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c O 9/28/2015 0:00 345728.634 Americas US Onshore Morris/Oldfield Banker no FAMILY LIMITED PART C 10/30/2015 0:00 0 Americas US Onshore is/Oldfield Banker no ASADI Classic Adv sory Depos is ADVD1 29.96252 0.01089 0.01248 49.98244473 US Onshore East Coast USO New York Banker Debjani Bag
i S, INC. . DPM Invtmt Adv O 0 0 Americas US Onshore East Coast USO New is/Oldfilim ilislijani Bagchi S, INC. DPM w York Paul Morris Stewart Oldfield LINDEMANN JR GEORGE THE GEORGE LINDEMANN Advisory Lending ADVL1 1839Y=BWWPHG 3318.8361 York Paul Morris Paul Morris FAREED DOMINIQUE LEIME
41161.70138 1.36528 0.09724002 iMizil US Onshore East Coast USO New York Paul Morris Paul Morris Morr is/Oldfield Banker no THE NATIONAL ORGANI THE NATIONAL ORGANIZ ATION OF THE NEW APO Custody Custody CUSCU 1.83968069E9 0 5/21 /2015 0:00 6.389364230727E7 4792094.25315 13093.5654 2
ody NNA ex Cust, Dep, Lnd Dep NNA Reveneus YTD RoA Assets MTD Americas US Onshore East Coast USO New York Paul Morris Paul Morris Morr is/Oldfield Banker no 2CRM TFMG LLC, US Tfmg LLCUS Classic Advisory Brokerage ABRB1 0 0 0 0 O 6696.40163 0 Americas US Onshore East Coast USO Ne
I Classic Advisory Brokerage ABRB1 III§ 2.33934 2.33934 2.33934 240.3125 0.66795151 USO New York Paul Morris Paul Morris Morr THE NATIONAL ORGANI THE NATIONAL ORGANIZ Classic Advisory Brokerage ABRB1 IIII 0 30195.99839 0 USO New York Paul Morris Paul Morris Morr THE NATIONAL ORGANI
019 20: IUSD rust i , **wart Oklaeld 972 2.628 2,497 US183900100000570648 ADIXESHAVAR Tr+. 750 1313 76% KM Report (Client-Leve) - 1.CRM: Stewart Oldfield May 2019 MIN 2019 May 201$ TUSD To, 959,285 589,129 December 7018 1050 427,620 370,156 63% 531,665 GroAth YoY LUSO rA GHPAth YID 12
1 11 16 (4) (28%) 32,906 38.726 36,710 (5,820) (I5%) (3,804) (10%) (747) (5.390) (407) (4,983) (1,226%) (16%) 153 136 17 NATIONAL ORGANI O5183900100000490 359 THIRD LAKE 92 440 350 90 26% 155,773 121,686 125,323 34,087 28% 30,450 24% (29,661) 30,450 39,993 (9543) (24%
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