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Morris 12/31/2015 10 U.S. Structured Lending Stewart Oldfield Portfolio Services, LLC 9/30/2015 10
50000000 BPS 40 200000 Paul Morris Estate of Gerard Basquiat- Estate of Gerard Basquiat red Lending (Secured) 50000000 BPS 100 500000 KKR EverWatch Financial 12/31/2015 75 Private 75000 75000 Paul Morris CLO 2 Falcon Trail Capital, LLC 6/30/2015 50 000 BPS 200 100000 Paul Morris CLO Falcon
eenan, William Howard- Keenan, William Howard 0000 BPS 5 12500 Paul Morris Structured Credit Kim, Steven 9/30/201 50000000 BPS 100 500000 Stewart Deposits Laffont, Philppe 9/30/201 0000 BPS 40 100000 Paul Morris Mortgage Laffont, Philppe 9/30/201 0000 BPS 100 250000 Paul Morris B
rises 12/31/2015 75 Lombard 250000000 BPS 65 1625 000 Morris 1 IF(G4="BPS",I4*(K4/12),I4)=135416.66666666666 IF(G4="BPS",I4,0)=1625000 KKR EverWatch Financial 12/31/2015 75 Private Equity Funds 5000000 Flat Fee - 200000 Morris 0 IF(G5="BPS",15*(K5/12),15)=200000 IF(G5="BPS",15,0)=0 Brokerage Grati
d Lending (Unsecured) 100000000 BPS 200 Art Loan LINDEMANN FAMILY RELATIONSHIP Lindemann, Adam M. Letter of Credit 35000000 BPS 200 700000 Stewart ETE Loan LINDEMANN FAMILY RELATIONSHIP Lindemann Jr., George Letter of Credit 25000000 BPS 100 250000 Stewart ETE Loan LINDEMANN FAMILY REL
ensive Financial Management 3/31/2016 Private Wealth Premium Money Market 0 Stewart Oldfield KCP/ Private Markets COLLIS, CHARLES RELATIONSHIP EverWatch Financial 3/31/2016 Private Equity Funds 5000000 Flat Fee 200000 200000 Stewart Oldfield Brokerage ommissions) Share Collars ommissions) Introduction
Entities connected to both Martha Stewart and EverWatch Financial

Stewart Oldfield
PERSONDeutsche Bank Securities Inc.
ORGANIZATION
Paul Morris
PERSON
Prince Andrew
PERSON
United States
LOCATIONLeon Black
PERSON
Deutsche Bank
ORGANIZATION
George Mitchell
PERSON
Donald Trump
PERSON
Prince Charles
PERSON
Lawrence Krauss
PERSON
Stephen Hawking
PERSON
Eric Trump
PERSON
Julie K. Brown
PERSON
Harvey Weinstein
PERSON
Barry Diller
PERSON
Samantha Power
PERSONDeutsche Asset & Wealth Management
ORGANIZATION
Robert Gates
PERSON
Paul Ryan
PERSON