EFTA Document EFTA01469655

Sheetl Paul Morris Capital Markets Client Investment Mgmt kets) EQ FX ce of Wealth Industr Epstein <Select> <Select> <Select ect> Falcon Trail Capital LLC ect> <Select> <Select> <Select> Tisch Family (TFMG) <Select> <Select> ect> <Select> Black <Select> <Select> <Select> ect> Madison Park Capital LLC ect> <Select> <Select> <Select> TOMS Capital <Select> ect> <Select> <Select> Thirdlake <Select> ect> <Select> <Select> Butterfly Trust <Select> ect> <Select> <Select> Mark & Kirsten Dzialga <Select> <Select> ect> <Select> General Atlantic Family ect> <Select> <Select> <Select> OPTIONS: <Select> ect> 0 0.10 tion) 0.20 ncial 0.30 dging 0.40 0.50 0.60 0.70 0.80 0.90 1 N/A Confidential Lending Private Markets Cap Markets Credit Rates Other & comments Y Comments Tier <Select> <Select> <Select> <select> <select> > <Select> <Select> <Select> <Select> <Sel <Select> <Select> <Select> <Select> <Sel <Select> <Select> <Select> <select> <Select> <Select> <Select> <Select> <Select> <Select> <Select> <Select> <Select> <Select> <Sel <Select> <Select> <Select> <Select> <Select> <Select> <Select> <Select> <Select> <Sel <Select> <Select> <Select> <Select> <Sel <Select> <Select> <Select> <Select> <Select> <Select> <Select> <Select> <Select> <Sel <Select> <Select> <Select> <Select> <Select> <Select> <Select> <Select> <Select> <Sel <Select> <Select> <Select> <Select> <Select> <Select> <Select> <Select> <Select> <Sel <Select> <Select> <Select> <Select> <Select> <Select> <Select> <Select> <Select> <Select> <Select> <Select> <Select> <Select> <Sel Office <Select> <Select> <Select> <Select> <Sel <Select> <Select> <Select> <Select> <Select> <Select> e.g. pure Beta investor Consumer Tier 1 (2) Low - medium Education Tier (3) medium TBD Services Tier 3 (4) medium - high No tier e.g. Hedge Fund manager N/A Industrials Media & Telecom Natural Resources Real Estate Technology Other 2 <Select> <Select> Level of sophistication (Capital Mar Client Type Comments Sour <Select> <Select> <Sel (1) Low Yes Private account Established wealth (multi generation No Single Family Office Entrepreneurial wealth (first genera Multi Family Office Inherited wealth ("Next Generation") Fina Corporate Holding (5) high Executive wealth Gaming, Leisure & Lo Other Financial / liquid wealth Healthcare EFTA01469655 Sheet2 Confidential EFTA01469656 Sheet3 Confidential EFTA01469657