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Message From: Scott Borgerson Sent: 12/2/2017 1:28:36 PM To: CC: GMA Subject: Re: ANGARA: MLP Opportunity Attachments: disclaim.txt Confirmed Brittany. Sent from iCloud
r Stackman I Casriel Group Barron's Top 100 Advisors Financial Times Top 400 Financial Advisors CONFIDENTIAL UBSTERRAMAR00003408 EFTA00238772 UBS Private Wealth Management 1285 Avenue of the Americas, 38th Floor New York, NY. 10019 C C F mailto http://financialservicesinc.ubs.com/team/stackmancasriel/ Please be
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
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
on. Best, Lyle Lyle Casriel Senior Vice President — Investments Private Wealth Advisor I Portfolio Manager UBS Private Wealth Management From: Scott Borgerson [mailtc ] Sent: Wednesday, June 13, 2018 1:26 PM To: Casriel, Lyle; Lindsay J. Annelle Cc: Ghislaine Maxwell; Laura K. Barooshian Subject: Re: SB
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 [mailtc ] Sent: Wednesday, June 13, 2018 1:26 PM To: Casriel, Lyle; Lindsay J. Annelle Cc: Ghislaine Maxwell; Laura K. Baro
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
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
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
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: 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
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 /
ct: (External] Re: MAXWELL: IRA Suggestion Great I confirm From: " < Date: Tuesday, April 30, 2019 at 6:18 PM To: GMAX <[email protected]> Cc: Scott Borgerson < >, .1M I>, Scott Stackman < Subject: RE: MAXWELL: IRA Suggestion Thank you. Nothing needed except your confirm. All the best, Lyle Lyle Casr
hing needed except your confirm. All the best, Lyle Lyle Casricl Senior Vice President — Investments Private Wealth Advisor I Portfolio Manager UBS Private Wealth Management T From: G Max [mailto:[email protected]] Sent: Tuesday, April 30, 2019 6:17 PM To: Casriel, Lyle Cc: ; Klein, Matthew; McNamara, Sean; Tomkiewic
Message From: Casriel, Lyle [- Sent: 6/21/2019 2:13:10 AM To: Scott Borgerson CC: GMAX ; Stackman, Scott I I; Tomkiewicz, Jessica J; McNamara, Sean [ J; Klein, Matthew Subject: RE: [External) Re: FOMC Meeting and potent
een that but we will check if anything has been done. Lyle Casriel Senior Vice President — Investments Private Wealth Advisor I Portfolio Manager UBS Private Wealth Management From: Scott Borgerson fmailto Sent: Thursday, June 20, 2019 4:27 PM To: Casriel, Lyle Cc: GMAX; Siadcman, Scott; Tomkiewicz, Jessica; McNamara, Se
Message From: Scott Borgerson Sent: 7/5/2019 2:43:54 PM To: CC: • GMAX Subject: 'External] Re: Montpelier Trust: Blackrock European LA Thanks Matt. Please send subscript
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
Entities connected to both Scott Borgerson and UBS Private Wealth Management

Ghislaine Maxwell
PERSONScott Stackman
PERSONJuliana Shkreli
PERSON
United States
LOCATIONVijai Ramdeen
PERSONUBS Financial Services Inc.
ORGANIZATIONMolly
PERSONTomkiewicz
PERSONAngara
ORGANIZATIONLindsay
PERSON
Prince Andrew
PERSONLyle Casriel
PERSONLindsay J. Annello
PERSON
McNamara
PERSONGULMAN & COMPANY LLP
ORGANIZATIONthe Angara Trust's
ORGANIZATION
Millennium
ORGANIZATION
UBS AG
ORGANIZATIONWalker
PERSONChristopher
PERSON