Print Page 11 of 26 2. Account Ownership Summary Account Name: New York Strategy Quip, LLC — Money Market Aca Number (IavaIDA Account Manager: Paul Marls What is the purpose of the account (e.g. portfolio management, advisory account, custody sermon, long-term investment, payment/expense account)? Mon

nt rneetirxXs) took place: Bank Officer Name(s) Bank Office: CleM Private Dorntile: Client Place of Business: Other Location (speofy): Date: Paul Marls O O 0 9/612013 O O • O O O • Wealth Details for this individual are not filled in, because they are the same as for the folowing person:

I 50559 EFTA01284037 KYC Print Page 3 of 12 2. Account Ownership Summary Account Name: LSJE, LLC Acct Number (I 'wadable): Account Manager: Paul Marls What is the purpose of the account (e.g. portfolio management, advisory account, custody services, longterm investment, payment/expense account)' M

d for each account to be opened 2. Account Ownership Sunman, Account Name: Butterfly Trust — Checking Acct. Number At avaibbiel Account Manager: Paul Marls What is the purpose d the account (e.g. portfolio maned ment, advisory account, custody services, longterm investment, paymenbexpense account)", TM

ded in the relationshi 1. Relationship Details Booking Center: New York Relationship Name: EPSTEIN, JEFFREY RELATIONSHIP Relationship Manager: Paul Marls 11 New PWM Relabonship 0 Existing PWM Relationship Relationship to MN: If existing, please indicate since when the relationship exists, provide

166806 KYC Print Page 9 of 23 2. Account Ownership Summary Account Name: JEGE LLC -- Money Market Acct. Number (a'avadra ): Account Manager: Paul Marls What is the purpose of the account (e.g. portfolio management, advisory account, custody services, long-term investment, payment/expense account)' M

elationship 1. Relationship Details Booking Center: New York Relationship Name: EPSTEIN, JEFFREY RELATIONSHIP:00000483290 Relationship Manage: Paul Marls 5 New PWM Relationship O Existing PWM Relationship Relabels/up to PWM: If existing, pease indicate since when the relationship exists, provide re

EFTA_00016120 EFTA00166872 KYC Print Page 11 of 12 M. Casa ammonia !to records to display. ONSHORE APPROVALS Dent Facing Professional (CFP): Paul Marls rignature) ul Mont 10/22/2013 Office DirecbX/Business Head: Brian M. Biggar (Signature) Brian M. Biggar 10/23/200 Regional Orrice Director (