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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

871 • Putnam Short Duration Fund: 18,716 Please let us know if you want to discuss and/or if you agree. Stockman I Casricl Group Barton's Top 50 Private Wealth Management Teams Barron's Top WO Advisors Financial Times Top 400 Financial Advisors Forbes Best-In-Suite Wealth Advisors UBS Private Wealth Management 1285 Aven

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

ss for H2 than we do. A cut is not a done deal, but they have clearly shifted. Thank you Scott and Lyle Stackman I Casriel Group Barron's Top 50 Private Wealth Management Teams Barron's Top 100 Advisors Financial Times Top 400 Financial Advisors Forbes Best-In-State Wealth Advisors UBS Private Wealth Management 1285 Ave

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

<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 Forbes Best-In-State Wealth Advisors My Total Picture: A convenient way to v