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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
Message From: Casriel, Lyle [ Sent: 6/13/2018 7:31:38 PM To: Lindsay J. Annello [ CC: ; Laura K. Barooshian [ ; Tomkiewicz, Jessica Subject: RE: SB/GM - 2nd Quarter Estimated Taxes My pleasure. From: Lindsay J. Annello Date: Wednesday. Jun 13, 2018. 3:06 PM To: Casr
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
ate: Monday, Sep 03, 2018, 1:33 PM To: Casriel, Lyle <n nailto: >>, mailto Cc: aa gma < axl <mailt. >>, Laura K. Barooshian <n nailto: >>, Tomkiewicz, Jessica <mailto: Subject: RE: SB/GM - 2nd Quarter Estimated Taxes Hi Lyle, We are in the process of working through the 2018 3rd Quarter estimat
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
essage From: Sent: To: CC: Casriel, Lyle 9/4/2018 3:19:12 PM Lindsay J. Annello Walker, Christopher ura K. Barooshian ; Shkreli, Juliana ; Tomkiewicz, Jessica ]; Rivas, Elyanna I I; Subject: RE: SB/GM - 2nd Quarter Estimated Taxes Attachments: Angara Tax Summary Interim ao 8.31.18.pdf ; Ramde
r Stackman I Casriel Group Barron's Top 100 Advisors Financial Times Top 400 Financial Advisors CONFIDENTIAL UBSTERRAMAR00003834 EFTA00239166 UBS Private Wealth Management T C F Pkaae be advised that this mmail is not an official hansmi ion confirmation. The official confimsal ion of this transaction will be sent to
ate Wealth Management Phone: Fax: ■ From: Scott Borgerson [mailto Sent: Tuesday, October 16, 2018 7:48 AM To: Stackman, Scott Cc: Casriel, Lyle; Tomkiewicz, Jessica; Klein, Matthew; Prost, Brittany; GMAX Subject: Re: ANGARA: Follow up items This all sounds great. Confirmed. Thank you. sgb Sent from ha
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
ubs.com/privatewealthmanagement From: Scott Borgerson [mailto: Sent: Wednesday, March 06, 2019 11:55 AM To: Casriel, Lyle Cc: Lindsay J. Annello; Tomkiewicz, Jessica; Ramdeen, Vijai; Rivas, Elyanna; Shkreli, Juliana; Walker, Christopher; GMAX Subject: [External] Re: Angara Trust Montpelier Trust 10995 T
e of help to execute on any transfers. Best, Lyle Stickman I Casriel Group Barron's Top I00 Advisors Financial Times Top 400 Financial Advisors UBS Private Wealth Management Disclaimer Please vrm our websue at hap: financsalservietaincubs.com wealth Ronaddisclainterhiml for important disclosures and information about oa
Message From: Casriel, Lyle Sent: 4/4/2019 10:46:36 PM To: 'G Max' CC: 'Borgerson Scott' II; Stackman, Scott I I; Tomkiewicz, Jessica Subject: 2019 Tax Planning Guide and Reminder on 2018 IRA Contributions Attachments: 2019 Tax Planning Guide.pdf Ghislaine, Attached is
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
anagement T From: G Max [mailto:[email protected]] Sent: Tuesday, April 30, 2019 6:17 PM To: Casriel, Lyle Cc: ; Klein, Matthew; McNamara, Sean; Tomkiewicz, Jessica; Stackman, Scott Subject: [External] Re: MAXWELL: IRA Suggestion I agree! Thank you Let me know if you need any paper work signed Best
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: 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 potential rate cute in July We are getting paid more
Entities connected to both UBS Private Wealth Management and Tomkiewicz

Ghislaine Maxwell
PERSONScott Stackman
PERSONJuliana Shkreli
PERSONVijai Ramdeen
PERSONScott Borgerson
PERSON
United States
LOCATION
McNamara
PERSONUBS Financial Services Inc.
ORGANIZATIONChristopher
PERSONWalker
PERSONAngara
ORGANIZATIONScott Borgerson'
PERSONLindsay
PERSONLyle Casriel
PERSONElyanna Rivas
PERSONPrivate Wealth Management Teams
ORGANIZATIONGULMAN & COMPANY LLP
ORGANIZATION
Brittany
PERSONLindsay J. Annello
PERSONthe Angara Trust's
ORGANIZATION