EFTA01437599

Holiday Cards Relationship Name First Last Address City State Zip Address? Algappan, Arun Arun Alagappan New York NY 1002 8 IF(ISTEXT(D2),"Yes","No")=Yes Amster, Yosi Yosi Amster MI IF(I STEXT(D3),"Yes","No")=Yes Annandale Capital II IF(ISTEXT(D4 ),"Yes","No")=Yes Anschutz Scott Carpenter . 2 IF(ISTEXT(D5),"Yes","No")=Yes Archer, Thomas J. Thomas Archer MI IF(ISTEXT(D6 ),"Yes","No")=Yes Arcus IF(ISTEXT(D7),"Yes","No")=Ye s Arcus IF(ISTEXT(D8),"Yes","No")=Ye s Attori, Gregory Gregory Attorri NY 10022 IF(ISTEXT(D9 ),"Yes","No")=Yes Augenblick, Andy Andy Augenblick New York NY 10021 IF(I STEXT(D10),"Yes","No")=Yes Barry, Mitchell Mitchell Barry New York NY 1000 1 IF(ISTEXT(D11),"Yes","No")=Yes BBR Partners Todd Whitenack New York NY 1001 7 IF(ISTEXT(D12),"Yes","No")=Yes Beller, Harry Harry Beller M IF(ISTEXT(D13),"Yes","No")=Y es Bhalla, Ajay Ajay Bhalla IF(ISTEXT(D14),"Yes","No")=No Blank David Homrich 30347 IF(ISTEXT(D1 5),"Yes","No")=Yes Blue Mountain Peter Greatrex MI 10017 IF(I STEXT(D16),"Yes","No")=Yes Bluestem LLC IF(ISTEXT(D17),"Yes" ,"No")=Yes Brandis, Steve Steve Brandis II IF(ISTEXT(D1 8),"Yes","No")=Yes Bright Group Darren Campf MI IF(ISTEXT(D1 9),"Yes","No")=Yes Bulloch, Roger Roger Bulloch II IF(ISTEXT(D20),"Yes","No")=No Caruso Affiliated Kelly Masuda MI IF(I STEXT(D21),"Yes","No")=Yes Caruso, Richard Gary Deilella II IF(ISTEXT(D22),"Yes","No")=Yes Caruso, Richard Richard Caruso II 1908 5 IF(ISTEXT(D23),"Yes","No")=Yes Cavalry Andrew Zaro IF(ISTEXT(D24),"Yes","No")=No CFM Rob IN IF(ISTEXT(D2 5),"Yes","No")=Yes CFM Tim Sarhatt MI IF(I STEXT(D26),"Yes","No")=Yes Cline, Michael Michael Cline MI IF(ISTEXT(D2 7),"Yes","No")=Yes Cold Spring Harbor Laboratory Dill Ayres MI 4 IF(ISTEXT(D2B),"Yes","No")=Yes Cold Spring Harbor Laboratory Richard Leeds 0 IF(ISTEXT(D29),"Yes","No")=Yes Coleman, Gail Gail Coleman II IF(I STEXT(D30),"Yes","No")=Yes Cox, Berry Cox Partners OM IF(ISTEXT(D3 1),"Yes","No")=Yes Cross, Lisa Adreinne Cannella 1151 0 IF(ISTEXT(D32),"Yes","No")=Yes Crystal, Jonathan Jonathan Crystal II IF(ISTEXT(D33),"Yes","No")=Yes Cummings Matt Ireland IF(ISTEXT(D34),"Yes","No")=No Danziger, Thomas Thomas Danziger II IF(I STEXT(D35),"Yes","No")=Yes Dart Management Sharon Cornwell II KY1-1206 IF(ISTEXT(D36),"Yes , No )=Yes Shamrock Greg Martin IF(ISTEXT(D3 7),"Yes","No")=Yes IF(ISTEXT(D38),"Yes","No")=Y es Dorrance Family Clint Gossage IF(ISTEXT(D39),"Yes","No")=No Dorrance Family Jason Stiles IF(ISTEXT(D40),"Yes","No")=No Duncan Investments Gregg Hammer 2 IF(ISTEXT(D41),"Yes","No")=Yes Dzialga, Kirsten a Mark Kristen Dzialga STEXT(D42),"Yes","No")=Yes Edge MIMI MIMI IF(I IF(ISTEXT(D43),"Yes","No")=Y EFTA01437599 es Edge es Edge es Ehrenkraz, Pamela Pamela Ehrenkranz STEXT(D46),"Yes","No")=Yes Elysium Management Brad Wechsler 1 IF(ISTEXT(D47),"Yes","No")=Yes Essig Erin Enright ,"No")=Yes EverWatch Financial Frohman Anderson 06830 IF(ISTEXT(D49),"Yes","No")=Yes EverWatch Financial Joe Monaco O IF(ISTEXT(D50),"Yes","No")=Yes EverWatch Financial Matt Womble O IF(ISTEXT(D51),"Yes","No")=Yes EverWatch Financial Tyler Webb O IF(ISTEXT(D52),"Yes","No")=Yes Falk, Charles Charles Falk ,"No")=Yes Fine, Lonnie Lonnie Fine ,"No")=Yes Fitzgibbons, John John Fitzgibbons IF(ISTEXT(D55),"Yes","No")=Yes Ford Forrestal Capital Annette Franqui 7),"Yes","No")=Yes Forrestal Capital Jonathan Fischer STEXT(D58),"Yes","No")=Yes Gaslow, Lawrence Peter Gaslow 6 IF(ISTEXT(D59),"Yes","No")=Yes General Atlantic Gene Lynch IF(ISTEXT(D60),"Yes","No")=No General Atlantic Family Office Rich Gold IF(ISTEXT(D61),"Yes","No")=Yes Georgetown U ,"No")=Yes Getz Family Mike Olsen 3 IF(ISTEXT(D63),"Yes","No")=Yes Glenmede ,"No")=Yes Glickman, Donald Don Glickman Granite Group Lyle Himebaugh III 6),"Yes","No")=Yes Green, Alex Alex Green 7),"Yes","Now)=Yes Guilford Company James STEXT(D68),"Yes","No")=Yes Highlander Partners Stanley Bould STEXT(D69),"Yes","No")=Yes Holterbosch, Heidi Heidi Holterbosch STEXT(D70),"Yes","No")=Yes Illig, Cliff Cliff Illig 1),"Yes","No")=Yes Illig, Cliff Robb Heineman STEXT(D72),"Yes","No")=Yes Infinity Q Infinity Q Ironsides AM es Jain, Neil Neil Jain 6),"Yes","No")=Yes Jesselson Capital Michael Jesselson 10019 IF(ISTEXT(D77),"Yes","No")=Yes JL Squared Group 8),"Yes","No")=Yes JL Squared Group 9),"Yes","No")=Yes Keenan, William Howard William Keenan 0),"Yes","No")=Yes Keiser, Jason Jason Keiser IF(ISTEXT(D81),"Yes","No")=No Kelly, Judy Judy Kelly STEXT(D82),"Yes","No")=Yes Kimmel, Adam Adam Kimmel IF(ISTEXT(D83),"Yes","No")=No Klein, Martin Martin Klein 4),"Yes","No")=Yes Kristoff, Mark Mark Kristoff STEXT(D85),"Yes","No")=Yes Laffont, Philppe Philippe IF(ISTEXT(D44),"Yes","No")=Y IF(ISTEXT(D45),"Yes","No")=Y IF(I MIMI IF (ISTEXT (D48) , "Yes" • • • 0683 0683 0683 IF(ISTEXT(D53),"Yes" IF(ISTEXT(D54),"Yes" IF(ISTEXT(D56),"Yes","NO")=Yes IN IF(ISTEXT(D5 IF(I • IF (ISTEXT (D62), "Yes" II MIMI IF (ISTEXT (D64) , "Yes" IF(ISTEXT(D65),"Yes","No")=No IF(ISTEXT(D6 NO IF(ISTEXT(D6 IN IF(I IN IF(I IF(I IF(ISTEXT(D7 IF(I IF (ISTEXT (D73) , "Yes", "No") =Yes IF (ISTEXT (D74) , "Yes", "No") =Yes IF (ISTEXT (D75) , "Yes", "No• ) =Y IF(ISTEXT(D7 IF(ISTEXT(D7 IF(ISTEXT(D7 IF(ISTEXT(D8 IF(I IN IF(ISTEXT(D8 IF(I IF(I EFTA01437600 STEXT(D86),"Yes","No")=Yes Larocca, Robert Robert Larocca STEXT(D87),"Yes","No")=Yes Lennar Bruce Gross es Levy, Jared Jared Levy ,"No")=Yes Lindemann Family Eran Schreiber IF(ISTEXT(D90),"Yes","No")=NO M20 Inc ,"No")=Yes Makan, Divesh ICONIQ Capital LLC 1 IF(ISTEXT(D92),"Yes","No")=Yes Makan, Divesh ICONIQ Capital LLC 1 IF(ISTEXT(D93),"Yes","No")=Yes Makan, Divesh ICONIQ Capital LLC 1 IF(ISTEXT(D94),"Yes","No")=Yes Makena Capital Management STEXT(D95),"Yes","No")=Yes Mariner Capital es Meister, Robert Bob Meister IF(ISTEXT(D97),"Yes","No")=No Meister, Todd Todd Meister IF(ISTEXT(D98),"Yes","No")=No Merage Richard Merage STEXT(D99),"Yes","No")=Yes Michael, Neal Neal Milch NY IF(ISTEXT(D100),"Yes","No")=No Moriwaki, Gary S. Gary Moriwaki 7 IF(ISTEXT(D101),"Yes","No")=Yes Murray, Thomas Thomas Murray IF(ISTEXT(D102),"Yes","No")=No Murstein, Alvin Alvin Murstein New York NY Murstein, Alvin Andrew Murstein New York NY Nicholas Gosha Zandt IF(ISTEXT(D105),"Yes","No")=No Nicholas Milo Gonzalez STEXT(D106),"Yes","No")=Yes Orix Bonnie Mitra ","No")=Yes Parami Eric Attias ","No")=Yes Parami Rahul Vaid ","No")=Yes Pensler, Sandy Sandy Peregrine Group ","No")=Yes Persico, Anthony Rose, Simon Simon Schaefer, Marla Marla Schmidt, Eric Chuck STEXT(D115),"Yes","No")=Yes Schmidt, Eric ","No")=Yes Seelig, Mark Mark Seelig IF(ISTEXT(D117),"Yes","No")=No SK Family Office Charles Britton IF(ISTEXT(D118),"Yes","No")=No Slome, Ian Ian Slome 5 IF(ISTEXT(D119),"Yes","No")=Yes Slome, Ian John Service 5 IF(ISTEXT(D120),"Yes","No")=Yes Snyder, Daniel Karl Schreiber 21),"Yes","No")=Yes Sonen Capital David Hood STEXT(D122),"Yes","No")=Yes Sonen Capital ","No")=Yes Spruce Private Investors LLC STEXT(D124),"Yes","No")=Yes Spruce Private Investors LLC STEXT(D125),"Yes","No")=Yes Stiritz, William P. Lynn Morgan IF(ISTEXT(D126),"Yes","No")=No Stiritz, William P. William Stiritz 27),"Yes","No")=Yes Tharani, Haresh Haresh Thomson Stefan Clulow 29),"Yes","No")=Yes True North Advisors 30),"Yes","No")=Yes United Company Lois ","No")=Yes Vass Pipe Sonny Wanek, Todd Joakim Wanek, Todd Ken Weiss, George George • IF(I • IF (ISTEXT (D88) , "Yes", "NO") =Y • IF (ISTEXT (D89) , "Yes" • IF (ISTEXT (D91) , "Yes" • • • • • IF (ISTEXT (D96) , "Yes", "NO")=Y • IF(I IF(ISTEXT(D103),"Yes","No")=No IF(ISTEXT(D104),"Yes","No")=No IF(I IF(ISTEXT(D107),"Yes • IF(ISTEXT(D108),"Yes IF(ISTEXT(D109),"Yes Pensler NY IF(ISTEXT(D110),"Yes","No")=No Anthony Persico IF(ISTEXT(D112),"Yes","No")=No Rose IF(ISTEXT(D113),"Yes","No")=No Schaefer IF(ISTEXT(D114),"Yes","No")=No Chai • Tharani IF(ISTEXT(D128),"Yes","No")=No Clarke • IF(ISTEXT(D111),"Yes IF(I IF(ISTEXT(D116),"Yes • • MI IF(ISTEXT(D1 • IF(I IF(ISTEXT(D123),"Yes • • IF (I IF (I IF(ISTEXT(D1 IF(ISTEXT(D1 • IF(ISTEXT(D1 IF(ISTEXT(D131),"Yes Jain IF(ISTEXT(D132),"Yes","No")=No Bergander IF(ISTEXT(D133),"Yes","No")=No Jones IF(ISTEXT(D134),"Yes","No")=No Weiss Hartford CT IF(ISTEXT(D135),"Yes","No")=No EFTA01437601 White Deer Energy Willett Advisors Winston Advisors MI Yorktown Partners, LLC 10022 IF(ISTEXT(D139) Yorktown Partners, LLC Yorktown Partners, LLC Zubillaga, Alex Alex STEXT(D142),"Yes","No") Zuckerberg, Lloyd Andrew Farkas Yes Anup Ari Avi Barry Ben Brian Brooks Bryan R. Bryce Markus Caroline Cary Brody Cathy Handley Charles Krusen Christopher Colby Rollins Curtis Conway Daniel David David David David Patel IF Glass IF Kestenbaum Bloom Rechler IF Blechman Duncan IF Lawrence IF(ISTEXT(D153), Conegliano IF(ISTEXT(D155), IF(ISTEXT(D156), IF(ISTEXT(D157), Goldberg IF(ISTEXT(D159), IF(ISTEXT(D160), Kristin IF(ISTEXT(D136),"Yes","No")=No Brad Briner New York NY Christopher Donabedian IF(ISTEXT(D138),"Yes","No")=Yes Bryan H. Lawrence ,"Yes","No")=Yes George Petrides IF Peter Leidel NY IF Zubillaga =Yes Lloyd Zuckerberg IF IF(ISTEXT(D137),"Yes","No")=No (ISTEXT(D140),"Yes","No")=No (ISTEXT(D141),"Yes","No")=No • IF (I (ISTEXT(D143),"Yes","No")=No MI IF(ISTEXT(D144),"Yes","No")= (ISTEXT(D145),"Yes","No")=No (ISTEXT(D146),"Yes","No")=No IF(ISTEXT(D147),"Yes","No")=No MO (ISTEXT(D149),"Yes","No")=No IF(ISTEXT(D150),"Yes","No")=No (ISTEXT(D151),"Yes","No")=No IF(ISTEXT(D152) "Yes","No")=No IF(ISTEXT(D154) "Yes","No")=No "Yes","No")=No "Yes","No")=No IF(ISTEXT(D158) "Yes","No")=No "Yes","No")=No "Yes","No")=No "Yes","No")=No "Yes","No")=No Heflin IF(ISTEXT(D161),"Yes","No")=No Manlowe IF(ISTEXT(D162),"Yes","No")=No Angstreich IF(ISTEXT(D163),"Yes","No")=No Halliwill IF(ISTEXT(D164),"Yes","No")=No Cooper IF(ISTEXT(D165), Yes , No )=No David Mitchell IF(ISTEXT(D166),"Yes","No")=No David Deutsch IF(ISTEXT(D167),"Yes","No")=No Deepak Raj IF(ISTEXT(D168),"Yes","No")=No Edouard Gerschel IF(ISTEXT(D169),"Yes","No")=No Erik Moody IF(ISTEXT(D170),"Yes","No")=No Inder Sodhi IF(ISTEXT(D171),"Yes","No")=No Ira Halperin IF(ISTEXT(D172),"Yes","No")=No Jamie Smith IF(ISTEXT(D173),"Yes","No")=No Jeff Kirwood IF(ISTEXT(D174),"Yes","No")=No Jeffrey Coopersmith IF(ISTEXT(D175),"Yes","No")=No John Straus IF(ISTEXT(D176),"Yes","No")=No John Barber IF(ISTEXT(D177),"Yes","No")=No John Lummis IF(ISTEXT(D178),"Yes","No")=No Jonathon Botwinick IF(ISTEXT(D179),"Yes","No")=No Julie Richardson IF(ISTEXT(D180),"Yes","No")=No Kevin Ryan IF(ISTEXT(D181),"Yes","No")=No Lara Brody IF(ISTEXT(D182),"Yes","No")=No Lewis Ranieri IF(ISTEXT(D183),"Yes","No")=No Lou Cortese MO Louis Cailoa IF(ISTEXT(D185),"Yes","No")=No Matt Serra IF(ISTEXT(D186),"Yes","No")=No Mel Manion IF(ISTEXT(D187),"Yes","No")=No Milton Cooper 88),"Yes","No")=Yes Neil Blechman IF(ISTEXT(D189),"Yes","No")=No Phillip Shefter IF(ISTEXT(D190),"Yes","No")=No Rich Joslin IF(ISTEXT(D191),"Yes","No")=No Richard Simon IF(ISTEXT(D192),"Yes","No")=No Richard Merage IF(ISTEXT(D193),"Yes","No")=No Robert Haier IF(ISTEXT(D194),"Yes","No")=No Robert Hull TX IF(ISTEXT(D195),"Yes","No")=No Ross Blechman IF(ISTEXT(D196),"Yes","No")=No Russell Artzt IF(ISTEXT(D197),"Yes","No")=No Russell Blank IF(ISTEXT(D198),"Yes","No")=No Steven Blicht IF(ISTEXT(D199),"Yes","No")=No Todd Angkatavanich IF(ISTEXT(D200),"Yes","No")=No William Berkman William McBride IF(ISTEXT(D202),"Yes","No")=No Alan Kufeld Yes Catherine Moreatis IF(ISTEXT(D204),"Yes","No")=No James Alterbaum IF(ISTEXT(D205),"Yes","No")=No John Binko IF(ISTEXT(D206),"Yes","No")=No 54 Madison Partners Eric Murzyn 2 IF(ISTEXT(D207),"Yes","No")=Yes IF(ISTEXT(D148),"Yes","No")=Yes IF(ISTEXT(D184),"Yes","No")=Yes • IF(ISTEXT(D1 IF(ISTEXT(D201),"Yes","No")=Yes IF(ISTEXT(D203),"Yes","No")= • EFTA01437602