EFTA00239554.pdf

Message From: Walker, Christopher [ Sent: 3/6/2019 9:01:04 PM To: 'Scott Borgerson' [ ; Lindsay J. Annello CC: GMAX ; Casriel, Lyle Tomkiewicz, Jessica J; Ramdeen, Vijai J; Rivas, Elyanna [ Shkreli, Juliana [Ill 1; Walker, Christopher MENIMI IIMINI ) Subject: RE: Angara Trust / Montpelier Trust 1099s Scott/Lindsay, We have reviewed the requested accounts. Please see the details below. • There were no 10995 issued for 1111 and for Angara Trust. • There are no tax documents for the Montpelier Trust accounts at UBS for 2018. Thank you! Chris UBS Christopher J. Walker Registered Client Service Associate UBS Financial Services Inc. Private Wealth Management Phone: Fax: ■ www.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 Thanks Lyle and team. Scott On Mar 5, 2019, at 15:09, wrote: Adding my 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: Scott Borgerson Subject: [External] Angara Trust / Montpelier Trust 1099s Hi Lyle, We are in the process of gathering information for the tax filings for the Angara Trust and the Montpelier Trust. To date, we've received 1099s for the following accounts held in the Angara Trust: Were 1099s issued for the following accounts ending -a and which we had received in prior years? Also, were any 1099s issued for the Montpelier Trust in 2018? Thank you in advance for your assistance with this. Best, Lindsay LINDSAY J. ANNELLO, CPA, MSA Manager DICICCO. GULMAN & COMPANY LLP Legal Disclaimer. The information contaned in this electroryc message is legally privileged and confidential under applicable law, and is intended only for the use of the indwidual or entity named above. if the recipient of this message is not the above-named intended recipient. you are hereby notified that any CONFIDENTIAL UBSTERRAMAR00004246 EFTA00239555  dissemination, copy or disclosure of this communication is strictly prohibited. Please note that our systems have content filtering software. If you have received this communication in error, please notify the receptionist at DiCicco, Gutman 8. Company LLP and purge the communication immediately without making any copy or distribution. We hereby inform you that this communication and any attachments hereto are not intended or written by DiCicco Gutman St Company LLP to be used and should not be used by any person for the pispose of avoiding any federal, state or local tax penalties. Please visit our website at http://financialservicesinc.ubs.com/wealth/E-maildisclaimer.html for important disclosures and information about our e-mail policies. For your protection, please do not transmit orders or instructions by e-mail or include account numbers, Social Security numbers, credit card numbers, passwords, or other personal information. CONFIDENTIAL UBSTERRAMAR00004247 EFTA00239556