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nto ubs.com. Is this an easy thing for you to run? Or, is there a way for me to do through the website each quarter so I don't need to bother you? Lindsay, Angara is now mostly in cash/treasuries, and so the $300k gain from last year will not be the same this year (that closed out some old positions),
Message From: Scott Borgerson Sent: 6/13/2018 5:25:55 PM To: 1; Lindsay J. Annello CC: Ghislaine Maxwell ]; Laura K. Barooshian Subject: Re: 58/GM - 2nd Quarter Estimate
2018 5:34:52 PM To: CC Subject: Re: SB/GM - 2nd Quarter Estimated Taxes Attachments: Angara Tax Summary 6.12.18.pdf; disclaim.txt Thanks Lyle. Lindsay, you should have what you need to run the estimate. Sent from iCloud On Jun 13, 2018, at 01:29 PM, Scott, wrote: I'm not sure you have access to
Message From: Scott Borgerson Sent: 6/13/2018 5:34:52 PM To: CC Subject: Re: SB/GM - 2nd Quarter Estimated Taxes Attachments: Angara Tax Summary 6.12.18.pdf; disclaim.txt
Quarter Estimated Taxes CAUTION: This email originated outside of the organization. Do not click links or open attachments you were not expecting. Lindsay, Of course. We will send this tomorrow. Thanks. Lyle. From: Lindsay J. Annello <rt < lnin Date: Monday, Sep 03, 2018, 1:33 PM To: Casriel, Lyle
on. Best, Lyle Lyle Casriel Senior Vice President — Investments Private Wealth Advisor I Portfolio Manager UBS Private Wealth Management From: Scott Borgerson [mailto: Sent: Wednesday, June 13, 2018 1:26 PM To: Casriel, Lyle; Lindsay J. Annello Cc: Ghislaine Maxwell; Laura K. Barooshian Subject: Re: SB/G
z, 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. Thanks. Lyle. From: Lindsay J. Annello Date: Monday. Se. 03. 2018, 1:33 PM To: Casricl Lyle Cc Laura K.
on. 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 Subject: Re: SB/GM - 2nd
received in prior years? Also, were any 1099s issued for the Montpelier Trust in 2018? Thank you in advance for your assistance with this. Best, Lindsay LINDSAY J. ANNELLO, CPA, MSA Manager alb CONFIDENTIAL UBSTERRAMAR00004243 EFTA00239552 DICICCO, GULMAN & COMPANY LLP O F: EPP Legal Discl
Message From: Scott Borgerson Sent: 3/6/2019 4:54:43 PM To: CC: Lindsay J. Annello GMAR Subject: [External] Re: Angara Trust / Montpelier Trust 1099s Thanks Lyle and team
received in prior years? Also, were any 1099s issued for the Montpelier Trust in 2018? Thank you in advance for your assistance with this. Best, Lindsay LINDSAY J. ANNELLO, CPA, MSA Manager DICICCO. GULMAN & COMPANY LLP CONFIDENTIAL UBSTERRAMAR00004249 EFTA00239558 Legal Disclaimer: The infor
her J. Walker Registered Client Service Associate UBS Financial Services Inc. Private Wealth Management wwwubs.com/privatewealthmanagement From: Scott Borgerson [mailto: Sent: Wednesday, March 06, 2019 11:55 AM To: Casriel, Lyle Cc: Lindsay J. Annello; Tomkiewicz, Jessica; Ramdeen, Vijai; Rivas, Elyanna; S
018 5:34:52 PM To: CC: Subject: Re: SB/GM - 2nd Quarter Estimated Taxes Attachments: Angara Tax Summary 6.12.18.pdf; disclaim.txt Thanks Lyle. Lindsay, you should have what you need to run the estimate. Sent from iCloud On Jun 13, 2018, at 01:29 PM, wrote: Scott, m I'm not sure you have access
Message From: Scott Borgerson Sent: 6/13/2018 5:34:52 PM To: CC: Subject: Re: SB/GM - 2nd Quarter Estimated Taxes Attachments: Angara Tax Summary 6.12.18.pdf; disclaim.txt
concile. Lyle Casriel Senior Vicc President — Investments Private Wealth Advisor I Portfolio Manager UBS Private Wealth Management M; m• From: Lindsay 3. Annello [mail Sent Tuesday, March 05, 2019 1:44 PM To: Casriel, Lyle Cc: Scott Borgerson Subject: [External] Angara Trust / Montpelier Trust 10
Message From: Sent: To: CC: Subject: Scott Borgerson ( n) 3/6/2019 4:54:43 PM Lindsay J. Annello 1; Dm; [External) Re: Angara Trust / Montpelier Trust 1099s Thanks Lyle and team. Scott On Mar 5,
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