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e Requested Coverage 1 National Commerce Bank 2 Barry Kitt (CIO TOMs Capital) 3 Meredith Corp 4 The
venue-Pipeline deals-Transactions closed-Client updates-Trade ideas Client Ultimate Beneficial Owner TIER 1: Clients Currently Being Onboarded 1 Butterfly Trust 2 Gapstow 3 Parkwood Capital 4 EnTrust Palmetto LLC 5 MDCA 6 Tisch Family (TFMG) 7 Omidi 8 Black 9 Porticoes LLC 10 TOMS Capital 11 Dan Loe
s 6 Sage Capital 7 Heritage Provider Network 2 Barry Kitt (CIO TOMs Capital) 3 Meredith Corp 4 The
8877 Clients Thursday, April 10, 2014 Client KCP Weekly Business Review Ultimate Beneficial Owner TIER 1: Clients Currently Being Onboarded 1 Butterfly Trust 2 Gapstow 3 Parkwood Capital 4 EnTrust Palmetto LLC 5 MDCA 6 Tisch Family (TFMG) 7 Omidi 8 Black 9 Porticoes LLC 10 TOMS Capital 11 Dan Loe
No Rachel Maglicic Florescue Family Corporation Andrew Gallivan 3/14/2017 No changes to report. No changes to report. Rachel provided Barry Florescue an update on the recently executed swap and introduced the GSMM investment opportunity. Yes No Rachel Maglicic Butterfly Trus
rovided Barry Florescue an update on the recently executed swap and introduced the GSMM investment opportunity. Yes No Rachel Maglicic Butterfly Trust Andrew Gallivan 3/16/2017 change in beneficiaries No material change Yes No Stewart Oldfield HBRK Associates, Inc Andrew Gallivan 3/
No Rachel Maglicic Florescue Family Corporation Andrew Gallivan 3/14/2017 No changes to report. No changes to report. Rachel provided Barry Florescue an update on the recently executed swap and introduced the GSMM investment opportunity. Yes No Rachel Maglicic Butterfly Trus
rovided Barry Florescue an update on the recently executed swap and introduced the GSMM investment opportunity. Yes No Rachel Maglicic Butterfly Trust Andrew Gallivan 3/16/2017 change in beneficiaries No material change Yes No Stewart Oldfield HBRK Associates, Inc Andrew Gallivan 3/
Maglicic 00000500416 Florescue Family Corporation Andrew Gallivan 3/14/2017 No changes to report. No changes to report. Rachel provided Barry Florescue an update on the recently executed swap and introduced the GSMM investment opportunity. Yes No Rachel Maglicic 00000486426 Bu
ry Florescue an update on the recently executed swap and introduced the GSMM investment opportunity. Yes No Rachel Maglicic 00000486426 Butterfly Trust Andrew Gallivan 3/16/2017 change in beneficiaries No material change Yes No Stewart Oldfield 00000487223 HBRK Associates, Inc Andrew
ionship. 00000500416 Florescue Family Corporation Andrew Gallivan 3/14/2017 No changes to report. No changes to report. Rachel provided Barry Florescue an update on the recently executed swap and introduced the GSMM investment opportunity. Yes No Rachel Maglicic 00000486426 Bu
ry Florescue an update on the recently executed swap and introduced the GSMM investment opportunity. Yes No Rachel Maglicic 00000486426 Butterfly Trust Andrew Gallivan 3/16/2017 change in beneficiaries No material change Yes No Stewart Oldfield 00000487223 HBRK Associates, Inc Andrew
Maglicic 00000500416 Florescue Family Corporation Andrew Gallivan 3/14/2017 No changes to report. No changes to report. Rachel provided Barry Florescue an update on the recently executed swap and introduced the GSMM investment opportunity. Yes No Rachel Maglicic 00000486426 B
y Florescue an update on the recently executed swap and introduced the GSMM investment opportunity. Yes No Rachel Maglicic 00000486426 Butterfly Trust Andrew Gallivan 3/16/2017 change in beneficiaries No material change Yes No Stewart Oldfield 00000487223 HBRK Associates, Inc Andrew
to report. No changes to report. Rachel provided Barry Florescue an update on the recently executed swa
rry Florescue an update on the recently executed swap and introduced the GSMM investment opportunity. Yes No Rachel Maglicic 82925 00000486426 Butterfly Trust EFTA01398799 Andrew Gallivan 3/16/2017 change in beneficiaries No material change Yes No Stewart Oldfield 82915 00000487223 HBRK Associat
to report. No changes to report. Rachel provided Barry Florescue an update on the recently executed swa
n update on the recently executed swap and introduced the GSMM investment opportunity. Yes No Rachel Maglicic 82925 00000486426 EFTA01398861 Butterfly Trust Andrew Gallivan 3/16/2017 change in beneficiaries No material change Yes No Stewart Oldfield 82915 00000487223 HBRK Associates, Inc Andrew
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