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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
lcolm Kimble 303,266 558,305,596 Add to Top 50 list 47 SOUTHERN FINANCIAL Paul Morris 296,348 222,667,130 Add to Top 50 list 48 SINCOCK CRAIG Michael Jacoby 202,673 171,582,948 Add to Top 50 list 49 STERN ED Maryann Coleman 142,434 357,080,564 Add to Top 50 list 50 ELLISON) Russell Daulton (80,70
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
lcolm Kimble 303,266 558,305,596 Add to Top 50 list 47 SOUTHERN FINANCIAL Paul Morris 296,348 222,667,130 Add to Top 50 list 48 SINCOCK CRAIG Michael Jacoby 202,673 171,582,948 Add to Top 50 list 49 STERN ED Maryann Coleman 142,434 357,080,564 Add to Top 50 list 50 ELLISON) Russell Daulton (80,70
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
693 - WEINBERG.' BARRY GARBER PCS 215,217 114,269,600 46 R007034968 - WILLIAMS GERMANN/HASSAN/FINK PCS 214,707 48,987,361 47 SINCOCK CRAIG Michael Jacoby PB 202,673 171,582,948 48 STERN ED Maryann Coleman PB 142,434 357,080,564 49 R000645531 - BOLLING BRAD LACONTE PCS 141,647 19,261,051 5
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
r 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 Dinner Not applicable 6123267 JACOBY, MICHAEL A 6201215594 WM Americas Front Dinner Not applicable ACER
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
99 US183900100000175329 42 HIRTLE CALLAGHAN & Terrence Tangney 1.8624096026737002 E8 2330636.933040002 US183900100000221685 43 KELLEY BRAD Michael Jacoby 1.8249653799533987E8 79320.4251 3 US183900100000424046 44 SINCOCK CRAIG Michael Jacoby 1.7226060122136003E8 162253.179 85 US1839001000001640
Pivot Row Labels Count of Customer Owner MSR Count Count of Customer Name Kim Hart, Andrew Galivan, Michael J. Davis, Michael Jacoby New York Rosemary Vrablic 9 San Francisco 16 Joanne Jensen 5 Los Angeles 9 Paul Bartilucci 1 Chicago 1 Terrence Tangney 9 Grand Total 73 Deirdre Judge 1 Kim Ha
Pivot Row Labels Count of Customer Owner MSR Count Count of Customer Name Kim Hart, Andrew Galivan, Michael J. Davis, Michael Jacoby New York Rosemary Vrablic 9 San Francisco 16 Joanne Jensen 5 Los Angeles 9 Paul Bartilucci 1 Chicago 1 Terrence Tangney 9 Grand Total
Entities connected to both Rosemary Vrablic and Michael Jacoby

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