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,414 (581,586) 3,956 422,370 (577,630) 42% Sohrab/Mullin 17,000,000 7,161,810 14,323,620 (2,676,380) 3,323,986 17,647,606 647,606 104% Susan Burnett 8,000,000 3,930,124 7,860,247 (139,753) 1,125,918 8,986,165 986,165 112% Terrence Tangney 16,000,000 8,742,781 17,485,562 1,485,562 12,
,848) 1,416,061 4,098,213 (201,787) 95% Jacoby/Westhoff/King 11,353,541 5,531,711 11,063,422 (290,118) 106,959 11,170,381 (183,159) 98% Jensen/Shaw 44,000,000 23,490,715 46,981,429 2,981,429 601,815 47,583,244 3,583,244 108% Joseph Sabbagh 1,000,000 12,153 24,305 (975,695) - 24,305
Bill Gratis New York 0 David Mann PCS Liz Schreiber Los 0 Mann PB Jensen/Shaw New York 1 Tazia Smith PB Tazia Smith PB DBNTC 0 PB Susan Burnett Tazia Smith PB 0 Tazia Smith PB 0 n Tazia Smith >50% DBNTC 0 Y Tazia Smith >50% DBSI 1 Tazia Smith PB Paul Morris PB George Zahr
Jeff Neal Chicago >2bn PCS Sanjan Dhody Miami >2bn >50m Mann PCS Bill Gratis New York 0 David Mann PCS Liz Schreiber Los 0 Mann PB Jensen/Shaw New York 1 Tazia Smith PB Tazia Smith PB DBNTC 0 PB Susan Burnett Tazia Smith PB 0 Tazia Smith PB 0 n Tazia Smith >50% DBNTC 0
rson/Moore McCarthy/Rodin 5 Mary Ann Coleman 5 Rosemary Vrablic 4 Paller/Gray 4 George Zahringer 4 Paul Morris 2 Jacoby/Westhoff/King 2 Susan Burnett 2 Herlihy/Lok 2 Daulton/Webster 1 6 EFTA01479172
o invite all the bankers / CAs below to the call on Wednesday? Thanks, Diego 1) USPB bankers and number of clients / prospects Sohrab/Mullin 7 Jensen/Shaw 6 Convey/Marson/Moore McCarthy/Rodin 5 Mary Ann Coleman 5 Rosemary Vrablic 4 Paller/Gray 4 George Zahringer 4 Paul Morris 2 Jacoby/Wes
A01479148 McCarthy/Rodin Mary Ann Coleman Rosemary Vrablic 5 5 4 Paller/Gray 4 George Zahringer 4 Paul Morris 2 Jacoby/Westhoff/King 2 Susan Burnett 2 Herlihy/Lok 2 Daulton/Webster 1 Terrence Tangney 1 Russ Daulton 1 Loudenslager/Robertson Ed Finley 1 McCarthy 1 Ed Lok 1 1 2) PC
o invite all the bankers / CAs below to the call on Wednesday? Thanks, Diego 1) USPB bankers and number of clients / prospects Sohrab/Mullin 7 Jensen/Shaw 6 Convey/Marson/Moore 6 EFTA01479148 McCarthy/Rodin Mary Ann Coleman Rosemary Vrablic 5 5 4 Paller/Gray 4 George Zahringer 4 Paul Mor
rson/Moore McCarthy/Rodin 5 Mary Ann Coleman 5 Rosemary Vrablic 4 Paller/Gray 4 George Zahringer 4 Paul Morris 2 Jacoby/Westhoff/King 2 Susan Burnett 2 Herlihy/Lok 2 Daulton/Webster 1 Terrence Tangney 1 Russ Daulton 1 6 EFTA01479126
o invite all the bankers / CAs below to the call on Wednesday? Thanks, Diego 1) USPB bankers and number of clients / prospects Sohrab/Mullin 7 Jensen/Shaw 6 Convey/Marson/Moore McCarthy/Rodin 5 Mary Ann Coleman 5 Rosemary Vrablic 4 Paller/Gray 4 George Zahringer 4 Paul Morris 2 Jacoby/Wes
hy/Rodin 5 Mary Ann Coleman 5 Rosemary Vrablic 4 Paller/Gray 4 George Zahringer 4 Paul Morris 2 6 EFTA01479103 Jacoby/Westhoff/King 2 Susan Burnett 2 Herlihy/Lok 2 Daulton/Webster 1 Terrence Tangney 1 Russ Daulton 1 Loudenslager/Robertson Ed Finley 1 McCarthy 1 Ed Lok 1 1 2) PC
o invite all the bankers / CAs below to the call on Wednesday? Thanks, Diego 1) USPB bankers and number of clients / prospects Sohrab/Mullin 7 Jensen/Shaw 6 Convey/Marson/Moore McCarthy/Rodin 5 Mary Ann Coleman 5 Rosemary Vrablic 4 Paller/Gray 4 George Zahringer 4 Paul Morris 2 6 EFTA014
hy/Rodin 5 Mary Ann Coleman 5 Rosemary Vrablic 4 Paller/Gray 4 6 EFTA01479082 George Zahringer 4 Paul Morris 2 Jacoby/Westhoff/King 2 Susan Burnett 2 Herlihy/Lok 2 Daulton/Webster 1 Terrence Tangney 1 Russ Daulton 1 Loudenslager/Robertson Ed Finley 1 McCarthy 1 Ed Lok 1 1 2) PC
o invite all the bankers / CAs below to the call on Wednesday? Thanks, Diego 1) USPB bankers and number of clients / prospects Sohrab/Mullin 7 Jensen/Shaw 6 Convey/Marson/Moore McCarthy/Rodin 5 Mary Ann Coleman 5 Rosemary Vrablic 4 Paller/Gray 4 6 EFTA01479082 George Zahringer 4 Paul Mor
n/Moore 6 McCarthy/Rodin 5 Mary Ann Coleman 5 Rosemary Vrablic 4 Paller/Gray 4 George Zahringer 4 Paul Morris 2 Jacoby/Westhoff/King 2 Susan Burnett 2 Herlihy/Lok 2 Daulton/Webster 1 Terrence Tangney 1 Russ Daulton 1 Loudenslager/Robertson 1 EFTA01479063
o invite all the bankers / CAs below to the call on Wednesday? Thanks, Diego 1) USPB bankers and number of clients / prospects Sohrab/Mullin 7 Jensen/Shaw 6 Convey/Marson/Moore 6 McCarthy/Rodin 5 Mary Ann Coleman 5 Rosemary Vrablic 4 Paller/Gray 4 George Zahringer 4 Paul Morris 2 Jacoby/
hy/Rodin 5 Mary Ann Coleman 5 Rosemary Vrablic 4 Paller/Gray 4 George Zahringer 4 6 EFTA01479043 Paul Morris 2 Jacoby/Westhoff/King 2 Susan Burnett 2 Herlihy/Lok 2 Daulton/Webster 1 Terrence Tangney 1 Russ Daulton 1 Loudenslager/Robertson Ed Finley 1 McCarthy 1 Ed Lok 1 1 2) PC
o invite all the bankers / CAs below to the call on Wednesday? Thanks, Diego 1) USPB bankers and number of clients / prospects Sohrab/Mullin 7 Jensen/Shaw 6 Convey/Marson/Moore McCarthy/Rodin 5 Mary Ann Coleman 5 Rosemary Vrablic 4 Paller/Gray 4 George Zahringer 4 6 EFTA01479043 Paul Mor
Entities connected to both Susan Burnett and Jensen/Shaw

Paul Morris
PERSONRosemary Vrablic
PERSONTerrence Tangney
PERSONGeorge Zahringer
PERSONMary Ann Coleman
PERSONPaller/Gray
ORGANIZATION
Rodin
PERSONCaroline Kitidis
PERSONHerlihy
PERSONJacoby/Westhoff/King 2
ORGANIZATIONHaig Ariyan
PERSONDiego
PERSON
Dalton School
ORGANIZATIONWebster
PERSONRuss Daulton
PERSONMathew Negus
PERSONRobert Leidy
PERSONMcCluskey
PERSONJeff Neal
PERSONJohn Tonzola
PERSON