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to !acute our investment recommendations are suaabk for your situation. 1./39PUJJOJUI 5 SD NY_GM_02742273 EFIA_00228927 EFTA01324862 5 3 Scott Borgerson Personal Information Name Citizenship Gender Date of Birth Marital Status Client Contact Information Scott Borgerson United States Male 09/0
investment or deposit (-sweep) of available cash balances in your Account. Sweep Options are subject to eligibility requirements and include: the UBS Bank Sweep Programs (which include 'Secondary Sweep Options"), the UBS FDIC Insured Deposit Program, the Sweep Funds, the Puerto Rico Short Term Inves
ets and is used to ensure our investment recommendations are suitable for your situation. 5 CONFIDENTIAL SDNY_GM_00009932 5 EFTA01597595 6 Scott Borgerson Personal Information Name Scott Borgerson United States Citizenship Gender Male Date of Birth 09/03/1975 Marital Status Single Client Conta
investment or deposit ("sweep') of available cash balances in your Account. Sweep Options are subject to eligibility requirements and include: the UBS Bank Sweep Programs (which include "Secondary Sweep 004°8)59, the UBS FDIC Insured Deposit Program, the Sweep Funds, the Puerto Rico Short Term Invest
rust Trust Information Trust Type Name Jurisdiction Date Established Name of All Trustees Christine Yvonne Malina-Maxwell Jeffrey W. Roberts Scott Borgerson Name of All Grantors Ghislaine Maxwell Client Contact Information Irrevocable Trust Montpelier Trust US Trust 07/31/2018 Residential Address
Page: EFTA00024313 →dvisor or from: www.ubs.com/us/entwealth/misc/accountsweepyields. Each Sweep Option is subject to different risks and account protection features. UBS Bank Sweep Programs Most clients will be eligible for one of the UBS Bank Sweep Programs. Unless you select another available Sweep Option, if any, you
Page: EFTA00024333 →Entities connected to both Scott Borgerson and UBS Bank

Ghislaine Maxwell
PERSON
United States
LOCATION
Puerto Rico
LOCATIONBank USA
ORGANIZATIONthe Southern District
LOCATION
Jeffrey Epstein
PERSON
UBS AG
ORGANIZATION
George W. Bush
PERSON
Vicky Ward
PERSON
Eric Holder
PERSON
European Parliament
ORGANIZATIONUBS Visa
ORGANIZATIONUPS AG
ORGANIZATION
Samantha Power
PERSONthe State of New York
LOCATIONUBS Financial Advisor
ORGANIZATIONUBS Financial Services Inc.
ORGANIZATIONthe U.S. Investment Company Act
ORGANIZATIONPuerto Rico Residency
LOCATIONPuerto Rico Investments
ORGANIZATION