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lic 2,547,911 189,171,737 8 LONE STAR FUNDS Rosemary Vrablic 2,516,642 370,728,289 9 WASSERMAN ALAN Joanne Jensen 2,398,296 381,787,930 10 WOLFSON Joanne Jensen 2,364,055 280,296,432 11 KUEHNER CARL Joanne Jensen 1,799,474 139,490,000 12 GS CAPITAL PARTNERS Rosemary Vrablic 1,738,004
Top 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
lic 2,547,911 189,171,737 8 LONE STAR FUNDS Rosemary Vrablic 2,516,642 370,728,289 9 WASSERMAN ALAN Joanne Jensen 2,398,296 381,787,930 10 WOLFSON Joanne Jensen 2,364,055 280,296,432 11 KUEHNER CARL Joanne Jensen 1,799,474 139,490,000 12 GS CAPITAL PARTNERS Rosemary Vrablic 1,738,004
Top 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
,141 641,237,602 6 HIRTLE CALLAGHAN & Terrence Tangney PB 2,923,035 176,793,528 7 WASSERMAN ALAN Joanne Jensen PB 2,398,296 381,787,930 8 WOLFSON Joanne Jensen PB 2,364,055 280,296,432 9 KUEHNER CARL Joanne Jensen PB 1,799,474 139,490,000 10 SILLERMAN ROBERT FX Terri Sohrab PB 1,47
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 / LOB
ONALD 1 0% 272,012,125 1% 833,110 1% TRUMP DONALD J 1 0% 268,103,063 1% 761,733 1% JACOBS BRADLEY 1 0% 264,628,961 1% 479,517 1% WOLFSON 1 0% 263,501,981 1% 1,128,005 1% SILLERMAN ROBERT FX 1 0% 259,989,958 1% 490,447 1% MERCER ROBERT 1 0% 254,494,361 1% 245,102 0%
Q1 CBVs 2015 (USD) % of total Revenue 50m+ 156 5% 28,874,852,700 68% 58,030,343 62% KROENKE GROUP 1 0% 3,076.958,405 7% 6,065,440 6% ICAHN & FAMILY 1 0% 1,332,179,378 3% 6,449,089 7% NA 9 0% 1,073,535,892 3% 1.674,610 2% DEMOULAS ARTHUR 1 0% 961,266,461 2% 227,622 0% PERELMAN
Entities connected to both WOLFSON and ICAHN & FAMILY
HARBOURVEST
ORGANIZATION
Alan Dershowitz
PERSON
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PERSONMURDOCK FDTN
ORGANIZATIONSILLERMAN ROBERT FX
ORGANIZATION
Stephen Hawking
PERSONKROENKE GROUP
ORGANIZATIONAMIDI RAHIM
PERSONGeorge Zahringer
PERSONTEMPLETON JOHN
PERSONMaryann Coleman
PERSONKOCH CHARLES
PERSONMichael E. McCarthy
PERSONMichael Jacoby
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Paul Morris
PERSONDeirdre
PERSONCAMBAY GROUP
ORGANIZATIONRosemary Vrablic
PERSONGOLUB CAPITAL
ORGANIZATIONElizabeth Payne
PERSON