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ted in the report Equity Style: The Growth, Value and Core labels are determined by Standard and Poor's using a price-to. boot: ratio methodology. The Growth, Value and Core labels are based on how a comparry's price-to-book ratio compares to the median price-to-book ratio for its industry based on the company's assign
nvestments clients: As an accommodation to former hoer Jaffrey and McDonald Investments dents, these reports include performance history for their Piper Jaffrey accounts prior to August 12. 2006 and McDonald Investments accounts prior to February 9. 2007, ihe date the respective accounts were converted to
fees is available through your Financial Advisor Please contact your Financial Advisor if you have any questions Important information for former Piper Jaffrey and McDonald Investments clients: As an accommodation to former hoer Jaffrey and McDonald Investments dents, these reports include performance his
ted in the report Equity Style: The Growth, Value and Core labels are determined by Standard and Poor's using a price-to. boot: ratio methodology. The Growth, Value and Core labels are based on how a comparry's price-to-book ratio compares to the median price-to-book ratio for its industry based on the company's assign
nvestments clients: As an accommodation to former hoer Jaffrey and McDonald Investments dents, these reports include performance history for their Piper Jaffrey accounts prior to August 12. 2006 and McDonald Investments accounts prior to February 9. 2007, ihe date the respective accounts were converted to
fees is available through your Financial Advisor Please contact your Financial Advisor if you have any questions Important information for former Piper Jaffrey and McDonald Investments clients: As an accommodation to former hoer Jaffrey and McDonald Investments dents, these reports include performance his
dicated in the report Equity Style: The Growth, Value and Cae labels are determined by Standard and Poor's using a priceto- book ratio methodology. The Growth, Value and Core labels are based on how a company's price-to-book ratio compares to the median price-to-book ratio for its industry based on the company's assigne
TERRAMAR00003210 EFTA00238589 UBS Disclosures applicable to accounts at UBS Financial Services Inc. (continued) Important information for former Piper Jaffrey and McDonald Investments clients: As an accommodation to former Piper Jaffrey and McDonald Investments dents. these reports include performance hi
Entities connected to both The Growth, Value and Core and Piper Jaffrey
McDonald Investments
ORGANIZATION
Ghislaine Maxwell
PERSONUBS FS
ORGANIZATIONConsolidated
ORGANIZATIONUBS Financial Services Inc.
ORGANIZATION
United States
LOCATIONNon-Traditional
ORGANIZATIONUBS Bank USA
ORGANIZATIONSmal Cap Unclassified
PERSON
Jeffrey Epstein
PERSONNEXTERA ENERGY INC COM
ORGANIZATIONMorningstar
ORGANIZATION
SIEMENS
ORGANIZATION
MUNICH
LOCATIONSCHLUMBERGER LTD
ORGANIZATIONMorningstar, Inc.
ORGANIZATIONBANK OF AMER INTERNOTES
ORGANIZATIONCITIGROUP CAPITAL XIII FXD
ORGANIZATION
EATON VANCE
ORGANIZATIONGENL ELEC CPTL CORP
ORGANIZATION