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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
the transfer agent for those same Sweep Funds; and (3) revenue sharing payments for the same Sweep Funds from UBS Asset Management (Americas) Inc. (UBS AM) related to assets in the Sweep Funds. Service fees are paid monthly at an annual rate of up to 0.25% of a Sweep Fund's average daily net assets. R
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
the transfer agent for those same Sweep Funds; and (3) revenue sharing payments for the same Sweep Funds from UBS Asset Management (Americas) Inc. (UBS AM) related to assets in the Sweep Funds. Service fees are paid monthly at an annual rate of up to 0.25% of a Sweep Fund's average daily net assets. R
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 →the transfer agent for those same Sweep Funds; and (3) revenue sharing payments for the same Sweep Funds from UBS Asset Management (Americas) Inc. (UBS AM) related to assets in the Sweep Funds. Service fees are paid monthly at an annual rate of up to 0.25% of a Sweep Fund's average daily net assets. R
Page: EFTA00024334 →Entities connected to both Scott Borgerson and UBS AM

Ghislaine Maxwell
PERSON
Jeffrey Epstein
PERSONthe Southern District
LOCATION
George W. Bush
PERSON
Dallas
LOCATION
Prince Charles
PERSON
European Parliament
ORGANIZATIONMontpelier Trust
ORGANIZATION
UBS AG
ORGANIZATION
Eric Holder
PERSONNutter McClennen
PERSON
Puerto Rico
LOCATION
Samantha Power
PERSONUBS Bank USA
ORGANIZATIONJeffrey W. Roberts
PERSONFederal Marginal Tax Rate
ORGANIZATIONthe Municipal Securities Rulemaking Board
ORGANIZATION
the Internal Revenue Service
ORGANIZATIONthe State of New York
LOCATIONHigher Returns
ORGANIZATION