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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
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
ian Convey speaks with client to review his account. There are no material changes Yes No Brian Convey 82836 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
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
ian Convey speaks with client to review his account. There are no material changes Yes No Brian Convey 82836 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
'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
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 Andrew Gallivan 3/13/2017 Brian Convey speaks with client quarterly to review account. There are no changes to client's employment status
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
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 Andrew Gallivan 3/13/2017 Brian Convey speaks with client quarterly to review account. There are no changes to client's employment status
Entities connected to both Sergey Brin and Life Ins Trust

Jeffrey Epstein
PERSON
Prince Andrew
PERSON
Martha Stewart
PERSON
Paul Volcker
PERSON
Blackstone
ORGANIZATION
Stewart Oldfield
PERSONBrian Convey
PERSONSouthern Trust Company
ORGANIZATIONScott Prokop
PERSONKestenbaum
PERSONCayman LP
ORGANIZATIONJohn Marson
PERSONJarero
LOCATIONBPP F.1 REIT Inc.
ORGANIZATION