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Sent: Monday, September 03, 2018 1:56 PM To: Lindsay J. Annello; Cc: ; Laura K. Barooshian; Tomkiewicz, Jessica; Shkreli, Juliana; Rivas, Elyanna; Walker, Christopher; Ramdeen, Vijai; McNamara, Sean Subject: RE: SB/GM - 2nd Quarter Estimated Taxes Lindsay, Of course. We will send this tomorrow. Tha
to help ascertain estimate information. Best, Lyle Lyle Casriel Senior Vice President — Investments Private Wealth Advisor I Portfolio Manager UBS Private Wealth Management From: Scott Borgerson Sent: Wednesday, June 13, 2018 1:26 PM To: Casriel, Lyle; Lindsay J. Annelle Cc: Ghislaine Maxwell; Laura K. Barooshian Su
Message From: Walker, Christopher [ Sent: 3/6/2019 9:01:04 PM To: 'Scott Borgerson' [ ; Lindsay J. Annello CC: GMAX ; Casriel, Lyle Tomkiewicz, Jessica J; Ramde
team, we will come back to you to help you reconcile. Lyle Casriel Senior Vice President — Investments Private Wealth Advisor I Portfolio Manager UBS Private Wealth Management CONFIDENTIAL UBSTERRAMAR00004245 EFTA00239554 Fr•m: Lindsay J. Annello [mailto Sent: Tuesday, March 05, 2019 1:44 PM To: Casriel, Lyle Cc: Sc
elow for the 3, 5, and 7 year correlation analysis on the requested funds. CORRELATION MATRIX TRAILING 3 YEAR MARCH 31, 2016 TO MARCH 31, 2019 I; Walker, Christopher Total Return Description 1 2 3 UBS Al BlackRock European Lona/Short+ 1 1 0000 -0.0328 0 4857 UBS Al Graham Absolute Return Fund
3378 UBS AI MILLENNIUM FUND+ 3 0.5726 0.3378 1.0000 Thanks, Matt CONFIDENTIAL UBSTERRAMAR00004404 EFTA00239668 Matthew R. Klein, CFA, CFP UBS Private Wealth Management 1285 Avenue of the Americas. 38th Floor New York. NY 10019 Sumitomo I Casriel Group Barron's Top 50 Private Wealth Management Teams Barron's Top
rson [- Sent: Friday, July 05, 2019 9:53 AM CONFIDENTIAL UBSTERRAMAR00004408 EFTA00239672 To: Klein, Matthew Cc: McNamara, Sean; Casriel, Lyle; Walker, Christopher; GMAX Subject: [External] Re: Montpelier Trust: Blackrock European 1/S Thanks Matt. No rush. Happy 4th, sgb On Jul 5, 2019, at 09:47,
funds. <image001.png> <image002.png> <image003.png> <I mage004. png> <image005.png> <image006.png> Thanks, Matt Matthew R. Klein, CFA, CFP UBS Private Wealth Management Steelman I Casriel Group Barron's Top 50 Private Wealth Management Teams Barron's Top 100 Advisors Financial Times Top 400 Financial Advisors Fo
me to learn more or visit: From: Scott Borgerson [mailto Sent: Friday, July OS, 2019 9:27 AM To: McNamara, Sean Cc: Klein, Matthew; Casriel, Lyle; Walker, Christopher; GMAX Subject: [External] Re: Montpelier Trust: Blackrock European L/S Thanks Sean. Possible to run a quick analysis of the monthly re
ackrock European L/S Scott, We will have the analysis run and send it over once complete. Have a great weekend, Matt Matthew R. Klein. CFA, CFP UBS Private Wealth Management C F Stackman I Casricl Group Barron's Top 50 Private Wealth Management Teams Barron's Top 100 Advisors Financial Times Top 400 Financial Adviso
Entities connected to both Walker and UBS Private Wealth Management

Ghislaine Maxwell
PERSON
United States
LOCATIONScott Stackman
PERSONJuliana Shkreli
PERSONVijai Ramdeen
PERSONChristopher
PERSON
Prince Andrew
PERSONElyanna Rivas
PERSONUBS Financial Services Inc.
ORGANIZATIONGarcia
PERSON
Paul Ryan
PERSON
Barack Obama
PERSON
San Diego
LOCATIONGutierrez
PERSONTomkiewicz
PERSON
Ralph Lauren
PERSONScott Borgerson
PERSON
Millennium
ORGANIZATION
McNamara
PERSON
Chris Christie
PERSON