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Morris Managing Director Deutsche Bank Private Bank Office: Cell: From: Melinda Roy Sent: Monday, February 01, 2016 10:19 AM To: Paul Morris; Stewart Oldfield Subject: RE: today [I] Classification: For Internal use only Yes I believe U sent it over to me before he left. I will bring over some copies this
I] Pipeline 2.1.2016.pdf Classification: For Internal use only I pulled this off dbForce just now. Look correct? It's pulling 2 opportunities from Ed Finley when I filter for you and Stewart - should those be removed? From: Paul Morris Sent: Monday, February 01, 2016 10:24 AM To: Melinda Roy Subject:
13 Inactbie 0 01.2015 152 9/2/2015 Stewart Oldbeld Oorrance Family Foundation Cash management 12/31/2015 Inactive 0 01-2015 152 9/2/2015 Stewart Oldfield New Product New Client Stine 2/29/2016 Prospecting 10 Q1-2015 25 1/7/2016 Stewart Oldheld Lindemann Jr. George Consumer RE New Product Exi
Fiscal Peden, Age Created Date Opportunity Owner OF Enter/Inset Polimory Mandate Product Client 12/31/2015 Inactive 0 Q1.2015 927 7/19/2013 Ed Finley New - New Vadim Maine. yearn- 12/31/2015 Inactme 0 01-2015 1141 12/17/2012 Ed Finley New Product New Client New Product- (pang Client Elysi
015 Paul Morris 153 60 105 10/19/2015 Paul Morris 139 9/15/2015 Paul Morris 105 10/19/2015 Paul Morris 123 10/1/2015 Paul Morris 45 12/18/2015 Stewart Oldfield 8/7/2015 Stewart Oldfield 9/2/2015 Stewart Oldfield 9/2/2015 Stewart Oldfield 1/7/2016 Stewart Oldfield 9/2/2015 Stewart Oldfield 9/2/2015 Stew
0 0 25 50 25 50 0 10 10 10 10 25 10 50 10 75 0 10 10 EFTA01477094 0 0 10 50 50 75 0 0 Q1-2015 Q1-2015 1141 12/17/2012 Ed Finley 105 10/19/2015 Paul Morris 139 9/15/2015 Paul Morris 9/1/2015 Paul Morris Q1-2015 Q1-2015 Q1-2015 Q1-2015 Q1-2015 Q1-2015 Q1-2015 Q1-2015
Morris Managing Director Deutsche Bank Private Bank Office: Cell: From: Melinda Roy Sent: Monday, February 01, 2016 10:19 AM To: Paul Morris; Stewart Oldfield Subject: RE: today [I] EFTA01477090 Classification: For internal use only Yes I believe JJ sent it over to me before he left. I will bring over
500 To: Paul Morris ‹ > Classification: For internal use only I pulled this off dbForce just now. Look correct? It's pulling 2 opportunities from Ed Finley when I filter for you and Stewart — should those be removed? From: Paul Morris Sent: Monday, February 01, 2016 10:24 AM To: Melinda Roy Subject:
Entities connected to both Stewart Oldfield and Ed Finley

Martha Stewart
PERSONDeutsche Bank Securities Inc.
ORGANIZATION
Paul Morris
PERSON
Prince Andrew
PERSONJj Litchford
PERSONAndrew Gallivan
PERSON
Melinda Gates
PERSON
Barry Diller
PERSONMary Ann Coleman
PERSONSomerset Partners
ORGANIZATIONDorrance Family Foundation
ORGANIZATIONSusan Burnett
PERSON
Wilbur Ross
PERSON