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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
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 Rosemary Vrablic 1,307,332 222,697,073 19 GOLUB CAPITAL Malcolm Kimble 1,277,451 107,053,798 20 C
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
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 Rosemary Vrablic 1,307,332 222,697,073 19 GOLUB CAPITAL Malcolm Kimble 1,277,451 107,053,798 20 C
CBVs Product Top 50 WM Banker April YTD 2014 GMIS Relationship Id* US183900100000406960 99135.291320004 0S183900100000408878 2 19089.158140001 0S183900100000409565 3 8
1776236E7 Susan Burnett Cheryl Paller Rosemary Vrablic 1150933.7029900001 2.42643894 1147101.7495600001 1.00000000 1058490.08362 2.20036964 BASILE SILVERIO Convey 1047395.39218 0 GOLUB CAPITAL Malcolm Kimble 1040027.0949000001 1.21579080 LOEB DANIEL S Rosemary Vrablic 999999.9965 0 AMIDI RAHIM
Entities connected to both WM Banker and BASILE SILVERIO

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
ORGANIZATIONAPOLLO INVESTMENT F
ORGANIZATIONGNLC HOLDINGS INC
ORGANIZATIONTerrence Tangney
PERSONSIMON HERBERT
PERSONMalcolm Kimble
PERSONMark Westhoff
PERSONGeorge Zahringer
PERSONMaryann Coleman
PERSON