Portfolio Review Kathryn Ruemmler Danielle Bumess, Senior Vice President - Wealth Management, Senior Financial Advisor February 04, 2019 Merrill Lynch Bank of Am

and procedures, including the code of ethics, as well as any material changes to these materials. Maintain list of attendance.* September 1 2016 Portfolio Review. Conduct a review of the portfolios for performance, adherence to stated investment guidelines. EFTA00629697 September 30 2016 Form 13H. Review