EFTA Document EFTA01369975

2018 Ac:oun! Planning Reletion•hip None Itiolat earn I. atm Numbs/ SOUTHERN FINANOAL Team Heft Vork12 SOMMI aniru ,111111,., 1111 ,,, 11IIIII,.,IIIIIIIlItll RilaboodHp NH Worth 7SSCO M Relationthip WIMI•bie MSPII SI00' SW Ed RelatiarrOrip ClasHliation le 2 Breath of Client Needs CS product%) 43.101 Revenue Potent:at Om's) •SSCIX Smarm of Wealth 0 (pthoo began hn tmencol Tomo m 1016 m otOom trsHre 84...Stearn and become.. runner. n 171.3 In 1951 (pile. loonderd nn ownlranh. nonklement (mum A Co. manic I he morn of t rrerEs roth mode then a b MOO on rod worth In 1996. (Wen OHnded IM name& hn /am to Try Emoroal Tore Comoro., and based a on DetEriOtlai WiralttNEtifity Aueb Ito oLind of ST Throarm on the US sown Wanda At of Hs Hantswere erranornom soap, for 'morn orroliTer barreverwran LoNo Wexner HA IM.001 h. corm pon, HI deer at Mw' 5a.nl and hn tau/roar manadioneer Irmo ItrArtilonadp Sosment Relationship SeRniont Oeuription Industry 6.a* teorioal Soonson InduHrt 0 I..4.1, Oita. [Waal 400 Unlit{ N. ol New 10171 Publk Ream.. In "D“ 4°D Nel worm urrarr‘MortoIX, leedong Lombard Leedom Structurtd1oLotorn Total Landry DE00017 LAD CenUal MO CapitalMit/4s DPIA Cast °dr MN Woath Piano* SolAkons Fund Salmons WAM nua %MA Y10 3.ro 16 O C a O 0 0 1 95 0 0 I 9$ c 0 962.673 544.155 ..:. 0 ' 'I 7415466 O 0 56.424 39.544 119.01S, 799 O 0 0 0 16 0 O 0 0 1.8410 0 10341.110 5.8.251.431 O 0 0 0 O :. D 114A68,0119 Nairn HMIIMINIENIMMIllr00.304 1.10310.903 1d;9 d "''E71" 7 " WU" 0 `IDDItt^DIIIIIIIH"11111iltnIDDIT'ThIDDRtnIDDI nlIDDR^^IDDI mlIDDR^^IDDI err tA10104 10113,1 020,060.11, 301,15t/IP 104***.000i 411,001,2011 MI Revenue Bahr 63 CBV Rio* 37 Stricty Confident*, CONFIDENTIAL - PURSUANT TO FED. R. CRIM. P. 6(e) DB-SDNY-0062517 CONFIDENTIAL SDNY_GM_00208701 EFTA01369975