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T BAINUM JR. REVOCABLE TRUST Andrew Gallivan 3/3/2017 No material changes No material changes. Donna Snyder has retired as of 1/13/2017. No No Malcolm Kimble 82653 00000484974 Sunbridge Holdings, LLC Andrew Gallivan 3/3/2017 No material changes. No material changes. Donna Snyder has retired as of 1/
017 No material changes. No material changes. Donna Snyder has retired as of 1/13/2017. EFTA01398811 No No Malcolm Kimble 82655 00000498379 STEWART BAINUM JR. REVOCABLE TRUST Andrew Gallivan 3/3/2017 No material changes No material changes. Donna Snyder has retired as of 1/13/2017. No No Malcolm Kim
T BAINUM JR. REVOCABLE TRUST Andrew Gallivan 3/3/2017 No material changes No material changes. Donna Snyder has retired as of 1/13/2017. No No Malcolm Kimble 82653 00000484974 Sunbridge Holdings, LLC Andrew Gallivan 3/3/2017 No material changes. No material changes. Donna Snyder has retired as of 1/
017 No material changes. EFTA01398873 No material changes. Donna Snyder has retired as of 1/13/2017. No No Malcolm Kimble 82655 00000498379 STEWART BAINUM JR. REVOCABLE TRUST Andrew Gallivan 3/3/2017 No material changes No material changes. Donna Snyder has retired as of 1/13/2017. No No Malcolm Kim
obson CC Limited Partnership Client Mary Power Logan Serenity Trust Client * Moderate Risk Annual Client Update Due Dat Customer Owner 5/7/2017 Malcolm Kimble 5/10/2017 Malcolm Kimble N 5/11/2017 Malcolm Kimble N 5/11/2017 Malcolm Kimble N 5/11/2017 Malcolm Kimble N 5/11/2017 Malcolm Kimble N
L.P. Client Cityview Plaza LLC Client Axia Realty, LLC Client Tow, Leonard Client N Valiotis, Efstathios Client Golub, Lawrence E. Client STEWART BAINUM JR. REVOCABLE TRUST N N N Bridge Equities VI, LLC Client Sunbridge Holdings, LLC Client Czujko, Andrew Client N Estate Of Edward T. Cone Client
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