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endowments, and wealthy individuals. Cabrerizo, Tom Andrew Gallivan 3/14/2017 No changes to report. No changes to report. Rachel spoke w/Tom Cabririzo to inform him she would now be handling his DB relationship. Yes No Rachel Maglicic Florescue Family Corporation
e No material change Yes No Stewart Oldfield Andrew Gallivan 3/16/2017 no material change no material change Yes No Stewart Oldfield Neptune. LLC Andrew Gallivan 3/16/2017 no material change no material change Yes No Stewart Oldfield NES, LLC Andrew Gallivan 3/16/2017 No mat
ing his DB relationship. 00000500416 Florescue Family Corporation Andrew Gallivan 3/14/2017 No changes to report. No changes to report. Rachel provided Barry Florescue an update on the recently executed swap and introduced the GSMM investment opportunity. Yes No Rachel Maglici
s No Stewart Oldfield 000O0489505 Andrew Gallivan 3/16/2017 no material change no material change Yes No Stewart Oldfield 00000487264 Neptune, LLC Andrew Gallivan 3/16/2017 no material change no material change Yes No Stewart Oldfield 00000487265 NES, LLC Andrew Gallivan 3/16/
for this entity. No No Mark Gonzalez 00000421598 Cabrerizo, Tom Andrew Gallivan 3/14/2017 No changes to report. No changes to report. Rachel spoke whom Cabririzo to inform him she would now be handling his DB relationship. Yes No Rachel Maglicic 00000500416 Florescue Family
s No Stewart Oldfield 00000489505 Andrew Gallivan 3/16/2017 no material change no material change Yes No Stewart Oldfield 00000487264 Neptune, LLC Andrew Gallivan 3/16/2017 no material change no material change Yes No Stewart Oldfield 00000487265 NES, LLC Andrew Gallivan 3/16/
. No No Mark Gonzalez EFTA01398798 82881 00000421598 Cabrerizo, Tom Andrew Gallivan 3/14/2017 No changes to report. No changes to report. Rachel spoke w/Tom Cabririzo to inform him she would now be handling his DB relationship. Yes No Rachel Maglicic 82882 00000500416 Florescue Family C
wart Oldfield 82914 00000489505 Andrew Gallivan 3/16/2017 no material change no material change Yes No Stewart Oldfield 82920 00000487264 Neptune, LLC Andrew Gallivan 3/16/2017 no material change EFTA01398802 no material change Yes No Stewart Oldfield 82922 00000487265 NES, LLC And
. No No EFTA01398860 Mark Gonzalez 82881 00000421598 Cabrerizo, Tom Andrew Gallivan 3/14/2017 No changes to report. No changes to report. Rachel spoke w/Tom Cabririzo to inform him she would now be handling his DB relationship. Yes No Rachel Maglicic 82882 00000500416 Florescue Family C
wart Oldfield 82914 00000489505 Andrew Gallivan 3/16/2017 no material change no material change Yes No Stewart Oldfield 82920 00000487264 Neptune, LLC Andrew Gallivan 3/16/2017 EFTA01398864 no material change no material change Yes No Stewart Oldfield 82922 00000487265 NES, LLC And
Entities connected to both Rachel and Neptune

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Richard Kahn
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