their accounts status, health or primary residence. Jarero, Cristina Andrew Gallivan 3/10/2017 John Marson spoke with client re: accounts There are no material changes No No Brian Convey Kestenbaum, Jacob Andrew Gallivan 3/13/2017 Scott Prok

e no changes to clients employment status, health or primary residence. No No Brian Convey Jarero, Cristina Andrew Gallivan 3/10/2017 John Marson spoke with client re: accounts There are no material changes No No Brian Convey Kestenbaum, Jacob Andrew Gallivan 3/13/2017 Scott Prok

• Leanna Rivera Michael David ; Bernadette Schmidinger- ; Julie Cataudella Douglas Robertson Josie Alonso Salvatore Moore Terrence F Tangney John Marson I• Ste. hen-M Johnson ; Kimberly Hart ; Heather Kirby ; Rachel Maglicic • Brandi Goldenberg ; Malcolm Kimble ; Michael S Jacob • Deirdre Judg

o clients employment status, health or primary residence. No No Brian Convey Brian Convey Jarero, Cristina Andrew Gallivan 3/10/2017 John Marson spoke with client re: accounts There are no material changes No No Kestenbaum, Jacob Andrew Gallivan 3/13/2017 Scott Prokop and Brian C

hanges to clients employment status, health or primary residence. No No Brian Convey 82798 Jarero, Cristina Andrew Gallivan 3/10/2017 John Marson spoke with client re: accounts There are no material changes No No Brian Convey 82871 Kestenbaum, Jacob Andrew Gallivan 3/13/2017 Sco

3000000 5000 March Unified Wealth Limited Xavier Santos NY unwind 03/13/17 03/15/17 10000000 20000 March James and Michele Kellner JTWROS John Marson (Cothron) NY swap 03/23/17 04/01/22 3752000 30000 March The James P. Kellner 2008 Irrevocable Trust John Marson (Cothron) NY swap 03/27/1

Vrablic 2011 1 9/18/2008 Kim Hart, An drew Galivan, Michael J. Davis, Michael Jacoby COVERAGE-Domestic No Ortiz Consulting, Inc. 00000437284 John Marson 2013 1 7/7/2009 Kim Hart, An drew Galivan, Michael J. Davis, Michael Jacoby COVERAGE-Domestic No Nussdorf, Arlene 00000444723 Joanne Jensen

to clients employment status, health or primary residence. No No Brian Convey 82798 00000469150 Jarero, Cristina Andrew Gallivan 3/10/2017 John Marson spoke with client re: accounts There are no material changes EFTA01398805 No No Brian Convey 82871 00000426119 Kestenbaum, Jacob Andrew Gal

to clients employment status, health or primary residence. No No Brian Convey 82798 00000469150 Jarero, Cristina Andrew Gallivan 3/10/2017 John Marson spoke with client re: accounts EFTA01398867 There are no material changes No No Brian Convey 82871 00000426119 Kestenbaum, Jacob Andrew Gal

Jacoby COVERAGE-Domestic Paul Bartilucci 2013 1 9/30/1994 Jacoby COVERAGE-Domestic Rosemary Vrablic 2011 1 Michael Jacoby COVERAGE-Domestic John Marson 2013 1 Michael Jacoby COVERAGE-Domestic Joanne Jensen 2014 1 Michael Jacoby COVERAGE-Domestic Joanne Jensen 2014 1 3/3/2010 Kim Hart, And

No JAC Reassigned to Paul 0036000001KA4vTAAT Prospect Scott Business 1031 Mendota Heights Road 55120 Patterson Companies, Inc. USA [NULL] John Marson Active DONE Diff? 0003000000KH9ScEAL Treasurer Locust Daniel Cahill Submit for Approval Lead Valle DONE Daniel Cahill NY [NULL] Cahill,

nce F Tangne Andrea Nicolett• Leanna Rivera < Catherine M Oconn Timothy MacGuire David Wolkenb Terri Sohrab Rosemary Vrablic Michael S Jacob John Marson < Cheryl Paller Michelle Pecorino Joshua Fran George Hack Sean Magee Paul Morris Carlos Arrizuriet • OO Mail Domestic Banking [I] A 8 6.