EFTA00024450

SUBS UBS Financial Services Inc. 26th Flout New York NY 10171.0002 Tel ubs.conVfs Montpelier Trust ATTN: Nutter McClennen & Fish LLP Boston, MA 02210-2698 January 3, 2019 Request: Please review the enclosed information and retain for your records Thank you for opening additional accounts with us. As the final step in the account opening process, please review the Client Information and Account Information sections of this package and confirm that they are accurate; if changes are required, please call us at the number displayed above. The Client Relationship Agreement and other account documents we provided when you opened a previous account apply to your new accounts. Please refer to that information. Electronic versions are also available at www.ubs.com/accountdisclosures. Once again, thank you for the opportunity to serve you. At UBS, we value your relationship with us, and we understand that we succeed only if you succeed. Sincerely, Scott Stackman I Lyle Casriel UBS Financial Services Inc. is a subsidiary of UBS AG Package ID. 0268296267 - 1 1 EFTA00024450 Intentionally Left Blank Package ID. 0268296267 - 1 EFTA00024451 U09eWICIJUI ILIOD Client Information 0 Montpelier Trust Trust Information U.S. Federallaw requires us Trust Type Irrevocable Trust ro obtain, yen* andrecord information that identifies Name Montpelier Trust each person or entity Jurisdiction US Trust that opens an Account with us. When you open an Date Established 07/31/2018 Account, we w0I ask for your name, street address. Name of All Trustees dare of birth and a tax Christine Yvonne Malina-Maxwell identification number such as a soda/ Security number. Jeffrey W. Roberts We may also ask to se a drivers cerise or other Scott Borgerson documents that whY allow Name of All Grantors us to identify you. Ghislaine Maxwell Please review and verify al of the information that you provided ro us when you Client Contact Information opened your Account. If you bare changes. corrections or adthrions, Residential Address ATTN: Nutter McClennen & Fish notify your Financial Advisor LLP as soon as possible. City, State, Zip Code Boston, MA 02210-2698 if you share assets with Home Phone another person, the net north figure here shows E-mail Address your portion o* based upon instructions you provided. Net Worth Information Annual Income Range from $200,000 - $499,999 InvestinentInformatirvi: This section reflects answers Liquid Assets (cash and marketable securities) Range from $10,000,000 AND ABOVE you providedrelated to your investment experience. Net Worth (excluding primary residence) Range from $10,000,000 AND ABOVE market knowledge and Federal Marginal Tax Rate 37% and above other assets and is used to ensure our investment You have indicated that you do not derive a substantial amount of your income / wealth (over 50%) from a recommendations are country outside of the United States. suitable for your situation. Investment Information Years you have held investment accounts None Individual Stocks None Equities None Bonds None Futures None Options-Buy None Options-Sell None Knowledge of investments None Percentage of total investable assets held at UBS More than 80% Affiliations Affiliated with securities firms or broker/dealer? No You have indicated that you are not an employee of UBS AG, its subsidiary or affiliates. You have indicated that you are not related to an employee of UBS AG, its subsidiary or affiliates. You have indicated that you are not a control person (Policy-maker, director or 10% shareholder) of a publicly traded corporation. Package ID. 0268296267 - 2 3 EFTA00024452 U09eWICIJUI ILIOD O 0 Christine Yvonne Malina-Maxwell Personal Information U.S. Federallaw requires us Name Christine Yvonne Malina-Maxwell -a fa obtain, venly andrecord information that identifies Citizenship United States each person or entity Gender Female rhar opens an Account with us. When you open an Date of Birth Account, we w0I ask for your name, street address. Marital Status Married dare of birth and a tax identification number such as a Soda/ Security number. Client Contact Information We may also ask to se a drivers &cerise w other Residential Address documents that whY allow us to identify you. City, State, Zip Code Dallas, TX 75206-4307 Please review and verify al Home Phone of the information that you provided ro us when you E-mail Address opened your Account. If you bare changes Net Worth Information corrections or adthrions notify your Financial Advisor You have indicated that you do not derive a substantial amount of your income / wealth (over 50%) from a as soon as possible. country outside of the United States. if you share assets with another person, the net Investment Information north figure here shows Years you have held investment accounts 8 your portion o* based upon instructions you Individual Stocks None provided. Equities None InvestinentInformatirvi: Bonds None This section reflects answers you providedrelated to Futures None your investment experience. market knowledge and Options-Buy None IN other assets and is used to Options-Sell None ensure our investment recommendations are You have indicated you have a good understanding suitable for your situation. Knowledge of investments of financial markets and market investments. Percentage of total investable assets held at UBS None Affiliations Affiliated with securities firms or broker/dealer? No You have indicated that you are not an employee of UBS AG, its subsidiary or affiliates. You have indicated that you are not related to an employee of UBS AG, its subsidiary or affiliates. You have indicated that you are not a control person (Policy-maker, director or 10% shareholder) of a publicly traded corporation. Package ID. 0268296267 - 2 4 EFTA00024453 U09eWICIJUI ILIOD Jeffrey W. Roberts Personal Information U.S. Federallaw requires us Name Jeffrey W. Roberts fa obtain, vent' andrecord information that identifies Citizenship United States each person or entity Gender Male rhar opens an Account with us. When you open an Date of Birth Account, we w0I ask for your name, street address. Marital Status Married dare of birth and a tax identification number such as a Soda/ Security number. Client Contact Information We may also ask to sea drivers cerise w other Residential Address documents that whY allow City, State, Zip Code Wenham, MA 01984-1464 us to identify you. Home Phone Please review and verify al of the information that you E-mail Address provided ro us when you opened your Account. If Net Worth Information you bare changes corrections or adthrions, You have indicated that you do not derive a substantial amount of your income / wealth (over 50%) from a notify your Financial Advisor country outside of the United States. as soon as possible. if you share assets with Investment Information another person, the net Years you have held investment accounts 13 north figure here shows your portion o* based Individual Stocks None upon instructions you None provided. Equities Bonds None investinentInformatirvi: This section reflects answers Futures None you providedrelated to Options-Buy None your investment experience. market knowledge and Options-Sell None other assets and is used to ensure our investment Knowledge of investments You have indicated you are an experienced investor recommendations are in financial markets and market investments. suitable for your situation. Percentage of total investable assets held at UBS None Affiliations Affiliated with securities firms or broker/dealer? No You have indicated that you are not an employee of UBS AG, its subsidiary or affiliates. You have indicated that you are not related to an employee of UBS AG, its subsidiary or affiliates. You have indicated that you are not a control person (Policy-maker, director or 10% shareholder) of a publicly traded corporation. Package ID. 0268296267 - 3 5 EFTA00024454 3 U09eWICIJUI ILIOD O Scott Borgerson Personal Information U.S. Federallaw requires us Name Scott Borgerson ro obtain, vent' andrecord information that identifies Citizenship United States each person or entity Gender Male rhar opens an Account with us. When you open an Date of Birth Account, we w0I ask for your name, street address. Marital Status Single dare of birth and a tax identification number such as a Soda/ Security number. Client Contact Information We may also ask to sea drivers &cense w other Residential Address documents that whY allow City, State, Zip Code Boston, MA 02108-1433 us to identify you. Home Phone Please review and verify al of the information that you E-mail Address provided ro us when you opened your Account. If Net Worth Information you bare changes corrections or adthrions, You have indicated that you do not derive a substantial amount of your income / wealth (over 50%) from a notify your Financial Advisor country outside of the United States. as soon as possible. if you share assets with Investment Information another person, the net Years you have held investment accounts 23 north figure here shows your portion o* based Individual Stocks None upon instructions you None provided. Equities Bonds None investinentInformatirvi: This section reflects answers Futures None you providedrelated to Options-Buy None your investment experience. market knowledge and Options-Sell None other assets and is used to ensure our investment Knowledge of investments You have indicated you are an experienced investor recommendations are in financial markets and market investments. suitable for your situation. Percentage of total investable assets held at UBS None Affiliations Affiliated with securities firms or broker/dealer? No You have indicated that you are not an employee of UBS AG, its subsidiary or affiliates. You have indicated that you are not related to an employee of UBS AG, its subsidiary or affiliates. You have indicated that you are not a control person (Policy-maker, director or 10% shareholder) of a publicly traded corporation. Package ID. 0268296267 - 3 6 EFTA00024455 U09eWICIJUI ILIOD Ghislaine Maxwell Personal Information U.S. Federallaw requires us Name Ghislaine Maxwell ro obtain, vent' andrecord information that identifies Citizenship United States each person or entity Gender Female rhar opens an Account with us. When you open an Date of Birth Account, we w0I ask for your name, street address. Marital Status Single dare of birth and a tax identification number such as a Soda/ Security number. Client Contact Information We may also ask to sea drivers cerise or other Residential Address documents that whY allow S us to identify you. City, State, Zip Code Boston, MA 02114-3252 Please review and verify al Mobile of the information that you provided ro us when you E-mail Address opened your Account. If you bare changes. Employment Information corrections or adthrions, notify your Financial Advisor Employment Status Employed as soon as possible. Occupation Other if you share assets with Occupation Industry Other another person, the net north figure here shows Employer Name The TerraMar Project your portion o* based upon instructions you Business Address provided. City, State, Zip Code New York, NY 10065 - 7007 investinentInformatirvi: This section reflects answers Net Worth Information you providedrelated to Annual Income Range from $200,000 - $499,999 your investment experience. market knowledge and Liquid Assets (cash and marketable securities) Range from $10,000,000 AND ABOVE other assets and is used to ensure our investment Net Worth (excluding primary residence) Range from $10,000,000 AND ABOVE recommendations are Federal Marginal Tax Rate 37% and above suitable for your situation. You have indicated that you do not derive a substantial amount of your income / wealth (over 50%) from a country outside of the United States. Investment Information Years you have held investment accounts 24 Individual Stocks None Equities 23 Bonds 23 Futures 7 Options-Buy 12 Options-Sell 12 You have indicated you are an experienced investor Knowledge of investments in financial markets and market investments. Percentage of total investable assets held at UBS Less than 20% Other Own Home or Rent? Own Affiliations Affiliated with securities firms or broker/dealer? No You have indicated that you are not an employee of UBS AG, its subsidiary or affiliates. Package ID, 0268296267 - 4 7 EFTA00024456 ti011eV.HOWIil) tiogetumjui wag) You have indicated that you are not related to an employee of UBS AG, its subsidiary or affiliates. You have indicated that you are not a control person (Policy-maker, director or 10% shareholder) of a publicly traded corporation. Package ID: 0268296267 -4 8 EFTA00024457 I Account Information O 0 RMA Domestic TRUST Your Account Please review the information Account Number about each of your accoun andnotify your Financial Account Title Montpelier Trust Advisor irnmethately if you have any changes or Account Address ATTN: Nutter McClennen & Fish corrections. LLP For more inforrnatiort, please City, State zip Boston, MA 02210-2698 a refer to the UBS Deposit Account Sweep Program DisclosureStatement. Cards and Checks for this account, if requested, will ATTN Nutter McClennen be mailed to this address: and Fish LLP Please note. the account risk Boston, MA 02210-2695 profile aercr 'prevalent &Kant below are specific only Primary Account Holder Montpelier Trust to this account other accouna may have c0fferent account risk UBS will not disclose your name, address and security profiles and investment Disclosure of Beneficial Ownership position to issuers of any securities held in your Account. a alert/yes. Your Account Risk NOfile for Margin No this particular account is defined as. If you did not choose Margin when you opened this account, you may ask to establish margin by Aggressive. Wilting to accept contacting your Financial Advisor. You agree that the Margin Agreement in the Completing Your high risk to principal andhigh vaktifin, to seek high returns over Account Opening Process package will govern your use of margin in this account and all other time. accounts you have now or may open in the future. Different account may have different risk profiles Cost Basis Method First In,First Out Your Investment Objective Features and Services Achieve CapitalAppreciation. Investments seeking growth of Premier- RMA / BSA principalrather than the generation of income. Account Objectives and Risk Profile A senior polibcal official is Account Risk Profile Aggressive/Speculative defined as a President or Vice Your answers to our profiling questions: President Cabinet Member, Supreme Court A,stice, Risk Tolerance High Risk member of the Joint Chiefs Achieve capital appreciation (emphasis on growth of Staff, Member of Congress or Investment Objective a Parliament Chairperson, capital, not on income) Head or Senior Leader of a Risk/Return Objectives Higher Fluctuations, Higher Returns major religious organisation, or the like. Investment Time Horizon Longer than 10 years (through several market cycles). Short-Term Liquidity Needs No Sweep Account Election Primary Sweep Fund UBS FDIC INSURED DEPOSIT PGM • Sweep Cap Election No You have indicated that all beneficiaries for this trust are individuals (natural persons) or not-for-profit organizations. U Secondary Sweep Fund LIQUID ASSETS GOVERNMENT FUND U.S. Senior Political Affiliation: You have indicated that no account holder, an authorized signatory, beneficial owner, trustee, power of attorney, or other individual with authority to effect transactions, or any of their immediate family members or close associates is a Current U.S. Political Official. Non-U.S. Senior Political Affiliation: You have indicated that no account holder, an authorized signatory, beneficial owner, trustee, power of attorney, or other individual with authority to effect transactions, or any of their immediate family members or close associates is a Current or Former non-U.S. Political official or non-U.S. Religious Group/Organization or Senior/Influential representative of a non-U.S. Religious Group/Organization. Package ID: 0268296267 - S 9 EFTA00024458 uolievnolui tuno,,y Source of Funds in the Account You have indicated the following as the source of funds for this account: Other Income Source transfer Electronic Delivery Features Electronic Delivery of Shareholder Communications: You have elected to receive shareholder communications via electronic format in this UBS account. Please refer to Client Relationship Agreement for Terms and Conditions of this service. E-mail Address Anticipated Activity According to our records, you have indicated the following expected activity in your account. Anticipate depositing funds from third parties into account No Anticipate withdrawing from account to pay/ transfer to third parties No Package ID: 0268296267 - S 10 EFTA00024459 RMA Domestic TRUST Your Account Please review the information Account Number about each of your accounts and notify your Financial Account Title Montpelier Trust Advisor immediatey if jou have any changes or Account Address ATTN: Nutter McClennen & Fish corrections. LLP For more information, Pt'ase City, State zip Boston, MA 02210-2698 a refer to the LIDS Deposit Account Sweep Program Disclosure Statement. Cards and Checks for this account, if requested, will ATTN Nutter McClennen be mailed to this address: and Fish LLP Please note. the account risk Boston, MA 02210-2695 profile and investment Sew below are specific only Primary Account Holder Montpelier Trust to this account other accounts may have &fermiaccount risk UBS will not disclose your name, address and security profiles and invesnnent Disclosure of Beneficial Ownership position to issuers of any securities held in your Objectives. Account. a Your Account*Risk Profile for Margin No this particular account is defined as If you did not choose Margin when you opened this account, you may ask to establish margin by Aggressive' IV/kg to accept contacting your Financial Advisor. You agree that the Margin Agreement in the Completing Your high risk to principal andhigh volatility to seek high returns over Account Opening Process package will govern your use of margin in this account and all other time. accounts you have now or may open in the future. Different accounts may have different risk profiles Cost Basis Method First Cu: Your Investment Objective Features and Services Achieve CarnalAppreciation. investments seeking growth of Premier- RMA/ BSA pnno'palrather than the generation of income. Account Objectives and Risk Profile A senior political official is Account Risk Profile Aggressive/Speculative defined as a President or Vice Your answers to our profiling questions. President, Cabinet Member, Supreme Court Justice, Risk Tolerance High Risk member of the loin! Chiefs Achieve capital appreciation (emphasis on growth of Staff, Member of Congress or Investment Objective a Parliament Chairperson. capital, not on income) Head or Senior Leader of a Risk/Return Objectives Higher Fluctuations, Higher Returns major religious organization, or the like. Investment Time Horizon Longer than 10 years (through several market cycles). Short-Term Liquidity Needs No Sweep Account Election Primary Sweep Fund UBS FDIC INSURED DEPOSIT PGM Sweep Cap Election No You have indicated that all beneficiaries for this trust are individuals (natural persons) or not-for-profit organizations. U Secondary Sweep Fund LIQUID ASSETS GOVERNMENT FUND U.S. Senior Political Affiliation: You have indicated that no account holder, an authorized signatory, beneficial owner, trustee, power of attorney, or other individual with authority to effect transactions, or any of their immediate family members or close associates is a Current U.S. Political Official. Non-U.S. Senior Political Affiliation: You have indicated that no account holder, an authorized signatory, beneficial owner, trustee, power of attorney, or other individual with authority to effect transactions, or any of their immediate family members or close associates is a Current or Former non-U.S. Political official or non-U.S. Religious Group/Organization or Senior/Influential representative of a non-U.S. Religious Group/Organization. Package ID. 0266296267 - 6 11 EFTA00024460 uolievnolui tuno,,y Source of Funds in the Account You have indicated the following as the source of funds for this account: Other Income Source transfer Electronic Delivery Features Electronic Delivery of Shareholder Communications: You have elected to receive shareholder communications via electronic format in this UBS account. Please refer to Client Relationship Agreement for Terms and Conditions of this service. E-mail Address Anticipated Activity According to our records, you have indicated the following expected activity in your account. Anticipate depositing funds from third parties into account No Anticipate withdrawing from account to pay/ transfer to third parties No Package ID: 0268296267 -6 12 EFTA00024461 RMA Domestic TRUST Your Account ease review the information Account Number about each of your accoun and notify your Financial Account Title Montpelier Trust Advisor irnmecrately if you have any changes or Account Address ATTN: Nutter McClennen & Fish corrections. LLP For more information, please City, State zip Boston, MA 02210-2698 a refer to the UBS Deposit Account Sweep Program Disclosure Statement. Cards and Checks for this account, if requested, will ATTN Nutter McClennen be mailed to this address: and Fish LLP Please note. the account risk Boston, MA 02210-2695 profile an-armrest/nem otst.crive below are specific only Primary Account Holder Montpelier Trust to this account other accouna may have Mem, account risk UBS will not disclose your name, address and security profiles and investment Disclosure of Beneficial Ownership position to issuers of any securities held in your atrroves. Account. a Your Account Risk Profile for Margin No this particular account is defined as. If you did not choose Margin when you opened this account, you may ask to establish margin by Aggressive. Wilting to accept contacting your Financial Advisor. You agree that the Margin Agreement in the Completing Your high risk to principal and high volatility to seek high returns over Account Opening Process package will govern your use of margin in this account and all other time. accounts you have now or may open in the future. Different account may have different risk profiles Cost Basis Method First Your Investment Objective Features and Services Achieve Capital Appreciation. Investments seeking growth of Premier- RMA/ BSA principal rather than the generation of income. Account Objectives and Risk Profile A senior political official is Account Risk Profile Aggressive/Speculative defined as a President or Vice Your answers to our profiling questions: President Cabinet Member, Supreme Court AlSliCe, Risk Tolerance High Risk member of the Joint Chiefs Achieve capital appreciation (emphasis on growth of Staff, Member of Congress or Investment Objective a Parliament Chairperson, capital, not on income) ?Ikeda Senior Leader of a Risk/Return Objectives Higher Fluctuations, Higher Returns major relig:bus organisation, or the like. Investment Time Horizon 7 - 10 years Short-Term Liquidity Needs No Sweep Account Election Primary Sweep Fund UBS FDIC INSURED DEPOSIT PGM Sweep Cap Election No You have indicated that all beneficiaries for this trust are individuals (natural persons) or not-for-profit organizations. Secondary Sweep Fund LIQUID ASSETS GOVERNMENT FUND U.S. Senior Political Affiliation: You have indicated that no account holder, an authorized signatory, beneficial owner, trustee, power of attorney, or other individual with authority to effect transactions, or any of their immediate family members or close associates is a Current U.S. Political Official. Non-U.S. Senior Political Affiliation: You have indicated that no account holder, an authorized signatory, beneficial owner, trustee, power of attorney, or other individual with authority to effect transactions, or any of their immediate family members or close associates is a Current or Former non-U.S. Political official or non-U.S. Religious Group/Organization or Senior/Influential representative of a non-U.S. Religious Group/Organization. Package ID: 0268296267 -7 13 EFTA00024462 uolievnolui tuno,,y Source of Funds in the Account You have indicated the following as the source of funds for this account: Other Income Source transfer Electronic Delivery Features Electronic Delivery of Shareholder Communications: You have elected to receive shareholder communications via electronic format in this UBS account. Please refer to Client Relationship Agreement for Terms and Conditions of this service. E-mail Address Anticipated Activity According to our records, you have indicated the following expected activity in your account. Anticipate depositing funds from third parties into account No Anticipate withdrawing from account to pay/ transfer to third parties No Package ID: 0268296267 -7 14 EFTA00024463 RMA Domestic TRUST Your Account ease review the information Account Number about each of your accoun andnotify your Financial Account Title Montpelier Trust Advisor irnmecrately if you have any changes or Account Address ATTN: Nutter McClennen & Fish corrections. LLP For more information, please City, State zip Boston, MA 02210-2698 a refer to the UBS Deposit Account Sweep Program Disclosure Statement. Cards and Checks for this account, if requested, will ATTN Nutter McClennen be mailed to this address: and Fish LLP Please note. the account risk Boston, MA 02210-2695 profile aercr ',vestment otstictive below are specific only Primary Account Holder Montpelier Trust to this account other accouna may have Mem, account risk UBS will not disclose your name, address and security profiles and investment Disclosure of Beneficial Ownership position to issuers of any securities held in your atrroves. Account. a Your Account Risk Profile for Margin No this particular account is defined as. If you did not choose Margin when you opened this account, you may ask to establish margin by Aggressive. Wilting to accept contacting your Financial Advisor. You agree that the Margin Agreement in the Completing Your high risk to principal andhigh volatility to seek high returns over Account Opening Process package will govern your use of margin in this account and all other time. accounts you have now or may open in the future. Different account may have different risk profiles Cost Basis Method First 1-,' Cu: Your Investment Objective Features and Services Achieve CapitalAppreciation. Investments seeking growth of Premier- RMA/ BSA principalrather than the generation of income. Account Objectives and Risk Profile A senior political official is Account Risk Profile Aggressive/Speculative defined as a President or Vice Your answers to our profiling questions. President Cabinet Member, Supreme Court AlSliCe, Risk Tolerance High Risk member of the Joint Chiefs Achieve capital appreciation (emphasis on growth of Staff, Member of Congress or Investment Objective a Parliament Chairperson, capital, not on income) ?Ikeda Senior Leader of a Risk/Return Objectives Higher Fluctuations, Higher Returns major relig:bus organisation, or the like. Investment Time Horizon 7 - 10 years Short-Term Liquidity Needs No Sweep Account Election Primary Sweep Fund UBS FDIC INSURED DEPOSIT PGM Sweep Cap Election No You have indicated that all beneficiaries for this trust are individuals (natural persons) or not-for-profit organizations. Secondary Sweep Fund LIQUID ASSETS GOVERNMENT FUND U.S. Senior Political Affiliation: You have indicated that no account holder, an authorized signatory, beneficial owner, trustee, power of attorney, or other individual with authority to effect transactions, or any of their immediate family members or close associates is a Current U.S. Political Official. Non-U.S. Senior Political Affiliation: You have indicated that no account holder, an authorized signatory, beneficial owner, trustee, power of attorney, or other individual with authority to effect transactions, or any of their immediate family members or close associates is a Current or Former non-U.S. Political official or non-U.S. Religious Group/Organization or Senior/Influential representative of a non-U.S. Religious Group/Organization. Package ID: 0268296267 -8 15 EFTA00024464 uolievnolui tuno,,y Source of Funds in the Account You have indicated the following as the source of funds for this account: Other Income Source Transfer Electronic Delivery Features Electronic Delivery of Shareholder Communications: You have elected to receive shareholder communications via electronic format in this UBS account. Please refer to Client Relationship Agreement for Terms and Conditions of this service. E-mail Address Anticipated Activity According to our records, you have indicated the following expected activity in your account. Anticipate depositing funds from third parties into account No Anticipate withdrawing from account to pay/ transfer to third parties No Package ID: 0268296267 -8 16 EFTA00024465 RMA Domestic TRUST Your Account Please review the information Account Number about each of your accounts andnotify your Financial Account Title Montpelier Trust Advisor immediately if you have any changes or Account Address ATTN: Nutter McClennen & Fish corrections. LLP For more information, please City, State zip Boston, MA 02210-2698 a refer to the UBS Deposit Account Sweep Program DisclosureStatement. Cards and Checks for this account, if requested, will ATTN Nutter McClennen be mailed to this address: and Fish LLP Please note the account risk Boston, MA 02210-2695 profile aed //vestment &sem" below are specific only Primary Account Holder Montpelier Trust to this account other accouna may have c0fferent account risk UBS will not disclose your name, address and security profiles and investment Disclosure of Beneficial Ownership position to issuers of any securities held in your o4octives. Account. a Your Account Risk Profile for Margin Yes a this particular account is defined as: Moderate. Wiling to accept You have agreed that the Margin Agreement in the Completing Your Account Opening Process some risk to principal and tolerate package governs your use of margin in this account and all other accounts you have now or any some volatility to seek higher accounts that you may open in the future. As described in the Margin Agreement, certain securities returns. Different accounts may have in your Account may be loaned to UBS or to other persons or entities. different risk profiles Cost Basis Method First In,First Out Your Investment Objective. Produce a Combination of Features and Services Income and Capital Appreciation. Mvestmems Premier- RMA/ BSA seeking both the generation of income and growth ofprincipal in accounts with consenerive Account Objectives and Risk Profile or moderate risk profiles, Investment eligibility Account Risk Profile Your answers to our polling questions: Risk Tolerance Moderate Moderate Risk JIM considerations help us identify vshether you maybe eligible to invest in certain higher risk securibes as a Investment Objective Produce a combination of income and capital -min portion of your ponfofio. These investments offer appreciation additional oWersificarion. Risk/Return Objectives Moderate Fluctuations, Moderate Returns a A senior political official is Investment Time Horizon 7 - 10 years defined as a President or Vice President Cabinet Member, Short-Term Liquidity Needs No Supreme Court Justice, member of the Joint Chiefs Sweep Account Election Staff, Member of Congress or Primary Sweep Fund UBS FDIC INSURED DEPOSIT PGM a Parliament Chairperson, Head or Senior Leader of a Sweep Cap Election No • major religious organization, or the like. You have indicated that all beneficiaries for this trust are individuals (natural persons) or not-for-profit organizations. I Secondary Sweep Fund LIQUID ASSETS GOVERNMENT FUND U.S. Senior Political Affiliation: You have indicated that no account holder, an authorized signatory, beneficial owner, trustee, power of attorney, or other individual with authority to effect transactions, or any of their immediate family members or close associates is a Current U.S. Political Official. Non-U.S. Senior Political Affiliation: You have indicated that no account holder, an authorized signatory, beneficial owner, trustee, power of attorney, or other individual with authority to effect transactions, or any of their immediate family members or close associates is a Current or Former non-U.S. Political official or non-U.S. Religious Group/Organization or Senior/Influential representative of a non-U.S. Religious Group/Organization. Package ID: 0268296267 -9 17 EFTA00024466 uolievnolui tuno,,y Source of Funds in the Account You have indicated the following as the source of funds for this account: Other Income Source transfer Electronic Delivery Features Electronic Delivery of Shareholder Communications: You have elected to receive shareholder communications via electronic format in this UBS account. Please refer to Client Relationship Agreement for Terms and Conditions of this service. E-mail Address Anticipated Activity According to our records, you have indicated the following expected activity in your account. Anticipate depositing funds from third parties into account No Anticipate withdrawing from account to pay/ transfer to third parties No Package ID: 0268296267 -9 18 EFTA00024467 RMA Domestic TRUST Your Account Please review the information Account Number about each of your accounts and notify your Financial Account Title Montpelier Trust Advisor immediatey if jou have any changes or Account Address ATTN: Nutter McClennen & Fish corrections. LLP For more information, Pt'ase City, State zip Boston, MA 02210-2698 a refer to the LIDS Deposit Account Sweep Program Disclosure Statement. Cards and Checks for this account, if requested, will ATTN Nutter McClennen be mailed to this address: and Fish LLP Please note. the account risk Boston, MA 02210-2695 profile and investment Sew below are specific only Primary Account Holder Montpelier Trust to this account other accounts may have &fermiaccount risk UBS will not disclose your name, address and security profiles and invesnnent Disclosure of Beneficial Ownership position to issuers of any securities held in your Objectives. Account. a Your Account*Risk Profile for Margin No this particular account is defined as If you did not choose Margin when you opened this account, you may ask to establish margin by Aggressive' IV/kg to accept contacting your Financial Advisor. You agree that the Margin Agreement in the Completing Your high risk to principal andhigh volatility to seek high returns over Account Opening Process package will govern your use of margin in this account and all other time. accounts you have now or may open in the future. Different accounts may have different risk profiles Cost Basis Method First Cu: Your Investment Objective Features and Services Achieve CarnalAppreciation. investments seeking growth of Premier- RMA/ BSA pnno'palrather than the generation of income. Account Objectives and Risk Profile A senior political official is Account Risk Profile Aggressive/Speculative defined as a President or Vice Your answers to our profiling questions. President, Cabinet Member, Supreme Court Justice, Risk Tolerance High Risk member of the loin! Chiefs Achieve capital appreciation (emphasis on growth of Staff, Member of Congress or Investment Objective a Parliament Chairperson. capital, not on income) Head or Senior Leader of a Risk/Return Objectives Higher Fluctuations, Higher Returns a major religious organization, or the like. Investment Time Horizon 7 - 10 years Short-Term Liquidity Needs No Sweep Account Election Primary Sweep Fund UBS FDIC INSURED DEPOSIT PGM Sweep Cap Election No You have indicated that all beneficiaries for this trust are individuals (natural persons) or not-for-profit organizations. U Secondary Sweep Fund LIQUID ASSETS GOVERNMENT FUND U.S. Senior Political Affiliation: You have indicated that no account holder, an authorized signatory, beneficial owner, trustee, power of attorney, or other individual with authority to effect transactions, or any of their immediate family members or close associates is a Current U.S. Political Official. Non-U.S. Senior Political Affiliation: You have indicated that no account holder, an authorized signatory, beneficial owner, trustee, power of attorney, or other individual with authority to effect transactions, or any of their immediate family members or close associates is a Current or Former non-U.S. Political official or non-U.S. Religious Group/Organization or Senior/Influential representative of a non-U.S. Religious Group/Organization. Package ID. 0268296267 - 10 19 EFTA00024468 UOileWl0JUI1UnO)>N1 uolieunolui iuno»y Source of Funds in the Account You have indicated the following as the source of funds for this account: Other Income Source Transfer Electronic Delivery Features Electronic Delivery of Shareholder Communications: You have elected to receive shareholder communications via electronic format in this UBS account. Please refer to Client Relationship Agreement for Terms and Conditions of this service. E-mail Address Anticipated Activity According to our records, you have indicated the following expected activity in your account. Anticipate depositing funds from third parties into account No Anticipate withdrawing from account to pay/ transfer to third parties No Package ID. 0268296267 - 10E 20 EFTA00024469