EFTA01597297.pdf

UBS Finacial Services Inc. Private Wealth Management SUBS 299 Park Avenue 26th Floor New York NY 10171-0002 Business Services Account January 2020 ANP70C07708990120 Y1 0 MAX FOUNDATION 139A CHARLES ST APT 233 Account name: MAX FOUNDATION BOSTON MA 02114-3252 Friendly account name: MAX FOUNDATION Account number: 1 23661 SS Your Amanda' Advisor. SCOTT STACK MANLYLE CASRIEL Questions about your statement? Cad you. Financial Advisor or the Value of your account ResourceLine at 800-762-1000, on December 31 (S) on January 31 (3) account 029023661. Your assets 979.29 979.29 Iftsitour website: Your liabilities 0.00 0.00 www.ubs.comifinancialsewices Value of your account $979.29 $979.29 kerns for your attention Help protect yourself from fraud and review bank. credit card, and brokerage statements regularly. Also, get your free credit report annually from Sources of your account growth innew.annuakreditreportcom. Tracking the value of your account during 2020 Value of your account at year end 2019 197929 Your investment return: 7,238.2 Change in market vague 3000 5,2382 Value of your account on Jan 31. 2020 $97929 1,243.3 - 975.9 979.3 9793 • • • Dec 2014 Dec 2015 Dec 2016 Dec 2017 Dec 2018 Dec 2019 Ian 2020 SDNY GM 00009630 Member SIPC A14,7C00201:0770899 NMI:0073551 00001 0120 00000i:000 Y123661550000000 Page 1 of 6 CONFIDENTIAL EFTA01597297  Account name: MAX FOUNDATION Your Anericlri Advisor: Business Services Account *UBS January 2020 Friendly account name: MAX FOUNDATION Account number Y1 23661 SS SCOTT STACKMANLYLE CASRIEL Your account balance sheet Summary of your assets Value on Percentage of January 31 di) your account • Cash and money balances may include A -cash arid money balances 979.29 I CO 00% Your current asset allocation available cash balances, UBS Bank USA deposit B Cash alternatives 0.00 0.00% account, UBS FDIC Insured Deposit Program Bank accounts, UBS AG Stamford Branch deposit C Equities 0.00 0.00% account balances and money market mutual fund sweep balances. See the Important information D Fved income 0.00 0 00% about jour statement on the last two pages of this statement tot detais about those balances. E Non-traditional 0.00 0 00% F Commodities 0.00 0 00% G Other 0.00 0 00% Total assets $979.29 100.00% Value of your account $97929 Eye on the markets Percentage change Index January 2020 Year to date S&P 500 -0.04% -G04% Russell 3000 -0.11% -all% MSC I - Europe, Australia & Far East -2.08% -2.08% Barclays Capital U.S Aggregate Bond Index 192% 1.92% Interest rates on January 31, 2020 3-month Treasury bills: 1 50% One-month LIBOR: 1 66% A1,70002000270900 WM00073551 00001 0120 030C00000 Y123661550 000tayutoc loogeowe 2 of 6 CONFIDENTIAL EFTA01597298  Account name: MAX FOUNDATION SUBS Business Services Account Your Nnandal Advisor: Friendly account name: MAX FOUNDATION SCOTT STACK MANLYLE CASRIEL January 2020 Account number: Y1 23661 55 Change in the value of your account January 2020 (S) Year to date (1,) Opening account value S979.29 $979.29 Closing account value $979.29 $979.29 UBS Bank USA Business Account APY Interest period Dec 6 - Jan 7 Opening UBS Bank USA Business balance Dec 6 8979.29 Closing UBS Bank USA Business balance Jan 7 $979.29 Number of days in interest period 33 Average daily balance $979.29 Interest earned 80.00 Annual percentage yield earned 0.00% Your investment objectives: You have identified the following investment objectives for this account if you have questions about these objecoves, disagree with them, or wish to change them, please contact your Financial Advisor or Branch Manager. You can find a full description of the alternative investment objectives in Important information about your statement at the end of this document. Your return objective: Capital appreciation Your risk profile: Primary - Wderate investment eligibility consideration - None elected Your account instructions • Your account cost basis default closing method is FIFO, First In, First Out, SDNY GM 00009632 A410002003770e01 WM031073551 00001 0120 COCC00000 YI 23661550 000000 Page 3 of 6 CONFIDENTIAL EFTA01597299 *UBS Your notes NVMAN 551000M 0120 DICON)000, 23661550 C0INNyG,L000096%ge 0 of 6 CONFIDENTIAL EFTA01597300 SUBS Business Services Account Account name: MAX FOUNDATION Your Nnandal Advisor: Friendly account name: MAX FOUNDATION SCOTT STACK MANLYLE CASRIEL January 2020 Account number: Yl 23661 55 Your assets Some prices, income and ontot values sham may be apploelmaie As a result. gains and losses may not be accurately reflected. See Important information about your statement a the end of this document for more infocmaton. Cash Cash and money balances Cash and money balances may radon"+ availatie cash balances, UBS Bank USA &posit account balances, U85 Bank USA and all UBS FDIC Insured Progan Bank deposit aCcesint balances are Insured by the FDIC within UBS FDIC Insured Proaan Bank. Mantes. UBS AG Stamford Branch deposit account balances and money applicable linits, but ate not protected by 9K. U85 AG Stanford Branch deposit account balances are not insured make) mut ua fund sweep balances. by FDIC and ae rice protected by SIPC Money market sweep balances are protected by 51K but are not Insured by the FIX. See the important informawn about put statement at the end of this document for details about thOSt balances Opening bdarKe CIOSIng baanCe Ptce per Share Average Draden0 Interest Days si meld ng on tan 1 (5) on Mn 31 (S) on ran 31 (S) rate period penal Cap amount (5) UBS BANK USA BUS ACCT 979.29 979.29 250,000.00 Your total assets ee«entade of Cost Estimated Unreaized wive on ;an 31 (1) )our account basis (1) annua Income (1) on or losS (S) Cash Cash and money balances 97929 100.00% 97929 Total $979.29 100.00% $979.29 SDNY GM 00009634 ANP700020C0770003 NP1300073551 00001 0120 COCC0000011123661550 000000 Page S of 6 CONFIDENTIAL EFTA01597301 ,t)UBS Your notes nro"0001000,390...0%359, CCM.* C.C.0.000,, 366,..,,,, GM 0000ge,ge 6 of 6 CONFIDENTIAL EFTA01597302  Important information about your statement LBS Fiuncial kmices ex. (the Firma LBS Financial hear from youno later than 60 clays after the Fern capacity. A ful copy of the polio; sordeg is available income or rears and mayn't keep pace yeah Services), is a member of all prixipi socvdy, corny* sent you the fist statement on which the error or Loon request. inflation andoptions exchanges UBS Financial Services and LBS pobtem *awed. • Moderate: Waling to accept sane risk to pampa' and Bale USA are ifdirect stbskloies d LBS AG and — Provide you name ad accurst number Of any). Neither the SIPC protection nor the supplemental tolerate sane volatlity to seek hider returns affiliates of LBS Smuts LLC. The Firm's fru/nal — Desube the error or the transfer you re inure protection apply to: • asgressne: Willing to matt hip risk to principal and statement is available upon request. The Firm's execute* about. ad eiplat as clearly as you can why you • Certain financial assets antrolkd by (and ext.:led in high volatility to seek high teR over time. Offices are at: beano it is an error a why you andMOM you account value) but held away from UBS Financial • mostowntiagibrity Consicloratan: d selected, a Services. For burn* certain (0 insurance products. portion of the portfolio for that atom may include UBS Financial Services ex. — Provide the dolt, amore of the suspected error. ixludrg vaiabl rates, and 6i) shares of mutual complex 'trawl:es, limited liguidty and greater 1200 Harbor Boulevard funds registered nthe name of the account holder on sobriety. Weehawken. N107086 The Firm Or Cad Issuer will investigate you complaint the books of the issuer Or Vander agerrJ; and willcorrect dry error promptly For ahged errs • hvestmmt contracts a rreestment Serest, {e.g. Statement "householdirer This statement represents the ony officialrecord of you' nhgNng LOS Visa•debe cad transactions, 4 we take Imbed panne-etas and private placements) that se We may COnSOkiate A tetrad account statements with Les Financial Services accoura Other records, except more than 10 business days tO do this, we will credit not registered under the Securities Act of 1933; the same address in the same envelope. e g. because °thetal tax drulternS, cantering callting data should you accant fa the imam you thank is in mum, so that • Commodities contracts (e.g., foreign exchange and they have owners who also mantas ;ore account rot be reed upon. If you beige, there ban error or you will have the use of the money &rig the tine it precious metal contacts), nclaing fumes contracts relationships wth other clients at the sane add-ess. If motion, pleas* report it immediately in wring ea the takes us to complete as nestgatein. and Calvvirry option Central% ad you peter to receive ndividual statements (tweed n Branch Manager of the office serving your account. • Depose accounts (except certificates of deposit) at (BS separate /metopes, you may decline householdng by Please male all checks payable to the Firm or the Bak USA, LBS AG U.S. branches and barks in the (tang your Fruncial Advisor Although all hams shown are intended to be accurate, financial ristituten indicated on the front of this FDIC erred Deposit Program. sttement data shook' not be used for tar imposes. Rey statement. In addition to regular account fees, accounts The 51K protection and the supplemental protection do Friendly moue name sold, on yes-end lax totem go., loan 1099, 5498, may be .Meet to mantenarce lees charges for late not appy to these assets awn d they otherwise appear The Friendly account None 6 a customizable • 'withal** 10425, etc.) when preparing your tax return. The Fern 6 payment for securities purchases and charges fa unpaid CC yds statements. The 51K protectionand the chosen by you to assist you with ye's' recordkeepio. moored by law to report to tie IRS all taxable dnidenok, amounts n cash accents. Accounts that are transferred stoplemental protection do not protect against charges It, no legal effect on your account, is not Mended to reportable nal-taxable dividends and taxable interest to other nstilutiten may be subject to a trader fee. in the market value of you revetments (whether as a reflect any strategy, predict rearnmerdation, earned on seas-nes held in your mask net proceeds result of market movement. muer banknotcy inestment objective a risk polite associated wth you- on sale transactions, ad cost basis an omen cowed UtS Sweep Options otherwise) accunts. and is not a prance a gJaraxee that wealth, securities UBS offers options for sweepeg cash balances to bait or any 1inarxiA results. can et willbe achieved. All deposit accanes at nanaffiated banks and abated Dividend Reinvestment Program (DRIP) investments invoke to risk of loss, ex kdro the ritk of COmmUtliCatiOna with the Firm banks and money make) mutuality:Is (Money funds). The pace reflected is an average prce. You may obtain loss of the trait investment. You can change your • Please re-confer., any Oral (Orrirrunicatictis n veiling Deposit accounts at LBS Bark USA and non-affiated the actual price km yam Financial Advisor. Only whole Fria* accost names through Onine Services a by to further protect your reps, including your rights banks panicipaing ti t a LBS FDICansured Deposit shires are purchased under DRIP; partial shares will be contacting your Finarcial Minor. under the Secuities Mesta Protection Act OSA). Program are FDIC-insured n accordance with FDIC rules. sold and the cash will be deposited in your account. We • I the Bruneitl inttution on the top left of the front For more iltamaiian please visit veterfik.9:n. Deposit chodend reinvestment price :belied by to issur may Account overview of this statement isnot Les Financial Services, LBS accounts at WSAG Stamford Branch and shares of deter from the market price a which the partial shares • Value of tors wountIportfofio Net of assets and Financial Services caries you account a clearing Money Funds are not in-redby the FDIC. a-e sold liabilities broker by arrangement with the indicated intedion • Assets Includes available cash balances. vakes for We Wormedyou of this relationshb when you Bak deposits are not protected by SIPC. Money Fond Calvin-Feta dunes :re protected by SIPC See -1.)85 lnancie Services restricted security (est), and Global Tine Deposits. opened this Accent In this raw, your finds and Orly whole units maybe held in yam secondly:0 are Account Protection' below. unrealized marks to market and certain assets ibt held secuties are located at UBS Financial Sweets and rot meted to a partial unit as a result of a dividend payment to. the Finn. Does not nckxle unpiced securities:assets the Mak"rg broker, ad you crust make a report • otherwise, the Firm will either sell grid tries at Upon your regain balances n the bank deposes may be at the end of the prior and oat statement prods. or of ay tar te meson to both ferns. market vice a accept an anoint deterinned by a private investments, invested nod options and • As *sorbed n the accost ag-eements, youmust wihdrann and shares of a Money Fund may be registered dea-rg agency, and freer yore account. liaidated, end the proceeds returned to you or you ~deal, stock options. notify us of any errors or fraud involving checks • Liable's. Voldes debit balances, *sundry margin reflected on your statement beta) 30 days after it was martinaccent. Investment objectives mailed a made mettle. bats, credit re, short account balances The nvestment objecuros and risk profile are specific to • Cashatoney balances Total of uninvested avalable • Please direct arstonw carotenes or nouries to the Futter nkonaton about available sweep options, each account and may vary between you. accounts. reludig current interest rates and yields, is evadable at cash balances, plus deposit balances at affiliated and Film's Client Relations Department at 201.352-1699 Please advise the Finnan:may in writing of an vieww.ubs comrsarepyields, from yore intend.' Advisor nahallikated banks, and money market mortal had or toll-free at 800-354-9103, 8:00 A.M. to 600 P.M significant change in you lino eizA situation or by eating KO-7621000. sweep balances. at the close of the statement period. ET Monday through Friday, or in witio to WS investment objectives_ For each account held, you Financial Services ls. , Client Relations Department, Non•Corrrtirley bee credit balances in you account are choose are of the Ioeowing investrnme objectives: not segregated from other balances and the Fern may P.O. Box 766UnionC ity,1107087. US$ Financial Services account protection • Prorkce Current fname: Investments seeking the the Firms a inerrber of the Secretes bosh". Protection use any these fords in the ordinay cane of its • All itatellentS shall be cleaned complete and accuse generation Of income Caly. banns These finds are payable upon your Orland. not objected to ri writing whit 60 days. Corporation (Sip, witch protects securities custonwn • Achill,* °pea/Appreciation: Mestments seeking o1 is rearben up to 1%0,000 (adding 5250.000 for 11-es total is ircbded in the anent period closing value. • For TTY services: Cal 844-612-0986 a from outside clams for ratal0 bplanatory broth.", available upon growth of or:idealrather than the generation of the US Call201-332.1495 ncome. tending information • h case of errors or cunt:xis about an electronic request a at raw strorg. The SIK asset protection ferns apply to A accounts that you hold in a particular • Produce Combination ofincome and Capital Fa detailed information on the Finis lending practices funds transfer (U1), bill parent or LIES Vise debt appreciation Investments seeking both the generation ad disc bsures, refer to you Client Relationshp cad transactions, cal 800-262-1000, or carte to UBS capacity- The Firm, together with carton athletes, has also of income and growth of principal. Agreement a Account Agreement and the General F etanoial Services lx., 1000 Harbor Bed, 61h floor, Terms and Ca-ditions LOS Statement of Credit Practices Weehawken.. Ni 07086, Attn: b.INSSA Services. Purchased supplemental inmate*. The maxims., Entttil payable to at eligbk chums, colectivey under Overall risk profiles mailable n Agrtem ants andDiscbsures tie protection is 5500 million as of Detester 10, 2016. • Connotive- Seeks to martin initial prix0al, with at lyvnv ohs eornlareconnAnclov•ws Call a write as soon as saran, 1 you think as km risk and minify to the accost overall, even 0 statement a receipt is wag a e you need more Weed to the pale y conditions and inlet:as, cash a theFinn i hither protected fa up to 11.9 million in the that means the account does not generate information about a transfer on the sinner or rice's* The Fein or Card Issuer (as appkable) must aggregate for al you accounts held in a wieder SDNY_GM_00009636 CONFIDENTIAL EFTA01597303  Important information about your statement (continued) Ras assets — For certain searies trading in non-conforming • Est. (estimated) income, Current yields and rates. - We Weil* COrnpkinSal kg) fromLes Bank USA, U3S Your statement sent, acuities and other assets held denominates, price a-id quantity (lace rata) may An estmate of anal igene is bawd an current AG Stanford Branch and ramatfiliated barks in the accord a the end of the gatemen period. You have been adjusted to facilitate proper valuation. dividend and interest rates. assuming the securities will through our cash sweep programs. The msar ask for delieenrof fully paid searttin at ay tine. To obtain current gotat ions, when a bariVe contact be held for one year from statement care or until compensation may be per account fee or You may receive tourists used as loan carnal after your Fame Advisor. MMus*. This estimate is any a guidekne; accuracy may be a percentage of away daiy depose paying any balance dr on them. Any securities and continued income are not guaranteed balances. transferred to the Fim dreg the statement period are • Private invertmones end stmoured products. — Estimated crud ncome and current yield foe listed at market value as of the end of the statement Private Mestrient securities (inclerg direct certain types of securities could include a return of Activity period. Partkkation program and real estate inveihrierrt trust principal or capita gains in which case the est. Wormation regarding commission and other charges • Cost bash. In denim:nig the cost bass of the %tutees) and strucesed products are goner* higtey income (and current yielth would be overstated. 'Mulled II con-sect pen with the emotion of oaks, wanes included in this statement, where indicated Revd Certain structuredow:dads have not teen — Estimated rant income and current yield and lee inckadrig option transactions has been induded co with the nuerbee '1: UBS Financial Services has raid registered web the Securities and Exchange actual imam, and yield micro be lower a higher confirmations previously furnished to yoa ad will be as information obtained from sources other than LE6 Canmission or under arty state securities laws. We than the estimated amounts. provided to you promptly on request. Financial Serene, "doling Hammier. flan another provide estimated values for prince imminent — An earns of arnualind "come (avidend ands Irma that you may hawpros/did to your Financial securities and structured products for 'Samuel:nal interest) Minded by the current market Short soling Advisor. The Fie does not independently way a Accuracy is not guaranteed. vakraraverage balance is based on the last dividend if you at engaged n short selling a security, you may garnet the rosary a validity of my information prrxusany. — nest vales nUry diller ithstentially turn prises, or merest pant** made by the Mar and incur a cturge die to mien borrowing costs fa that provided by sources other than LES Financial Services. any, at which a private nvestment securtyor assumes tie securities/deposes will be hell for one pateulasecisiy. h radial, although U3S Financial Sencces genera* structured product maybe boujst a sold and do year from the statement date a urea maturity. updates this Mormation as it is received, the item not nerrremarb, leaner* the vi you may receive Accuracy and continued yield se not guaranteed. Open orders not provide any assurances let the Planation upon liquidation. Regarding open a • good.acancelled • ceders that under 'Cost basis' ad 1.hrealeed gadloss' is — And party estimates of value are as of • Assets not held by LIBS financial Services. Certan ewe not executed by the statement dale, open buy aid Kurth as of the date of this stamen. As such, date ad are supplied to UBS Financial Sents on a assets are not held by the Firm and not within the sea stop orders we reduced by therant of dwiderds please do not rely on this information to make repair base by an independent valuation fin. em's possession or control. These assets are or netts an an tx.&edicts or exeghts date ts*ss purchase Cr tale decisions, for tae purposes a — Issuer, general partner of sooner estimated valet displayed on your statement for of°motional instructed otherwise by you. You we responsble for otherwise. Accounts transferred to the Fin, may if ay, are supplied to the Firm by the issuer, purposes only. Positions and vases presented are orders that are executed the to your Salve to cancel reflect gingko% h informal On only for the period of general partner or sponsor and may be tabulated provided by to issung fem. UBS Fnamcial Services is eating open ordeal. tine they are the Fie. More hinceical based Co cifferent Mama:on from that used by not reparable for this iteration and does not nfarnation can be added by your Financial Achisor. third parties to derive thei esemaled WAUPS. guarantee is accuracy. Thew assets re not protected Privaq • Unrealized gains/losses. When data is avabble, — You can obtain additional information regardrig by SIPC or the firm's supplemental SiPC coverage. To obtain a copy of as current Client Prelacy Notice, eslinated arealited gaimilosses at calculated for the methodology used to determine the estimate of please contact par Financial Advisor or visit as 'rebut rdividal security lots. The transaction data for value and the date of the informalen that is the • Rinntenti shoring and additional compensation. at wonvati coesnovacrooky. ndividul lots may or may not reflect canminers, basis for the estimate by contactirgyour Financial - h addition to commissions on sales at 12b.1 fees — 1.85 Financial Services is riot a bark. The RMA. Business ch.vges ardor security reorganisation hems. Advisor. reamed n connectcol with the disubnion of mutual Services Account BSA and IRMA are brokerage Dividend and other reinvestment lots and systematic — Third party estimated values may bereflected as funds to our clients we odor our affiLate receive accounts which provide access to banking services and Prchaw lot are each combined to display on, 'Not priced' in several situatern: Main an revert. sharing pigments from disubdors ancla prockos through arrangements with affiliated banks averaged lot. The 'Trade date' column presents the • dent valuation to, has not suppled a is adviscn of the maul funds that we sell These and other thidpany banks, endprovides access to crigasal transaction wade date. unable to assign a value, when we become aware rants are based on two different coapcinents: insurance and aunty products issued by unaffiliated • Callable markles Bonds arid prefaced stock that that a material event has occurred that may call a the nun of sales by U135 of mutual tsid.party mane companies fl out insurance the issuer cats for eery redemption wit be selected previa*reputed vale into question, or when a fund famity So our <kernr and kJ the asset qt. of a agency subsidiaries of US$ Fi-uncial Senkes n. emparhay by lot from among at seorises of that value woad be highly speculative due to the nature particular Mutual fund I arniejs shares held at the — investment, insane, and amity prodxts: issue held nom name a ri nomnee nee for us of the security. firm. — Not FIX insured • No bark guarantee* May lose value dents Call feature information s obtaired from third — When neither an issuer, general partner or sponsor — We ref our affiliate also receive networking and — IMA. Resource Management Account Business patties and es accuracy is not guaranteed. Other call estimated value bar a dud-party estimated value is cent* processing lees in consideration for transfer Services Account BSA, IRMA and nternatiorul Resource features may exist which could affect yield; complete provided, the value of the security ekl tr.:lavers agent services that we provide to the mutual funds. Management Account are registered service marks of information will be provided upon request. from its purchase Coke Thew fees generates an paid from investor assets in LEG Financial Services Inc • Price/value. Prices desplawd fa securities and other — 'Diarbutens to date' may "elude return of the named lad and are a fired dollar innocent based — vISA is a registered vadernark owned by Vita produce maybe higher or lower than the price that capital, income or both an the number of accounts at the broker -dealer srternsional Service Association and used under you would sourly receive in the market Prices are — unit size represents the Keel offering holding mutual fads of that turd IaNy. kens.. The CBS Visa creel cards rd the U65 Visa obtained from various third party sources theth we price per Mit and may not reflect riot cop baits - h addition to commission received in correction debit cads are issued by L6S Bark LISA with believe to be reliable, but we do not guarantee thee — DPP and unlisted REff wurities are not listed cc a with the sale or diorbuton of tenuity canals and permission from Visa U.S.A. he ceporated. All other accuracy. national securities exchange, and are generally unit mestment trust tees to or diens, we actor trademarks, registered trademarks, service marks at — We genera, use the dosing prise when available a illiquid and even a they can be sold. the price at /brute receive revenue sharing carp:suet:an registered service marks are of their respective the mean of the bed and ask prices for listed reamed may be less than the per share estimated from many of the Insurance companies underwriting companies. securities and options any bid prices for OTC value waded in the account statement. the annuity contracts, affilates of the Massee securities companies or sponsors of the at Mourners tuns LOS Firuntial Serviette Inc. Rev. 201010 — Less activeytrackd securities maybe priced using a • Restricted securities. Restricted sectnies generaly we darbute. valuation model a the most recent price we are not currently elgbk for pubk sale UBS F haricot - h ackation to COrnmiSSE3n5 received from the atoned and may not reflect an actual market pia Services uses the market price of the itresincted stock purchase and sale of NureSIre es lads we actor our or vat*. of the sane issuer as an imputed yak.e fa the affiliate receive an asset-based amenx sharing — <man positions may appear berthas a price and restricted stock for purposes of this statement only. To payment from NeaShares dish:las" as mil as will show as rake want nitro,' t we are tie extent that restricted securities we Mgble for sale, funding for technology development, training and unable to obtain a price for a security. the vats received may be substantially ins than the education. — Deposits a securities denominated is currencies maned vats shown. - Our anon also receive trading commissions at other than U.S. dollars re reflected a the excharge other compensation from mudual funds and Marne rate as of the statement date. canonic.% whose frolactS we Slane. SDNY_GM_00009637 CONFIDENTIAL EFTA01597304  UBS Financial Services Inc Private Wealth Management SUBS 299 Park Avenue 26th Floor New York NY 10171-0002 Business Services Account February 2020 AMP70C07238150220 Y1 0 MAX FOUNDATION 139A CHARLES ST APT 233 Account name: Mr1C4 FOUNDATION BOSTON MA 02114-3252 Friendly account name: MAX FOUNDATION Account number: 1 23661 SS Your Nnancial Advisor: SCOTT STACKMANILYLE CASRIEL Questions about your statement? Call you' Financial Advisor or the Value of your account ResourceLine at 800-762-1000, on January 31(1) on February 28 (S) account 029023661. Your assets 979.29 979.29 Visitant vvebsite: Your liabilities