5
Shared Docs
5
Same-Page
5 / 5
Mentions
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
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 [rnailto ] Sent: Wednesday, June 13, 2018 1:26 PM To: Casriel, Lyle; Lindsay J. Annelb Cc: Ghislaine Maxwell; Laura K. Baro
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
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 [mailto: Sent: Wednesday, June 13, 2018 1:26 PM To: Casriel, Lyle; Lindsay J. Annello Cc: Ghislaine Maxwell; Laura K. Baroos
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.
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
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
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 From: Lindsay J. Annello [mailto Sent: Tuesday, March 05, 2019 1:44 PM To: Casriel, Lyle Cc: Scott Borgerson Subject: [External] Angara Trust /
g accounts ending -a and 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 which we had received in prior years? Legal Disclaimer. The information cont
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
Entities connected to both Lindsay and UBS Private Wealth Management

Ghislaine Maxwell
PERSONJuliana Shkreli
PERSONVijai Ramdeen
PERSON
United States
LOCATIONScott Borgerson
PERSON
Prince Andrew
PERSON
Bill & Melinda Gates Foundation
ORGANIZATIONLindsay J. Annello
PERSONGULMAN & COMPANY LLP
ORGANIZATIONTomkiewicz
PERSONUBS Financial Services Inc.
ORGANIZATIONLyle Casriel
PERSON
Barack Obama
PERSONChristopher
PERSONAngara
ORGANIZATIONLaura K. Barooshian
PERSONthe Angara Trust's
ORGANIZATION
McNamara
PERSONWalker
PERSON
Paul Ryan
PERSON