Document Mentions (4 shared documents)

EFTA01307372

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und hddngs brit not bunk deposit. See Important ifilometcon about roof zfaternent en the 139 WO MRS Of 04 dOCurnent for deals Your Knock/ Advisor: SCOTT STACK MANLYtE CASRIEL 21 2-821-7CCO 800-308-3140 February 2018 (1) Year to dase (S) Opening balances $12,754.38 $16,750.94 Additions Dividend and i

.23% Veer Norsocial Advisor: SCOTT STACK MAHLvt€ CASRIEL 212.82 I.70001800.308.3140 AILP9C003005751587 NO700)I97271 °COM 0118030579743 Y123680550 OCOOCO Page 3 of 6 SDNY_GM_00325333 EFTA_00198108 EFTA01307374 SUBS Business018 Services Account January 2 Your investment objectives: You have ide

EFTA01306878

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Account activity this month «ontinuerll Account name: MAX FOUNDATCN friendly account nameMAX FOUNDATION Account number Your rineaciai Advisor: SCOTT STACK MANLYtE CASR1EL Odle Admity Nutt/lion amount({) Money balance activities Jul 31 Balance forward $979.04 Aug 7 Deposit SIBS BANK USA BUSINE

StnCOMe Charge market yak* Whin of your =card on Feb 7b 2019 50.62 WOO $877.53 Member SOD ahP70032CC0936967 NP700006at 43 00001 02190=03000 OCOOCO Pogo I of 6 SDNY_GM_00324613 EFTA_00197388 EFTA01306886 *UBS Business Services Account February 2019 Your account balance sheet Summary of

EFTA01307084

2 mentions1 same-page

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ets 0.00% Value of your account $5.10 100.00% $5.10 Your current asset allocation A Eye on the markets rdex S&P 500 Your nnendal Advisor. SCOTT STACK MMILYLE CASRIEL t Cam and money balances may include avaiable cash balances, UBS (tank USA deposit account, UBS CDC inswed Deposit Program Bank a

cost bait inlannsam. 157,379.30 100.00% 3,746.00 100.00% 33,746.00 4157,379.38 ChP7C003005/0 739 ItaT000183106 00032 OS19030575004 Y123575550 OCOOCO Page 5 SIDNY_G M_0032 5079 EFTA_00 197854 EFTA01307120 SUBS Resource Management Account May 2019 Account activity this month Dividend and i