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89,216,782 13 CARLYLE GROUP Joanne Jensen 1,529,113 175,993,257 14 SILLERMAN ROBERT FX Terri Soh rab 1,476,059 528,868,190 15 BURKLE RONALD Susan Burnett 1,444,985 238,737,993 16 MURDOCK FDTN Cheryl Paller 1,438,332 100,000,000 17 BASILE SILVERIO Convey 1,393,163 2,257 18 SIMON HERBERT Rose
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 Vra
89,216,782 13 CARLYLE GROUP Joanne Jensen 1,529,113 175,993,257 14 SILLERMAN ROBERT FX Terri Soh rab 1,476,059 528,868,190 15 BURKLE RONALD Susan Burnett 1,444,985 238,737,993 16 MURDOCK FDTN Cheryl Paller 1,438,332 100,000,000 17 BASILE SILVERIO Convey 1,393,163 2,257 18 SIMON HERBERT Rose
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 Vra
FX Terri Sohrab 1323765.10488 4.76259466 CAMBAY GROUP BURKLE RONALD MURDOCK FDTN SIMON HERBERT Mark Westhoff 1183513.5795 7.03061776236E7 Susan Burnett Cheryl Paller Rosemary Vrablic 1150933.7029900001 2.42643894 1147101.7495600001 1.00000000 1058490.08362 2.20036964 BASILE SILVERIO Convey
CBVs Product Top 50 WM Banker April YTD 2014 GMIS Relationship Id* US183900100000406960 99135.291320004 0S183900100000408878 2 19089.158140001 0S183900100000409565 3 8
Entities connected to both Susan Burnett and WM Banker

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