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50 WM Banker Relationships by Revenue May YTD 2014 GMIS Rev. Rank Relationship Banker May YTD Revs CBVs ex Custody Comments 1 ICAHN & FAMILY Rosemary Vrablic 9,386,809 1,275,592,449 2 KROENKE GROUP Rosemary Vrablic 8,663,916 2,916,514,666 3 HARBOURVEST PARTNER Joanne Jensen 5,626,478 427,926,770
93,163 2,257 18 SIMON HERBERT Rosemary Vrablic 1,307,332 222,697,073 19 GOLUB CAPITAL Malcolm Kimble 1,277,451 107,053,798 20 CAMBAY GROUP Mark Westhoff 1,233,488 69,816,586 21 AMIDI RAHIM Cheryl Paller 1,161,837 133,130,748 22 TRUMP DONALD J Rosemary Vrablic 1,019,804 201,641,046 23 LOEB D
50 WM Banker Relationships by Revenue May YTD 2014 GMIS Rev. Rank Relationship Banker May YTD Revs CBVs ex Custody Comments 1 ICAHN & FAMILY Rosemary Vrablic 9,386,809 1,275,592,449 2 KROENKE GROUP Rosemary Vrablic 8,663,916 2,916,514,666 3 HARBOURVEST PARTNER Joanne Jensen 5,626,478 427,926,770
93,163 2,257 18 SIMON HERBERT Rosemary Vrablic 1,307,332 222,697,073 19 GOLUB CAPITAL Malcolm Kimble 1,277,451 107,053,798 20 CAMBAY GROUP Mark Westhoff 1,233,488 69,816,586 21 AMIDI RAHIM Cheryl Paller 1,161,837 133,130,748 22 TRUMP DONALD J Rosemary Vrablic 1,019,804 201,641,046 23 LOEB D
Top 50 WM Relationships by Revenue May YTD 2014 GMIS Rev. Rank Relationship Banker Sub-GMT May YTO Revs CBVs (ex Custody) 1 ICAHN & FAMILY Rosemary Vrablic PB 9,386,809 1,275,592,449 2 KROENKE GROUP Rosemary Vrablic PB 8,663,916 2,916,514,666 3 R006965312 RICHARDS CIAMPI / LOBKLOWICZ PCS 8,22
0,000 13 SIMON HERBERT Rosemary Vrablic PB 1,307,332 222,697,073 14 GOLUB CAPITAL Malcolm Kimble PB 1,277,451 107,053,798 15 CAMBAY GROUP Mark Westhoff PB 1,233,488 69,816,586 16 AMIDI RAHIM Cheryl Paller PB 1,161,837 133,130,748 17 R000231834 - UNION COMM FAGELLA/PACE PCS 1,041,873 452,
Lead Michael Jesselson Business 1301 Ave. of the America, Suite 4101 New York NY 10019 Jesselson, Michael United States Michael Jesselson Rosemary Vrablic Active Submit for Approval Alan Kufeld 0006000000UMzjnEAD Lead Alan S. Kufeld Business 1350 Avenue of the Americas New York York 10019 Ku
d, Robert DONE No-diff JAC Allow Lead Steve Brandis 00030000008bnSuEAI Primary Residence 33433 Brand, Steve A. United States Steve A. Brand Mark Westhoff Active Submit for Approval DONE Fred Cooper 00030000008bleMEAQ Lead Frederick Business 3103 Philmont Avenue Huntingdon Valley 19006 Coo er
14 Dominic J Scalzi Employee 525 174.91 3 Dinner Clie nt Meals PICCOLO PARADISO RISTORAN 158167 6212651 SCALZI DOMINIC 6201215544 1/12/2014 Rosemary Vrablic DB oyee Employee 524.74 131 4 Meals/drinks Client Dinner Not applicable 8021 158167 01/12/2014 Rosemary T Vrablic Employee 525 174.91 3
ee Andrew 1067 3 Ticketed Event 2/27/2014 159043 Sent 6201215594 WM Americas Front Office Dinner Not applicable 6123267 JACOBY, MICHAEL A Mark Westhoff 6201215594 WM Americas Front Office Dinner Not applicable 6123267 JACOBY, MICHAEL A Michael Jacoby 6201215594 WM Americas Front Office Dinne
0000408984 36 563.821879999996 0S183900100000410461 37 7187.55877 Relationships by CBVs CBV Rank Relationship Banker CBVs 1 KROENKE GROUP Rosemary Vrablic Apr YTD Revs 2.937851056076081E9 69 ICAHN d FAMILY Rosemary Vrablic 1.2754988552532701E9 75 RELATED COMPANIES Rosemary Vrablic 6.41103285664
HOTT STEPHEN C Ed Lok 2.6497719764538002E8 288858.397 HUBBARD BROADCASTIN PRINCIPLES OF AQUIL VALIOTIS EFSTATHIOS BURKLE RONALD Susan JAGLOM Mark Westhoff Joanne Jensen 2.462708999917501E8 27 2.4402816926698986E8 43 Malcolm Kimble 2.4321610581260002E8 25 Burnett 2.4264389407850996E8 Terrence T
Entities connected to both Rosemary Vrablic and Mark Westhoff

Prince Andrew
PERSONTerri Sohrab
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Paul Morris
PERSONJoanne Jensen
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Martha Stewart
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Stewart Oldfield
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Stephen Hawking
PERSONTerrence Tangney
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Jeffrey Epstein
PERSONDeirdre
PERSONGeorge Zahringer
PERSONSusan Burnett
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Prince Charles
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Donald Trump
PERSONRussell Daulton
PERSONMalcolm Kimble
PERSONAndrew Gallivan
PERSONElizabeth Payne
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Alan Dershowitz
PERSONCheryl Paller
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