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named trusted contact person(s)(the"Trusted Contact Person(s)*) identified as such. Additionally. I/ we authorize this information to be shared with the Trusted Contact Person(s) at the discretion of Financial Institution and Pershing. This authorization includes. but is not limited to. sharing or disclosing any information
ATION • AFTER YEAR END. PERSHING IS REQUIRED TO PROVIDE TAX INFORMATION TO THE INTERNAL REVENUE SERVICE AND OTHER GOVERNMENTAL AUTHORITIES. AT THAT TIME PERSHING WILL PROVIDE THAT INFORMATION ON THE ANNUAL TAX NFORMATION STATEMENT TO YOU: USE THAT STATEMENT TO PREPARE YOUR TAX FLINGS. THE TAX STATEMENT ALSO
med trusted contact person(s) (the "Trusted Contact Person(s)") identified as such. Additionally, II we authorize this information to be shared with the Trusted Contact Person(s) at the discretion of Financial Institution and Pershing. This authorization includes, but is not limited to, sharing or disclosing any information
MATION • AFTER YEAR END. PERSHING IS REQUIRED TO PROVIDE TAX INFORMATION TO THE NRERNAL REVENUE SERVICE AND OTHER GOVERNMENTAL AUTHORITIES. AT THAT TIME PERSHING WILL PROVIDE THAT INFORMATION ON THE ANNUAL TAX NFORMATION STATEMENT TO YOU: USE THAT STATEMENT TO PREPARE YOUR TAX FLINGS. THE TAX STATEMENT ALSO
med trusted contact person(s) (the "Trusted Contact Person(s)s) identified as such. Additionally, IF we authorize this information to be shared with the Trusted Contact Person(s) at the discretion of Financial Institution and Pershing. This authorization includes, but is not limited to. sharing or disclosing any information
ATION • AFTER YEAR END. PERSHING IS REQUIRED TO PROVIDE TAX INFORMATION TO THE INTERNAL REVENUE SERVICE AND OTHER GOVERNMENTAL AUTHORITIES. AT THAT TIME PERSHING WILL PROVIDE THAT INFORMATION ON THE ANNUAL TAX INFORMATION STATEMENT TO YOU: USE THAT STATEMENT TO PREPARE YOUR TAX FLINGS. THE TAX STATEMENT ALSO
ed trusted contact person( s) (the "Trusted Contact Person(s)") identified as such. Additionally, I/ we authorize this information to be shared with the Trusted Contact Person(s) at the discretion of Financial Institution and Pershing. This authorization includes, but is not limited to, sharing or disclosing any information
MATION • AFTER YEAR END. PERSHING IS REQUIRED TO PROVIDE TM INFORMATION TO THE INTERNAL REVENUE SERVICE AND OTHER GOVERNMENTAL AUTHORITIES. AT THAT TIME PERSHING WILL PROVIDE THAT INFORMATION ON THE ANNUAL TM INFORMATION STATEMENT TO YOU; USE THAT STATEMENT TO PREPARE YOUR TM FLINGS. THE TAX STATEMENT ALSO I
Entities connected to both the Trusted Contact Person(s and TIME PERSHING

Jeff Sessions
PERSONTHE FEDERAL RESERVE SYSTEM
ORGANIZATIONTHE BOARD OF GOVERNORS OF
ORGANIZATIONTHE CLEARING FACILITY
ORGANIZATIONON PERSHING'S
ORGANIZATIONINDEBTED TO PERSHING LLC
ORGANIZATION
CUSTOMS
ORGANIZATIONUSAGES
ORGANIZATIONBNY MELLON CAPITAL MARKETS
ORGANIZATIONPershing
LOCATIONthe Pershing Customer Service Department
ORGANIZATIONthe State of New York
LOCATIONTAXABLE
ORGANIZATIONLegal Department
ORGANIZATIONPershing LLC
ORGANIZATIONClient Service Information
ORGANIZATIONthe Options Clearing Corporation
ORGANIZATIONMoney Market Fund
ORGANIZATIONSecurities Investor Protection Corporation
ORGANIZATIONPie Chart
ORGANIZATION