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7)=2916.6666666666665 IF(G7="BPS",17,0)=35000 Phoenix America ORIX Corporation 12/31/2015 75 Private Equity Funds 10000000 Flat Fee - 400000 Oldfield 0 IF(G8="BPS",18*(KB/12),18)=400000 IF(G 8="BPS",18,0)=0 Deposits Parami Capital Management 12/31/2015 75 Money Market 10000000 BPS 35 3
e Wealth Premium Checking w/Interest 25 Private Wealth Premium Checking w/In BPS 40 40000 Paul Morris 12/31/2015 10 U.S. Structured Lending Stewart Oldfield Portfolio Services, LLC 9/30/2015 10 50 125000 Paul Morris Portfolio Services, LLC 9/30/2015 25 BPS 40 200000 Paul Morris Portfolio Service
25000 Paul Morris Banking Black, Leon D 40 200000 Paul Morris Credit Line Blue Mountain Capital Management, LLC t 50000000 BPS 100 500000 Paul Mor Deposits Bommer, Scott 9/30/2015 25 BPS 40 100000 Paul Morris Residential Mortgage Bommer, Scott 9/30/2015 0000 BPS 100 250000 Paul Mor
From: Daniel Sabba To: "Jeffrey E." <[email protected]> Cc: Paul Mor , Stewart Oldfield , Vahe Stepanian Subject: AAPL Monday Outperfonnance vs. SPY [C] Date: Tue, 18 Nov 2014 20:05:52 +0000 Attachments: Reviewed AAPL KCP trade.pdf _
From: Daniel Sabba To: "Jeffrey E." <[email protected]> Cc: Paul Mor , Stewart Oldfield , Vahe Stepanian Subject: AAPL Monday Outperfonnance vs. SPY [C] Date: Tue, 18 Nov 2014 20:05:52 +0000 Attachments: Reviewed AA
e Wealth Premium Checking w/Interest 25 Private Wealth Premium Checking w/In BPS 40 40000 Paul Morris 12/31/2015 10 U.S. Structured Lending Stewart Oldfield Portfolio Services, LLC 9/30/2015 10 50 125000 Paul Morris Portfolio Services, LLC 9/30/2015 25 BPS 40 200000 Paul Morris Portfolio Service
Morris Banking Black, Leon D. 12/31/2015 40 200000 Paul Morris Credit Line Blue Mountain Capital Management, LLC t 50000000 BPS 100 500000 Paul Mor Deposits Bommer, Scott 9/30/2015 25 BPS 40 100000 Paul Morris Residential Mortgage Bommer, Scott 9/30/2015 0000 BPS 100 250000 Paul Mor
Entities connected to both Stewart Oldfield and Paul Mor

Martha Stewart
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Jeffrey Epstein
PERSONVahe Stepanian
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Paul Morris
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Daniel Sabba
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Donald Trump
PERSONLeon Black
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Lawrence Krauss
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Prince Charles
PERSONFalcon Trail Capital
ORGANIZATIONDF Enterprises
ORGANIZATIONU.S. Structu
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ORGANIZATIONPrivate Wealth Premium
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PERSONEverWatch Financial
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