Text extracted via OCR from the original document. May contain errors from the scanning process.
*UBS
U05 Financial Senices Inc
Esthete Wealth Management
299 Pat Avenue
25th Floor
New York NY 10171-0002
ANI7000724•3701113 VI 0
Account name MAX FOUNIDATON
Friendly account name. MAX FOUNDATION
Your financial Advisor.
SCOTT STACK MAW LttE CASRIEL
Rhone 212.821.70001600-308.3140
Questions *boot your statement?
Call your FranciS Advisor or the
Resourcelire at 800-762.1000.
account 029023661.
Mahone. website:
www. Joscomanancialsennces
Items for your attention
. Help protect yourself from fraud and
renew bank, credit card, and brokerage
slatements regularly. Also, get your free
nod& report annually from
www.annuakreditreport.corn.
Business Services Account
January 2018
MAX FOUNDATION
PO BOX 308
TEANECK NJ 07666-0308
Value of your account
on December 29 CU
on January 3l (5)
Your assets
1,243 25
1,243 57
Your liabilities
0.00
0.00
Value of your account
1.243.25
Tracking the value of your account
51,243.57
7,7307
4,230.2
3.73132
1343.3
12436
Dec iota
Dec 2015
Dec 2016
Dec 2017
Jan 2010
Sources of your account growth
during 701$
Vale Optic account
alyent and 2017
Your melt:rent return.
Dividend and
inierest neome
Change in
market value
Value of your accent
on Jon 31.201$
$1,243 25
50 32
5000
St2#3.57
Moinhor Sift
AS*70002000724487 NI7000070737 00:01 0118 cceccoCage
toff.
SDNY_GM_00324509
EFTA_00 I 97284
EFTA01306782
*UBS
Business Services Account
January 2018
Your account balance sheet
Summary of your assets
Value on
January 3i IV
Percentage of
yet% =oust
A
Cash and money balances
1,24357
100.00%
B
Cab alternatives
0. 03
0.00%
C
Equities
CO
000%
D
FiKed income
ace
0.00%
E
Non-traditional
000
0.00%
Account name:
MAX FOUNDATION
Friendly account nouns:MAX FOUNDATION
Value of your account
51,243.57
Your current asset allocation
Total assets
51,243.57
100.00%
A
Eye on the markets
relax
S&P 500
Your Keens:id Advisor:
SCOTT STACK M AnttxtE CASPIEL
212.82 1.7CCO 800.104.3140
• Cash and money balances may include
avalable cash balances, UBS Bank USA deposit
account, MS CDC instead Depose Program Bank
accounts, UBS AG Stamford Branch deposit
account balances and money market mutual had
sweep balances. See the important riskirmadon
about jous statement on the last two pages of
thisstatement for detail about those balances.
Russell 3000
MSC I - Europe, Australia & Far East
Barclays Capital U.S. Aggregate Bond Index
Interest rates on January 31, 2018
3-month Treasury bills 1 45%
One-month LIBOR 1.58%
Percentage change
January 2018
Year to date
5.73%
5.73%
5.27%
5.27%
5.02%
5.02%
-1.15%
-1.15%
AhrT0002010724cee WT000070737 0000I Ot I BOCCCOOCOD
Page 2 of 6
SDNY_GM_00324510
EFFA_00197285
EFTA01306783
UBS
Business Services Account
January 2018
Change in the value of your account
Account name:
MAX FOUNDATION
Friendly account mono:MAX FOUNDATION
January 20181$)
Year to date CS/
Opening account value
Dividend and interest :tome
$1,243.25
$1,243.25
0.32
0.32
Closing account value
$1,243.57
$1,243.57
Dividend and interest income earned
for Nooses d IF., statement tautdry of Intent sod cliklmd Income has been delenrined home US
tax nagag rims:edam Based man the residence of the acount kidder. acount to. ot psolict toe,
some fens, and (hudend parents may not be timen 10 unto uses cup erect Pita() no (PR)
Income tares The client rronlNg StattelW1 is nal intencito t0 be used and cannot be felted man kr tar
Pal:0191 dealt 0001 eget td the arc Kade tat smarting toms they men flan UBS amualy, such a
the coma 1099 an the Fars 410. fot to reputing information it Is the practice of UBS to Mt the
soh:Acre to reposing loons MO the us interne Revenue sew. and PR 'Masons Department. at In
suchSoma acctrately classify dvdenct ardor intern a to mann or teddy exam Am comae your
ErKhiclual to prepare,
January 2018 (S)
Year to dale CS)
Cash activity summary
Ste Account acme* t u montolu <man &tarter in your Sweep Cpeoec se uredudtd 4n the apemen and
(burg tisanin vine COIC incurancezpittet to dop:Ket at UelS Elsa USA and at balk; pritipaling in the
UBS FCC Mused Deposit Procrao. a coes not away to tames a UBS AG. surniosd Botch or oank
&pesos otaced through the ups Interhationa °tow ACCOunt program. SPCpstrectien MON toironer
munet sweep fundholdngs hi not bank depotih. See important ialorreaton *boot year datOratMal the
WinnPines of Ms Oa(irnen: for deices
Voir Naaacial Advisor:
212-821-700U 800-3C€-3140
January 201815)
Year to date ($)
Opening balances
31,24325
$1,243.25
Additions
Dividend and interest ncorne
0.32
0.32
Total additions
Net cash flow
Closing balances
$0.32
30.32
$0.32
30,32
S1.243 57
$1,243.57
UBS Bank USA Business Account AF'Y
Taxable interest
0.07
0.07
interest period Dec 7 - Jan 7
Total current year
30.07
$0.07
Opening UBS Bank USA Business balance Dec 7
Pror year adjustment
0 25
0.25
Closing UBS Bank USA Busirsess balance Jan 7
Total dividend & interest
$0.32
$0.32
Number of days in nterest period
Average daily balance
interest earned
Annual percentage yield earned
$1,488.25
$1,243.57
32
$1,243.30
$0.32
O29%
ArP7000.20C0724489 Nr7000070737 00O3I Ol I SCOOP:0000
Page 3 of
SDNY_GM_00324511
EFTA_00197286
EFTA01306784
*UBS
Business Services Account
January 2018
Your investment objectives:
You have identified the following investment objectives for this account d you have questions
about theSeobieCtrveS. disagree with them. or wish to change them. please contact your
Financial Advisor or Oraxh Manager. YOU can find a full descnpticn of the alternative
Investfnenl ottechves in Important mtoematton about )our statement at the end of thfs
doctrnent.
Account name:
Friendly account name:2
T • '
T
Your retina objective:
Capital approcunon
Your risk profile:
Primary. ifischrate
hvestment ehgibitiry consideration - None selected
Your account instructions
• You account cost basis delauk dosirig method is AFC,. Pest In, Fru Out
Your Pletwodai Advisor:
SCOTT STACKMaNtYlE CASRIEL
2s2.82 I.7000800.208.2140
artrOCC20C0724490 trmi000070737000OI Ot l B
Page 4 c
SDNY_GM_00324512
EFTA 00197287
EFTA01306785
UBS
Business Services Account
January 2018
Your assets
Account name:
MAX FOUNDATION
?deadly account namn: MAX FOUNDATION
Some prem. axone "CI way,' veves shorn may be ctomminrara Ay a 'sut. barb Yd Wiles nay net
be emoted/ reflected. See fropottrat akxmattos etrantibut statement a the end of the Mcumem to,
mat tecemation
Cash
Cash and money balances
ben an/ mossy balance may «fa
avalatie
balant" UBS Bant USA ~ant account Matt"
UBS P
Muted RoganSant Markey, UBS AG Stanford Branch mmool account balrel and money
~eel mist ua Nod sweep babies.
ttt ~art.« snlormgron about >our stitteesent at the end ce this Coornent foe <Mats about those
balances
Siding
Vow total assets
emir Mnande/ Advisor:
212-821-7003800-303-3140
UBS Ben I USA SWIM UBS FDIC insured FrObbM Bank eley»bt areeunt Meets are Inured by Ito FDIC MINit
~bible I mb. EN are not btanled by SIC MS AG Ranted Btanch dewsit account balances ale not owed
by MAC and se not praitemed by 9PC. Miley market sweaty balances are mcanted by SfC but aye rot amenity
the FCC
~nag tatfee
°Dung balance
Once per share
Average
DhAdenc/M1eieyi
Dose
on tant (5)
on Jan 31 (t)
on ;an 31(n
ra<1.
Patel
period
Cap enure (1)
1,243.25
1)43.57
250;0000
Percentage Cl
Cost
Estimated
Unrealized
Value cn lan 3t (5)
your account
basa (51
strati Incense (SI
gallnor IC65 ($)
cash
Total
51.243.57
100.00%
51.243.57
Cash and money balances
124357
10000%
124357
Account activity this month
101lebse inke(Mallen &Out Its pMettalue shown for temmted 90 Mrs, sae tapestry': yebasetion 48~
put statement a the endor tNs
anent
Date
Actsty
Dec 29
Carl and mousy balance
51.243.25
Ian 2
interest
UBS BANK USA BUSINESS ACCOUNT ASCf 1212017
25
1,24350
Jane
interest
UBSEIAM( USA BU9NESS ACCOJ NI AS Cf 0110918
07
1,243 57
lea 31
Closing ash and money balance
Description
You(
011eably
bbhenfe code
Face Niue
nraravalue (I)
Cash
Cash and
erreum (1)
money balarKe (5)
51.243.57
An1(7000.200072449) Na700007072700g31 OI IBCCCOCCa
Page 5 of 6
SDNY_GM_00324513
EFTA_00197288
EFTA01306786
SUBS
Business Services Account
ta-A.rary.D.ois
Account activity this month (continued)
ode
Manny balance salvias
Dec 29
Solace forward
$1,243.25
Account name:
MAX FOUNDATION
Friendly account name: MAX FOUNDATION
moony
°flood°,
Your PI suociai Advisor:
212.82 I•70B0800.203.3140
Amount IS)
Jan 2
Deposit
U85 BANI: USA BUSINESS ACCOUNT AS OF 12/2917
025
Son 8
DefoSit
UEIS DAM. USA BUSINESS ACCOUNT AS OF 0110918
007
Soo 31
Closing UPS look USA dosions Account
The IRS Bank USA 1149ntSSACCOunt is gm piinn memcoon.
61,24357
Att700720C0724492 trispc0070T3T00BM Cot 18000000000
page 6 of 6
End of statement for account number VI 2
S
SDNY_GM_00324514
EFTA_00197289
EFTA01306787
Important information about your statement
LOS FroncialSenices It.che limoUBS Finnier
Sawn). is a member ol all pnnopal ~at
commodity
and otters nehrgos UPS Ftenoal Spec« and
Brk USA re mired ialaselnes of U3S AG and
aiteales ol ll35 Starnes U.0 The F enfl f nancial
nal~
is 'nibble real reared We, Fall't sea-Aire
olies are at.
UBS Fine<w kraal ht.
1200 Harbor Boulnerd
Inetuden NJ 07086
041«n«11 Onenent. the «if ottital record of ycar
IBS &anti& Send*. bee Own Oder recta nape
OffErdtiSzuneret contanng wilting data *odd
nat be relied r.pOn e you televe then e r gafOf 0"
awn." Plene Øn n enntchatety n "fling lo the
Beane, Manager of the office semen; ',xi account
All~ al twee shown w• intendedton* accurate.
Pawner" data *aid not be used hr tat prpons. Nay
9:41/4 0" Yorend to 'cant 0e. Form 1099. 5499,
10425. et< >when pa arg you, lp return lha f.m n
~red b/ Ir 10 rettert to te RS ill tart'e d/nk.n:k.
report/6k nntinabh trndends and Umiak :merest
tamed cel mu:~ l‘ed nyte «en" net pow.*
en sae treorne, and cost bese vex cetttn cowed
~Wes
Carmunioniom with dat Finn
• pease reconlnma-re cr al communes/nos in vanry
tofu/thee proud your pa. stain; your
.a
do•S•artet »actor Protection An rÆA)
• it the ',flaccid run ten cn the up left of the bee
ol mal «samara 4 not USEnamelSerra
F runoal SiNC44 Cann a$ azantat <NON
Øa bysex-re«
wen the rck,ed eneren
We inlamed you of iheeelatiOroh0 w!WrsyGo
gored tho «e ran ban en s ?Xi Won and
^riles re located al UBS Financial Semites and red
the ntroaseng bro.«. rd >or, mat mer* aØ
ol reter," a armor so both fen
• As desobed n the ruart &of ewer" 110.1 mat
redly en of any ono" er had rooting &acts
reflected en you. nament *Rhin 30 days due it was
mate mAd• amlabb>
• Net dart ciAtemn ccmpLx: et myna< to the
F !nit Clem lelaticaDenatment at 101.352.1699
or kolhere X 9Z0.3S49107, IGO A.M.
600 Phl
Fr Mancha tHounh Friday, er in WI r9I0 lt5:5
Forkel Serntei M, Chen, %WV. Ceteetrnert
tO Bo. 766 Urion Cy, 611 07[87.
• Al sta1enerna shall be deemed (orrdete end <court
B not objected to n ~trig aches CO dais
• Fa rte «Mtn. Cal 044-612.0906 of Iran outside
Cal201.352.1495
• heat of neon et %aslant~ an electn:nc
hnds Ramer On/ bil Paemere et UBS vet deb«
cad bresactrxes, cal 900162. I 000. or vane to MIS
F
Savcl ix , 1000 llarbr
~rime" Id 07086, Ant RIMI55AS~et
Call write mØ as~ can. d ycea
yxr
eaternent a ~pi n reerg or ismneedmere
~Pt
axe Stint« ar the staldmi or
napt the Finn or Card haslet arplcabk)rnual
her from you no Ire than CO days rip tein n
urn >au the Ira ctaternre pen winch the am Of
DR'Rharn fl exed
- Inrode yxr name and accost number Of am‘
- Dewitt Me am ce the wander >cu a•unwe
about. and aptan nasal/as sutra/by ix‘r
We* rt es alone ce why yv needmore
recanalcr.
- bowie Meddler aØ
of te acceded ern".
Term. or Card bur ?al nveshaste your «molar«
and veil orned ry *nor nrcanty For alleged *non
moarna LIDS Vea•clebrl eadual:3cent, el we tale
more than 10 lasnee: clas to do the. we will aede
aW &Cali NW tel Snail you deck it net« aOlhal
abil l .* the use el fe money dunng tie Ime
Lees to to (Øde al enetleshon
Nate mire ell checks paylnt to the Fen or te
I ramjet infittteian iduredan X front of the
~men. In add/alto /*gold atuare ten, account:
may be object to maintenance fees. chaps fa late
parent it want.: pschxes and chart er woad
aeons n cash alms« Accoans that re raneernd
to new MIIILIIICAla Tar be cutinxt to a !Trisha lee
SAS Sweep Options
1.65 often «Mom kr 'mean; cash belakes to bat
depost aØ
al non-aff lined bat ad Stilted
bards maymale< nutualfunds (Money tut) and
th• ramie:rut opre Aswan (DAlta* entente*:
wrh r berm: mortal enrace Management Mean'.
Depose xcores al UBS Bag* L6A ard n:nthIceed
bank partom.ing nth. UBS RIG-Preved Dep.«
Program se FOIC.nterad a 1I<OffaarCO veep FDIC flies
For move nfornnenn plea!~ sew* .16CiPt•OePtX•
*twists r UBS AG Stanford &Inch ad ~et of
Matey Pin* re rot 'wed ty the MC
be
to OA. cashbanes re swept to divest
accorres al UDSAG New Yoe* Brandt and LE6 AG
Ckenlaanch thrtedenlous are not noted by te
FDIC Balms held
the U3S AG Carr, Branch are
hartaCt.trgaPOIOda0 I. ~cm rel. ol to, Cayman
hints. and there's no gatrareee or omir enlesicn el
LeS AG to repay the balances Mik on the UBS Carman
Branch's bods.
Pant ~Its re red protected by SIFC Monty fed
shads re Feuded tySlIC See "UPS linnet knees
Arson Aton-fion' below
Lixn tea (*cost barret a I. ie bat debet may be
~am,
rd shies of a Reny Put my be
hyd•sed and the [reefed, retuned to your yX•
tear«, noart
Futhe riamatcn about scalable mega optons
rebdrg carnal morn rates and yids e evadable x
wan ub: ccerenvooprekb, kern your tnincealAdttxr
et by oohing 9:P762.1000
IAS tirend ~ekes earn" probcdon
The Frm n emeriti' ol de 5~1145 mordo' af01(001
Cal:ciliation (SIC). which potent senate; wean«,
el smerten up lo 1503,000 6ncludin 4250000 to
:lams to <at) 6~ybroths*
antatfe upon
'mien er at wee :pc og The SIFC an« pritteden
in‘t: apply to an axes« X. you held an a parboAr
<4,4CI7
The Fein toepher a/Mc:turn ain't«, has *so
Purchaled ~rental ~roe
Wemadman
~um Pant* » al e8Ralt
(ollecteety~
this proteckn is 4500 milean atol Deceit« 10. 2016.
kbject to the cedcy ordtkns ad kneeler,T, cat al
the firm it Lathy protected la up to II 9 motion nee
~carte l« al your ~Out held n a pteltais
',patty. A 'SIMI' ol Iv poky wad",
upon request
Herb< pee 9PC pooch:in nor the appkreental
Preleclon xpar to.
• Certain Inuncial assets controded by (and re Wed n
sots account valeatert hell rear from UBS ;market
Senate> for ~Pie «elan 0 intern< Øb.
incbdno iristik metes. and 6) ewes of mutual
finis rmitered n the ~le ol the scant holder on
the becks of the au« ce binder altem),
• Votstrnent contact. or ~tide? Moran (a9.
Imod pannenhax rel gm"» plx.emmts)flt are
net regnstrid under tel 9xunhes An o11Ø
• Corrmocibes contracts (et. f reran «beg and
pnxrxn maul
include-9 hAUCC4 canticle
and tonn`ldrI Callen cortex. and
• D4oce mcounts (apt calks« et Stoup x LES
Bak USA. UBS AG U S breaths and barite nine
WIC Intend fledota erogen
Thu S/FC pretence, and fie supcmneenrce Kier, do
rel apply I0 these men tend' net ~ROW
on~ XX.neetb The 9PC omtarm and the
airderrentel I:fete:hen da rat Øn
against changes
in X main val.* of yor ~taw« (*Path« x
warn 0101160: ~Awe, mu:, braMateyCI
othenrcel
Dividend ReRvesenteree Pil~
Fan
The peke reflected it an bit Sat PeCt YOU Alaly obHn
the actualrice fir al» finnealAdveze Only ehok
tees ae pAchend Ind« DInt palet thanes nel be
»Id and the extendbe depotded n your ~tent The
dirderdrerveffinare price a-paledby X isur may
dtter from the filYht pre. al *hie, R.> parhal twos
retold
Groh-RI-km
Goy wholevetsmaybe held in yorr axon ()nu are
enteltd »aortal we auntie, °lad/n*4W~
or ~wee. the rum WI ether fed Del el tn., el
~Let vuet accept en 111,31.01 det~itd by a
reoetcred cling agency, ard credit yar starm.
Invanneento~
the runtare ONOCIInt and nth perk re specie to
nth account and ma, vay batiMVI1 yon actaree
Pbxe adnte the Pas pnxrplVn wing of ry
sgtant change in >as isnul squats'«
nroarrwe ~ere
RI oath «out he You
(boxYeof the f olowing innotivent cbub•r.
• noddle CurrentWont trestmerts teekrp the
leneatcn of mime nay.
• Attune CebttatAppnet•hon ~men% rear.;
sromh of pompon rein. then the genelm of
,neont.
• FlockeeCombrutronohrcone and C.Wat.
Appeaser:. tenet tnenb salig both fe generate.
etane and groat of trrepal.
Overall risk profiles
• Corwiramet Seal to mama., ',attn.-roper. wth
low en rd ~ally SD the sewn utalt even 4
that man to roovn don rot generate sgof ere
mews or ratans ard nay rim keep pace wk.
armren
• Moderate Wilng 10 teCipl sane ed' ta eneopal ad
tolerate son? ~ley sa se« between-ens
• Itgynsse Wang to Rope try, Air so Inne•Pal ad
hey, rolairley to Peel hop rekt/11 oser tae
• /net mr•At Eigibley Cendwahon tseMa4 a
lemon of the acerb/oboe to acccere may netide
coed?. a
united Inudrry and reef
Wane,
Seaterneralvaushokinc
Werner temoRtete Urtora S account *ferments with
the same arbless In the srne entice. e g beaux
they have comer: eh, ate manen Ant xccant
ralationtheat *nthother charm al tel urn> adlet
>nu prefer to reome vicars:La dalantals maned
ware enseopet. you may modne hooter:icing by
<WON» Fran° al Ache«
Primly mourn name
nw Friendly exeunt mime o • untenuble 'n•lmswe'
chow ly you to Jaffa ray vah yOlal faatOrdktaPn,
ha no legal <Rev on your more You can charge
your Fewody wore name, 'dough Orin* Serve« ce
by orertna y.cy F ~cud Adrer
~writ overview
• VA* of pee socoo~
Net of awl, "I
Malees
• Ja-aserl Indudn avala*cash balances ram tor
~need 'aunty lee /. and GlObal Twe DIM"
wreaked mens lO matel. and cereal) assets not held
by te Finn pas. mid include Larked *walk-lab"
et the ende. the pro/rend (Went ?sterner« pen00%
engirt nettmentk wetted floct whom and
~row» nod< ~Oa
• Letdes, tacks debit baletes, Ølåg
mergin
Ion, mat Ink short ~se balances
• Cashbroney
eneorned nobble
cash balances, pin depot, notinceo al aff need and
nunatliuted
et, at moray nand emnaal herd
tweep balx«, r tov <bee X I. «aware prod
tion-comnatty tree ova balreet nyar route a.•
not segregated Porn other balances and **fem.ma/
the ry to thew furls n the «tinily mine of n
teorien Slier finds" peed* tan your deri d.
iha total it rcUied in the osrent penad clow; value.
SDNY_GM_00324515
EFTA in) 197290
EFTA01306788
Important information about your statement (COrItleutd)
troy Mforreartion
detarkd anti:mimeo on the ion's Itednovadkes
red draloons, Ma to you Ore lboatonshp
Agreement a Avant &armors and the General
Tensed Cordirt U3S
atement ot Credit hat
famaabl0 MArtomanfl and Dudarses et
guy
Este MerffaenamMactoom
Yew Seta
Vas gateenwe omits secureet and other assets head
in the moor, el the mot 0 the statement mend You
mat mk Ice delsery 0 full/ paid stortess rip Erne
You nur aunt stories used as loan < cameral assn
pyre any balance dm on them Any worms
transtrred to term deep the slammed awed at
teed at mate value as of the end of the Palmer
peed
• Cod bask In damming meson base of re
~dee included a Mt aerie& whew yekard
wale the mortar '1.
Friona,' Serkes has riled
nformabenCbtaned kart was caser Pun VBS
Feurgel Sanas. rekedng nfonnytion Item rake
Inns that you mar have provided to yea inuncial
Admor. The ism does nod ndeperdwitly verify a
cuff/MN the KaracyCr veld/ airy e canston
1:000:1040y40./CM 0610. than LIM fnerealSsewee
In addict although IBS anneal Sown area*
cod%aM enonrof on me t rafted, the ken
don Mt Mr.* any Mitraff(ta that lee nleanalCia
cite 'COSI baal* end • laveatud gallon' is
atone al ol to date 0 the sutra-ads axh,
please do not 101/ on tthe rtanutento nuke
prism a sale decoys,. fa in proses if
othernee Accounts drefened tote Inn may
holes garilass rionnaten only for to prod of
in,. they are held at tern More hotereal
Mammaltante added by you Hum w Admor
• Unrealized goeineAdeew I'Man data is relebb,
edinXed wreaked etariknut av cakulabadke
nchodual worry his Tetra-nada. data to
nderial blarney a may not eel led ccerenesians.
Avon ardor security (eager:aim nenb.
Diadem and oar renvesbeere lots and systemic
Perchne kin are each ambried to OSA/ ant
swelled lot Re 'Tradedate' column present the
cora linear bade dale
• Callable maxilla Bomb and pitIoned dock lam
the issue oath for say 'Softy Ran MI be elected
morally ty la Iran mireig ad levers a thee
Mu. hold of out MOW or n nominee name Ice otr
dente Cal leave <dorma ys It C01.104 Inns tad
Plebes and as atilety hoot darted NW al
leans my/ oat Mach pad effect yield, candle*
thrum., rid be proceed upon request
• Ceturcates of deposit KIX Cos are IOC nosed
ep to 1293,000 n crimps, and mowed Mani per
decanter and per desostory rotation ri mamba,
wet. MC rubs
• Price/value hen dialerd la wastes and °Meg
0.04arli maybe Finer of lean MIA the price tut
ye., would enualtr acme cud* market Prat me
<buried Iran vireos ted pry saris which we
behme so be relabb, ha we do not guaravare tier
accuracy
- We general' use Me closing Cake wIrevalebb or
the mean ol the lad and ad. ars la Sited
martin ad option, a only cd p,ceo la OTC
seasein.
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valuators web, a Me atoll Wool pace we
sewed and may POI reflect anima mantel pa*
a ream
- CertainP:44am may *vat **Warms and
errs Mow in 'vice rem not armlet.' B M se
triable to obtain bocce foresee'"?
- Deposes a *Bites Orcerated M trances
ate than US dollars se rellected at the zebrae
rate as 0 the slalom.* date
- fa certain saves. track") in meson. ormng
denceinatent pea and quartty (lace ram) may
hew been /Busted to /apace* reaper ranter.
To &earn arum nuotanns, whin watt*, contact
r*: &uncut dalma
• Private inveamentS and strucbred product,.
?mate cerement worts (nckalrg deed
Dreamer diagram and real estate mestere alai
stores) and %Wined maxis an 'Mean, M4MI
dlaad Certan Reunited troolonS have not bean
fitatWO6 w th the Senates and barge
Cormier a older any nate cecumee ue4 We
orb esteemed vat-infer angle n.eitmrt
sewers Ant I Veultred pro:Ws kr Manatee-sal
Oupases *Mc *ovary is not guaranteed
- These yeas nay dale sthstentelly Iron WOOs A
any, a rich a private nestment mealy a
structured product mg be bour a sold end do
rot WWI-ray KAMM., Om yaw rainy, rearm
usal Souslaticei.
- Used parry engnases of vats rex& a unan
date and are siappbeci so ten tra-col Saris on a
reg,ir base by an nelteerdort walohon tern
- attic, gerwol parlor a tponta elmted Whin,
d any, are suppled to fitiim by the issuw.
general pier a crier ad may be <ablated
bawd. invent nletn•rian Iran that vwd by
thrd panes to dent ter assented yaws
- You can ober ad:Itcrol reernraieegardng
map metiolology usedtodoctrineto minute of
MM. ad the One of tie M.:macron the is the
base Sr then:Mateby ccetactrig you i nascul
Unto'
- MEd pea reunited vain may be reflected es
-Not arced' in severalwiseacre ear an
mdedendet valaatco Inn hn rot suppled a is
enable to awe a vale. when see decant smart
tut a material evert has oared that may calla
arena* reared vats mo amnion, or when a
ear woad Steel* spa/anode. to the Arum
ol the >aunty
When maw an 69•Pf,gentral parte.' or manta
minuted yaks rot a theelparly Mined vitae is
voudect the tam of the sear"/ wit be dmerent
bore es otecluseprxt
- titertate cers to date' may mks* won of
total, ixoent or bath
- 'Oraprial urot site ft-04,w,, tee mid oalennsa
pee peg vie end wino relied Aug cat bee.
▪ Ott ard veined fliT tavern inf rot listed on a
hymnal wastes *range and are gamy
dyad and even 1 they can be soli the pre*
'curd may be less than the pee shire *flouted
..eue
nth. xca.re statement
• ftertaieted secants Resenetof scarily, gentrely
ate trot onceobr eaglab la pub k Wo. UBSAnancial
Sauces uses the manes price a the ovedruted oak
of Me save rum at an awed ague la the
tesircted oak for poem of rho statement or9 To
to erbert that rest cted sear ilies ate elglafft Sr sale.
the war crewed may he orslontiefly less that the
',Wed valve **an
• Ele.Batinwiteek inseam cement yield. and rata
An rifle* ol axed ices is lamed oncurrent
dreidend and interea taut asairwq lie wires Red
be held la one yea hem statement date or enhl
many the estimate is crib a 'Adana 'ataxy
and corned interne a% not guaranteed
- Estinated anal name and area weld lee
(elan twes a see-rain could include relent 0
drama a capital gam n etch me the est
Mare land oral wel0) would be overstated
- Estimated crud mate red aired yield ad to
actual ream ad yield mete be bre a Wee
than the Wonted salaries
- An esimato of matted Morne (doodad rice
rmetesi)dended by decorum mat et
vaami mote Delano is bated ti the In direfand
a rand paynwnt made by the 'War and
amines tie leceserwidtposts wit be bra loon.
yes from the statement dee or until matey.
Accomy ..rd ortnuni rid re not summand.
• Area net held by UK Financial Seerkee. Cran
assets re not held by tie f im and not nilhal the
Fir's dossessai or carrot These assets are
deployed on Mr Raternat for Sommer/I
puBows ray. Paean and vales presented are
deridedby the mung Inn UBS itaiinCtia Services 6
not resprebb lee Ors Mammas and does not
%wands its wormy. Tele ants art rot pmeentd
by WC a the Penis stacattemental
cover.?
. Reverem sharing and addkicael cempereatien
- V) aditian to corintkns a sales and 12b. I fees
named esconviction wth the clotrtutori of mutual
tends to as clients we rxro W anise receive
Mina Mang corm* ban <MOW= ardor
adneat a the trawl tint to xe all These
oam are bated n two defence mero.dnires 0
the aware a sales by UBS a a NOKIA/ Matiala
had fray to out dents, and 6a the asset rats 0 a
barl<uty "Oa ftml famWS shoes held al Mr
fm
- We rd ar all lite also ram, neworliv
ants ptcusara lees n (*macron la bander
enemy sauces taf31
provide to the mutuallards
Two lee cregaily re pad from riveter wets n
de mutual fund aroma a heed dew Wean bawd
on ow (saber 0 igOaunit at the Otelter-oaler
heeding marl hods 0 that lend fray
- In acklekn to commas:" rectind aorneclion
wan the sale or diarbutron of annuity cameos and
art mestristel loll arts tow Clint,. we ardor
as Atte recewe rtsae a slung amcensat on
lean miry el the rdurrxeccenprwitodeneanng
the arruty contracts, mantes 0 the resarla
oandanst asp:mac of CO ern investment verde
we dembute
I, a/dab:etto cceirrosscers saved Form the
pachase nit*
of Noinhous lobs we ado
eff Are 'estive a essettused revise shwa;
parent ban hardShrts dints-Aces. as well al
knit9la IMIVICiacy 6evekorm00 trenrip owl
id-Cation
- Our elf lines eta receive tradeg comentions and
raw crvere.ron ban mass, funds and ilsierarra
Compri., news* prozbali we Mgt,
- We were an meal he Ban UPS Bred USA red
MI AG Start ad &MON a te to 525 pa- meant
mann, to tap tofaks undo. the U31 Bare Satin
troorns.
Activity
Information reerdeq commissons and other throes
massed in correction with We *materna trades,
includng weer trarembons limber eluded
anlirmahoro peewee* f ranched to you. rd evil be
Voided to you vontreil on 'nag
Shoe Shy
you we .angaged n short wag es
Witty. yOu mu,/
not a O'er Me to again bat
n, Costs for that
prnam wort/
Open orders
g
radng open or *gaod
canteled* orders that
mateedlay the pattern date, open buy and
sel slop cedars re 'dated by the snort of dude-els
or firs on ansea:Man& or until date unless
ntInsted Vienne ty you You are rev:est.* la
orders Mat are 4-0(00 due to you false to cancel
wrong open ads.,
Privets
To Oaten a olay of as carat Clore Peary
O.
please <often you inertialAA." et vet co tabue
a yww otsenerareeraer
-
refinf fal SOMC ea 0 not abate. The RMA, BArew
SnowAccord BSA and Ill% are brava?
mounts which preside ac(4% to bring sawn and
pairs Ihmagnmunarneres Rem*famed bat
andea-or !bitable, banl s and provides access so
i-durance and annuity praises issued b, usibleied
treaty nsu once teepees tracts insurance
troy stbsigismies of WS nomad Smokes arc.
- hoesensme, rovence re saucy products
- BIM !DK rand • Ho bra guarree lAse lose vets
- SMA Resents Marucyerrom ACCOLet, Banana
Sake Account BSA, PAU end internatonar Repute
Manarnent Amos! are rerteeed stow* rrierks
LIE6 Froncial Sawa M.
- VISA K a Ciliated Vaclenuit owned by yin
nabona Sawa Assaution rdteed wax
loins.
o
The 1.13S ibte credit cads ad the 1.135 Vita
debt cads are nerd by OBS Bank. USA wen
pennisser bornYee USA no
iced Mother
tudenurks, reputed trademarks. scene mats rid
revisited %owe marts are ol ter respective
companies
LIOS Patented Service Inc
Par 201711
SDNY_GM_00324516
EFTA_00 9729 I
EFTA01306789
* UBS
085 Financial Services ix
Private Wealth Management
299 Park Avenue
25th Floor
New York NY 10171-0032
aN170036626760218 el 0
Account name: MAX FOUNDAT IDN
Friendly account name: MAX FCUNDATON
Your nuandal Advisor,
Phone 2 12-821 -70031800-3115-31a0
Questions about goo r statement?
Call your Financial Advisor or the
Resourceline at 800762.1000,
account 029023661
18 sit o or websita:
www tbscorrananciakannces
items for your attention
Help protect yourself from fraud and
review bank. credit card, and brokerage
statements regubrfy. Also, gel Your Free
credit MOOD annually horn
www.annuatcreditreport.can.
Value of your account
Business Services Account
February 2018
MAX FOUNDATION
PO BOX 308
TEANECK NJ 076664308
on January 31(1)
on February 28 (1)
YOUF assets
1,243.57
1,243 87
Your liabilities
0.00
000
Yakut of your account
31.243.57
Tracking the value of your account
$1,243.87
7,2382
S.2382
32382
Dec /01 41
Dec 1016
1,2433
1,2q,ó
•
Dec kl 6
Dec kl 7
1m
1,3439
•
Feb 2018
Sources of your account growth
during 201$
Value of your icount
arse*: and 2017
Your meerent realm:
Oivdend and
intenst income
Change in
market value
Van of your °coatis*
on Nan. 2018
91.243 25
$062
$000
$1.243.117
U.S..,
n
SIPC
AFP7000200066267619,000061546~3I 0219000000000-
Page 1 of 6
SDNY_GM_00324517
EFTA_00197292
EFTA01306790
*UBS
Business Services Account
February 2018
Your account balance sheet
Summary of your assets
Value on
February 284$)
Percentage of
yoUr accent
A
Cash and money balances
1,243.87
100.03%
B
Cash alternatives
0. 03
0.00%
C
Equities
OCO
000%
D
Fixed income
000
0.00%
E
Non-traditional
00
0.00%
Account name:
MAX FCVNOATICiN
Friendly account name: MAX FOUNDATION
Value of your account
Your current asset allocation
Total assets
51,243.87
10040%
S1,243.87
A
Eye on the markets
4140x
S&P SOO
sour Amanda' adviser:
212.82 1.7C03800-204.2140
• Cam and money balances may include
avaiable cash balances, UBS Crank USA deposit
account, MS FP:MC Insured Deposit Program Bank
accounts, 1)85 AG Stamford Branch deposit
account balances and money market mutual turd
sweep balances. See the important mkumadon
about ow statement on the last two pages of
th d statement for detail about those balances.
Russell 3000
MSC I - Europe, Australia & Far East
Barclays Capital U.S. Aggregate Bond Index
Interest rates on February 28, 2018
3-month Treasury bills 1 63%
One-month LIBOR 1.67%
Percentage change
Sexual 2018
Year to claw
-3.69%
1.83%
-3.69%
1.39%
-450%
0.30%
-0.95%
-2.09%
AFP7000201:0562676 W700006154600001 0216000000000
raga 2 of 6
SDNY_GM_00324518
EFTA_00197293
EFTA01306791
vl, So UBS
Business Services Account
February 2018
Change in the value of your account
Amount bares:
MAX FOUNDATICN
?Oath/ aralia nave MAX FOUNDATION
February ZOIES
Year to dale IS)
Opening account value
Dividend and interest income
31,243.57
31,243.25
0.30
0.62
dosing account value
$1,243.87
$1,243.87
Dividend and interest income earned
rot pavan Cl IhS Sanaa Isatillty of Inkiest al clam/ Income has ban tideway:I ban a VS
tax Waling PeeKetlive Based icon the cadence of the account hddet. account ta. a predtal type.
song lases, anoor (swarm mows may not be mien 10 United 513$ (US) NOP hello MOM
Worm tams The client manila Aderneft IS ra Intended to be used sid cannot be 'eked upan for tai
PuTani Cleat Should Wet to O. arcKt:elan moron° Iona they recent ban UBS annuin such a
ape Farm 1098 and the Fars al30. fot tax repareng infamaan it is the practice of UBS to fee tM
®pliable la reporting loans all the US Patna Revenue Sena at Pa Treasury Deportment. ad in
suchforms acetate's, classify Patna ardor intern sit= mama or Mate axone. Hex& areal your
incaducil tar prepares
February 2018 (SI
Year to date (1)
UBS Bank USA Business Account APY
Taxable interest
0.30
0.37
hterest period Jan 8 - Feb 6
Total current year
30.30
3037
Opening UBS Bank USA Business balance Jan 8
11,243 57
Prior year adjustment
0 00
0.25
Closing UBS Bank USA Busness balance Feb 6
$1,243 87
Total dividend & interest
30.30
30.62
Number of days in nterest period
30
Average daily balance
11,243 57
Interest earned
$0.30
Annual percentage yield earned
0.29%
Cash activity summary
See Arrows acavny mu month to Polak lama in your Sweep Cpaorn ore included in the ['pawn and
cluing Mama vim SDK insurance aala to claws at Vd5 Bart. USA and al baits patipaling in the
UBS FDIC awed Desalt Swann does not spay to deposits t UBS AG. Stamford Stanch Of bank
CkpOWSpinCedthrouggh the ;SS international Deaa ACcount program SPC palatial Paha to trona
matt sweep Sundt-clings to not bank deposit. See Important la/comae:on *boot your aatamentan the
last tem Pars of Ms document for deals
February 2018 (1)
rear to date al
Opening balances
31.243.57
31,243.25
Additions
Dividend and interest ncome
0.30
0.62
Total additions
$030
30.62
Net cash flow
30.30
30.62
Closing balances
$1,243.87
31,203.87
Your Neeacial Advisor:
SCOTT STACK MAAnylE CASRIEL
212821.7000 800-308-3140
AnIs7000.20C06626, 7 ter7000061B46 OCCial
CCCODCCOOrqe
3 of 6
SDNY_GM_00324519
EFTA 00197294
EFTA01306792
UBS
Business Services Account
Februair 2018
Your investment objectives:
You have iflentified the following investment objectives for this account d you haw• questions
about these ObAKOves. disagree with them, or wish to change them. please contact your
Financial Admsor or Oraxh Manager. You can find a full description of the alternative
"vestment ohleMives in Important intorrnataan about your statement at the end of this
document.
Account name:
MAX FOUNDATION
friendly account name: MAX FOUNDMION
Your retire objective:
Capful appiocanon
Your risk profile:
Primary - Moderate
investment eligibility consideration - Nave selected
Your account instructions
• You accotrit cost basis default closing method is AFO. Ara In, Rest Out.
Your Financial Advisor:
212.821.10001800.3083140
AnP7C0020005521578NP700006154604XCII 02180,30MM
Pogo 4 of e
SDNY_GM_00324520
EFTA _00197295
EFTA01306793
*UBS
Business Services Account
February 2018
Your assets
Account name:
MAX FOUNDATION
?deadly ~net
an
MAX FOUNDATION
Same prees. *Melt(' Ind «arced wives shown may be coorcuicrole As a reset (nos ~losses trial nol
be &mutely renechel. See important plotmetron Moot sow yreterece a the end of IN, 0xymere for
mom inlocmalion
Cash
Cash and money balances
Cain and (sonny balance: may incla amizie can balances, UBS Bank USA atom account balaxeL
UBS B Cc( Muted RoganMM. 8.4ancess UBS AG Stamford Burch detest account 'Max*, ands oney
~Lei mot ua lundswem bataxes
See the important olonsiabon about sou( statement at the end c0 this document foe detals about those
balances.
'Meaner
taS BANE USA BUS ACCT
Your total assets
flawing Wax.
cloora9bdance
on Feb 1 (1)
co Feb 28O1
1243 S7
1,243.87
VS ut on Feb 28 Oa
Year Nomads/ Advisor:
21 2-82 1-70303800-303-31A0
UBS Bent USA andali UBS MC Inured FrOgr" Sank ckpoet actomt bloats tee loused by the FIX rattan
;pia
Inns. DA are not I:needed by S4PC UBS AG Striated Branch decor: account balances ale not owed
by MCC arc se not gcoleced by 54< Marcy market sweep balances ace Reelected by SRC b me cm coredCy
the FCC
Peet per snare
Average
pandend 'woes,
Dos in
on Feb 29 CI)
rote
peeled
Dena/
Cap amount 0/
250):COD0
Percentage ct
Cost
Blunaled
Unfettned
your account
bass (S)
ann.,' I ncare (SI
»nor loss (S)
cash
Total
$1,243.87
100.00%
$1.243.87
Cash and money baknces
1,243.87
100.00%
134357
Account activity this month
for mpg infortnalco about Ire poke/ value storm for muncied %Nun" tee important selonearein deem
per statement at the end ol FNS Lax unem
Cole
MOM
Your
0ur«,
DeKription
coerce code
Face ad ur
Ficerialue (I)
Cash
arroyo, of
cash and
money balance (S)
lea 31
Cash aad money balance
81.243.57
Fob 7
interest
UBS BANK USA BUSINESS ACCOUNT ASCC 0,3O5118
30
1243.87
Feb 28
Closing cash and money balance
51.24357
»P70002000667679 N7700006154600001 02180ík000000-
Page 5 of 6
SDNY_GM_00324521
EFTA_00197296
EFTA01306794
*UBS Business Services Account
Februcry 2018
Account activity this month konfousi
aye
Money balance activities
tan 31
gateau /onward
5124332
Actmty
Account none:
MAX FOUNDADON
?deadly account name. MAX FOUNDATION
Your Financial Advisor:
SCOTT STACK MANLYLE CASK!.
212.821408a 800.303.31 AO
DetioDilot
Amount (I)
fob 7
Deposit
UBS BANK USA BUSINESS ACCOUNT AS Cf 02/0918
030
Feb 25
Closing U.S Bank USA Business Account
The U6S Sant USA Dynes MCOuni ot 'Ow Darn ry SweiD coon.
S1243.17
A7P700,200369•680 NP7000061546 00001 071800X00000
Page 6 of 6
End of statement for account number 1' I 23661 SS
SDNY_GM_00324522
EFTA (()197297
EFTA01306795
Important information about your statement
LOS Fnancial Union bu. Ch. finner OBS Ina-Kid
Sonen). k a mentor ol al pnnopal ~ett comensity
and °pions ocha-gos URS Franoal Sonetts and LOS
Park USA av rdrect oncluon of U3S AG and
rida», of Le35 Saanhas U.0 lha Frn I rancial
staten« nodebk rean reas,' Ile Faret eso.Aire
°the. se at.
URS fina-Kul Seraces ht.
1200 Parbor Boulherd
Wechrhden ad OM%
11,4 namn rafrneme the oney official record of ps
URS inridet Senilet MOLN GIN! recceck ncept
otteal tttola(rurtt cornannoconlIcling dala ihocid
not be renad kpOn f you beleve thme o an «nr or
011amon. Pien revet n mnedeteb n ~ting lo the
Band, Vanare of de office serve-0)0J atensk
Altopap args« <boxat in ronds:Itobe accis"
nano dra nuld not te und kr lat ~acnes. Pefy
lok5 0" fl
end dec fant 55. Form 1099. 5498,
1042S, ele anm DeeNtrog yOLINK Mun Itn. Uni e
~red by lavr lo nOnt to te RSdtltaMMe drednh.
reportabb ron-Ur/bh ~ds
and Uoabb kuttret,
tamd en setuntes he>1 nyav start rol [metei,
cn saletremnbans, ed tota bob ancelancoeved
tour det.
Conerrunioniem with the Finn
• hen retomen av cr al conmunnstons rn «arg
toJu/the orent yes ritat radon your
.s
tre Scones rattar erotoman At rAA)
• e tbotinns n:teutonond» up kil of te fort
of th4 nattmara 4 int LOS Fnancel Sornon LOS
Inhal Sams Urtis you' nara at ilemSnq
trcar by ana-gornere vilt the råa nd ml& ten
We .5j555ed youd IheeelatiOntind,entar
ONNKIIIN>lenarl NON Une. >NO Rna, and
~ile:"
kr -mod al UBS Financial Senice and nr
te ennxteng broa" ard you aln
a repan
ol nynip a arenor b bah fan
• Af deacrbed n the nara nerred% nu man
roely tu of any «ron or hed ~eng d-eces
rollod on yas tremim «the, 30 day< ri a n was
mate mede ~Labb
• Ilen drat nontyr ecnipUnt< or ritara« to ta
F
Clorn
Depanneent at 101352.1699
or tolkar 9Z0-3S4-9103, KORV to 600 P hl
fr Mordry fluough Fraly, a .n ort rna to LOS
Fnekel Seracei M, °enl Rektune Detustrnrt
P.0 Bo. 766 Ur:on Crly, ell 07087.
• Al slaknierld shah be dtemed corrcleterdacure
il not d:e:Sedto P ~ng *Sin CO dan
• hr fTY tennet. cal 84441209K or Iran culside
theLl 5. Cad201.352.1495
• hoee ol erors or %egons~ an efectn:nc
hr* tenor On bh parera er URS tteefi delo
cad wansactons, cal 00762.1000. or vane CUB
Fruord Sinnet e-c , 1000 liarbr EM, 6Ih 'bar.
oyeehnten NI 07086, Att. MORSA Sno>.
CYIa otte «Ø asOJcan. dyas frk y:s
sulement
receptor/ni or if you need more
~on
ini a «ref« on de neternre or
recept Turen. or Cord bor (n arploabk)reusl
her from yra no IM< tin 60 day: artar the fen
cent you itn• fra Gatrev[ on ehch the .rot Of
recblemnered
- Inrede yxa name ard acneart 'umbar Of ar,‘
- Databa the «rot or the vande, you ro sese
about. andel:den as dra-ey
yaacanurfry you
bdeve ri orters a why you med mode
nkernalcr.
- hoade the ddlar amate of te tapetsed <ner.
The Fm. or Cord burr ad medgett your ~In
and vril torna ry snor napt5 ror roged non
molerg U8SVcancleb4 ord tran/oro, d wo bto
mon this 10 benm dan to datt wo *Il ende
yas Mala tor to ~si
yOulfeent it nano[ IOlhal
you ad hed the ut* of to mom., dunig to une et
tanka lo «molok al mostrabon
hen meta dl deals pytt lo the Fata or te
Inancialinasion i-dcated en the kont of the
fl inkt. In addhen to /*gula non fon, Meader“
may be abyeet to mar evne kos. cha-ges fa late
papram b secunne: rtnhurt and charge: for spad
anons n rast. nar« trogne thai re rangred
to ab« ingas can nap be tubyect toa enl« Neo
URS Swieep Options
LOS ollen options kr ~eon; cal, Odnes lo bit
ebonit accown al non-affliatedbne ad iland
bank, morvy myts mular! ludt (Money fu-a) ad
te rami ond Opec. Anan (1241)1o* cuncnun
at. an nervenat ensto Management Acoxre
Depott nuet al UBS Bra* L6A sid rcnrhlatod
bann partupang nib. OBS FIX-tnefed Depout
Program II! FOONnused n «foran. rat FIX nies
For inte Hanson. Oense
erw4,16C9au•DeP051
nosas a UBS AG Stamford Brandt Ini :hyn of
licney keda re nal rand by ex FraC.
TØte
1>t. ca:hbala-as te mcal to dopost
attan c al LIDS AG Mas York Brant. and LES AG
C orm Beach thnednn“ are N< ~ed by tre
FOK. Rdren hell a to U3S AG Carnan Franch are
IMOCtaty Opereldt0 te tovagn tel of te C now
heds. and tete .5 no glirartet or etar sulgam el
LOS AG to repy the Agnes nhibenthe UBS Carol
Brands's bods.
Bane *oxes se nr rolected by Sitt Monty ked
shros tro trctocted by StfC See "URS funnet Smuts
&s(nra kokanon' bön,
Ltur. V realest benet in te bet apart rese be
~am. ed sexes of a Meny Futt mo be
lcmcbted and the [recett', rehred lo you Or INI
Hane> rare
Fulhet Hamra" åka aralatde ~tia Datona,
reldrg ostan rond ram and yrat« e tealabl• ae
~av obs ccannveopnelds, korn your Onanerat Adescr
or by <gno 9n762.locoo
tas IgnandelSendas anta« protoction
The Flin n a fronter (d tt Senaten entitor Frolfelcn
Con:oration <S170. whk h trOlelbSellintel &alnen
of le menters up lo 194000 6ncludne 52500001a
:tame for <at) Gplanny &uhu. entatle upon
'eran or at
wc og Ilse SIK »H pnteden
h mu apply to al X43"
ta y0.I bida a parbolx
~ty.
the Frun togrher wih teman il dat^ has roa
Purchalei asoplonertal ~roa
11-. mamman
~om Paynt » al ek)lalt dins. colloctnety oxer
tas protechn is 1500 milian mol Docent« 10. 2016.
Sobject tolfte to% onftlxo trd erntaborn <AN.'
the firm bah« protons:d lor up to N.9 mlion n the
~pk
kr al your nounte hold n a orlo.for
coney Aktiv:9Y of te poky ncedr9odvd"
upon requese
helhet te 9PC proteclon nor IN. 943555551 al
IIINRIOn4"54/
• C alun frontal anats controled by (and rc Lcbd n
'as accourl varti bit heldawry Krom UBS kontot
Sent«, For earek («lang noten< Øh.
karlen .roble annat" and (»tum cl mast
linds reaktored n the name ol the non holder on
the bocks of the arme o onda ugem),
• hdeunom contractt or rinnas-e ~rede (a it,
Imod pannercheu and tenn pir...mete) ta: are
not regns:rid und« the Struntet Act ol 1932t
• Cornmodbeccreracts (Og. f regn eithancp ord
omens motat ...e...ra, includ•-g brunn ccntrads
and (omrally CON:n Carntani. and
• Drpaot Mount( anespil ~team of &poesi) am LOS
Bal< USA, UBS AG U S tonnet and bann nit»
IDIC Kurd Docolit Progen
eho WC prelnlon and te supennurlatpreentcn 40
rue nu* lo the* »tel, ten d tet ~mir ROM
on yas ~non, De 9PC ~nkr , ind the
orplernantalteotedion do rat fanYthl agaira dunen
n tie nufa vald of yes ~vm
(sheth« x a
rean ol route: rnumnwc, noa« branr:my or
ab:mcal
Dividend Robotens.* Fraprene Feen
The peke reflected h an ~mc«.
You Tyg °bis,
the «ludpc, lien >ty FrnancealAdeur On5 *hole
~n me pirchsedircke DRt, *arid One> ad be
»Id ard the ententebe depoSed n your mount 11-e
chndordnnoenmert vice opplidby te Nuet Mag
dnr fram nto ~It
pre* al Antib to anal tara
otro on
CS,ö4hw
Cny wholo sot may be hold in yes non
I ytto re
«Mad »nidet cm as a renat ol a dradart Barn
or OtTOINt. Ue firm eall odet s11 panel vd, al
malet proc cr accept an annan determined by a
reofitcreddesi-g agency, ard aede yar ansa.
Invennuent ~et
the namnet ~den ad nek pnrie ro cptale to
•ath &Mount end inka vit Neetien ya/ acearec
Pban neotheFa. pnxrpI5 n toning dry
599 tant dunge in ps farcol sruXoncr
~orren, ~nos For enl, neon hold You
(hoax se ol the f oh:min intestnent cbjea e i
• %lott Covent »<ont Priestmerts stek rg the
gEneatcn of rcome
• Acnes CarfalApennehon Imestrrenb see&ng
ennuth of onnopal retts the, the surnalcn of
marne
• Rodue Combrutron ol &come end COCO
AØiaear. Innetnenb stel .eg both te genveton
fl ane and urmyt of trunciat
Overall ridcproOlte
• fonden/Mo Seds tonart», Mul prrepal. wth
'tana rd valaterty to the XCCIJI OV515. ten 4
thai man te moln deos rot gren srgrhcrx
intone or ritarns ordnat rot eec° parar
nlial on
• moderate Wittig lo accept saile red »Ponneal and
token orre ~fel» te« h remarne[.
• Awestse With, to rapl hd, dt lo eneos trd
tigh rohialty to otta Ingte mani one tax
• Intetterr•ntaytelay Consönton ~eg a
Portion of 'ho porrkto for ta «rost may made
(ormak, ~.
0." i rnned laxdy and ger«
"toner
Stetanneteuenhokiner
Werner ccenokbte dlreta Saccount rirnements att
the same riten o the are entekpe. e g kanot
ib, has ~tt
aha atomallan lånt «tons
r•lonntpt *ah other (lera< al tin om> ann«
you pet« to («me rndmdat nelinlinli ~lad n
sopare froPopet you may docent bosch:åtog by
Can) 500 Fronoal Adress
hinndy nar* name
De Fr end5 ncourd name o • custanadak *ndmstee
Amen by you to amt you rat your recordlteennt
ha no legal skes on your mon You cn charrp
your Frank wort navwc, through Online Snyts< ce
by onactng you Fruns Alma
Atcount
• Varas of nnosocou~
Net al asps "i
lob le et
• &elen »dolm akta* cash Dam«, valetta
rostruted socunly lett X and Global Tre Dopsot[
martyd telt b makt. and (nianen nol held
by te Finn Pan nol isch& ~kod seositelassets
st the ert of te Snor and orent ?Menet periods. cr
mene natnom, ~ske nod ostrons ind
exeroaable god< cpborn
• teban» 1-clxles debet balercn outta-cfrg mran
lon, «ed' Ink Mon *(art banan
• Cuhrotoney %Aranca Total ol tennsned :slabb
cash balrces, pin *con balnas al a« NOS ad
neri.* hatadDa-dis. ad morry mans mod ard
camp hann, at the clx• ca tro namn pinad
tion-cornmoSty te* aede benet nytyr natt i•
• ot wingred korn other hatnot and **Pem rna,
cre any of 'hese ftrds n the oednay (ONN ol b
baren ner Inb" Dnr* kan your thmnd
llus total it rclxkd in the <uren( perod <kong rake.
SDNY_GM_00324523
EFTA_00 197298
EFTA01306796
Important information about your statement (COrtletutd)
twat, information
detabd idarnation en the Fern's Itedrg arias
x4 decreases, rake t0 yoke dent ardc•nshp
Asmara* a Actin, Aramaic and the General
lams ard Condors LES Bawer, d Croat Prances
eveltble in Agreement, and0irc(awes
m
untenenha~fratehnne
Yew Sal
Yea astern Sewn isomer and other assets Mb
n the a<Ø te the end of the slit!~ prod You
may dl for deSaayd fury paid scare's x sir Erne
Ycd, may went trositin used as loan <dated rat
paying any bairn* dr
;horn Anir wastes
~red
to ferim cltrig the slater ent paixd se
Wed at mate value s a the endel the rare nem
peel
• Coat Ostia. In damming 'bacon bats of the
ocinlits inducted n ind adamant *nee ndicatid
w* the add». 'I.• LES &sexist Seven nel Wind
nformabas ~fled from soisfes Ølhai LES
annul Seeds. ext.:leg ~Maier from raffle
a Owe you may have Fronded to you In
Mawr. The fern does nos ndepriebitly venly a
~awn the rataiya valdty et ny dandon
00,Ma4 .“ren eftw than UBS ~Ka Senetet
lb addlesalthough UM rurcol Seven gene*
4, daest4 enenrui ion sins re(01.4 the hen
dots na IØ
any asintes that IM unlecnalCiN
under '<al basis' and • tweaked gailloss' il
aCaurate as of te deed the varlet As exh.
plead do not reB on tin rioneyban so make
pschne a sale deems.
to
a
Ca
odleninee Accounts tanskered tote inn ma,
rushe gram rerun , only fa tee barodd
one mer se held at ref"
Mote historical
nronhatnis or be added by you Fe, "
W Adis'',
• Vonalelind Beinsaksa Yawn data is analabla.
eannsed ...warned gandlo es eretakaWasa
Modal weary bly lballalea(101daea
ndectol has nay a may not rid ktl <cneressicra
chrges riot *aunty reorprayeknewnb.
Oirdend aid other renentment leer ard systruec
Only,* bas se nacho:imbrued to OB>lay
awned lot
'Ter:edge' <damn pr lema the
ca
tessera, trade dale
• Cable maxillas Bonds and Brelpeed stock rut
the roue ails for try redierAtion wit be selected
~ally by lot Iran "rig ad ~bet d that
tea hold na
.
o
men*
n nonr» narne Ice od
<lints Cal lea Ømt as es datanwl korn lewd
Parties and es acutely:, not parked °the call
leans rosy eiet wheel coed aten yield, Økse
rlamaterned be peenedupon request
• CiebTrAtes of &pail (CI)s) COs ate 5e nosed
ell hs 12 S0,000 n anion, and roved newest per
clevosta and pte depastory enstedon re dice-dance
wen CDC . des
• Rank
h e
clgylayed
sectreies and othr
~Is
maybe high« om
than the pie the
rev would aCTualla wt.. me matte Brae ara
«shred I ran veto fred
sans whets we
Mine to be rslabw, aul we do not quarto» kne
aCcuracy
- We geyser
me the closing take nIxn sealable or
Ike feedlot the bd and ad.. pekes for Sited
cants and ophan a ova/ cd prices la OTC
tease its.
- Len eta.* traded seaskies nv/be priced tong a
valuator, ~Oil a the ror rein ace we
obtained and may nat reeled anse marktd pent
a raid.
- Catania:toad may Wee *Wad a rue and
will row an 'price war not ataitabB' ane are
~le to obtain apace fora romp.
- Deposits a securtets ~led
it trencies
otete than US dear are rellated at the cabanae
rate as d the slater«, date
- for cedar wales wade.; nreaseatortety
drowns*, ate ard quart" (lace value> may
haw been /Busied «. f wk.» fespor valorem
To de am anent quotations, when nail**, contact
rid financial dØ
• Private invest/neat and stew:eared prod
.
?rode metatom warners (ext.:fr.; died
Panicpat On program rid red !Wee "Sit
trust
save« rid soixtured Indicts re 'meaty 544
dØ. Conan etrucand ~xis hose no t been
reantired wth the Seerro en and karge
commenter a raw dy cute eansitwe Ina We
von& estended vats far plente endsenna
secures rd ~tr.!
predicts ler rdarnaterd
OuPdses *Mr A«uracy nnol guaranteed
- Thine errsnay dale stitritidb Iron [res. 4
,arry, a which a pries* ru men% stosity ce
structured product. Hwy be~
a sold and do
not neCal4fki represent the Tara yam env/meanie.
term inseam.
- thed parry aeons« of value au& ~run
date ref re aspeved lo UPS anrcul Siren en a
rigors bast by an Idepine meransen Inn
- mug, gennal prow « sponsor animated wars,
dry, de leppeled to Iwf ken by the narr.
rwell Pnerw a penta and may be abutted
bosedan Mart nIcem on Iran the mad by
tend pares to denn ther can red wars
- You can obtain adcliniol rikm‘ster regadna
to merodology used toarr./sethe emna. of
rain gel the, date el re reacmatian that n the
base Sr thee:mateby <roa n; you F annul
Atleter
- Tred party sanded vows mynt reflected as
'Me Breed' in waroluitations. when an
independent valadon km has net ~bed a et
arable ge allaan a var, ~Ye become awe
that a material ewe has «ond fiat may calla
pretr4 reared eat* ene parson, c< whim a
value *odd be r•ghk 5Øn• the to In. nntay,
oil the >aunty
When mites an mart, genital parre er sponsor
earned vita roe a ~diary nnuod vats
Crowdel the err of the won& sell bedfleent
front ts Nadu,* price
- 'Nat« man to date' ever «ludo retinal
capital, ixcene or bah.
-
unit see' reptexres the mid stering
Wife per toil and myna relied rod cod base.
▪
and dented KIT sonnies re r« listed«,
<flora wiser waharige, and are genia'
dØ and even d they an be sold the once
re: nied mar be ins than the per share ~wed
»is crowded n the accost nattmen
• Red:~ seorities Rebatedscarlet% gener al/
ate me meny eaglaa la pub k ;do UPS rancid
Sanwa. Net 1St matte price of the iseenridadstat
of the alit satyr nl an imputed Woe la new
warded stock for peepers or the statenerst or*. To
the elect Out rest teed seusilits are drat* Sr sale
the val. reeked OWN, sabniantiolla lets thane*
Made' valve *awn
• En. (eminwptak wtame. *anon% yield. and Ma
An ennui* ol arrul exert is bawd on <urnot
drded Yid •11.11« ran &tong the want rep
be held la ase yey hom vane? crate a and
mobs" %vestal. n at a paint ',curacy
and (Ora Neel interne re not guaranteed
- Wended renal in" and cirri yield la
<elan
td
d sew tin could include ~km or
preyed a wild gare nelich («erne ell
interne (*I'd tamt yr . ) would be (.<014Itti
- Caromed mid Sw
trel anent yitld red Ow
actual excene ard yitld mitt be bow cr Woe
then the Wended snorts
- An *straw ol snaked interne6J~ ardor
interest) dwdad ty
< tram malen
we
!Wit? bare* n baud
~raus In chodand
*taw paper madebi-. Minn and
anann
lea s W.00~ Ail be blahs cot
red flan re statimint dare a enet many.
Accirry rdortnuni yield re not suterieed
• Assets net hold byUKFinancial Senior. Cran
assets art not held by Pro Ims and nat within the
fens's poisen ix. a carol These assets art
dispbytd en you* neinat foe atomduld
pupas« bay. rosters and ears pr senaad an
prondel by the nstaig larm UBS inextrå Sewn is
not mixable lee the rdennater and does not
%dank* its am, ray . Rine ants an rot protected
by WC a the Peens itei~tal SIC cover,.
. Renerso shoring and Addkicad sseenPreation
- In addition to came-tsarson Ian rd 12b.1 fees
mewed n annettn wth the datton of ~Lid
/ads Ions clients we ada OV. abdicate retain
men rat; parents Iran cktrixdors and«
adnecn of the mutual fat Tatra all These
morn are based en two chain torraxnents (a
the dean a sales by UBS iblåNr1Kblit eneraa)
fund family to our chants. and Ga the and abed a
Barlt.Btr nrkilt.B4ind lannVIShares held et, re
fem
- We Jed~ allue also feces. mesa:No .rid
antis oration; lees n ~don
la order
aanwenfnt sauces that tie acuidt to the nJhur lards
Tasa lees goat all re pad from nonage astaan
te reutualitn4 and re a Isild daue mean bawd
On li nett« ol account x ff-0 bicker-0M«
eCaYiN) nyval NOS*, thee lend arty
- In addti:n to cretins:xis moaned n<«re<lion
wit the sale a diarbukon of dingy extracts rd
yve enestrned hot ;sib to ov clans, we ada
CPV *lade receive fora ,)tiveng concenseben
han mew of the roan. <empire« ~song
Ira strut, «mans, affiliates of the resana
eanfianne « stion.at of Ow unti investment aunt
we create*
an ~Iran to ccenrensons re en
fromthe
taschise andsale of nintShres VAN, we rada ars
Me". naive
ire -bawd revere.), Ova;
pare* Iran lardShres ding:don. as well as
fbedn? la Inbmlow development. taring and
edeation
- Our anises also receive teeing «traneoson and
eta ccroderann from maul !Lands and reurarce
~en
naiad products we darbde
- We recent an annual lee from LES Bai USA and
LES AG Striae' Perna sele 525 pee xcedil
sweelang to the bads~ the lB5 Bank artet
tronen.
Activity
teforrnation regadn; commosern and other chrges
marred an connection with kit enioscn of trade:,
inducing apt*, bins~ has been included on
craernaborn prevect4furrecinad to you. rd enn be
Made.] so ycY., VØ)/ on 'nag
Short Miag
you re engaged n that tarp a wanly. you mar
not adage 6.* to «dab bonown, osts la that
pari(-ta sewn,
Open orders
PoStrifeng open or *gcodbbarKeled* cram tut
wow rol weededby the drown date, open buy and
sel sloa ceders re reducedBF les snort el rider.*
orrgas an armmalerdenh or ex ors date untie
nsinsved ~wise by you You re reparable la
cedes the me ~Ned (La to yoga lette to cancel
~sting oar ciders
Privarq
To Wain a copy of <V (sant Client hurry tytte,
Plendanknct roes FainoalAckya a en ps nette
ronv,,
vedeenrwnVew
- LES rivetedSpence, a nal abc the RSAA, Soren
Sarin,. Attain ESA and MLA re broker*
accountset/Itch Fonda KOK% to bring ~OK ad
predicts thosr rangurres wen tided brie
and ore Birder, bante and protein access to
',stance and annuity pod" Issued ty rNhlded
twolparty ideran companies Itteka,• *murex*
agony stufsants of LES f hatted Strikes Ix.
- Inderesen, ~axe. Ind anarprodixis
- Nal IDIG rotted • Ho bra guarreee• May lose vats
- IBA enmare rM
caanym Account Burns
5.nien Aacoun BSA, MIA and nicer...tonal kern
Manratinent ~Arc are rerteced sir". milks <id
1.65FibarcialSemoss Inc
- VISA K anew«, lesaarnak owned by Vii
bland bai, Sonde Assautur and ded rw
lame The LES Visa credit cards ard the
ISS
Vita
debt odds lre nsued by UBS Bad. USA well
per/Maur Iran Yea U A ix orpaaled Al other
tad:mats, regnseed ea:knurls. since marls rd
niggard seta nude are of pel unaided
companies
UM Prandial Serviced Inc
Roe 201711
SDNY_GM_00324524
EFTA_GO 197299
EFTA01306797
UBS
Lies Financial Sciences M.
Private Wealth Management
299 Park Avenue
25th Floor
New York NY 10171-0002
Business Services Account
March 2018
ANI70011111170318X1Y1 0
MAX FOUNDATION
PC BOX 308
TEANECK NJ 07666.O308
Account name: MAX FOUMDAT ON
Friendly account name: MAX FMNDATON
Your fimandal Advisor:
SCOTT STACKMAWLY11 CASRIEL
Phone 212.821.7002800-308.3140
Questions about your statement?
Call your Financial Advisor or the
Value of your account
Resourceline at 800762.1000,
account 029023661.
on February 28 (3)
on Month 29(1)
Your assets
1,243.87
1,24415
16ait
wirbsite:
www Uncorni frunoalsennon
Your liabilities
0.00
0.00
Value of your account
$1243.87
$1,244.15
items for your attention
• Help protect yourself from fraud and
renew bank, credit card, and brokerage
statements regularly. Also, gel your free
credit report annually from
www.annuakreditreportccen.
Tracking the value of your account
7,2382
S.23S.2
32382
1.2433
1,2449
•
Dec /Ma
Dec iOIS
cram
Dec 2012
Feb icing
1244 2
•
My 2018
Sources of your account growth
during 2018
Vake of your
count
atyerr and 2017
Your pmestment RIM
Oivdend and
interest Marne
Chang. in
mortet valor
VON of your =court
on LW 211, 20111
11,243 25
S090
$000
81.244.15
Member Slit
Al.700030011111171970001NSI3OX0i 03190NOCo000
Page I of 6
SDNY_GM_00324525
EFTA_00197300
EFTA01306798
*UBS
Business Services Account
March 2018
Your account balance sheet
Summary of your assets
Value on
Match 29 (1)
Percentage of
ra• account
A
Cash and money balances
1,24415
100.00%
B
Cab alternatives
000
0.00%
C
Equities
000
0.00%
D
Fixed income
GOO
0.00%
E
mon-traditional
000
0.00%
Account name:
MAX FOUNDATION
Friendly account name: MAX FOUNDATION
Value of your account
$1,244.15
Your current asset allocation
Total assets
51,244.15
100.00%
A
Eye on the markets
Your Kooncial Advisor:
SCOT,' STACK MancaE CASPIEL
212.82 1.7O3O 800.104.3140
, Cam and money balances may include
avaiable cash balances, UBS Bank USA deposit
account UBS FDIC instead Deposit Program Bank
accounts, U8S AG Stamford Branch deposit
account balances and money market mutual bald
sweep balances. See the important inkirmahon
about Jour statement cn the last two pages of
this statement for detail about those balances.
Indian
Percentage change
March 2018
year to date
S&P 500
-2.54%
-0.76%
Russell 3000
-2.01%
-0.64%
MSC - Europe, Australia & Far East
-1.87%
-1.58%
Barclays Capital U.S. Aggregate Bond Index
Interest rates on March 29, 2018
3-month Treasury billy 1.63%
One-month LIBOR: 1.88%
0.64%
-1.46%
AlsnalXOCoi 'tins Nfl0001295I3 00001 03 16 CO0COXO0
Pogo 2 of 6
SDNY_GM_00324528
EFTA_00197301
EFTA01306799
*UBS
Business Services Account
March 2018
Change in the value of your account
Account name:
MAX FOUNDATION
friendly IKCOulit on
MAX FOUNDATION
Match 2018 ($1
Year to date IS)
Opening account value
Dividend and interest income
$1,243.87
$1243.25
an
090
dosing account value
$1,244.15
$1,244.15
Dividend and interest income earned
tot Ducats of ins Statement lacatellty of band and indent/ income has been Otero-mod locos a US
tar Ian
rea petspective Based icon the residence of the accounl horde'. account nape. or piotaxt type.
Kole lensed an0C4 dotleadperrents my not be St1S4td 10 unto SIMS (VA aria Porno RI(0 (PTO
Won* uses The (here monthly gatemen is roe Intended to be used &xi canned be 'eked tan we rat
Papaws Climb shouts: ant to the appica:As sat nsparring forms they meth. loom UBS annualy, such as
the Foam 10:4 at the Fans 480. lot to rtpxeng internat.:a nos the practice of u84 to In the
atipliCatie up '<porta; loans loth the US Intend Revenue Senate alideR lleaSulY Derailment. and in
such torn atcwatey clxafy dvd•nds anise uttered stair exempt or taut* ocarina doze torr.dlycot
Incbodual tar peon ,
Match 2018 ($1
Year to date (3)
UBS Bank USA Business Account APY
Taxable interest
0 28
0.65
Interest period Feb 7 • Mar 6
Total current year
$0.28
$0.85
Opening UBS Bank USA Business balance Feb 7
11,243 87
Nor year adjustment
0 00
0.25
Closing UBS Bank USA Business balance Mar 6
11,244 15
Total dividend & interest
$0.28
10.90
Number of days in merest period
28
Average daily balance
11,243 87
interest earned
10 .28
Annual percentage yield earned
0.29%
Cash activity summary
Ste Meows actrtly rius monthly <Mak liaLtroes in your Sweep Ccaorc we ,ndudtd in the opting and
clung balance; valu* FDIC 'mutantt applies todepocet a 1185 Berl USA and at billtIpalcipaling In the
UBS FCC hstded Deposit Progan. n does not decay t0 deposits al LOBS AG. stallion:I Branch Of conk
CkpaatSpitatedthrough the UBSinternaliOnal Depots ACcount program. srC ptOteCton applies to ircoty
rowed sweep fund Incldngs tol not bank &paean. See importeM katoccobon *bout your :tattment cn the
IV two PCGRS of this 000:rnent `Of deal;
March 201815)
Year to date (S)
Opening balances
$1243.87
$1,243.25
AddtAms
Dividend and interest ncome
0.28
090
Total additions
$0.28
$0.90
Net cash flow
$0.28
$0.90
Closing balances
$1,244.15
$1,244.15
Year Kneedal Advisor:
SCOTT STACK MAP1LYLE CASPIEL
212.82 I.70001800-30&3140
Al07000303111I '191407000i NS13 OCOar 011 9 0Ce00D000
Page 3 of 6
SDNY_GM_00324527
EFTA_D0197302
EFTA01306800
SUBS
Business Services Account
March 2018
Your investment objectives:
You have identified the following investment objectives for this account d you haw• questions
about theSeObeCtrveS. disagree with them, or wish to change them, please contact your
Finandal Advisor or Branch Manager. You can find a full description of the alternative
Investment ollectives in important information about )our statement at the end of this
document.
Account name:
MAX FOUNDATION
friendly account name: MAX FOUNDATION
Your retire objective:
Caratal approcunon
Your risk profile:
Primary Moderate
Investment eligibility coreaderation - None selected
Your account instructions
• You account cost basis default dosing method is FIFO. Fre In, Fest Out
Your eineadel Advisor:
212.821.7CW 800.303.2 lag
Atenco3coi
rumcoi nsi 3 =el oveccccoccoo
Pogo 4 of 6
SDNY_GM_00324528
EFTA_00197303
EFTA01306801
UBS
Business Services Account
March 2018
Your assets
Amount name:
MAX FOUNDATION
Frhandlif ACCOMIt name: MAX FOUNDATION
Sane Patel. weave MO anion kakeS Shaun may be acororimale Astons& Gans andlosses may viol
be Noshed/ reflected. See important onatmatten Soots:en statement et the end of the dxwrert for
more profanation
Cash
Cash and money balances
Cain an/ navy banes may .nctula avalme can balance; UBS Bank USA @mut account Waxes.
UBS F DC insured Roganfrank finances. UBS AG Stamford Bunch deponl account Waxes and nroney
makel mAua fundhem boraxes
Set the Important olOnnt.ben about )out Statement at the end or this Moment for detals about Pose
Mances
Had no
U85 BANE USA BUS ACCT
Vow total assets
Your Miasmic/ Advisor:
SCOTT STACK Math/LYLE CASRIEL
212.821-700D 800-308.3140
um Bask USA end di UBS MX Inured FrOcran Sank *pan extant Waren are inland by int FDIC MINA
aim,* mirk Cul an not prowled by SIPC MS AG Stamford Branch deposit account balsas are not enured
by IOIC arc se not protected by MC Money market sweep tunics ate amanitaby WWI.* rot ortf tied ty
the FCC
(Scene's [Aare
Clow*? bdince
ante per share
Ave sac*
DM@nOlnlnetl
ales in
on Mat 1 (5)
on Mat 29(S)
on Ma 29(0
one
peeled
WSW
Clp fl aunt CS)
1,243 87
1.244 15
250,000.00
/treaters et
Cost
Estimated
Unedited
Val.* On Mar 29 (0
your aCCOunt
tem (SI
anon infant (SI
dzin a MSS (I)
cash
Total
$1,244.15
100.00%
31344.15
Crib and money balances
1,244.15
100.00%
1.244.15
Account activity this month
for mare information about tie pike/Mee Shawn lot ;minted sae Mies, are on portant nlormatem Soul
your smtemen, S the end& this <amine°,
Volt
Ovanoly
Dale
Active/
Description
Meanie Code
Fate velar
Feb 211
Marl
I ntonnt
UBS BANK USA BUSINESS ACCOUNT ASCA 03/0.5/18
28
1.244.15
Fore yak* (t)
Cash
Cash and
amount (1)
many Wear IS)
cask and money balance
$124327
Mer 29
Closing cash and money bdance
$1.244.15
AnP7000)001 I I I 1211910001 i9S13 002,31 COI Er CCCOCCCOO
Page 5 of 6
SDNY_GM_00324529
EFTA_00197304
EFTA01306802
Et UBS
Business Services Account
March 2018
Account activity this month (conbnuedi
Ode
/Waft
hb 28
Islam* fonward
Mar 7
Deposit
UBS BANK USA BUSINESS ACCOUNT AS cc 03/06, I 8
028
Iter 29
Closing US$ Sank USA Bus moss A000unt
The UBS Bank USA Buenas ACCCult IS your on Mary PA.4O coon.
Account name:
MAX FOUNDATION
Friendly account n am*: MAX FOUNDADON
Your Olnendal Advisor:
SCOTT STACKMANtYLE CASRIEL
21282 I.7CCO 800.308.3140
DelcrtdO1
ismont (1)
Money balance winking
S1.243.87
11244.15
I
AhP70003001111123 N;1000121513 IUX,C0 0310 COCCCCOOC
End of statement for account number
SDNY_GM_00324530
EFTA_00197305
EFTA01306803
Important information about your statement
LOS Fnancial Union bu. Ch. finner OBS Ina-Kid
Sonen). k a mentor ol al pnnopal ~ett comensity
and °pions ocha-gos URS Franoal Sonetts and LOS
Park USA av rdrect oncluon of U3S AG and
rida», of Le35 Saanhas U.0 lha Frn I rancial
staten« nodebk rean reas,' Ile Faret eso.Aire
°the. se at.
URS fina-Kul Seraces ht.
1200 Parbor Boulherd
Wechrhden ad OM%
11,4 namn rafrneme the oney official record of ps
URS inridet Senilet MOLN GIN! recceck ncept
otteal tttola(rurtt cornannoconlIcling dala ihocid
not be renad kpOn f you beleve thme o an «nr or
011amon. Pien revet n mnedeteb n ~ting lo the
Band, Vanare of de office serve-0)0J atensk
Altopap args« <boxat in ronds:Itobe accis"
nano dra nuld not te und kr lat ~acnes. Pefy
lok5 0" fl
end dec fant 55. Form 1099. 5498,
1042S, ele anm DeeNtrog yOLINK Mun Itn. Uni e
~red by lavr lo nOnt to te RSdtltaMMe drednh.
reportabb ron-Ur/bh ~ds
and Uoabb kuttret,
tamd en setuntes he>1 nyav start rol [metei,
cn saletremnbans, ed tota bob ancelancoeved
tour det.
Conerrunioniem with the Finn
• hen re conforn av cr al conmunnstons rn «arg
toJu/the orent yes ritat radon your
.s
tre Scones rattar erotoman At rAA)
• e tbotinns n:teutonond» up kil of te fort
of th4 nattmara 4 int LOS Fnancel Sornon LOS
Inhal Sams Urtis you' nara at ilemSnq
trcar by ana-gornere vilt the råa nd ml& ten
We .5j555ed youd IheeelatiOntind,entar
ONNKIIIN>lenarl NON Une. >NO Rna, and
~ile:"
kr -mod al UBS Financial Senice and nr
te ennxteng broa" ard you aln
a repan
ol nynip a arenor b bah fan
• Af deacrbed n the nara nerred% nu man
roely tu of any «ron or hed ~eng d-eces
rollod on yas tremim «the, 30 day< ri a n was
mate mede ~Labb
• Ilen drat nontyr totoplatt or ritara« to ta
F
Clorn
Depanneent at 101352.1699
or tolkar 9Z0-3S4-9103, KORV to 600 P hl
fr Mordry fluough Fraly, a .n ort rna to LOS
Fnekel Seracei M, °enl Rektune Detustrnrt
P.0 Bo. 766 Ur:on Crly, ell 07087.
• Al slaknierld shah be dtemed corrcleterdacure
il not d:e:Sedto P ~ng *Sin CO dan
• hr fTY tennet. cal 84441209K or Iran culside
theLl 5. Cad201.352.1495
• hoee ol erors or %egons~ an efectn:nc
hr* tenor On bh parera er URS tteefi delo
cad wansactons, cal 00762.1000. or vane CUB
Fruord Sinnet e-c , 1000 liarbr EM, 6Ih 'bar.
oyeehnten NI 07086, Att. MORSA Sno>.
CYIa otte «Ø asOJcan. dyas frk y:s
sulement
receptor/ni or if you need more
~on
ini a «ref« on de neternre or
recept Turen. or Cord bor (n arploabk)reusl
her from yra no IM< tin 60 day: artar the fen
cent you itn• fra Gatrev[ on ehch the .rot Of
recblemnered
- Inrede yxa name ard accart 'umbar Of ar,‘
- Databa the «rot or the vande, you ro sese
about. andel:den as dra-ey
yaacanurfry you
bdeve ri orters a why you med mode
nkernalcr.
- hoade the ddlar amate of te tapetsed <ner.
The Fm. or Cord burr ad medgett your ~In
and vril torna ry snor napt5 ror roged non
molerg U8SVcancleb4 ord tran/oro, d wo bto
mon this 10 benm dan to datt wo *Il ende
yas Mala tor to ~si
yOulfeent it nano[ IOlhal
you ad hed the ut* of to mom., dunig to une et
tanka lo «molok al mostrabon
hen meta dl deals pytt lo the Fata or te
Inancialinasion i-dcated en the kont of the
fl inkt. In addhen to regulr non fon, Meader“
may be abyeet to mar evne kos. cha-ges fa late
papram b secunne: rtnhurt and charge: for spad
anons n rast. nar« trogne thai re rangred
to ab« ingas can nap be tubyect toa enl« Neo
URS Swieep Options
LOS ollen options kr ~eon; cal, Odnes lo bit
ebonit accown al non-affliatedbne ad iland
bank, morvy myts mular! ludt (Money fut) ad
te rami ond Opec. Anan (1241)1o* cuncnun
at. an nervenat ensto Management Acoxre
Depott nuet al UBS Bra* L6A sid rcnrhlatod
bann partupang nib. OBS FIX-tnefed Depout
Program II! FOONnused n «foran. rat FIX nies
For inte Hanson. Oense
erw4,16C9au•DeP051
«tosis «UBS AG Stamford Brandt Ini :hyn of
licney keda re nal rand by ex FraC.
TØte
1>t. ca:hbala-as te mcal to dopost
attan c al LIDS AG Mas York Brant. and LES AG
C orm Beach thnednn“ are N< ~ed by tre
FOK. Rdren hell a to U3S AG Carnan Franch are
IMOCtaty Opereldt0 te tovagn tel of te C now
Nedi. and tete .5 no glirartet or etar sulgam el
LOS AG to repy the blotes nhibenthe UBS Carol
Brands's bods.
Bane *oxes se nr rolected by Sitt Monty ked
shros tro trctocted by StfC See "URS funnet Smuts
&sura koan-non' bön,
Ltur. at realest benet in te bit apart rese be
~am. ed sexes of a Meny Futt mo be
lcmcbted and the [recett', rehred lo you Or INI
Hane> rare
Fulhet Hamra" åka aralatde ~tia Datona,
reldrg ostan rond ram and yrat« e tealabl• ae
~av obs ccannveopnelds, korn your Onanerat Adescr
or by <gno 9n762.locoo
tas IgnandelSendas anta« protoction
The Flin n a fronter (d tt Senaten entitor Frolfelcn
Con:oration <S170. whk h trOlelbSellintel <(alnen
of le menters up lo 194000 6ncludne 52500001a
:tame for <at) Gplanny &uhu. entatle upon
'eran or at
wc og Ilse SIK »H pnteden
h mu apply to al X43"
ta y0.I bida a parbolx
~ty.
the Frun togrher wih teman il dat^ has roa
Purchalei asoplonertal ~roa
11-. mamman
~om Paynt » al ek)lalt dins. colloctnety oxer
tas protechn is 1500 milian mol Docent« 10. 2016.
Sobject tolfte to% onftlxo trd erntaborn <AN.'
the firm bah« protons:d lor up to N.9 mlion n the
~pk
kr al your nounte hold n a orlo.for
coney Aktiv:9Y of te poky ncedr9odvd"
upon requese
helhet te 9PC proteclon nor IN. 943555551 al
IIINRIOn4"54/
• C alun frontal anats controled by (and rc Lcbd n
'as accourl varti bit heldawry Krom UBS kontot
Sent«, For earek («lang noten< Øh.
karlen .roble annat" and (»tum cl mast
linds reaktored n the name ol the non holder on
the bocks of the arme o onda ugem),
• hdeunom contractt or rinnas-e ~rede (a it,
Imod pannercheu and tenn pir...mete) ta: are
not regns:rid und« the Struntet Act ol 1932t
• Cornmodbeccreracts (Og. f regn eithancp ord
omens motat ...e...ra, includ•-g brunn ccntrads
and (onralll CON:n Carntani. and
• Drpaot Mount( anespil ~team of &poesi) am LOS
Bal< USA, UBS AG U S tonnet and bann nit»
IDIC Kurd Docolit Progen
eho WC prelnlon and te supennurlatpreentcn 40
rue nu* lo the* »tel, ten d tet ~mir ROM
on yas ~non, De 9PC ~nkr , ind the
orplernantalteotedion do rat fanYthl agaira dunen
n tie nufa vald of yes ~vm
(sheth« x a
rean ol route: rnumnwc, noa« branr:my or
ab:mcal
Dividend Robotens.* Fraprene Feen
The peke reflected h an ~mc«.
You Tyg °bis,
the «ludpc, lien >ty FrnancealAdeur On5 *hole
~n me pirchsedircke
*arid On> ad be
»Id ard the ententebe depoSed n your mount 11-e
chndordnnoenmert vice opplidby te Nuet Mag
dnr fram nto ~It
pre* al Antib to anal tara
otro on
CS,ö4hw
Cny wholo sot may be hold in yes non
I ytto re
«Mad »nidet cm as a renat ol a dradart Barn
or OtTOINt. Ue firm eall odet 5ed panel vd, al
malet proc cr accept an annan determined by a
reofitcreddesi-g agency, ard aede yar ansa.
Invennuent ~et
the namnet ~den ad nek pnrie ro cptale to
•ath &Mount end inka vit Neetien ya/ acearec
Pbaso neotheFa. pnxrpI5 n toning dry
599 tant dunge in ps farcol sruXoncr
~orren, ~nos For enl, neon hold You
(hoax se ol the f oh:min intestnent cbjea e i
• %lott Covent »<ont Priestmerts stek rg the
gEneatcn of rcome
• Acnes CarfalApennehon Imestrrenb see&ng
ennuth of onnopal retts the, the surnalcn of
marne
• Rodue Combrutron ol &come end COCO
AØiaear. Innetnenb stel .eg both te genveton
fl ane and urmyt of trunciat
Overall ridcproOlte
• fonden/Mo Seds tonart», Mul prrepal. wth
'tana rd valaterty to the XCCIJI OV515. ten 4
thai man te moln deos rot gren srgrhcrx
intone or ritarns ordnat rot eec° parar
nlial on
• moderate Wittig lo accept saile red »Ponneal and
token orre ~fel» te« h remarne[.
• Awestse With, to rapl hd, dt lo eneos trd
tigh rohialty to otta Ingte mani one tax
• Intetterr•ntaytelay Consönton ~eg a
Portion of 'ho porrkto for ta «rost may made
(ormak, ~.
0." i rnned laxdy and ger«
"toner
Stetanneteuenhokiner
Werner ccenokbte dlreta Saccount rirnements att
the same riten o the are entekpe. e g kanot
ib, has ~tt
aha atomallan lånt «tons
r•lonntpt *ah other (lera< al tin om> ann«
you pet« to («me rndmdat nelinlinli ~lad n
sopare froPopet you may docent bosch:åtog by
Can) 500 Fronoal Adress
Priandly nar* name
De Fr end5 ncourd name o • custanadak *ndmstee
Amen by you to amt you rat your recordlteennt
ha no legal skes on your mon You cn charrp
your Frank wort navwc, through Online Snyts< ce
by onactng you Fruns Alma
Atcount
• Varas of nnosocou~
Net al asps "i
lob le et
• &elen »dolm akta* cash Dam«, valetta
rostruted socunly lett X and Global Tre Dopsot[
martyd telt b makt. and (nianen nol held
by te Finn Pan nol isch& ~kod seositelassets
st the ert of te Snor and orent ?Menet periods. cr
mene natnom, ~ske nod ostrons ind
exeroaable god< cpborn
• teban» 1-clxles debet balercn outta-cfrg mran
lon, «ed' Ink Mon *(art banan
• Cuhrotoney %Aranca Total ol tennsned :slabb
cash balrces, pin *con balnas al a« NOS ad
neri.* hatadDa-dis. ad morry mans mod ard
camp hann, at the clx• ca tro namn pinad
tion-cornmoSty te* aede benet nytyr natt i•
• ot wingred korn other hatnot and **Pem rna,
cre any of 'hese ftrds n the oednay (ONN ol b
baren ner Inb" Dnr* kan your thmnd
llus total it rclxkd in the <uren( perod <kong rake.
SDNY_GM_00324531
ErnrA_oo 197306
EFTA01306804
Important information about your statement (cOMMutd)
Late, ~nation
detailed infarnabon on the Feint lenclrg practices
sd dodoes" refer tops Cline eetylonshp
Asmara« a Leonia Agrement and the General
Ism sd Condiens LES 'A akerenl «Credit dunes
~lath n Agreement; and Oaken, at
sagy ohamm/aecnnnaotmama
Yew awl
Yea saktere Mantas inutile% sd other assets hb
n the sccarl 44 the MCI of the slant« paid You
may mk for deSnry d fut./ paid so:sterner, lene
You ma/ went ~met used es bancollateral Mu
taping anybalanceOs as tom Are. leant
transferred toternen clad the statement pad are
loud at meet value x of:he end of the statement
Co
Con Oa h clamming Things barsel the
~lee included n led assent Sete M[Ø
wit the NMI». '1 ' 1SS eMbleillSeraMta Ma Mimi
nfonneen cbt;ned front ~Its Ø1M LES
Fn ert Saxes. reludng Mamas km sailer
Inn or *d you may have provided to ea lanad
Adw.or. The Fern does not ndeperd
ly v.* a
'kw rile. the
ry
are vary
et
are damatom
~4
by adds dew than UBS f naracul Same
in addhan although LES caeca Sac*, gererary
~es Or chewsen sins wowed, the ken
dots roe trim* any ~Km that le* rdeartalCia
a ct seas bass' a
• Uneaked (tailless' es
accurst as of the dated the sauna. As ash,
phase do not teyr ni riermaten so make
pschase
Sile *awn. forts pummel cr
canine Accounts denderred tote inn may
red garnas rikensen only fa hor
pad of
une thes are half at ref am More hol
cal
dameran can be allled by yd Mast et Ades'',
• lannalallned ginsakeme 11~ data is salable,
epartaed isreedeclgandknes dt tabulated for
Muds, werry lots IM «Stela. data to.
ndindal basins or may not relletlmeenefi"
chews inia sadly reonaszatis ants.
Dividend
abet remittent lott ard spume<
achy. Iss ye ~heartened lo clsalny ere
awned lot The
'Trade
date' <dam prerenb the
are «reinte bade dale
• Cable ~tithe Bonds and adored stock dye
to
<Ali for hay 'Steams
be selected
trOal" by lot Iran meana ad woad, d that
area
aa out name or ...none.» name fad
<Mum Cal bide Mammon is axed from tied
Pam and is sitars not Tasked Other can
leant medul Mush cold sled yield, conplee
Manaus aid be ponied Øreduen.
• Ceturcates of deposit(ma) CID, ate Se nosed
,as to 12 S0,000 n aimpal rd sexed Mani per
*costa and per deposes" nekton re accordance
II" FDC mks
• Pranks Alm ca~d Ice warts and °Mr
FOSAla may bo high« of lower than era price the
su would eke* wan* n ihe man arms se
Maned I rennetet ard party scenes which we
base to be reliable but we do not graham Ow
-curacy
— We genie1/4 use de eking take *ten sealable or
the cresol the bid and ad. pekes la Stied
sates rd apetorn, a ondt t.<1 prices la OTC
sands
- Ines anneal traded seaskis na/be pried tang a
tiltalen model a dead react ace we
*used ind may rat reflect anna mated price
a VAS.
Cedlan ~am may ap.. *mai a pers ad
SP Saw
'price rem not aeolse' Beres
treble to obtain a price fora wait'.
- Deposes a »curter ~awed n <drakes
oller than US *dare nalected at the *chins
rate as cf the sla ment date
- for cents wows radig ewes'mdorning
denonnsan, Dfcm ard ~ay Ilse value> may
haw been adjusted to f acre paper valapal.
to dean <deem quotations, van nitro, contact
/as Fianna Allroa
• Privet., investments ad stnioared producb.
?matt ~awl reeves (nØ
then
patµ, en program std real estate autiteent treat
saves) and amended indicts se 'merely Wry
Certan lutved predicts hue me bean
reanterod web the Seas tel and Excharge
Common:eta ins« ny axe ~ins tux We
vow* esteemed yaks fa lade nwstmet
snut« and Melded prodAns fa rdarnatemit
PuPotes my A«uracy nnol guaranteed
- Them sakes my dale %Weibel, Iran taes, 4
any, a *fhb a prase ~men 'taMpa
structuredproduct mat be bad,' a sold end do
not agnvy revesri, the rake you may recent
tars Soudan.
- Dwd parry guns« of vak as& auran
date and are sipped so LES fnaul Sams on a
redda basis by an nelnaaert val.dion fern
- mug, ~alarms a sponsor estimate:hakes,
a av. se sisdeed to fief irn bytte mutt.
9'weel Prow a seamy ad may be <Ada/ad
Wades daterer. nIcen•amn Iran Out toed by
thrd panes to dense ter emnered was
- You can <bon acklual rf<mden regarded
de ~aglow dad to deem ...» :he earns. of
rasa ad to dale of de Mermanthe n the
basis Settleeraseby <amain; you instal
Alleer
- T1rd Nay nimened yaws Mky be reflected as
preel' in wiwal wisdom ran an
independent vak ate Inn hn OM supoIed or 6
erlato amp a was, "hen vet tisneswore
that airmen', ewe has panrad fiat maycalla
~reported die sno
or Alen a
au. mode be No* SpiCulatra che to th• nrun
ol the aunty
Whennet« an ir er, general panne< Or sans«
graled vak ea a dedtarty nefteeed vale
Powded. the gaged the wolf& wall» dfkest
how ts ruches, pm*
- teartee man to den' my «lode fetun of
capital, exam or bath
- 'Origami una site miter., de Sul dieing
fag per gat and maim reflect wad ant base.
▪
sel yarned KO" laurels% re to lad an a
nasal census teens, and are gamey,
alØ and event they can be sold the price
n
caned may be less than the ow Mara •IbMåted
aut
it the accost statement
• ftertricted swain Related avian general/
ate rut ortembr eaglate la pub k sic UBSArunchl
Sacred des the matet price el the tavecnctedsgrk
of the Salt Acura all snouted Idiotic< the
worded stode for papaws of rho StOten10104, To
the era the restcted wattles se Noble Sr sak.
Ow vale reamed May
%Goiania.* Ins thin*.
Muted value *awn
• Eel (~444 intele. ~at yield. end reMe.
An esinvneol aura mat is bawd on current
&Mend and taw rat«, ravnes tro [Kure« Ail
be held fa one yea hen stamen date a vad
rowel This admit n ca h a guichlre. steely
and eorecurd imam a not guaranteed
- Famad true mere and curse yield la
drier, y
of seeities could include amides ol
brawl l a( apital gate n ^anti («AIN. ed
inane r
natal
Mkt ward be ineateitttl.
- Es:need mewl acorn.
wrent yield ad
actual Mane and yeld art be bens a War
Menthe minuted slosh
- An awns.
of
snaked morn.
dada
an
ramp) dwded ty thy «rant merelv
vaiaii a.« et? balwed bawd on che Ian clindand
a mast payment madeby the osier and
assunn
le•curiSO u
held
lama
'me from die stahmint dare or untilmany.
Acessy rd would yid] cm not suseneed
• Antes net hold by UK ItinAncial Strikes Calan
assets re not held by die I em ard not nits the
f mas poison:ama gotta There assets se
dephyrd on yas means[ for riormatene
puTeses sly rostra and yaks presented ant
provided by the nstaig larer UBS insane Sacs o
not wand* for pies nionnatat al does noe
giant.* ids accurxy ITM, ants an col widened
by SPC or the Ferns 1~Ntal SIC coverage
. Revere» *haring end Mdkicael amponsitiort
- h edder', to cammesionsm ohs rd 12b I fees
rammed n evader tech the **tutors of ~ye
has loos clients ne ardor 0V. Slide rearm
mans tang parer* Ina cktribotors ardor
admen °. the ensue fads Seine all These
masts are baud is two damran eardenems (a
the among a sales by UBS 4a a NOKIA! nyual
hal family lo our <tents. and 6a the anti raked a
omcup, MAAS4nd lenlYS them held al the
fem
- We gadd allies also rect.e mews, ru and
antis pramsna
n ~son
la adder
races that ~pan* to the mutualhe*
lees gaudy re pad from mono, annan
der Matoaliund alsalteddollar Wean based
CM Ia exalt« ol aegaiall a MO bitater-6.114,
raiding ~WI hands of the Ind fry
- M Øt ese',
to <onvinn:as renrded waKtion
win the se', a dadaistwon hanery we
and
oft medrnen1
tent
w elm% we ardor
oft sane raene few...ea/aims? coacensan
fran may of the round comps« ~tong
W nut, <stam Slaws of the entrance
cage,* er gaga el true inn investment ruse
we deentaute
~Pan to cowman namedfromde
tAschaoe ends* of NeitShines lundf., we zeta CV
MAY* 'maim en asseCeassed revenue sterna
pawns* Iran nardSlurts datuecn. as well as
Itrdng tor WI'S de~rwat. near., and
«fawn
- Our alludes tera receive traing ~naked al
odor compass Iran mutual ladt and hyst
ownpanin Mara products see darktdit
- Wm mane an rue , lee Ina LES Bark USA and
155 AG gala &shd tale 525 per scant
sweeping so Ow tunas~ the It% Brit Surro
/Togas.
Activity
Information 'eosin; <amnia and aha *roes
marred n cornett as wit. de 'neaten el trade:,
inducing oaken tranweban her lsen included on
covIernybore provet4 lunched to you. al roll be
presided to you valad/ tetr~
Shan 'fling
II you YP ,^9.70)ed a short torso a seettly. yeti May
MO/ A OsaVie OM to «flan torrowna
cos
the
pal-Kam wisher
Open orders
freSsedna open or • god Ulf:emir& «Arm that
same ma minted by the strearem date, open buy and
sel sic* crckrs ere reduce:Iby the soul of chidals
or 'sees on needsderels or ex firs date unless
niksted otwewel by yle YOu we inane* la
ceders that are *de Ned CUP to 'Ai Wm to cancel
"Alma otran Odors
Privaq
To Wane telly el as (Verd Client Prosy tylle.
please «mum Kv imarmalAclveCe a vet os nets*.
at
e
nisda Apt tr. tL.
- leS FnaCialSeencea a of a brk
RMA, Sara
Sonkes Account ESA and RUA ere beckwage
accounts which and. Kam to bang wraps and
Frodans lerculasungswes wen *bleed bat
andodor *maps" tunas, andetanks access io
mane and annurygrod4" Issued ty aW apered
~clayey name «mpanen itreo,Nasurance
peng stbs4sines et LBS i hric ul Sew ka n.
- Sterna ~amt. and anuey prodixis
- Nal IDK rosed • Ho bad wester
lose saw
- ILIA beam Matra
Account Bandos
km, ICO Mcasel BSA, ~A and Mc...manna. Ream
Management ~WI are regstered aacemaksd
LES 'runnel Somcos Inc
- VISA K fitn4OK11104,112k swab by Vea
hwns one Sanwa Assauten added fat<
Icenw The LOS Visa crede cards sd the LES Vita
debt vada aP «sted by UBS Badl. USA weh
per asen BonnVita US
'pas
Al other
ludonas, (*gated tidemarks. ism marks ard
rendered sum mat re of de/Øue
companies
UtS FeaauA Sin 04 Inc
Pin 201711
SDNY_GM_00324532
EFTA_00 197307
EFTA01306805
UBS
UBS Financial 5enices Inc
Prnete Wealth Management
209 Park Avenue
25th Floor
New York NY 10171-0002
AMX03.930961304 IS YI 0
Account name MAX FOUNDATION
Friendly account name: MAX FOUNDATION
Your Mnandal Advisor:
SCOTT STACKMANLYLE CA5RIEL
Phone 212-821 -7000800-308-3140
Questions about your statement?
Carl your Financial Advisor or the
Resourceline at 800162-1000,
account 029023661.
Ifisit our wobsIte:
www cbscomanancralsennces
Items for your attention
. Help protect yoursc4f from fraud and
review bank, credit card. and brokerage
statements regubrfy. Also. get your free
pada report annually from
www.annualcreditreport.com.
Value of your account
Business Services Account
April 2018
MAX FOUNDATION
139A CHARLES ST
APT 233
BOSTON MA 02114-3252
on March 29 CS/
on April 30 IV
YOur assets
1,244 1 5
1,244 45
Your liabilities
0.00
0.00
Value of your account
31,24415
Tracking the value of your account
$1.244.45
7,2342
5.238.2
32382
Dec /OM
Dtc 2015
12433
1,2442
•
1,244 5
Dec 2016
Dec 2017
Mar 2018
Ay 2018
Sources of your account growth
during 2014
View ol your account
at yea' end 2017
Your most/rent !stun
Oivilen0 and
interest ncome
Change in
market value
Value of your account
on Apr 30. 2011
$1,24315
51 .20
$000
St 24445
Member SIM
AN700020036110983 W7000063289 00:01 04180000X0:0
Pogo I of 6
SDNY_GM_00324533
EFTA_00197308
EFTA01306806
*UBS
Business Services Account
April 2018
Your account balance sheet
Summary of your assets
Value on
April 30(11
Percentage of
your =eau
A
Cash and money balances
1,24445
100.00%
B
Cab alternatives
O. CO
0.00%
C
Equities
0w
0.00%
D
Fixed income
Ow
0.00%
E
Non-traditional
003
0.00%
Account name:
MAX FOUNDATION
Friendly account name: MAX FOUNDATION
0.00%
Total assets
Value of your account
$1244.45
100.00%
31,244.45
Your current asset allocation
A
Eye on the markets
Index
S&P SOO
Your Financial Adviser-
SCOTT STACK Ma:LYLE CASRIEL
212.82 1.7CCO 800.104.3140
• Cam and money balances may include
avaiable cash balances, UBS Clank USA deposit
account, UBS CDC Insured Deposit Program Bank
accounts, UBS AG Stamford Branch deposit
account balances and money market mutual held
sweep balances. See the :Important'', font:aeon
about ow statement on the last two pages of
th is statement for detais about those balances.
Russell 3000
MSC I - Europe, Australia & Far East
Barclays Capital U.S. Aggregate Bond Index
Interest rates on April 30, 2018
3-month Treasury bills 1 83%
One-month LIBOR 1 91%
Percentage change
AM 2018
Year to date
0.38%
-0.38%
0.38%
-0.27%
2.57%
0.94%
-0.74%
-2.19%
amm00:e0009309BA re7000063299 °cool 0418
PMe 2 oft
SDNY_G M_00324 534
EFTA_00197309
EFTA01306807
UBS
Business Services Account
April 2018
Change in the value of your account
Amount norm:
MAX FOUNDATION
friendly *COMM ninon; MAX FOUNDATION
April 2018 (SI
Year to date IS)
Opening account value
Dividend and interest income
$1,244.15
$1,243.25
030
1.20
Closing account value
$1,244.45
$1240.45
Dividend and interest income earned
rot Roosts°, MS Statement latatillty of Interest and dividend WOW VIZ been determined ham a VS
tar regaling Respective Based mon the residence of the account MARL account but. or proMtt tux.
some Inlets! antic( ddlendRomenn rfl
not be Sated IO tinted Slate (U2 antic( Pruner FAO (PR)
Income tams The dent monthly gatemen n rd Mended to be used end cannot be reked mcnSor tar
ion Tows. Glenn thou', Wet to the applicaol•tat Nixon° forms they creme ran UBS annudy, such as
the Form ION ad the Fors 480. lot tax imorong 'Moravia It is the practice of UBS to Mr Me
atom to reponad towns with the US intosul Revenue Stmt. avi PR Treasury Department. asCI in
such kerns accwatey <Ruhr dviderds ardor 'Mere.% as tar earnot or IAA* tisane, Hese saran your
includual ta. precoarer.
Aprt 2018 (1)
Year to date(S)
Taxabb interest
0.30
0.95
Total current year
$0.30
$0.95
Pror year adjustment
0 00
0 25
Total dividend & interest
$0.30
$1.20
Cash activity summary
See Arrows any* this month la mean elapenn your Sweep opttom re teedudid in the apemen and
cluing blares vats HNC mutant. ;an
toOmaces al UBS Bans USA and at balks pal cipaling in the
UM FCIC Mixed Deposit Anatol. it does not mray to CMOsin al UBS AG, gamma 8r anCh q Wok
CkpO9t5 plated through the UBS international ROA Account pccioram, UPC prOteCti011 aplAieS 10 reeler
maket sweep fund bsIdngs tui not bank deposin. Sc. Important inkemebon .boor your Oakmont an the
bp! two Pages of this document for dears
Year Naaadal Advisor:
212-821-70X1800-303-3140
April 2018 (1)
Year to date CS/
Opening balances
$1,244.15
Additions
Dividend and interest ncome
0.30
$1,243.25
1 20
Total additions
$0.30
$1.20
Net cash flow
$0.30
Closing balances
$1,244.45
UBS Bank USA Business Account APY
Interest period Mar 7 - Apr 5
Opening U135 Bank USA Business balance Mar 7
$1.20
$1,244.45
$1,244.1S
Closing UBS Bank USA Business balance Apr 5
11,244 45
Number of days in merest period
30
Average daily balance
$1,244.15
interest earned
$0.30
Annual percentage yield earned
a 29%
Ar.7600.2000MO9C6NeT0000632890003I 041806000a
Page 3 of 6
SDNY_GM_00324535
EFTA_001973 10
EFTA01306808
*UBS
Business Services Account
April 2018
Your investment objectives:
You have identified the following investrnerd objectives for this account if you have questions
about theSe objectives. disagree with them, or wish to change them. please contact your
Financial Advisor or Branch Manager. YOU can find a full descnption of the alternative
"vestment otlechves in Important mformatron about )our statement at the end of this
document.
Account name:
MAX FOUNDAPON
Friendly account name: MAX FOUNDATION
Your recent objective:
Capital appreciation
Your risk profile:
Primary • Moderate
investment eligbiliry consideration - None selected
Your account instructions
• You account cost basis default dosing method is FIFO. Rrst In, Fist Out
Your Pleeedai Advisor:
SCOTT STACKMANLYLE CASPIEt.
212.82 I.70PCI 800403.3140
A Nnoxeccceac*es mm03063299 occool oil oxcocal
Page 4 of 6
SDNY_GM_00324538
EFTA_0019731 I
EFTA01306809
UBS
Business Services Account
April 2018
Your assets
Account name:
MAX FOUNDATION
Friendly account name: MAX FOUNDATION
Some crook Poems. awl Ckerthl iecee$ Omen may be tporotImale As a rest& (nos art 'outsets* not
te xtuidely reflected. See important mlosmaleco almot 'our statement <I the enlol 1N2 &bonen for
mace ,Mconalion.
Cash
Cash and money balances
Gin and money balmoes may axluae palace can balances, u8S Banc USA wow ac count balaxes,
UBS F
Muted RoganSank &dances, UBS AG Stamford Blanch *pool account Waxes and nroney
makel mtua lund Nieto MUMS
See the Important talOm aa,On atrOatyOur Stakvaena at the end oi this document fa detats about those
balances.
laddng
Your total assets
Voir Naaacial Advisor:
212-82 I-7CCO 800-30B-3140
UBS Bent USA rod SI UM NYC Insured moan Bank *pont th(Oure Meilen are ininteel by the epic within
apailfable l mac Cul an not reamed by WC uBS AG Stanford Blanch deposit account babroes are not insured
by FOIC arc toe not protected by 9PC Waxy market smut, balances are on:Int.:I by WC but the col entreaty
the FDIC
Mennb panne.
Clancy bdince
Ince per share
Anus*
psidence contest
Days in
on Apt I (1)
on Apr 20(S)
on Apt 30 C1)
Fee
petlod
neeleb
Cm amine (a)
1,244 IS
1,244 45
250):C0.00
Percentage el
Cost
Blinded
Unedited
Witte on Ape 300)
your accoent
basis (S)
annul inceme (SI
Once loss CS)
cash
Total
21,244.45
100.00%
$1244.45
Cash and money balances
124405
10000%
134445
Account activity this month
for hoe mkernatien about rte aka value shunt, for reninciled %nu Nees, mit Am patron? ylorayMon about
your stemmed m the end ol this Ow unarm
Youl
Nanny
Dale
Actinty
Description
ethense code
race Art
Mar 29
Cash aid money balance
Apr 6
Intoned
li8S BANK USA BUSINESS ACCOUNT AS CG 0410918
30
1,24445
Apr30
enceivabe (I)
Cash
Cash and
amount 61
crony blame (5)
$1314.15
Closing ash and money balance
$1.244.45
Arth7C0020C093098714W0000632890CCOI 01180CCOOCCOO
Page 5 of 6
SDNY_GM_00324537
EFTA_001973 2
EFTA01306810
rit UBS
Business Services Account
April 2018
Account activity this month (continued)
Account name:
MAX FOUNDATION
Friendly account name: MAX FOUNDATION
Your Plneadsi Advisor:
SCOTT STACKMANLYIE CASK!.
213821.1000 80030331.10
Odle
Adrift
Orscripeon
Arreent (S)
Money balance acrivities
tear 20
Palace forward
$124415
Apr 6
Deposit
UBS BANK USA BUSINESS ACCOUNT AS Of 0410918
030
AP 30
Closing UPS lank USA iS111.055 Account
The UBS Beak USA BA nett ACCetelt is your peaty sweep Notion
01244.45
AeroCOTQCCC630993IPT0000632890X0I pr18000000000
Page 6 of 6
End of statement for account number
SDNY_GM_00324538
EF1'A_001973 13
EFTA01306811
Important information about your statement
LOS Fnancial Union bu. Ch. finner OBS Ina-Kid
Sonen). k a mentor ol al pnnopal ~ett comensity
and °pions ocha-gos URS Franoal Sonetts and LOS
Park USA av rdrect oncluon of U3S AG and
rida», of Le35 Saanhas U.0 lha Frn I rancial
staten« nodebk rean reas,' Ile Faret eso.Aire
°the. se at.
URS fina-Kul Seraces ht.
1200 Parbor Boulherd
Wechrhden ad OM%
11,4 namn rafrneme the oney official record of ps
URS inridet Senilet MOLN GIN! recceck ncept
otteal tttola(rurtt cornannoconlIcling dala ihocid
not be renad kpOn f you beleve thme o an «nr or
011amon. Pien revet n mnedeteb n ~ting lo the
Band, Vanare of de office serve-0)0J atensk
Altopap args« <boxat in ronds:Itobe accis"
nano dra nuld not te und kr lat ~acnes. Pefy
lok5 0" fl
end dec fant 55. Form 1099. 5498,
1042S, ele anm DeeNtrog yOLINK Mun Itn. Uni e
~red by lavr lo nOnt to te RSdtltaMMe drednh.
reportabb ron-Ur/bh ~ds
and Uoabb kuttret,
tamd en setuntes he>1 nyav start rol [metei,
cn saletremnbans, ed tota bob ancelancoeved
tour det.
Conerrunioniem with the Finn
• hen re conforn av cr al conmunnstons rn «arg
toJu/the orent yes ritat radon your
.s
tre Scones rattar erotoman At rAA)
• e tbotinns n:teutonond» up kil of te fort
of th4 nattmara 4 int LOS Fnancel Sornon LOS
Inhal Sams Urtis you' nara at ilemSnq
trcar by ana-gornere vilt the råa nd ml& ten
We .5j555ed youd IheeelatiOntind,entar
ONNKIIIN>lenarl NON Une. >NO Rna, and
~ile:"
kr -mod al UBS Financial Senice and nr
te ennxteng broa" ard you aln
a repan
ol nynip a arenor b bah fan
• Af deacrbed n the nara nerred% nu man
roely tu of any «ron or hed ~eng d-eces
rollod on yas tremim «the, 30 day< ri a n was
mate mede ~Labb
• Ilen drat nontyr totoplatt or ritara« to ta
F
Clorn
Depanneent at 101352.1699
or tolkar 9Z0-3S4-9103, KORV to 600 P hl
fr Mordry fluough Fraly, a .n ort rna to LOS
Fnekel Seracei M, °enl Rektune Detustrnrt
P.0 Bo. 766 Ur:on Crly, ell 07087.
• Al slaknierld shah be dtemed corrcleterdacure
il not d:e:Sedto P ~ng *Sin CO dan
• hr fTY tennet. cal 84441209K or Iran culside
theLl 5. Cad201.352.1495
• hoee ol erors or %egons~ an efectn:nc
hr* tenor On bh parera er URS tteefi delo
cad wansactons, cal 00762.1000. or vane CUB
Fruord Sinnet e-c , 1000 liarbr EM, 6Ih 'bar.
oyeehnten NI 07086, Att. MORSA Sno>.
CYIa otte «Ø asOJcan. dyas frk y:s
sulement
receptor/ni or if you need more
~on
ini a «ref« on de neternre or
recept Turen. or Cord bor (n arploabk)reusl
her from yra no IM< tin 60 day: artar the fen
cent you itn• fra Gatrev[ on ehch the .rot Of
recblemnered
- Inrede yxa name ard accart 'umbar Of ar,‘
- Databa the «rot or the vande, you ro sese
about. andel:den as dra-ey
yaacanurfry you
bdeve ri orters a why you med mode
nkernalcr.
- hoade the ddlar amate of te tapetsed <ner.
The Fm. or Cord burr ad medgett your ~In
and vril torna ry snor napt5 ror roged non
molerg U8SVcancleb4 ord tran/oro, d wo bto
mon this 10 benm dan to datt wo *Il ende
yas Mala tor to ~si
yOulfeent it nano[ IOlhal
you ad hed the ut* of to mom., dunig to une et
tanka lo «molok al mostrabon
hen meta dl deals pytt lo the Fata or te
Inancialinasion i-dcated en the kont of the
fl inkt. In addhen to regulr non fon, Meader“
may be abyeet to mar evne kos. cha-ges fa late
papram b secunne: rtnhurt and charge: for spad
anons n rast. nar« trogne thai re rangred
to ab« ingas can nap be tubyect toa enl« Neo
URS Swieep Options
LOS ollen options kr ~eon; cal, Odnes lo bit
ebonit accown al non-affliatedbne ad iland
bank, morvy myts mular! ludt (Money fut) ad
te rami ond Opec. Anan (1241)1o* cuncnun
at. an nervenat ensto Management Acoxre
Depott nuet al UBS Bra* L6A sid rcnrhlatod
bann partupang nib. OBS FIX-tnefed Depout
Program II! FOONnused n «foran. rat FIX nies
For inte Hanson. Oense
erw4,16C9au•DeP051
«tosis «UBS AG Stamford Brandt Ini :hyn of
licney keda re nal rand by ex FraC.
TØte
1>t. ca:hbala-as te mcal to dopost
attan c al LIDS AG Mas York Brant. and LES AG
C orm Beach thnednn“ are N< ~ed by tre
FOK. Rdren hell a to U3S AG Carnan Franch are
IMOCtaty Opereldt0 te tovagn tel of te C now
Nedi. and tete .5 no glirartet or etar sulgam el
LOS AG to repy the blotes nhibenthe UBS Carol
Brands's bods.
Bane *oxes se nr rolected by Sitt Monty ked
shros tro trctocted by StfC See "URS funnet Smuts
&sura koan-non' bön,
Ltur. at realest benet in te bit apart rese be
~am. ed sexes of a Meny Futt mo be
lcmcbted and the [recett', rehred lo you Or INI
Hane> rare
Fulhet Hamra" åka aralatde ~tia Datona,
reldrg ostan rond ram and yrat« e tealabl• ae
~av obs ccannveopnelds, korn your Onanerat Adescr
or by <gno 9n762.locoo
tas IgnandelSendas anta« protoction
The Flin n a fronter (d tt Senaten entitor Frolfelcn
Con:oration <S170. whk h trOlelbSellintel <(alnen
of le menters up lo 194000 6ncludne 52500001a
:tame for <at) Gplanny &uhu. entatle upon
'eran or at
wc og Ilse SIK »H pnteden
h mu apply to al X43"
ta y0.I bida a parbolx
~ty.
the Frun togrher wih teman il dat^ has roa
Purchalei asoplonertal ~roa
11-. mamman
~om Paynt » al ek)lalt dins. colloctnety oxer
tas protechn is 1500 milian mol Docent« 10. 2016.
Sobject tolfte to% onftlxo trd erntaborn <AN.'
the firm bah« protons:d lor up to N.9 mlion n the
~pk
kr al your nounte hold n a orlo.for
coney Aktiv:9Y of te poky ncedr9odvd"
upon requese
helhet te 9PC proteclon nor IN. 943555551 al
IIINRIOn4"54/
• C alun frontal anats controled by (and rc Lcbd n
'as accourl varti bit heldawry Krom UBS kontot
Sent«, For earek («lang noten< Øh.
karlen .roble annat" and (»tum cl mast
linds reaktored n the name ol the non holder on
the bocks of the arme o onda ugem),
• hdeunom contractt or rinnas-e ~rede (a it,
Imod pannercheu and tenn pir...mete) ta: are
not regns:rid und« the Struntet Act ol 1932t
• Cornmodbeccreracts (Og. f regn eithancp ord
omens motat ...e...ra, includ•-g brunn ccntrads
and (onralll CON:n Carntani. and
• Drpaot Mount( anespil ~team of &poesi) am LOS
Bal< USA, UBS AG U S tonnet and bann nit»
IDIC Kurd Docolit Progen
eho 9FC prelnlon and te supennurlatpreentcn 40
rue nu* lo the* »tel, ten d tet ~mir ROM
on yas ~non, De 9PC ~nkr , ind the
orplernantalteotedion do rat fanYthl agaira dunen
n tie nufa vald of yes ~vm
(sheth« x a
rean ol route: rnumnwc, noa« branr:my or
ab:mcal
Dividend Robotens.* Fraprene Feen
The peke reflected h an ~mc«.
You Tyg °bis,
the «ludpc, lien >ty FrnancealAdeur On5 *hole
~n me pirchsedircke
*arid On> ad be
»Id ard the ententebe depoSed n your mount 11-e
chndordnnoenmert vice opplidby te Nuet Mag
dnr fram nto ~It
pre* al Antib to anal tara
otro on
CS,ö4hw
Cny wholo sot may be hold in yes non
I ytto re
«Mad »nidet cm as a renat ol a dradart Barn
or OtTOINt. Ue firm eall odet 5ed panel vd, al
malet proc cr accept an annan determined by a
reofitcreddesi-g agency, ard aede yar ansa.
Invennuent ~et
the namnet ~den ad nek pnrie ro cptale to
•ath &Mount end inka vit Neetien ya/ acearec
Pbaso neotheFa. pnxrpI5 n toning dry
599 tant dunge in ps farcol sruXoncr
~orren, ~nos For enl, neon hold You
(hoax se ol the f oh:min intestnent cbjea e i
• %lott Covent »<ont Priestmerts stek rg the
gEneatcn of rcome
• Acnes CarfalApennehon Imestrrenb see&ng
ennuth of onnopal retts the, the surnalcn of
marne
• Rodue Combrutron ol &come end COCO
AØiaear. Innetnenb stel .eg both te genveton
fl ane and urmyt of trunciat
Overall ridcproOlte
• fonden/Mo Seds tonart», Mul prrepal. wth
'tana rd valaterty to the XCCIJI OV515. ten 4
thai man te moln deos rot gren srgrhcrx
intone or ritarns ordnat rot eec° parar
nlial on
• moderate Wittig lo accept saile red »Ponneal and
token orre ~fel» te« h remarne[.
• Awestse With, to rapl hd, dt lo eneos trd
tigh rohialty to otta Ingte mani one tax
• Intetterr•ntaytelay Consönton ~eg a
Portion of 'ho porrkto for ta «rost may made
(ormak, ~.
0." i rnned laxdy and ger«
"toner
Stetanneteuenhokiner
Werner ccenokbte dlreta Saccount rirnements att
the same riten o the are entekpe. e g kanot
ib, has ~tt
aha atomallan lånt «tons
r•lonntpt *ah other (lera< al tin om> ann«
you pet« to («me rndmdat nelinlinli ~lad n
sopare froPopet you may docent bosch:åtog by
Can) 500 Fronoal Adress
Priandly nar* name
De Fr end5 ncourd name o • custanadak *ndmstee
Amen by you to amt you rat your recordlteennt
ha no legal skes on your mon You cn charrp
your Frank wort navwc, through Online Snyts< ce
by onactng you Fruns Alma
Atcount
• Varas of nnosocou~
Net al asps "i
lob le et
• &elen »dolm akta* cash Dam«, valetta
rostruted socunly lett X and Global Tre Dopsot[
martyd telt b makt. and (nianen nol held
by te Finn Pan nol isch& ~kod seositelassets
st the ert of te Snor and orent ?Menet periods. cr
mene natnom, ~ske nod ostrons ind
exeroaable god< cpborn
• teban» 1-clxles debet balercn outta-cfrg mran
lon, «ed' Ink Mon *(art banan
• Cuhrotoney %Aranca Total ol tennsned :slabb
cash balrces, pin *con balnas al a« NOS ad
neri.* hatadDa-dis. ad morry mans mod ard
camp hann, at the clx• ca tro namn pinad
tion-cornmoSty te* aede benet nytyr natt i•
• ot wingred korn other hatnot and **Pem rna,
cre any of 'hese ftrds n the oednay (ONN ol b
baren ner Inb" Dnr* kan your thmnd
llus total it rclxkd in the <uren( perod <kong rake.
SDNY_GM_00324539
EFTA 00197314
EFTA01306812
Important information about your statement (COrIllatutd)
Lending eforsation
cleerbd enfamaion on the inn': Itesdro preke
ard datoens, reke to you Clam aen onshp
Aymnre a Accouni Aromat ard the General
lam; ard CONSIC415 LES ¶taletene dCredt Prince
nelebh mAramente ånd Chsdaseses
my,
enenfrawntneetnuee
lar ante
rat green nernan lesste and 00w mutt head
n the innad it the end of the sirenen'', mnal Yen
my el for deSseey d fu./ pad sto...lessay irre
cd, nuv wen< ~on used ås kancolter alter
parre) ro/ tolonce &e as ;hom Ary unnes
leansNaKI noterim deng the stand pared se
lea] as mad ska as of the end of :ho nasanent
pryd
• Coat batik h demming Mimose bass ofte
warbe induded led «sinnene. ~te nietabed
adb the avart». '1 '
rekbleillSerKtS bm rekt!
• donnabas dda.ned Born »utal Øltyri uBS
Fnencgl
rada, nkortflian
anode<
lema deut yournay haeproakd to oase Inyxa
~Arr. The Fim toe
ndeperdently venly a
arrene the sa-sexy« vaiday of ry estandon
frondt4 ty nen ett
enn UBSfesareol ~ti
h Ølen although
narceal Seneaf gre*
~as fen enarma inn sinn fOCOn•CI illf m
doen rc. p
r any asiaten tat e
unte '<Oil bass* and 'Untaked
accurate
ol ete date d the sederen Li assh.
please da not adi on
riermatcn lo make
Palme a sale <kvann. for la. alpsto a
Attconts baskered tote inn mp,
edd grem rhawat an only fa te pryd of
Inst the. se hoff at ref"
More halerot
enonnann can bt ~d by you fIVaW Adm'',
• Unnateke/d grnsalese le~ data es ~labb.
eanwad Le-rereelsunVknie r
cakulabadea
rdyclat wury bis Te ~erla. dra fot
ndeniaal tredy or mai not eda
~nei"
dages anda nosi/ borgmasen emne
Oiedend ard olhee tenontronl lott lird witeenatc
antas. kn are ork ornbaned fobi% re
arraged lot The 'Trade date' <dan present) the
cregnal knartar bade dale
• fable PHIlrithi Bonds an pelsred stoet Mat
re sva< ails for adj releervtion salte setebad
~alla by lei adj
ad tested Mat
regnoas i n out nome °emnene.» name fce
dann Cal Italia racenwcn es cbtarwl korn Brd
Pale and ts xwxyn ror wittetted ptf
kares rn.lf <ai nonnetokeall «I sidd ~akse
damnos*d be proided upon regest
• Gloraa. of ~uk (es). Cts ere
rand
en to 12 ¶9,000 n arra
an ~ved Mad pa
deie ece and per deposnow ~Mon re xasclance
~h [DK ruin
• Ria/vaka tron degalayeed la eneste and odw
teabels maibo hegn« of broa tnt, te preg dus
sa, %vadd actualB
tro n Va mehe Penes n
balosed fron vaave *sed party sans +M.M nr
belme to be enl
ne do not alnene avse
accuracy
- We generafr kne tre Meng ake nhen ~ialt or
MM matro l the bd and ad. akes lor Sned
~en
and options a od/ bd anen loe OTC
~isa
- Levt 'and; trade' Watt« nn.7, bo parod ung a
valalten ~klor ty~
regnt trea vd
~ed and may ra renen ana nert s prae
Of var
Cenan Pasdan mad, floer wataA a pm and
rna ~a an 'prise rue noe arrauta' b set are
Leitte to obern a pace fora scoa
- Dopa" ce worte ~med
n sueences
celna Mr US dcalan
et hated at the «bana.
rate as d the flatane« date
- fa ~ars wen vang es anna. «vreng
denonsrufean, pm ard anrene (In okse> me
hm ben adfunad to frelsa proper valtalen.
to &tam cured quout sans, vein auldars <onen
YOu fnancul Adence
• Privat invedineastS and stand "AM.
enere ervasawnl levne (neSsIrg data
pnµu enprogram red real evre nesa tred
mute) and foszkeed And" re gener", hyr*
elkmd Cartan cauctund poda Sose nei bens
reanterod wth IM Securt es and Extban90
CorrmtwhcruNIke try 01210 sanne( IMt We
vonde estenrod valdsfor gnr. runne
»<veet K4 ~tred ~a
la raceenalard
ansas! ce* A«uracy n ria assantsed
- Thea ~rna/dale se.bstenball, Iran [nese 4
sy, at »Sch a ariene ~ment seavity ce
deveturodprocluel mer be bads, a sold and do
nat reavy eneenere Ose rora promp/racere.
us.ces Squdnon.
- Dyd påny «unsa of rata and ~elan
date ad sa suppwo lo URS Snrcul Sams on a
regnt bast by an alsver-dat walanon fon
-
annal panner ce spanar et enn., va.ø.,
d av re skcoSed lo tefim ty the dun.
9~ 1~
1,1~
and my be <akulinnl
teol ar duser* skenneon Iran 'hat kord by
tyd peses to dane thea ~nødt naue
- You civ oasen ~aul nlanrotoneegardna
te
nwealokar used to ~erne ;bo «tynn cf
vant ad the otte of tw ~con tan the
baus fr the ~re
by casuciang you f rancui
Addoe
- leirel party simrad vake essay te nAder/
'Nat ened' en seraalialtellarel St~ Si
alesendant vikelos ann he hel supoSed a n
gavl* co tipp a valsa ~se
boamo save
Ma a ~end nat has caured trot my la
pepra* repated iaLe neo quaston. c< »hen a
daue nodd be Ngh45p63.4tIS cia lo In. ~ur
of ds. wunty
Whon nota an na" general partner or fans«
adenaled vaka ra a thodeparty nieniod valse n
Vadet the dkr of Me lear PY oal b. dere«
frcne tf omner pa*
- 'Ordet:Uante dabt' nat «lode raten of
uptal, ixcene or tart
-'Øsa uv sete reaett the nid "enst
ane per ene and near nu raka tan eat base
▪
and notised tel lea rn en se mi kleda, a
~ord ~ne ~unge, and oro gnwaW
akked ad **n el the can be fold the pm
reuned may ba kst tan te per
»Ut o-ovded n ‘he accaert ;fremad
• Red:~ anilin %data, snile general/
re nat turte!/ agio» la pub k flo URS grand
$.0.514 %Ml the make pr«. d II» in 4cncted 130:k
Ot Ise tant isna !I an ernanacl alne Ici Ihe
restrated flak forpoden of tha Statemerst0nY. To
Me etere Mal rest cted feminin are elobk kr sak
te vaka ~fred rna/ be se.belantaly all tynte
nided diva towen
• hl~
emne. corned yklda Andrea
An esinuseol evt ren h bmed on <urten,
dredend and nano ram, mang tro seurne nil
be held la or* yta from itateme4 date or vil
~ny llsre «mole n onVa galne. asarry
and cortruel innen* ro not guarantecd
- Edersaad anke mene and antent pakt la
<elan eldes of seo.eties talda include ard." of
papa a <epital garn is stects tetthets!
enere Bend Metie Y410) ~lid be
ane ' vesalar
- remax araul incane albubol vidd tred**
real nameand yield ns•rt be bare a anta(
than the etenated naue
- An *simle ol ~frod norne Bleedend adm
emown)dwaltd by d.e nuhann
et
vase ri.« et? baun«. 4 N444 em ei» lan dendand
a anane paymont made byr the etar and
assunn
secuitilickposgs dl be brd Id re
yta from tie siaWn dra or ond reale/.
Acessacy „ei eat 'Idd reid re not ~send
• ~etg net held by Un Pinancial Serricros. Catan
auet: at
held by to Inn ard ren nite te
Iners pOneliOn
CPWOl 11~ fl it n
difpbsed on Var intern for Sormitar
airen aly. Postom and vale presented se
prondad by Me mang lim UBS innar Sneen]
not resanste far Me Monnane, and doen noe
ocean« Ps am, rxy Reie
rol pedeclecl
by WC «Be feens1~W SIC covera?
• Rmeu• 'karing std•ddkionel amponietion
- falleies to corrnseiorn a sale ani 12b I levs
ratered n C anta er wth the 0~0nof "ned
Nfitlf lo ai den% we anda as ditt» raene
renna erna parere Iran ~Ti:NCR ard«
adnecis of Me nysel fatle tf wo fell Thea
mase Me based ca two derom nirvanen% (a
Be raun of saks by IOS of a pinablar ~er
flad lavry lo as dens. and Bah aset utested a
panhud "Ad' fad IanNs sats hekt al the
fem
- We andar altroe sk0 reute netwoelng and
ormbos ammen; las n ~ras
la kansler
aaent fenne Brotnepron* lo the maker hands
Tet lan ginefany re pad from ~ta ansees n
M.m-tur lund and a a Teed dollar ~sn bred
On ON. rutt« ol accounts a ta tatclubeleike
~g ~ofl lunds ot tia lad losy
• f addei:n to conresears rectind na0aevtion
vas te saSe a diarbution of not), («mins and
Vet ~Mened end nest Wca clae, we ala
as "lde rmwe enn skanna nacensat on
fram rnrey ol IM rosene osman« ~nano
te arrut, antracts, *tute d the narra
0:1TP~ «$.V~ Of te unn enseamem ~ti
we ~rikke
•. h ~len to canerracers rritmai from the
asehase and salt of Neenhants kadf, we anda PS
OH ål* ieceie ar essetawed revenr ~og
pusene« lian tatedgwe &Stake as well as
itedn? (Or led'S devekverent. tramp and
edmiton
- Our ålt hen ros ranet tradig 0:MniCliorn and
ota casvetenaton Iran ~bar &Ladt ard narra
~In
V...0,* ~I
~barket,
- We rekne an mua, loe from US Brie USA and
UBS AG Stad tid Benna eas to 525 pr anane
~Pag to the badsurde !hb IIBS Bad Sne.
trarrni.
~erne
efornrodon regadrrocannenre and ah« dage
narra] is corned on dels te <do-tona trade
indvelna opecn tranwebein helsen raluded
ccerfirrnaban pennal* f orriched to you. sid tell te
Proaded ro sto vantsfla, onreg.nn
Altan eling
yna e• .ngiritd n shon sang a sengty. yota mai
rnot e 0w9e 6» to «glan bortover» fost. fa /hr
PSOCUllf seint/
Open arden
feassing open or *gaod i ascarneled* adm ltd
neie nal ~utad by the flataneen daft open buy and
sel sko ackrs re ~cd ty tie snart al chedads
«or On an oodnnkrgit cf n nr dro ude%
iminictid ~vitt tyyw you re ~Me
Ia
tiders la aeeunyed de by0v fakte to <åma
s'nung asOn Oden
Prineg
To «stana <Ny 01 <V Cgraol (len Prnevy fela.
oicee cand yees inarroal Adv« a ve( øv welmee
- S.eS rivalar Sanses o mi a brk The RMA, flaren
SOriKe. Accourn KA end BUA ro bcokerna
.KCOunla anich pronde KOM lo bring seede ad
pal" Itnasys namne Per. *blaud bane
and oter trakta" baralt andpremie rens so
~une and annucygrodsit it‘u4d ty inilildeci
twdesarty ~ente «mesanen tea* ensurante
autay vetereSines of ISS f handse Senke lx.
- herserwin, nam" ard snu ty producis
- Nat IDK ecued • Ho bra osar"... Me kne ytte
- LMA team Maracasen« Account Bunns
koneCn A(COVO BSA, adlA.nd nternatonai Rena
Llansaerrnt Anar! arr<y,l«eat<mcamakta
UBS 'treut Savnes ta
- VISA K arpinaadaad<alak ond by Via
Mana. enr Sam Alfantron and stod reir
lanse Tim. VIS Vsa trede urd, ai the 1.85 Vita
debt ards X sted by UBS Banl. U¶A wah
pennisson Born Veu U
orpaaled Ale:alne
flaneria, regnwed traiernaks, fane made ad
ragnared unnt ~te re of tas nrepecten
~pange.
Un uranull Service Inc
rov 201711
SDNY_GM_00324540
EFTA_GO I 9731.5
EFTA01306813
UBS
UBS financial Senices
emote Wealth Management
299 Park Avenue
260. Floor
New Yak NY 10171-0002
ANSI0006316eit OSillOca lei 0
Business Services Account
May 2018
MAX FOUNDATION
139A CHARLES ST
APT 233
Account name: MAX FOUNOATON
BOSTON MA 02114-3252
Friendly account name: MAX FOUNDATION
Your finendal Advisor-
Phone 2 12-821 -TOGO 800-3013-3140
Questions about your statement?
Call your Anancii Advisor or the
fresourceline at BOO.762.1000.
account 029023661.
Value of your account
on N:nl 30 (1)
on May 31 (I)
Your assets
1,244 45
1,244 76
Inatome wiebsite:
www. cbscornifnancialseneces
Your liabilities
0.00
0.00
Value of your account
$1,244.45
$1,244.76
Items for your attention
, Out office at 299 Park An, 25th floor
will be moving to the 26th floor on May
18th. Our Branch phone numbers and
your account numbers will roman the
same.
Tracking the value of your account
7,23112
5.230.2
32382
Dec ION
Dec 2015
1,2437
1,244.5
•
1.2448
•
Dec kite
Dec 2017
Ala 2018
May 2018
Sources of your account growth
during 2018
Vake of your zcount
arse*: and 2017
Your IntStrrellt MUM:
Olvilend rd
interest name
Change in
market value
Value of your occourt
on May 31. 2018
$1,24325
S1.51
$000
S1.244.76
Member SIPt
AnP700020C0581641 M•700006455700031 0518020800000
page 1 of 6
SDNY_GM_00324541
EFTA_00197316
EFTA01306814
T BS
Bmay
usiness Services Account
Your account balance sheet
Summary of your assets
Value on
May 31
Percentage of
your aCCOLIM
A
Cash and money balances
1,24476
100.00%
B
Cab alternatives
000
0.00%
C
Equities
000
0.00%
D
Fixed income
000
0.00%
E
Non-traditional
000
0.00%
Account name:
MAX FOuNDATIOff
friendly account name: MAX FOUNDATION
Value of your account
$1,244.76
Your current asset allocation
Total assets
51,244.76
100.00%
A
Eye on the markets
Index
S&P 500
Your Knoncial Advisor:
212.821.100O800.204.1140
• Cash and money balances may include
avalable cash balances, UBS Bank USA deposit
account, UBS FCC Insured Deposit Program Bank
accounts, UBS AG Stamford Branch deposit
account balances and money market mutual fund
sweep balances. See the lmpottantin formation
about yaw statement on the last two pages of
this statement for detas about those balances.
Russell 3000
MSC I - Europe, Australia & Far East
Barclays Capital U.S. Aggregate Bond Index
Interest rates on May 31, 2018
3-month Treasury billy 1 91%
One-month LIBOR: 2.00%
Percentage change
May 2018
year to date
2.41%
2.02%
2.82%
2.55%
-2.11%
-1.19%
0.71%
-1.50%
ma70002000Sel 642 W7000064557 °CCM OSIBCCC000Ca
Page 2 of 6
SDNY_GM_00324542
EFTA_00197317
EFTA01306815
SUBS
Business Services Account
May 201.;
Change in the value of your account
Amount Barna:
MAX FOUNDATION
?deadly acOlellat on
MAX FOUNDATION
may ma 1S1
Year to date (1)
Opening account value
Dividend and interest ixome
31,244.45
31,243.25
0.31
1 51
Closing account value
$1,244.76
$1,244.76
Dividend and interest income earned
foe puoOses d the statement loatiley of Inktesl and chiclend Income has been delerertned flan a vs
tan noting persperlive Based spon the residence of the amputee holder account Uwe. or prolict type.
Ion* Woes, ands" that ncl MornentS enter not be Pad 10 tented SUSS (US) SOO Nina PRO (M)
Worm uses The dere rolOnthly patents k roe Intended lobe used ant cannot be relied upon tor la
WWI'S (lent: should ate, to the arilbable tor emorbng forma they mein loom UBS ennuis., such as
the foam 1009 and the Fan 460. foe tar reparang sofa:rota n is IM practice of UBS to fie the
apt Wee to repOrIng loans velh the US Mena Revenue Se nt< and PR 'Maury DeperUnent. and In
such forma monkey cLusify dvefenst ardor orterra as tat exempt ar talk more. Hese parehtt yew
indudual lac prepare/.
May 2018 (SI
Year to date IS)
Cash activity summary
see Account acnvily the montnIce
&tart*e in your Sweep oplos ate imucerd in the openrg and
dairy, la.lanon vita FDK incurance *pin to oar's at LA% Bail USA and at Palk. palcipaling in the
UBS FDIC enured Deposit seogam. n does nit dopey to &eosin ai UBS AG, Santoro Et arch or tank
ckpOsetS plated through the UBSInlernaidnal Deposit Mcount propien. SIC protector, 4:0es to rroney
inMet sweep fundholdngs lad not bank deport. Sc. Important information *boot your :Warn*
the
IseroPaaes of tees ckennent for deals
Year Naaacial Advisor:
SCOTT STACK MatilytE CASRIEL
212-821 -7CCO800-303-3140
May 2018 (5)
Opening balances
31,244.45
Additions
Dividend and interest ncome
Year to date (51
31,243.25
0.31
151
Total additions
Net cash flow
Closing balances
$0.31
$1.51
50.31
31.51
51,244.76
$1,244.76
UBS Bank USA Business Account APY
Tanabe interest
0.31
1.26
interest periodAor 6 - May 6
Total current year
30.31
$1.26
Opening UBS Bank USA Business balance Apr 6
Prior year adjustment
0.00
0.25
Closing UBS Bank USA Busness balance May 6
Total dividend & interest
$0.31
31.51
Number of days in nterest period
Average daily balance
Interest earned
Annual percentage yield earned
11,24445
11,244 76
31
11,244 45
50.31
0.29%
Aha70002000*160 NeT00006eSS7 OCOOI OSIBUCCOOCCa
Sage 3 of 6
SDNY_GM_00324543
EFTA_00197318
EFTA01306816
UBS
Business Services Account
May 2018
Your investment objectives:
You have identified the following investment objectives for this account d you have questions
about these objectives, disagree with them, or wish to change them, please contact your
Financial Ackisor or Branch Manager. You can find a full description of the alternative
investment °tittle/es in Important mformatron about )our statement at the end of the
document.
Account name:
MAX FOUNDATION
friendly account name: MAX FOUNDATION
Your recent objective:
Capital appreciation
Your risk profile:
Primary Moderate
Investment eligibility consideration - None selected
Your account instructions
• You account cost base default dosing method is FIFO. First In, Fest Out
Year l'imeadei Advisor:
212.821.1We 800-303.2140
Auf700020C0641644 Nr/0000645570XCJI CeleC0CC0Ctia
Pege 4 of
SDNY_GM_00324544
EFTA_00197319
EFTA01306817
UBS
Business Services Account
May 2018
Your assets
Amount name:
MAX FOUNDATION
/Amnia, see/sm.* nos. MAY SCA MIA
Some Orecl, vtdne ald(wrcel values shown may to asoccionvilt As
gam andlosses rna/ MI
be tonsiatly reflected See important Aformelecn Mad ivy( stetemera a the end ol ths clxurnere fen
nye adormation
Cash
Cash and money balances
Can aril !awy balinon may Muds avalade cash balanOt. UBS UM USA atpant account balan(ts,
UBS F PC Insured FroganEtank &fames, UBS AG Stanetota Bunch deposal account balances andmoney
nlaAH muula lundswetp balanCes
Ste the Important ofonnolon about)our sweat,, at the end of this Oxman, f0 detals about those
tolancts.
HMI ng
Your total assets
Your Financial Advisor:
1165 6.01 USA ald all ups Tout insured no/onBank deposit &taunt Waxesare Mooed by the FDIC WINO
amicable unit tan are not prattled by PK UBS AG Stanford Branch deposit xcount balances ale not insured
by 10K and at not protected by SrFC PAgekky market sweep 03161(61 ace protectedby STK but ast rot nuttedCy
the ;OK
Opened balance
closing Mince
vibe per share
Avesage
'd'Alene/intend
Days an
ell 1SP/ IS/
on Kb 31 (9)
on Mar 31 (S)
rat
Pencil
penal
Ckp anutit (S)
1,244 45
1 )44 76
260)860.00
Percentage d
Cost
BMWS
Weaned
Value on may 31 (S)
you. account
bete (S)
annual inccme (SI
ban or loss (t)
cash
Total
Cash and money balances
1244.76
10000%
1.244.76
Account activity this month
$1.244.76
COI rroe information atout tre pikemalut Mora for resinctedswuntes, see Amportant c(orroarron aboa
)co( I:genteel at the end of this clx gram
YOUI
OUV/61)/
Odle
ACI66
Description
tkperise coat
Face Mot
Apr 90
May 7
interest
May 31
Closing cash and money balance
$1244.76
100.00%
51,244.76
;mevalve It)
cash
Cash and
"mum 01
money balance (V
Cash ad money balance
51.244AS
385 BANK. USA BUSINESS ACCOUNT AS Cf 0904118
31
1244.76
AP4170002000tV 645 NP7000064SSI 00031 0511343C0CCC000
Pape 5 of 6
SDNY_GM_00324545
EFTA_00197320
EFTA01306818
*UBS
Business Services Account
May 2018
Account activity this month «onbrived)
Account name:
MAX FOUNDATION
friendly account name. MAX FOLNDATION
Your Ilneaclai Advisor:
2s2.820C0C600.103.21A0
Cele
Attrety
CrelettelOrl
AteOraill TS)
Money balance activities
Apr56
Balance forward
$1.244.45
May 7
Deposit
UBS BANK USA BUSINESS ACCOUNT AS CO 05✓0a18
031
taw 31
Closing YDS lank USA lushes Aowunt
The UBS Sett ISA Bans{ Kr:WM it yOre pemay Artert900h0e
61246.76
menommosel 646 NP7000064557 00001 Certe 00=000
Paco 6 of
End of statement for account number
SDNY_GM_00324546
EFTA_00197321
EFTA01306819
Important information about your statement
LOS Fnancial Union bu. Ch. finner OBS Ina-Kid
Sonen). k a mentor ol al pnnopal ~ett comensity
and °pions ocha-gos URS Franoal Sonetts and LOS
Park USA av rdrect oncluon of U3S AG and
rida», of Le35 Saanhas U.0 lha Frn I rancial
staten« nodebk rean reas,' Ile Faret eso.Aire
°the. se at.
URS fina-Kul Seraces ht.
1200 Parbor Boulherd
Wechrhden ad OM%
11,4 namn rafrneme the oney official record of ps
URS inridet Senilet MOLN GIN! recceck ncept
otteal tttola(rurtt cornannoconlIcling dala ihocid
not be renad kpOn f you beleve thme o an «nr or
011amon. Pien revet n mnedeteb n ~ting lo the
Band, Vanare of de office serve-0)0J atensk
Altopap args« <boxat in ronds:Itobe accis"
nano dra nuld not te und kr lat ~acnes. Pefy
lok5 0" fl
end dec fant 55. Form 1099. 5498,
1042S, ele anm DeeNtrog yOLINK Mun Itn. Uni e
~red by lavr lo nOnt to te RSdtltaMMe drednh.
reportabb ron-Ur/bh ~ds
and Uoabb kuttret,
tamd en setuntes he>1 nyav start rol [metei,
cn saletremnbans, ed tota bob ancelancoeved
tour det.
Conerrunioniem with the Finn
• hen retomen av cr al conmunnstons rn «arg
toJu/the orent yes ritat radon your
.s
tre Scones rattar erotoman At rAA)
• e tbotinns n:teutonond» up kil of te fort
of th4 nattmara 4 int LOS Fnancel Sornon LOS
Inhal Sams Urtis you' nara at ilemSnq
trcar by ana-gornere vilt the råa nd ml& ten
We .5j555ed youd IheeelatiOntind,entar
ONNKIIIN>lenarl NON Une. >NO Rna, and
~ile:"
kr -mod al UBS Financial Senice and nr
te ennxteng broa" ard you aln
a repan
ol nynip a arenor b bah fan
• Af deacrbed n the nara nerred% nu man
roely tu of any «ron or hed ~eng d-eces
rollod on yas tremim «the, 30 day< ri a n was
mate mede ~Labb
• Ilen drat nontyr ecnipUnt< or ritara« to ta
F
Clorn
Depanneent at 101352.1699
or tolkar 9Z0-3S4-9103, KORV to 600 P hl
fr Mordry fluough Fraly, a .n ort rna to LOS
Fnekel Seracei M, °enl Rektune Detustrnrt
P.0 Bo. 766 Ur:on Crly, ell 07087.
• Al slaknierld shah be dtemed corrcleterdacure
il not d:e:Sedto P ~ng *Sin CO dan
• hr fTY tennet. cal 84441209K or Iran culside
theLl 5. Cad201.352.1495
• hoee ol erors or %egons~ an efectn:nc
hr* tenor On bh parera er URS tteefi delo
cad wansactons, cal 00762.1000. or vane CUB
Fruord Sinnet e-c , 1000 liarbr EM, 6Ih 'bar.
oyeehnten NI 07086, Att. MORSA Sno>.
CYIa otte «Ø asOJcan. dyas frk y:s
sulement
receptor/ni or if you need more
~on
ini a «ref« on de neternre or
recept Turen. or Cord bor (n arploabk)reusl
her from yra no IM< tin 60 day: artar the fen
cent you itn• fra Gatrev[ on ehch the .rot Of
recblemnered
- Inrede yxa name ard acneart 'umbar Of ar,‘
- Databa the «rot or the vande, you ro sese
about. andel:den as dra-ey
yaacanurfry you
bdeve ri orters a why you med mode
nkernalcr.
- hoade the ddlar amate of te tapetsed <ner.
The Fm. or Cord burr ad medgett your ~In
and vril torna ry snor napt5 ror roged non
molerg U8SVcancleb4 ord tran/oro, d wo bto
mon this 10 benm dan to datt wo *Il ende
yas Mala tor to ~si
yOulfeent it nano[ IOlhal
you ad hed the ut* of to mom., dunig to une et
tanka lo «molok al mostrabon
hen meta dl deals pytt lo the Fata or te
Inancialinasion i-dcated en the kont of the
fl inkt. In addhen to /*gula non fon, Meader“
may be abyeet to mar evne kos. cha-ges fa late
papram b secunne: rtnhurt and charge: for spad
anons n rast. nar« trogne thai re rangred
to ab« ingas can nap be tubyect toa enl« Neo
URS Swieep Options
LOS ollen options kr ~eon; cal, Odnes lo bit
ebonit accown al non-affliatedbne ad iland
bank, morvy myts mular! ludt (Money fu-a) ad
te rami ond Opec. Anan (1241)1o* cuncnun
at. an nervenat ensto Management Acoxre
Depott nuet al UBS Bra* L6A sid rcnrhlatod
bann partupang nib. OBS FIX-tnefed Depout
Program II! FOONnused n «foran. rat FIX nies
For inte Hanson. Oense
erw4,16C9au•DeP051
nosas a UBS AG Stamford Brandt Ini :hyn of
licney keda re nal rand by ex FraC.
TØte
1>t. ca:hbala-as te mcal to dopost
attan c al LIDS AG Mas York Brant. and LES AG
C orm Beach thnednn“ are N< ~ed by tre
FOK. Rdren hell a to U3S AG Carnan Franch are
IMOCtaty Opereldt0 te tovagn tel of te C now
heds. and tete .5 no glirartet or etar sulgam el
LOS AG to repy the Agnes nhibenthe UBS Carol
Brands's bods.
Bane *oxes se nr rolected by Sitt Monty ked
shros tro trctocted by StfC See "URS funnet Smuts
&s(nra kokanon' bön,
Ltur. V realest benet in te bet apart rese be
~am. ed sexes of a Meny Futt mo be
lcmcbted and the [recett', rehred lo you Or INI
Hane> rare
Fulhet Hamra" åka aralatde ~tia Datona,
reldrg ostan rond ram and yrat« e tealabl• ae
~av obs ccannveopnelds, korn your Onanerat Adescr
or by <gno 9n762.locoo
tas IgnandelSendas anta« protoction
The Flin n a fronter (d tt Senaten entitor Frolfelcn
Con:oration <S170. whk h trOlelbSellintel &alnen
of le menters up lo 194000 6ncludne 52500001a
:tame for <at) Gplanny &uhu. entatle upon
'eran or at
wc og Ilse SIK »H pnteden
h mu apply to al X43"
ta y0.I bida a parbolx
~ty.
the Frun togrher wih teman il dat^ has roa
Purchalei asoplonertal ~roa
11-. mamman
~om Paynt » al ek)lalt dins. colloctnety oxer
tas protechn is 1500 milian mol Docent« 10. 2016.
Sobject tolfte to% onftlxo trd erntaborn <AN.'
the firm bah« protons:d lor up to N.9 mlion n the
~pk
kr al your nounte hold n a orlo.for
coney Aktiv:9Y of te poky ncedr9odvd"
upon requese
helhet te 9PC proteclon nor IN. 943555551 al
IIINRIOn4"54/
• C alun frontal anats controled by (and rc Lcbd n
'as accourl varti bit heldawry Krom UBS kontot
Sent«, For earek («lang noten< Øh.
karlen .roble annat" and (»tum cl mast
linds reaktored n the name ol the non holder on
the bocks of the arme o onda ugem),
• hdeunom contractt or rinnas-e ~rede (a it,
Imod pannercheu and tenn pir...mete) ta: are
not regns:rid und« the Struntet Act ol 1932t
• Cornmodbeccreracts (Og. f regn eithancp ord
omens motat ...e...ra, includ•-g brunn ccntrads
and (omrally CON:n Carntani. and
• Drpaot Mount( anespil ~team of &poesi) am LOS
Bal< USA, UBS AG U S tonnet and bann nit»
IDIC Kurd Docolit Progen
eho WC prelnlon and te supennurlatpreentcn 40
rue nu* lo the* »tel, ten d tet ~mir ROM
on yas ~non, De 9PC ~nkr , ind the
orplernantalteotedion do rat fanYthl agaira dunen
n tie nufa vald of yes ~vm
(sheth« x a
rean ol route: rnumnwc, noa« branr:my or
ab:mcal
Dividend Robotens.* Fraprene Feen
The peke reflected h an ~mc«.
You Tyg °bis,
the «ludpc, lien >ty FrnancealAdeur On5 *hole
~n me pirchsedircke DRt, *arid One> ad be
»Id ard the ententebe depoSed n your mount 11-e
chndordnnoenmert vice opplidby te Nuet Mag
dnr fram nto ~It
pre* al Antib to anal tara
otro on
CS,ö4hw
Cny wholo sot may be hold in yes non
I ytto re
«Mad »nidet cm as a renat ol a dradart Barn
or OtTOINt. Ue firm eall odet s11 panel vd, al
malet proc cr accept an annan determined by a
reofitcreddesi-g agency, ard aede yar ansa.
Invennuent ~et
the namnet ~den ad nek pnrie ro cptale to
•ath &Mount end inka vit Neetien ya/ acearec
Pban neotheFa. pnxrpI5 n toning dry
599 tant dunge in ps farcol sruXoncr
~orren, ~nos For enl, neon hold You
(hoax se ol the f oh:min intestnent cbjea e i
• %lott Covent »<ont Priestmerts stek rg the
gEneatcn of rcome
• Acnes CarfalApennehon Imestrrenb see&ng
ennuth of onnopal retts the, the surnalcn of
marne
• Rodue Combrutron ol &come end Gael
AØiaear. Innetnenb stel .eg both te genveton
fl ane and urmyt of trunciat
Overall ridcproOlte
• fonden/Mo Seds tonart», Mul prrepal. wth
'tana rd valaterty to the XCCIJI OV515. ten 4
thai man te moln deos rot gren srgrhcrx
intone or ritarns ordnat rot eec° parar
nlial on
• moderate Wittig lo accept saile red »Ponneal and
token orre ~fel» te« h remarne[.
• Awestse With, to rapl hd, dt lo eneos trd
tigh rohialty to otta Ingte mani one tax
• Intetterr•ntaytelay Consönton ~eg a
Portion of 'ho porrkto for ta «rost may made
(ormak, ~.
0." i rnned laxdy and ger«
"toner
Stetanneteuenhokiner
Werner ccenokbte dlreta Saccount rirnements att
the same riten o the are entekpe. e g kanot
ib, has ~tt
aha atomallan lånt «tons
r•lonntpt *ah other (lera< al tin om> ann«
you pet« to («me rndmdat nelinlinli ~lad n
sopare froPopet you may docent bosch:åtog by
Can) 500 Fronoal Adress
hinndy nar* name
De Fr end5 ncourd name o • custanadak *ndmstee
Amen by you to amt you rat your recordlteennt
ha no legal skes on your mon You cn charrp
your Frank wort navwc, through Online Snyts< ce
by onactng you Fruns Alma
Atcount
• Varas of nnosocou~
Net al asps "i
lob le et
• &elen »dolm akta* cash Dam«, valetta
rostruted socunly lett X and Global Tre Dopsot[
martyd telt b makt. and (nianen nol held
by te Finn Pan nol isch& ~kod seositelassets
st the ert of te Snor and orent ?Menet periods. cr
mene natnom, ~ske nod ostrons ind
exeroaable god< cpborn
• teban» 1-clxles debet balercn outta-cfrg mran
lon, «ed' Ink Mon *(art banan
• Cuhrotoney %Aranca Total ol tennsned :slabb
cash balrces, pin *con balnas al a« NOS ad
neri.* hatadDa-dis. ad morry mans mod ard
camp hann, at the clx• ca tro namn pinad
tion-cornmoSty te* aede benet nytyr natt i•
• ot wingred korn other hatnot and **Pem rna,
cre any of 'hese ftrds n the oednay (ONN ol b
baren ner Inb" Dnr* kan your thmnd
llus total it rclxkd in the <uren( perod <kong rake.
SDNY_GM_00324547
EFTA _00 197322
EFTA01306820
Important information about your statement (COBIllautd)
Lando, Mformation
detailed infennaton en the Inn's ~radices
ad dulcons, rake to you Clere Reece-shy
Agne.min a Adam &Tremors and the General
Tame ard Conduces. LES Bake-rent of Crete Pfat
eval.tle in Ag~efill and Ovdaseses
szynebtamataaMaa~
Yew ants
rev yearn Oman inseam and other assets head
n the taint al the end of the statement penal You
mat xi for dekayd bury paid seat-4,1sta-, Erne
you nue, went ~net used as loan oaten. attar
payng any balance Ate en them Ary wastes
hindered to Maims card the stae enn prod are
Mod at meld valued°. the end at the statmum
pored
• Coat Oa Is damming Meson base el tee
~MK included It Ira ila~,
whew nicased
watt the realitet' V LES IfkbleillSeKtS ha/ relied
• nformeen <Maned from »etas other Man UBS
Fnancul Semen. mkedesu ~Malian Imes mother
Inn or the you may have Fronded to year Financial
Mawr. The Fern does not ndepardintly v.* or
~min the dandy« wad ay et arry eedmaton
~city
oven ohm than UBS 41~41 Sanetee
alders although LES F rumeil SI!~ rear*
~es
Ms en:redion
Millsfe(01.44 the hen
don 4.31 crow* any asserted that the aliantlfta
under 'Coll bass' and 'Urine:el (tailless' is
accurst as of the date d the staternere. As ads,
phase dalnot seh on Me tvemast to mew
wahine ce Nit <Moon. for a. Pftaaa
~me
Accounts Mrederted tote Inn may
roll«, gar/be airmen, only fa te prod of
tens they se hett at ref" are heilorcal
Sonant<anb aeJty p0d fa aket Admot
• Unrealized genalliase Whendata is malabh,
es:~
dreareeclsaanerbsos av calculated foe
Mudd? sectary Ms Itse timid', on data tot
dectol bef may a Ina/ na etlieticarmefira
chmaes ardor sdunly (cony-radial esenb.
Oirdend and other investment hat and spunne<
pucks e lots are each ontesed tor:holy One
award lot The lode date' edam prinents Be
creime kamacton bada dale
• Cabbie adeIfilieg Bonds red ordered stock Mat
Ow raUM fah for nth redaction win be selected
~ehbylot Iran In.419 a seomlies a Me
loaned n our name c< n norm» name Ice od
dams Cal Wive rdorrnson es dewed hom Mid
Parties and as dn.:icy., not pammteed Other call
leans may enel wheh cold allot yield, ornplese
aceme*, ad be pion derd damn-quest
• Cenercates of deposit (CDs) COs ate ECK nand
tale 12 S0,000 n pinion, and duvet/ merest pee
devotee and per depastow entet
re xcerclano
web Inc ides
• Rank*
NKr, deployed la wart*, and other
~Is
may be heta or tower this the pta the
yes would labia* recent a P4 make Pros me
<blared I rem vanain Yvd party sans which at
baled to he relate. ty we do not gateroe ter
accuracy
- We generalfrsee tie closing take *hen avaiable or
the ~of
the dad and al. pekes lor Sited
~in
and options a onhbd prices lot OTC
tearein
- Lew him* traded smarts maybe deed tong a
valuatcn mode a
woe recent free we
cand and nay me often maned malet pro
a old
- CaftanGovt.:to may >Pp« wehail a rue ard
mil town 'vice Mil rot ~We' B we are
Le-sable to dean a dice fora womb/
- Deposes a senates ~mad
in <waxes
aha than US dollars se <enacted at the enchand
rate as cf the steamer& date
«dal ICKL•4*, tradng es rendatertnty
anion-man" pro and aura" dace vale> my
haw been /darned to f apes* proper yeomen
to <bon artam vented, whin malt*, contact
you Financial dØ
• Private investments and stew:eared product&
Private ~amen. winters (n4:fro deed
WSW, alpogren and ~I stade noti~ bust
mites) and 'Mended Indicts are gendabe holdt
dkead Certan etructs.nd golds haw not been
registered wth the 5•Itsta and fecharge
Commend's< u-dar my nee eacumec um We
vovid•eslenaisd vakes for rendro nehtmeet
secures and ~red
products la raormaldnaa
PaPows fay ikons), ono' guaranteed
- These ~rm./de«
vide/intent Iron dos, 4
any, a *NM a anti «renmen saweya
shieldedproduct mer be~
a sold and do
not tvevy reima« the wan ycu my reiew
tern iqualtam,
- Dwd parry menses of val av ac
annan
date rd are stapled so UBS Inane Setts on a
regdar bast by an ncliperdn »turion tern
- mug, generalpanne a sponsor estimated wads,
my, are adwaSed to nemne ty the MU«.
Sonalllartr., a 14:.:~( and 114y be fabia.:1
lTlYed al Older. nlommon Iron Me wed by
tied panes t0 darre foe awned. valul
- You can °bum ~one nlameonregardng
dro mehodology used to ~amino the again cf
raga rd the date of the rikrteuten the is the
bans Sr the erne by canoeing yoke f rimed
Admor
- Thed party donated wadi maybe olketeid
'Nat prated' n Witt• al IlltalCerk ...ten as
eidependent villion Inn has net suppIed a o
unable to assign a vale, nhensw trident awe
*damsons" ewes has darted hat ma/ calla
~reported
wad into pardon, or when a
vets nodd be Ng** Spia4tIS dat to the naive
of te adunty
- Whennod-re an tsar, general partner or hams«
minuted vibe mg a tedparty vannled vale
Pourtle4 the valued the wciaBY wale4nd.«
hone ts pueluw pm*
- 'Pert« ern to date' may «lode rationof
capital, ixcent or bath
- 'Oriursal une etc' reptearn the mid ceding
pee pee vedr and may nee oiled yw cot base
▪ CO and dented KIT wed am are not Wed«, a
naboral wanes exharad, and are pinsery
Axel and awn I they on be sold the do
re.nrtd env be less than the per that «1~
',sue provided nthe attars statement
• Red:~ securitin Reverted writes general/
ate ma aviary rag.* la pub k see WS Bronchi
Sfni(14 via the mate peace d the deadheadMa
el IN alit Satt at as snouted aloe la the
redacted pod for potatoes of rho stanset or4 To
the awed that restetedscosilin are Niverk lee safe
Be ea/moored maybe sdelantiely less than Be
rearled valve *awn
• Eal (en.~
insane. omen% Fwlb and Ma
An ea-maned mn-d «dn is bawd on current
deeded and inland ram, moan? Me fant«wit
be held la one yea from ~emit elite se tend
inevey lhirs dune. n on a Tackle& 'tardy
and contrasts' income ma not guaranteed
- Fernated arrual noire and Parent yield It<
(Maneten of sewties could include &Moan of
dame or capital gar, n !Mich tie the ell
nerve (ard Omni web) would be owerstated
- act awed Arndt income trel parent yield Ind Ow
actual incense and yield fort be bed a Wee
Mandy ntma(d snorts
- an
*sonata of
arnuaked nor. klandend etas
amend) dead by tee prom mate
vdatinda» balance bawd merle tatt
• ~Kt parlOill made bi the med rand
secur~coses u
brake ceor
yrte
•
from Pe stal~ doe or untilmany,
Accvacy
CC« inted yield tee not Termiend
• Adds not hold byUKFinancial Senior. Caftan
assets re no: hell by the Inn and rot with Me
levis postmen« canon These ands are
displayed on yeas Pawnee for rtormatord
papaws day. Postern and ohm presented are
provided by the 69.010) han UBS Onna Servos
not rasp:ea. for era steno, and dos not
guarantee its >mew/. The assets are rot piddled
by SPCA the fners stahnsental
<overage
. Reveran sharing end addkiranal semPalreation
- In *aim to tommesimen sales mi l2b I foes
maned n Vaned en with the dotauton of mewl
hid, to cur dents rev at
as aghast receee
revenu Mang parents Iran Idarba011 and«
adneen of the endue fmt Mat no all illece
~I
are based en two diadem <O1Øs (a
eie antre of sake by LES of a amnia MAIM
Ned lorry tas <tents, and 6a the asset vald •
bart<uty "Owe fend larni/S shares held al Mt
fem
- We ard w altlier also rect..e modal: No ard
ants pansarg leet n coma alicr. la bander
avert >ruses til ne %av.& to the mutual hands
Tass lees Øreryre pad Irons mend don n
Ma ~oat hind and re a lewddollar Semitt bawd
en ta curt« ol account r TM bickør-tleakr
hcali-ca nuual finds of that lend fray
- In Welk^ to <onvnissens rectirtd is seenhlion
wits the saii or dierbution of nasty «newts and
die neomort Mot deb tow clan°, Yee rd0,
05 Add° receive own* stiveg comcenset en
from envy of the mane <Øe5
~song
Me rave, orrrett, "hates ol the mama
C'anPanat Or 4:0~ of CO um ends:~ nett
wedistribute
In ~lam to connections rocwod from the
s:achase andsale of Neinauen had, we ada
Iff tat reetie et asseeibined reveror sarg
payment Iran lardShrts dintpices, as well as
»4491« WM:kw *Sent
tramp and
«la »el
- Our al lian ala receive train; cemmtken and
fl oe oandreaton from endue !deb ard Munro
«mamas whose products we diet.
- We warn. an einval lea from LES Bak USA wad
tES AG SlatfiY0 band sp t0 525 per dove
sweeping so Mt Lai. aria the WS Bad 5~9
Rogan.;
Adivity
hformation 'co-idea; ommiseat and aha Mays
hared n seinman win f» OWO-tten 0l nee;
inducing Øen tonsactons has been included on
«Simard pettecatArfurriched to you. mi Mite
Prowled to you dintlath en in"
Short sang
d ytt vevgast n short tarp a wittly. you ma/
not a O'er 6..<
<elan bonownd osts fa eke
pstioalw washy
Open preen
BoSsedng open d Tao! oltearetled* dins la
were ra ~dad by the ,tomsen date, open buy and
sell step cokes re reducedby the snow' of duvde ds
urges on realticlanis or nears date unless
nsInsved cManwee byryou You we reremble la
«Oars that set ~Mel OR toy0u false to canoe
~song <pm odes
Brien
To dean.<OVy01 as wren (here rooky Na ice,
PleWortact
inrcialAM•sa or vev w aaaOaee
a »vex uttenSdarntifrAtr
-
FainfilllSeracca nal aback. the RAA, Broten
Sank*. Account BSA end RNA are brokerage
scour« welch {rode acme to bring WHIPS and
podia legoalsarandments ...Mandated brie
and~ Midi», tonal, and provides access to
nsurance and annuey yodels issued ty INhave
thedeurty mu and canpanan lercuBsinsuresee
party addideries of LES (hackie Senkta
- ~neat, ~arc" and entity produch
- Nat IDK nand • lee bra mimeo. May lose vale
- beda tosedce Marucprnmt Account, Butass
SanerAtcount BSA, ~A and nterneenar Ratan
Mansgagernt ~St
are regsteeed em«. marks
LES Fromial Samos he
- VISA it arptaen asSerint **aid by Vea
hwneene Sande AISCalten and dad rada
lame The LES Vevacredit cads and the LES Vita
debt cads are issued by UBS Bank USA yids
permisem lion Va. U SA.
°maned Al other
tradonats, caramel trademarks, seek. marls ani
regmered ewet marls are of ter nrspecure
einpara
UM Fiend*. Serve« Mt
Ra 201211
SDNY_GM_00324548
EFTA_00 197323
EFTA01306821
ita UBS
UEIS Financial Senecas M.
Prwate Wealth Management
299 Park Avenue
26th Flaor
New York NY 10171-0002
aNP70010317730618X12Y1 0
Account name: MAX FOUNDATION
Friendly account name: MAX FCIJNDATON
Your finandel Advisor.
SCOTT STACKMAFaLYL£ CA SRIEL
Phone 212821.7000800.308.3140
Questions about your statement?
Call your Financial Advisor or the
Resourceline at 800.762.1000.
account 029023661
ifisit oar website:
WWW 4i:scorn Iruncialsewicet
items for your attention
. Help protect yourself from haul and
review bank, credit Card, and brokerage
statements regularly. Also. gel your free
credit Wort annually from
www.annuakreditreportccen.
Value of your account
Business Services Account
June 2018
MAX FOUNDATION
139A C NAPLES ST
APT 233
BOSTON MA 02114-3252
on May 31 (SI
on lune 29 (9)
YOU' assets
1,244 76
1,245 07
Your liabilities
0.00
0.00
Value of your account
S1.244.76
Tracking the value of your account
$1.245.07
Sources of your account growth
during 2011
Vake of pour Acou at
alyear end 2012
91,203 25
7;362
Your ones 'Ent return:
and
5.238.2
interest ncome
S182
Change in
323,12
marlet value
S000
Yea of your *crowd
1.2133
1.244.9
1.2451
on run 29. XIS
St 245.07
•
Dec 2014
Zoi s
Dec 12016
Dec 2017
May 2010
Jun 2010
member SIPC
AP970003001091 773197000122293 002,31 C6113000000Cge
1 of 6
SDNY_GM_00324549
EF1'A_00197324
EFTA01306822
*UBS
Business Services Account
lune 2018
Your account balance sheet
Summary of your assets
valueon
lune 29 (l)
Percentage of
your aCatint
A
Cash and money balances
1,245.07
100.00%
B
Cab alternatives
Dao
0.00%
C
Equities
DC0
0.00%
D
Fixed income
CO
0.00%
E
Non-traditional
000
0.00%
Account name:
Friendly account name: Bin X FOLIVDMION
0.00%
Total assets
Value of your account
51,245.07
100.00%
51,245.07
Your current asset allocation
A
Eye on the markets
Index
S&P 500
Your limancial Adviser:
SCOTT STACK M Ant.YLE CASPIEL
212.821.7C03800-203.2140
, Cash and money balances may include
avaiable cash balances, UBS Bank USA deposit
account, UBS PM insured Deposit Program Bank
accounts, UBS AG Stamford Branch deposit
account balances and money market mutual fund
sweep balances, See the importannn formation
about yaw statement cel the last two pages of
this statement for detais about those balances.
Russell 3000
MSC I - Europe, Australia & Far East
Barclays Capital U.S. Aggregate Bond Index
Interest rates on lune 29, 2018
3-month Treasury billy 1 87%
One-month LIBOR 2.09%
m4170003001081774 HP7000122293 00001 0518
Percentage change
lune 20N3
Year to data
0.62%
2.65%
0.65%
3.22%
-1.19%
-2.37%
-0.12%
-1.62%
e•9. 2 of 6
SDNY_GM_00324550
EF1'A_00197325
EFTA01306823
UBS
Business Services Account
line 2018
Change in the value of your account
Account name:
MAX FOLINDATION
Pririndly account none., 12.ir FOUNDA11011
June 2018 (S)
Year to dine (t)
Opening account value
Dividend and interest :tome
51,244.76
$1,243.25
0.31
1.82
dosing account value
$1,245.07
$1,245.07
Dividend and interest income earned
rot putxnes of ties Ittlement. lotatility Cl Inkiest and cenCknd intone has Peen determined lion a US
Istu inning perspective Based won the residence 0 the actouni Nadel. aCCOunt I°
or picOnct type.
some inlered ands OntlendpasmentS rn
nol be uMen IO tinted Slats (US) 6030 PLOW RICO (PR)
lixorre tees The there niOnthly statecraft is rot Intended to te used end cannot be lead t4
tor la
Futrelef Clint; thou', Wet to the and made Inc ni:cellnutom they receive ham UBS muM7, such as
Int Forms 109 at the Fans 480. for tax starting information tt Is Ow prance of UBS to fie the
gitecatie tar reposing loins with the U5 Intewla Fterenue Sem( e aid PR treasury DesSerlment. and In
sutlers .wally
&army dinterct ardor ',terra star exerrn or tar*
exam. nese parsed your
includad tor prepare,
lune 20'8 (SI
Year tti claw (S)
UBS Bank USA Business Account AF'Y
Taxable interest
0.31
1.57
Interest period May 7 -Jun 6
Total currant year
$0.31
$1.57
Opening UBS Bank USA Business balance May 7
11,244 76
Pear year adjustment
0.00
0.25
Closing UBS Bank USA Busness balance Art 6
$1,245 07
Total dividend & interest
30.31
31.82
Number of days in interest period
31
Average daily balance
11,244 76
Interest earned
SO 31
Annual percentage yield earned
0.29%
Cash activity summary
cee ACCOLIfltartNey teka month la &tat Balance' in your Sweep Dram are Included in the opermo3 and
elccirg Maim vase FDIC among:ea:Ow to clippies al IRS Ball USA and at balks patipaing in the
UBS FDIC tonna DtpOilt Rog am. n ekes not "ply t0 CIMOSits at UBS AG, Stanford iamb or bank
CkpOsits plated through the UBSIntelnatiOnal Deposit Ancient Drogue SPCprOlengo (COG torrents
matte sweep fundecIdngs Eul not bank deposit. See Important inkrmeaton oboe/ your ifenflieMCei the
last tv0PCSIeS 0 ins doonnere for Ottani
Nne 2018(5)
Year to date (S)
Opening balances
31,244.76
$1,243.25
AddtAms
Dividend and interest ncome
0.31
1.82
Total additions
$0.31
$1.82
Net cash flow
$0.31
$1.82
Closing balances
$1,245.07
31,245.07
Voir Moeda Advisor:
212.82 I -ICC" 800-308-3140
or/000300nel 775 i4•7000I 22293 00031 OS1 8 CCCOX000
Page 3 of 6
SDNY_GM_00324551
EFTA_00197326
EFTA01306824
UBS
Business Services Account
Kele 2018
Your investment objectives:
You have itlentifed the following investment objectives for thisaccount d you have questions
about the* obiectnes. disagree with them, or wish to change them, please contact you,
Financial Advisor or Branch Manager. You can find a full description of the alternative
Investment Ottiecitrer in Important miomaatron about >rma statement at the end of thrs
document.
Account name:
friendly account name:.
Your retire objective:
Caput appradnOn
Your risk profile:
Primary. Moderate
inteoment ehgibiliry consdetabon - Note selected
Your account instructions
• You account cost basis default closing method is ATO. First In, rest Out
Your Mewls! Advisor:
.21242 I.7CCO 600.303.2140
AnP7CCO3001031 776 MI000122293 °XV OSIBCO3COCGOO
Page 4 of 6
SDNY_GM_00324552
EFFA_00197327
EFTA01306825
UBS
Business Services Account
June 2018
Your assets
Account nara:
MAX FOUNDATION
Friendly account *Amer MAX FOUNDATION
Scene pr<cs, 4xcere and «reel vaues shown may te econsnimale As a IDA goes 'xilosses may nol
be &nudely reflected. See important of ortialecn anoutiour steternene a the mg of Mt &tuned for
more pnlormarion
Cash
Cash and money balances
ban and done), balance: may encluOr avalrie cat. balmy" UBS Bat* USA woo aloud Ma*"
UBS F
Muted Rogan Bank &games. UBS AG Stamford Buren devout account báaXn and money
~el mar uil lundSyrttp baldm!,
Se the important ortonnotion »output statement at the end oa this document tot detals about Cost
balances
deicing
U95 BANE USA BUS ACCT
Your total assets
cash
Total
$1.245.07
100.00%
$1245.07
Year Maande/ Advisor:
212821-70303 800-308.3140
UBS Ball USA ~SI UBS FCC Inured RayonBank dopcot atoms* Maims art niured by the MK %MINA
atoitable lmn, to an not prcttried by StFC UBS AG Stricter Branch deposit account Nixon a* not insured
by FDIC and Me not protected by SFC. Morey market sated balances are aotectedby Sf< OA ate not rresurecity
the FDIC
Coenng Waive
Closing balance
one per share
Average
°scene mare«
Days n
On kin I (I)
on tun 39(1)
on tun 29 (1)
rare
Penrod
Deng
Grp amount 0/
I.244 76
1.24507
250):C000
Percentage cr
Cost
Blimated
Unedited
Value on /to 29 fit
your account
bate
annul income (S)
»nor loss (t)
Cash and money balances
1245.07
10000%
1245.07
Account activity this month
101 TOre informing, about tte poke value shown for restricted snu gees, sr* important information 40~
)Out Maternal et the end ol this Oxtment
parr
twisty
Your
Our«,
Description
trperrre (Ode
Face Mist
Fncervalue It)
Cash
aroom 0)
Cash and
money balance (I)
May 31
Cash and money balance
51244.76
tun?
intotost
UBS BANK USA BUSINESS ACCOUNT ASCC 06,06, 18
31
1245.07
Jun 29
Closing cash and money balance
51245.07
Are70003001091777 197000I 22293 °COD 061B GCCOCCOX
Page 5 of 6
SDNY_GM_00324553
EFTA_00197328
EFTA01306826
it;It UBS
Business Services Account
lune 2018
Account activity this month «on ipnuedl
Money Sawa activities
Account name:
MAX FOUNDATON
friendly account name: MAX FOLPIDADON
Your Finandal Adviser:
212.821.7000800.308.3140
Data
Lttioly
0,5004101
ARDOR (1)
May31
Balance forward
61244.76
ILA 7
Deposit
UBS BANK USA BUSINESS ACCOUNT AS Cf 06106118
031
hen 29
Closing UBS Bank USA Business Account
S1145.07
the UtiS ear. Vie. 0.9ness .4«oum 'Out DireW1SWNDOSOM
e.W700O3001081 T78 HP7000122293 °XV 0518 OOOCCCOOD'
Page 6 of 6
End of statement for a«otrit numbe
SDNY_GM_00324554
EFTA _00197329
EFTA01306827
Important information about your statement
LOS Fnancial Union bu. Ch. finner OBS Ina-Kid
Sonen). k a mentor ol al pnnopal ~ett comensity
and °pions ocha-gos URS Franoal Sonetts and LOS
Park USA av rdrect oncluon of U3S AG and
rida», of Le35 Saanhas U.0 lha Frn I rancial
staten« nodebk rean reas,' Ile Faret eso.Aire
°the. se at.
URS fina-Kul Seraces ht.
1200 Parbor Boulherd
Wechrhden ad OM%
11,4 namn rafrneme the oney official record of ps
URS inridet Senilet MOLN GIN! recceck ncept
otteal tttola(rurtt cornannoconlIcling dala ihocid
not be renad kpOn f you beleve thme o an «nr or
011amon. Pien revet n mnedeteb n ~ting lo the
Band, Vanare of de office serve-0)0J atensk
Altopap args« <boxat in ronds:Itobe accis"
nano dra nuld not te und kr lat ~acnes. Pefy
lok5 0" fl
end dec fant 55. Form 1099. 5498,
1042S, ele anm DeeNtrog yOLINK Mun Itn. Uni e
~red by lavr lo nOnt to te RSdtltaMMe drednh.
reportabb ron-Ur/bh ~ds
and Uoabb kuttret,
tamd en setuntes he>1 nyav start rol [metei,
cn saletremnbans, ed tota bob ancelancoeved
tour det.
Conerrunioniem with the Finn
• hen retomen av cr al conmunnstons rn «arg
toJu/the orent yes ritat radon your
.s
tre Scones rattar erotoman At rAA)
• e tbotinns n:teutonond» up kil of te fort
of th4 nattmara 4 int LOS Fnancel Sornon LOS
Inhal Sams Urtis you' nara at ilemSnq
trcar by ana-gornere vilt the råa nd ml& ten
We .5j555ed youd IheeelatiOntind,entar
ONNKIIIN>lenarl NON Une. >NO Rna, and
~ile:"
kr -mod al UBS Financial Senice and nr
te ennxteng broa" ard you aln
a repan
ol nynip a arenor b bah fan
• Af deacrbed n the nara nerred% nu man
roely tu of any «ron or hed ~eng d-eces
rollod on yas tremim «the, 30 day< ri a n was
mate mede ~Labb
• Ilen drat nontyr ecnipUnt< or ritara« to ta
F
Clorn
Depanneent at 101352.1699
or tolkar 9Z0-3S4-9103, KORV to 600 P hl
fr Mordry fluough Fraly, a .n ort rna to LOS
Fnekel Seracei M, °enl Rektune Detustrnrt
P.0 Bo. 766 Ur:on Crly, ell 07087.
• Al slaknierld shah be dtemed corrcleterdacure
il not d:e:Sedto P ~ng *Sin CO dan
• hr fTY tennet. cal 84441209K or Iran culside
theLl 5. Cad201.352.1495
• hoee ol erors or %egons~ an efectn:nc
hr* tenor On bh parera er URS tteefi delo
cad wansactons, cal 00762.1000. or vane CUB
Fruord Sinnet e-c , 1000 liarbr EM, 6Ih 'bar.
oyeehnten NI 07086, Att. MORSA Sno>.
CYIa otte «Ø asOJcan. dyas frk y:s
sulement
receptor/ni or if you need more
~on
ini a «ref« on de neternre or
recept Turen. or Cord bor (n arploabk)reusl
her from yra no IM< tin 60 day: artar the fen
cent you itn• fra Gatrev[ on ehch the .rot Of
recblemnered
- Inrede yxa name ard acneart 'umbar Of ar,‘
- Databa the «rot or the vande, you ro sese
about. andel:den as dra-ey
yaacanurfry you
bdeve ri orters a why you med mode
nkernalcr.
- hoade the ddlar amate of te tapetsed <ner.
The Fm. or Cord burr ad medgett your ~In
and vril torna ry snor napt5 ror roged non
molerg U8SVcancleb4 ord tran/oro, d wo bto
mon this 10 benm dan to datt wo *Il ende
yas Mala tor to ~si
yOulfeent it nano[ IOlhal
you ad hed the ut* of to mom., dunig to une et
tanka lo «molok al mostrabon
hen meta dl deals pytt lo the Fata or te
Inancialinasion i-dcated en the kont of the
fl inkt. In addhen to /*gula non fon, Meader“
may be abyeet to mar evne kos. cha-ges fa late
papram b secunne: rtnhurt and charge: for spad
anons n rast. nar« trogne thai re rangred
to ab« ingas can nap be tubyect toa enl« Neo
URS Swieep Options
LOS ollen options kr ~eon; cal, Odnes lo bit
ebonit accown al non-affliatedbne ad iland
bank, morvy myts mular! ludt (Money fu-a) ad
te rami ond Opec. Anan (1241)1o* cuncnun
at. an nervenat ensto Management Acoxre
Depott nuet al UBS Bra* L6A sid rcnrhlatod
bann partupang nib. OBS FIX-tnefed Depout
Program II! FOONnused n «foran. rat FIX nies
For inte Hanson. Oense
erw4,16C9au•DeP051
nosas a UBS AG Stamford Brandt Ini :hyn of
licney keda re nal rand by ex FraC.
TØte
1>t. ca:hbala-as te mcal to dopost
attan c al LIDS AG Mas York Brant. and LES AG
C orm Beach thnednn“ are N< ~ed by tre
FOK. Rdren hell a to U3S AG Carnan Franch are
IMOCtaty Opereldt0 te tovagn tel of te C now
heds. and tete .5 no glirartet or etar sulgam el
LOS AG to repy the Agnes nhibenthe UBS Carol
Brands's bods.
Bane *oxes se nr rolected by Sitt Monty ked
shros tro trctocted by StfC See "URS funnet Smuts
&s(nra kokanon' bön,
Ltur. V realest benet in te bet apart rese be
~am. ed sexes of a Meny Futt mo be
lcmcbted and the [recett', rehred lo you Or INI
Hane> rare
Fulhet Hamra" åka aralatde ~tia Datona,
reldrg ostan rond ram and yrat« e tealabl• ae
~av obs ccannveopnelds, korn your Onanerat Adescr
or by <gno 9n762.locoo
tas IgnandelSendas anta« protoction
The Flin n a fronter (d tt Senaten entitor Frolfelcn
Con:oration <S170. whk h trOlelbSellintel &alnen
of le menters up lo 194000 6ncludne 52500001a
:tame for <at) Gplanny &uhu. entatle upon
'eran or at
wc og Ilse SIK »H pnteden
h mu apply to al X43"
ta y0.I bida a parbolx
~ty.
the Frun togrher wih teman il dat^ has roa
Purchalei asoplonertal ~roa
11-. mamman
~om Paynt » al ek)lalt dins. colloctnety oxer
tas protechn is 1500 milian mol Docent« 10. 2016.
Sobject tolfte to% onftlxo trd erntaborn <AN.'
the firm bah« protons:d lor up to N.9 mlion n the
~pk
kr al your nounte hold n a orlo.for
coney Aktiv:9Y of te poky ncedr9odvd"
upon requese
helhet te 9PC proteclon nor IN. 943555551 al
IIINRIOn4"54/
• C alun frontal anats controled by (and rc Lcbd n
'as accourl varti bit heldawry Krom UBS kontot
Sent«, For earek («lang noten< Øh.
karlen .roble annat" and (»tum cl mast
linds reaktored n the name ol the non holder on
the bocks of the arme o onda ugem),
• hdeunom contractt or rinnas-e ~rede (a it,
Imod pannercheu and tenn pir...mete) ta: are
not regns:rid und« the Struntet Act ol 1932t
• Cornmodbeccreracts (Og. f regn eithancp ord
omens motat ...e...ra, includ•-g brunn ccntrads
and (omrally CON:n Carntani. and
• Drpaot Mount( anespil ~team of &poesi) am LOS
Bal< USA, UBS AG U S tonnet and bann nit»
IDIC Kurd Docolit Progen
eho 9FC prelnlon and te supennurlatpreentcn 40
rue nu* lo the* »tel, ten d tet ~mir ROM
on yas ~non, De 9PC ~nkr , ind the
orplernantalteotedion do rat fanYthl agaira dunen
n tie nufa vald of yes ~vm
(sheth« x a
rean ol route: rnumnwc, noa« branr:my or
ab:mcal
Dividend Robotens.* Fraprene Feen
The peke reflected h an ~mc«.
You Tyg °bis,
the «ludpc, lien >ty FrnancealAdeur On5 *hole
~n me pirchsedircke DRt, *arid One> ad be
»Id ard the ententebe depoSed n your mount 11-e
chndordnnoenmert vice opplidby te Nuet Mag
dnr fram nto ~It
pre* al Antib to anal tara
otro on
CS,ö4hw
Cny wholo sot may be hold in yes non
I ytto re
«Mad »nidet cm as a renat ol a dradart Barn
or OtTOINt. Ue firm eall odet s11 panel vd, al
malet proc cr accept an annan determined by a
reofitcreddesi-g agency, ard aede yar ansa.
Invennuent ~et
the namnet ~den ad nek pnrie ro cptale to
•ath &Mount end inka vit Neetien ya/ acearec
Pban neotheFa. pnxrpI5 n toning dry
599 tant dunge in ps farcol sruXoncr
~orren, ~nos For enl, neon hold You
(hoax se ol the f oh:min intestnent cbjea e i
• %lott Covent »<ont Priestmerts stek rg the
gEneatcn of rcome
• Acnes CarfalApennehon Imestrrenb see&ng
ennuth of onnopal retts the, the surnalcn of
marne
• Rodue Combrutron ol &come end COCO
AØiaear. Innetnenb stel .eg both te genveton
fl ane and urmyt of trunciat
Overall ridcproOlte
• fonden/Mo Seds tonart», Mul prrepal. wth
'tana rd valaterty to the XCCIJI OV515. ten 4
thai man te moln deos rot gren srgrhcrx
intone or ritarns ordnat rot eec° parar
nlial on
• moderate Wittig lo accept saile red »Ponneal and
token orre ~fel» te« h remarne[.
• Awestse With, to rapl hd, dt lo eneos trd
tigh rohialty to otta Ingte mani one tax
• Intetterr•ntaytelay Consönton ~eg a
Portion of 'ho porrkto for ta «rost may made
(ormak, ~.
0." i rnned laxdy and ger«
"toner
Stetanneteuenhokiner
Werner ccenokbte dlreta Saccount rirnements att
the same riten o the are entekpe. e g kanot
ib, has ~tt
aha atomallan lånt «tons
r•lonntpt *ah other (lera< al tin om> ann«
you pet« to («me rndmdat nelinlinli ~lad n
sopare froPopet you may docent bosch:åtog by
Can) 500 Fronoal Adress
hinndy nar* name
De Fr end5 ncourd name o • custanadak *ndmstee
Amen by you to amt you rat your recordlteennt
ha no legal skes on your mon You cn charrp
your Frank wort navwc, through Online Snyts< ce
by onactng you Fruns Alma
Atcount
• Varas of nnosocou~
Net al asps "i
lob le et
• &elen »dolm akta* cash Dam«, valetta
rostruted socunly lett X and Global Tre Dopsot[
martyd telt b makt. and (nianen nol held
by te Finn Pan nol isch& ~kod seositelassets
st the ert of te Snor and orent ?Menet periods. cr
mene natnom, ~ske nod ostrons ind
exeroaable god< cpborn
• teban» 1-clxles debet balercn outta-cfrg mran
lon, «ed' Ink Mon *(art banan
• Cuhrotoney %Aranca Total ol tennsned :slabb
cash balrces, pin *con balnas al a« NOS ad
neri.* hatadDa-dis. ad morry mans mod ard
camp hann, at the clx• ca tro namn pinad
tion-cornmoSty te* aede benet nytyr natt i•
• ot wingred korn other hatnot and **Pem rna,
cre any of 'hese ftrds n the oednay (ONN ol b
baren ner Inb" Dnr* kan your thmnd
llus total it rclxkd in the <uren( perod <kong rake.
SDNY_GM_00324555
ErnrA_oo 197330
EFTA01306828
Important information about your statement (COntleued)
Lende, Mfonwation
cletabd infonnatron on the Erm': Øpadnn
ard duka" mk. to 1101.• fline eallonshp
Airenat ce Acorri Agnmort ard the General
lerms ard Cordicns LES
agerrent d <red« %aen
nelgble mArnmenta andOudaseses
sås, .6 k tadadtraldtaadd
rev aset
rar omsen niten snusett and aner mats hekt
n the stort ge the end of the stafetten pence% Yal
rna di la *Sari d fu./ pasol statues s tonn tene
Va, nuv («ene ~ia
used ås kricolten, rei
peing any bilane* ds an ;hm Anir unnes
Innland gol-eim, drag the Salmen pen:d so
ane] at mona vak» x of :ho end of :ho renran
panel
• Canberra In ck<rnmeng Simon bass ofte
~en indudel I, Sd gaum" erne enlicaegd
snei tener"t 'I,' ISS fristatSenn has reled
cer nfornmeen ~ned kwsognet oter lian VES
Firartet kinn..
randednn Iran anoder
Inna
yov meg have Ødel to yta linincial
Adw.or. The Favn dose not ndepenclintly venly a
'stiet the safety« vedry city
Namstan
~city
~c« aha Mn LES frared ~14
addban alehough ISS anna Serva, garn*
~es M rikneut ion sinn anerad the fan
~MI tron* any asturances tal the Mormaler
uflle '<al bess' and 'Urteeked gallariµ'
accurate
of te deed the lusernen. Ai Ø,
please dana regn
normabon to make
inhat V såle <Monn, for na inadel
o
Attcunts ~red
tote Fim mei
roarketgarna?, nornison only fa te pand of
uno ds, ro held at ref sm Mod enerosa
nearinagan tan be added ty you Hun< til Adam
• d elleed gdlaw >Mendaues ~labb,
er enrad ormakiedosnekmes ae cakulatedki•
Minka, stue bis Te graniachat daa fot
n0~
ba, fnay
nily noletlieticcamefira
dages anla sauna>, morcirizaeanewnb.
Oirdend ard setrerradderil
lett
ånd witeenec
~dvs ble are era combined lodfyrel a
pernod kg
'Tradedate' <arm presems tle
agna enst*" trade dato
• fable ~St
Bonds ard paleled stoet dye
Ile sva< aih for efelimdgeramon ida be salsled
~an, by log Iran ~eig ad tatLaldt
uha
e
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dem. Cal fate rikernson is cbtanx1 In» Sed
Penes rolas anane rol daseteed per
leteroa rrld
whohcold all«I >itIck conpliee
normnsi ad be anreded Loen retuen.
• CeneTwates of &nuh (es). CO.
Øid
a) to 42!9.000 n prinsipal and suved agereel per
~oska sd af deoostory instrtinan nattaorta
wen FDC Nat
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troti. mat
lign« in bm. Surt de prim les
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belme to be valtale bui rs do rog tatere tbc<
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9~4 vit
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or
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tomin ard optioens a only bid anen la OTC
~ein.
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valuerer modaler temon man ane nr
teed and my na nenna annal marken pat
a rate
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mk 9~ te 'orke rue not maltble' line se
~le lo dalen a ene for a searly
- Deposna cf »gates ~med
it terrenet
ofse ten US *dan are rellaged at the «ban¢
att a d the slakne« dage
- fer (orten ~ass vadetg n rianaatreigny
denonnnatian, pm sd kartry (In vals> my
hiva bet, acjusiod to fankat onder 'akaier.
To obtam attan quounans, whig" malerle», trial
pta frnancial d4ina
• Privat invafttneees and steuettred ~dugt.
Ymse investment 'Kanin (exkelny dred
Netpr an poeten sd rep nute nvelt~ snet
savnes) and striskeedpeoducts ae omn", harv
dkaad Certan ctrunised typisk hase nat ben
reanterod wen Ild Seatlit5 ad Exchrge
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13•4 We
prowde estensed valsafts anar, ~Snu«
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dale alenerase Iran anes, i
ad, d viekh aaaate ~ment atosity or
druitured~ mit be~
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ent neonvy avart, the vaie da erdanotd
lata taus:Latt&
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date sd are saka] to UBS inatol Borven on a
regla bast by an ngl~« alution fan
- isa" annal ras cr sponsor omme., sak"
d av me sa;o5ed to fata Fim tyte Muer.
graraa pair' a lada( ard tty be <avdal
basal an «Istra 'lor son lam dug med by
tud pines k demt innestengte. wilues
- Von can can. ~sul ~melon 'gardar,'
ta mshodologa used to damens Se «tenne cf
vals and the dat of fa nknnatianthat a the
barn kr the trau» by meining >ca f ~ut
Adnor
- thral party stanse-0 vakes myle relkient
'Me and' an sertralialtialarel shen
radardart vattes Inn Mel ~led or et
isuble go nsØ a valse ~en
boaene rase
tvg a ~nal east has mynd Sat my cSl
prenarnreported raka sno cnesban. c< »hen a
vals naJd be Ngigy 5p4CulatMcb. to in* raun
cd the aaunty
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an to" general partner or sponsa
mailed vals ra a thvdparty tvmad vals
Prnvitled. !he råke of the smalry mill:4'4~e«
Song ts renhet, pre*
- 'Dent« man to dse' ntarriclude rekna
sapital, ixane or tart
-
une ute' reines the ned alten,
pote per ire and meins (eika raa nyt bant.
▪ Dåe sd isletter! Kli lensens era na latdon a
~ond safiren enhariae and are aneraW
ilkked ander« d tty can be sold the p.a
rraned mai ba loss Man the cor stae emmated
"ut crovded n the accast *Sement
• Ren:~ ~itlen Reantodscarilers anna,
re nag oneenbr nøle la pub k ;Se LES Anancial
Sirad da thernaket poce d II» inicnctidaak
ot ta idd «d a alt enputhi ah* lo< Iht
resirced stødt for ~oses or riva Staten+010AY. To
te eten Sml rest cted kortes are etat* kr sak
te va/senen« maybo ad/sund t* leµ "in me
vri:AM(' vals ,fran".
• hl ~Mas«.
oms% eiet* and rete
An esinvne ol sn-el ren is baud on <urnnt
driderd and nafta ram, auing the ~inn vid
bo held la or* nr frem ItatneA date sand
%sanna% nent a galne. a< easy
and coreguect innen ro not euarantad
- Enertated rast inn and (ørret,' >ridd la
<eden I
of seo.etis toold include navn ot
prexpal
emesi gave
cietht ell
inne"! Brd eve MAS ,dane
be Cmentelltd.
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anen' yidd ird
risrat etan* ard 'eld mort be beer a hita
ensinns
the agenaged "alna
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magis) babb ty ds <unen mann
varanapp belma* n base! ai Me Lan tindene
a rand parre« made bi the mus and
non. the iecur~taases
be Ida kr re
>ex from te
tial
deo ot unt rnarty.
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• ~etg na hold by llls IfinanCial Senkes Catan
auet ro na: hekt by the i ne and ra *dd the
Fridt ~Mala anta Thore essets n
depbyed on pat nattnut fa rtormitora
paprors cely. raten; and aksa protona:d at
prondad by lit Man) hevn UBS aninga Savene
not resp:able lei the ~dal
and das not
gisanget ilt
rxy Itaie asal% an rot psented
by WC c< the Roret~ental WC covera?
▪ Renna ahating and addkieriel swerennieliart
- n addeisi to corrreesions on seks sd 12b I fots
mened neonneser wid Ild ~kan , of "hul
knis lo as <langs et andra w dia» rotert
moens 'ang pairnerns Iran attritdon anda
udrest ot tit en-Guffifr& mat ese ull Nase
mo" ~base! on Ipso dekn« tana:nam (a
te amtet of seks by UBS d a pubcblat ~Al
kn' Inry t ose <Ilda and 6a the asal valsa a
tsarsutt, "As' kad lanntil 'ham held al te
km
- We ard as alfaul sko 'cut. nnadovl.:-.; and
omåt prae-lauk; km n (a lodenarsen fa bander
forman
aaeM
ts gama lo the ~vil hands
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Ib. trut ta
andres le•tildolbr
bawd
as dt rutta Ol
bavn
biddd ~dl lina a
lind favn ty
•
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rectired nornhlion
ein the sal'« darbugion of ~ty «nen ard
ant rnestreire hol tenk toa; aen°, eie anda
as Slakne taters tern ddr9 soscenssetn
from ~yd the ~ene cent:unn ~wen°
arnity<centant, "hates or the renna
amllann ot sportas of Co unn invonmem arm
we ~naua
•. h ~Inn to ammesans ra...adfromSe
r:aglniva udsale of Ne.t5hanes
at anda Ca
Midd tatla an assieewsed revens dyna
per« Iran eardShrts dett sets, as well as
firdn9k• Intmabpr de~rNet. trena, ed
terata
- one~s
SÅ naive trade.; ~siken ad
ott
cca:ereatcn Iren endup firt and snussva
«moses ~a prodscis eit darb.n•
- Wo nates an mua, loe tran Iles Brk USA ad
LES AG Santal baud
525 ps xcarn
sysapno sa Ove bant urde de ISS Brd 5~19
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Information 'egede.; canninecen and ah« (hages
narr.] in torneson rat. the ettion ol bade;,
'(tidag adtd tanattan halsen ,luded
(smitom paveatAr furrshod to you, ad mfl te
Femdel to >da vonlian/an isdag
Short
d yta ae agered n thea uling a secitly. Sota mai
not*dage 6» to «dan bonown)Costs fa /ha
pstkulw stort,
Open arden
BeSlsolna open a '9:od Iddraded* «da tit
dat ral aottuted by the satanen date, open boy and
sel stedan:kr: re 'tolud by the amtst d chidends
«ravs on an ordndenis or n °tnt date unlits
nsIn.cladi ~ne
tysta »a se ~slae Ia
daa KM are ~gard da to~ talte to tanet
~song open cedere
• na
To dan", copy ol
(arta (lent vist Na a.
ante anst nis
Musa cr va ta webite
www
'sle. fon,
- Iss famnar Senxee rol abers. bleen,, Sneen
Sonkes ÅCCOSIIESÅ ard SVA an beden,
scounia
ptende Kan IO bring sann ad
geocists evasynauntsrens Mal *blaud bris
soloter throkaaty tonts, andlan:min access to
~une and anret
euu4d ty "Miksa,
t eny vi norne «mesan lerco,ninsurance
peng anzbinsof LES f hancial Senkts
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se ~ame. ard snu ty produch
-
RNA !DK eased • Ho bra gunster Mai kne vete
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UA toskne enmora Account Bussen
Salat, Attan, BUL ~A and internater..., Rasane
Mansparreng ~An rereatladd
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LES FromealSmwes Inc
- v6.4 it agadal daanutt omset by Via
trans~ Sårna ~cuban anda:ed u-rk.
Kent tit eISS Vsa <redd gards sd the ISS Vita
debt tsch
essued by ISS Bant USA weh
permisson BornVag USA ex
Kaperakt Atalt'«
tradonarts, reoaned sa:knark,. unte marki ard
nardered sannemakt re of ter hex:eden
dridand
UtS Figandal Serien Inc
Per 201711
SDNY_GM_00324556
EFTA _(N)197331
EFTA01306829
*UBS
UBS Financial SMACK Inc
Private Wealth Management
209 Park Avenue
26* floor
New York NY 10171-0002
ANYXCOSINS1707113 Yi 0
Business Services Account
July 2018
MAX FOUNDATION
139A CHARLES ST
APT 233
Account name MAX FOUNDATION
BOSTON MA 02114-3252
Friendly account name: MAX FOUNDATION
Your fi sandal Advisor
Phone 2 I 2-821 -7000 600-30B-3140
Questions about your star/more
Cal your Fnancii Advisor or the
ttesourceline at 800.762.1000,
account 029023651
Value of your account
on lone 29(5)
on Nly 31 (5)
Your assets
1,245 07
1,245 39
that our website:
www tbs cow fnanoaheynces
Your liabilities
0.00
0.00
Value of your account
$1445.07
$1,245.39
kerns for your attention
• Holp protect young) horn fraud and
review bank, credit card, and brokerage
statements regularly. Also. get your free
credit report annually from
www.annualcreditreport.corn.
Tracking the value of your account
7,33.2
5,2362
.2382
1,2433
1,245.1
•
1.245 4
--•••
Dec 2014
Dec
Dec
Dec 2017
kin ions
2018
Sources of your account growth
during 2013
Valid of your account
atsNit and 2017
Your mestrrent return:
DivaNn0 era
interest ncorne
Change in
market value
Yam of in =court
on Ad 317015
41243 25
32.14
$000
$1.24539
Member MK
APP700320006033I 7 NP7000064t 46 00031 0718000000a
Piga t of 6
SONY_GM_00324557
EFTA_00197332
EFTA01306830
*UBS
Business Services Account
1..41y .r,'.:,
Your account balance sheet
Summary of your assets
Value on
July SI IP
Percentage of
yellf =Cu-t
A
Cash and money balances
1,245 39
100.00%
B
Cab alternatives
0. 03
0.00%
C
Equities
0. 03
0.00%
D
Fixed income
ace
0.00%
E
Non-traditional
003
0.00%
Account name:
MAX POuNgATIGN
Friendly account name:MAX FOUNDATION
0.00%
Total assets
Value of your account
51,245.39
100.00%
$1,245.39
Your current asset allocation
A
Eye on the markets
index
S&P 500
Your Amanda' Advisor:
SCOTT STACK st oottxtE CASPIEt.
212.82 1.7000 800.203.2140
, Cash and money balances may include
avalable cash balances, UBS Bank USA deposit
account, UBS FCC Insured Deposit Program Bank
accounts. UBS AG Stamford Branch deposit
account balances and money market mutual fund
sweep balances See the important formation
about )01.01 statement on the last two pages of
this statement for detais about those balances.
Russell 3000
MSC I - Europe, Australia & Far East
Barclays Capital U.S. Aggregate Bond Index
Interest rates on July 31, 2018
3-month Treasury bills' 2.03%
One-month LIBOR 2.08%
Percentage change
July 2018
Year to date
3.72%
6.47%
3.32%
6.64%
2.47%
0.04%
0.02%
-1.59%
le ral000064I460000I 0718000000001
P. 2 of 6
SDNY_GM_00324558
EFTA_00197333
EFTA01306831