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To: Paul Morris; Michael J Driscoll; Ryan Barclay Cc: Stewart Oldfield Subject: RE: manag
implemented. Larry discussed a lot of this last time we got together. Page 7 will give you a good sense of the allocations across the 4 strategies — Income, Growth & Income, Growth and Maximum Growth. Based on our discussions, I suspect you will end up deciding between Growth & Income and Growth. Note that we can run t
arry V Adam; Paul Bartilucci; Michael 3 Driscoll; Ryan Barclay; Thomas Heidenberger Subject: managed po
implemented. Larry discussed a lot of this last time we got together. Page 7 will give you a good sense of the allocations across the 4 strategies — Income, Growth & Income, Growth and Maximum Growth. Based on our discussions, I suspect you will end up deciding between Growth & Income and Growth. Note that we can run t
To: Paul Morris; Michael J Driscoll; Ryan Barclay Cc: Stewart Oldfield Subject: RE: manag
implemented. Larry discussed a lot of this last time we got together. Page 7 will give you a good sense of the allocations across the 4 strategies — Income, Growth & Income, Growth and Maximum Growth. Based on our discussions, I suspect you will end up deciding between Growth & Income and Growth. Note that we can run t
Entities connected to both Paul Ryan and Income, Growth & Income

Martha Stewart
PERSONLarry Visoski
PERSON
Paul Morris
PERSON
Stewart Oldfield
PERSONRyan Barclay
PERSONThomas Heidenberger
PERSONLarry V Adam
PERSONDeutsche Bank Asset & Wealth Management
ORGANIZATIONPaul N. Bartilucci
PERSONMichael J Driscoll
PERSON