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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
udge 568,425 72,708,359 37 CAMEEL HALIM Michael E. McCarthy 551,742 94,662,308 38 PRINCIPLES OF AQUIL Joanne Jensen 542,350 244,027,000 39 APOLLO INVESTMENT F Terri Sohrab 530,271 125,282,515 40 GNLC HOLDINGS INC Malcolm Kimble 524,874 241,305,735 41 THE PRICE GROUP Carolin Botzenhard 453,368 42
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
udge 568,425 72,708,359 37 CAMEEL HALIM Michael E. McCarthy 551,742 94,662,308 38 PRINCIPLES OF AQUIL Joanne Jensen 542,350 244,027,000 39 APOLLO INVESTMENT F Terri Sohrab 530,271 125,282,515 40 GNLC HOLDINGS INC Malcolm Kimble 524,874 241,305,735 41 THE PRICE GROUP Carolin Botzenhard 453,368 42
CBVs Product Top 50 WM Banker April YTD 2014 GMIS Relationship Id* US183900100000406960 99135.291320004 0S183900100000408878 2 19089.158140001 0S183900100000409565 3 8
.39713 2.78468259 45918E8 US183900100000481981 44 CAMEEL HALIM Michael E. McCarthy 416251.35771 9.57280959 0473E7 US183900100000421571 45 APOLLO INVESTMENT F Terri Sohrab 405494.31068 1.25245284 91841E8 0S183900100000451171 46 FRENKEL Judith Webster 342344.34001000004 0 0S183900100000169408 47
Entities connected to both WM Banker and APOLLO INVESTMENT F

BROOKFIELD
LOCATION
Alan Dershowitz
PERSON
Stephen Hawking
PERSON
Prince Charles
PERSON
Samantha Power
PERSON
Paul Morris
PERSONDeirdre
PERSONRosemary Vrablic
PERSONKROENKE GROUP
ORGANIZATIONHARBOURVEST
ORGANIZATIONSILLERMAN ROBERT FX
ORGANIZATIONMURDOCK FDTN
ORGANIZATIONGNLC HOLDINGS INC
ORGANIZATIONTerrence Tangney
PERSONBASILE SILVERIO
PERSONSIMON HERBERT
PERSONMalcolm Kimble
PERSONMark Westhoff
PERSONGeorge Zahringer
PERSONMaryann Coleman
PERSON