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p Election No Aggressive/Speculative High Risk Achieve capital appreciation (emphasis on growth of capital, not on income) Higher Fluctuations, Higher Returns Longer than 10 years (through several market cycles) No You have indicated that all beneficiaries for this trust are individuals (natural persons)
Citizenship United States Gender Female Date of Birth 12/25/1961 Marital Status Single Client Contact Information Residential Address 139A Charles St Apt 233 City, State, Zip Code Boston, MA 02114.3252 Mobile (917) 520 • 3106 -1M E-mail Address Employment Information Employment Status Empl
Risk Tolerance Aggressive/Speculative High Risk Achieve capital appreciation (emphasis on growth of capital, not on income) Higher Fluctuations, Higher Returns Longer than 10 years (through several market cycles)]. No Investment Objective Risk/Return Objectives Investment Time Horizon a Short-Term Liq
ine Maxwell Citizenship Gender Date of Birth Marital Status United States Female Single Client Contact Information Residential Address 139A Charles St Apt 233 Boston, MA 02114-3252 City, State, Zip Code Mobile E-mail Address Employment Information Employment Status Occupation Occupation Ind
Risk Tolerance Aggressive/Speculative High Risk Achieve capital appreciation (emphasis on growth of capital, not on income) Higher Fluctuations, Higher Returns Longer than 10 years (through several market cycles). No Investment Objective Risk/Return Objectives Investment Time Horizon a Short-Term Liqu
ine Maxwell Citizenship Gender United States Female Date of Birth Marital Status Single Client Contact Information Residential Address 139A Charles St Apt 233 Boston, MA 02114-32S City, State, Zip Code Mobile E-mail Address Employment Information Employment Status Occupation Occupation Indus
isk Aggressive/Speculative Investment Objective Achieve capital appreciation (emphasis on growth of capital, not on income) Higher Fluctuations, Higher Returns Longer than 10 years (through several market cycles)M No Risk/Return Objectives Investment Time Horizon a Short-Term Liquidity Needs Sweep Acc
Citizenship Gender United States Female Date of Birth 12/25/1961 Marital Status Single Client Contact Information Residential Address 139A Charles St Apt 233 Boston, MA 02114-3252 (917) 520 - 3106 S City, State, Zip Code Mobile E-mail Address Employment Information Employment Status Occup
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