meetintas) took place: Bank Officer Name(s) Bank Office' ' Client Private Domicile: Client Place of Business: Other Location (speofy): Date: Stewart Oldfleld O O 6128;2017 rf • • • O O O El Wealth Details for this individual are not filled in, because they are the same as for the foaming person:

int Page 3 of 21 2. Account Ownership Summary Account Nam: Southern Trust Company, Inc- Deposit. Acct. Number (if svaiOsbley. Account Manager. Stewart Oldfleld What is the purpose of the accost (eg. portfolio management, advisory account, custody services, longterm Investment, payment/expense account)? The

lationshi 1. Relationship Details Relationship Name: SOUTHERN FINANCIAL RBATIONSHIP:00000483290 Booking Center. New York Relationship Manager: Stewart Oldfleld O New PWM Relationship 2 Existing MN Relationship Relationship to PWM: If existing, please vacate since when the relationship exsts, provide rea

tionsh I 1. Relationship Details Relationship Name: SOUTHERN FINANCIAL RELATIONSHIP:00000483290 Booking Center-. New Yak Relationship Manager: Stewart Oldfleld O New PWM Relationship RI Existing MAI Relationship Relationship to PWM: If existing, please ndicate since when the relationship oats, provide r

Mayur Rathod 9/3/118 3:17 AM No material changes confirmation "email" attached in the case. ONSHORE APPROVALS Client Facing Professional (CFP): Stewart Oldfleld (Signature) Stewart Oldfleld 9/5/2018 Office Director/Business Head: Steven Mattus (Signature) Steven Mattus 9/6/2018 Regional Office Direct

30am Appt w/Rich and Darren 12:00pm PHONE DATE 12:30pm Appt w/Ben Goertzel (MM) will callyou at noon) 2:15pm Appt w/Paul Morris, Daniel Sabba and Stewart Oldfleld (Paul 2:15pm Appt w/Gregory Riches (MM) 4-5:30pm Screening of Wood Allen's movie MANHATTAN FILM CENTER JE, JOJO TO DRIVE YOU 5:30pm Appt w/Jame

w/Rich and Darren 12:00pm PHONE DATE wEavill call you at noon) MI) 12:30pm Appt w/Ben Goertzel (MM) 2:15pm Appt w/Paul Morris, Daniel Sabba and Stewart Oldfleld (Paul 2:15pm Appt w/Gregory Riches (MM) 4-5:30pm Screening of Wood Allen's movie MANHATTAN FILM CENTER JE JOJO TO DRIVE YOU 5:30pm Appt w/James

n get to high LN on newer planes and will be competitive on pricing From: Paul Morris Sent: Wednesday, August 12, 2015 4:05 PM To: Jeffrey E. Cc: Stewart Oldfleld Subject: aircraft financing [C] Classification: Confidential Jeffrey, attached is a summary 1-pager on aircraft financing, can get to LTV >80% and

frey, let us know if you think there is a need to follow-up? thanks From: Paul Morris Sent: Wednesday, August 12, 2015 4:05 PM To: Jeffrey E. Cc: Stewart Oldfleld Subject: aircraft financing [C] Classification: Confidential Jeffrey, attached is a summary 1-pager on aircraft financing, can get to LTV >80% and

ment 345 Park Avenue. 24th Fl 10154-0004 New York, NY. USA Bradley Gitlin ; Kavish From: sigver dbgps Sent: Tuesday, April 25, 2017 9:37 AM To: Stewart Oldfleld Cc: • Muhammod J Uddin; Joy E Mitchell; Teresa Metallo; Lisa-M Ramos; Julian ) Leff; sigver dbgps; Kavish Sharma; Uplabdhi Singh; Bradley Gitlin;

SMIS KPI Report (Client-(avel) - Stewart Oldfleld Arne 2019 financial me 2019 „,(‘ YID 2019 -.A.:, Y70 2010 GAMOW 7 N771 O It Growth YTD Stwant 0440414 2,111 1,109 53% 943,799 573,390

10154 Feu Errata Sautes cam, T h Deutsche Bank Socratic, Inc From: Bella Klein Sent: Monday, April OR. 1019 4:57 PM To: Bradley Gillin 7; Stewart Oldfleld Richard Kahn Subject: Fwd: Wire I7ear Brigid mid l3rad. I need to sold a wire from Rollo* Trust to Mucky Rank in UK. Below is the swift code and

oslin [mailto: Sent: Wednesday, April 22, 2015 12:58 PM To: Amanda Kirby; Brad Wechsler Cc: Mane Dwyer; Daniel Sabba; Paul Morris; Vahe Stepanian; Stewart Oldfleld Subject: RE: KCP Onboarding + Power of Attorney (POA) [C] [1] Sure. Please call at your convenience Richard Joslin CFO Elysium Management LLC

Joslin [mailto Sent: Wednesday, April 22, 2015 12:58 PM To: Amanda Kirby; Brad Wechsler Cc: Mane Dwyer; Daniel Sabba; Paul Morris; Vahe Stepanian; Stewart Oldfleld Subject: RE: KCP Onboarding + Power of Attorney (POA) [C] [I] EFTA00857769