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ent's employment status, health or primary residence No No Brian Convey Paul Volcker Tr For James P. Volcker Andrew Gallivan 3/13/2017 Brian speaks with client quarterly to review account There are no material changes No No Brian Convey Paul Volcker Tr For Janice Volcker Zima
Paul A Volcker Irrevocable Life Ins Trust Andrew Gallivan 3/13/2017 Brian Convey speaks with client quarterly to review account. There are no changes to client's employment status, health or primary residence No No Br
employment status, health or primary residence No No Brian Convey 82833 Paul Volcker Tr For James P. Volcker Andrew Gallivan 3/13/2017 Brian speaks with client quarterly to review account There are no material changes No No Brian Convey 82834 Paul Volcker Tr For Janice Volcker
ient re: accounts There are no material changes No No Brian Convey 82871 Kestenbaum, Jacob Andrew Gallivan 3/13/2017 Scott Prokop and Brian Convey speaks with client to review his account. There are no material changes Yes No Brian Convey 82836 Paul A Volcker Irrevocable Life Ins T
employment status, health or primary residence No No Brian Convey 82833 Paul Volcker Tr For James P. Volcker Andrew Gallivan 3/13/2017 Brian speaks with client quarterly to review account There are no material changes No No Brian Convey 82834 Paul Volcker Tr For Janice Volcker
ient re: accounts There are no material changes No No Brian Convey 82871 Kestenbaum, Jacob Andrew Gallivan 3/13/2017 Scott Prokop and Brian Convey speaks with client to review his account. There are no material changes Yes No Brian Convey 82836 Paul A Volcker Irrevocable Life Ins T
's employment status, health or primary residence No No Brian Convey I Paul Volcker Tr For James P. Volcker Andrew Gallivan 3/13/2017 Brian speaks with client quarterly to review account There are no material changes No No Brian Convey Paul Volcker Tr For Janice Volcker Zima
with client re: accounts There are no material changes No No Brian Convey Kestenbaum, Jacob Andrew Gallivan 3/13/2017 Scott Prokop and Brian Convey speaks with client to review his account. There are no material changes Yes No Brian Convey Paul A Volcker Irrevocable Life Ins Trust A
ent's employment status, health or primary residence No No Brian Convey Paul Volcker Tr For James P. Volcker Andrew Gallivan 3/13/2017 Brian speaks with client quarterly to review account There are no material changes No No Brian Convey Paul Volcker Tr For Janice Volcker Zima
with client re: accounts There are no material changes No No Brian Convey Kestenbaum, Jacob Andrew Gallivan 3/13/2017 Scott Prokop and Brian Convey speaks with client to review his account. There are no material changes Yes No Brian Convey Paul A Volcker Irrevocable Life Ins Trust A
, Michael J. Davis, Michael Jacoby New York US-Onshore Update Required 75953 00000508784 Sullivan, Brian Frances Carolin Botzenhard SULLIVAN, BRIAN RELATIONSHIP 6/17/2016 Brian Sullivan - 6/17 visited here ? Zach and Carolin met with Brian to discuss curr ent portfolio performance, additional
9920 Carolin Botzenhard 2015 1 12/4/2000 Armen Brash, Andrew Galivan, Michael J. Davis, Michael Jacoby US-Onshore Diouf, Jacques 00000210062 Brian Convey 2009 1 3/6/1998 Armen Brash, Andrew Galivan, Michael J. Davis, Michael Jacoby US-Onshore Simon Bloom, Aimee 00000113121 Douglas Robertson 1
Entities connected to both Sergey Brin and Brian Convey

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