EFTA01437599.pdf

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 MIMI 2 IF(ISTEXT(D41),"Yes","No")=Yes Dzialga, Kirsten a Mark Kristen Dzialga MIMI IF(I STEXT(D42),"Yes","No")=Yes Edge IF(ISTEXT(D43),"Yes","No")=Y EFTA01437599 es Edge IF(ISTEXT(D44),"Yes","No")=Y es Edge IF(ISTEXT(D45),"Yes","No")=Y es Ehrenkraz, Pamela Pamela Ehrenkranz IF(I STEXT(D46),"Yes","No")=Yes Elysium Management Brad Wechsler MIMI 1 IF(ISTEXT(D47),"Yes","No")=Yes Essig Erin Enright IF(ISTEXT(D48), "Yes" ,"No")=Yes EverWatch Financial Frohman Anderson 06830 IF(ISTEXT(D49),"Yes","No")=Yes EverWatch Financial O Joe Monaco IF(ISTEXT(D50),"Yes","No")=Yes • 0683 EverWatch Financial O Matt Womble IF(ISTEXT(D51),"Yes","No")=Yes • 0683 EverWatch Financial O Tyler Webb IF(ISTEXT(D52),"Yes","No")=Yes • 0683 Falk, Charles Charles Falk IF(ISTEXT(D53),"Yes" ,"No")=Yes Fine, Lonnie Lonnie Fine IF(ISTEXT(D54),"Yes" ,"No")=Yes Fitzgibbons, John John Fitzgibbons IF(ISTEXT(D55),"Yes","No")=Yes Ford IF(ISTEXT(D56),"Yes","NO")=Yes Forrestal Capital Annette Franqui IN IF(ISTEXT(D5 7),"Yes","No")=Yes Forrestal Capital Jonathan Fischer IF(I 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 IF(ISTEXT(D61),"Yes","No")=Yes Gold • Georgetown U IF(ISTEXT(D62),"Yes" ,"No")=Yes Getz Family Mike Olsen II MIMI 3 IF(ISTEXT(D63),"Yes","No")=Yes Glenmede IF(ISTEXT(D64), "Yes" ,"No")=Yes Glickman, Donald Don Glickman IF(ISTEXT(D65),"Yes","No")=No Granite Group Lyle Himebaugh III IF(ISTEXT(D6 6),"Yes","No")=Yes Green, Alex Alex Green NO IF(ISTEXT(D6 7),"Yes","Now)=Yes Guilford Company James IN IF(I STEXT(D68),"Yes","No")=Yes Highlander Partners Stanley Bould IN IF(I STEXT(D69),"Yes","No")=Yes Holterbosch, Heidi Heidi Holterbosch IF(I STEXT(D70),"Yes","No")=Yes Illig, Cliff Cliff Illig IF(ISTEXT(D7 1),"Yes","No")=Yes Illig, Cliff Robb Heineman IF(I STEXT(D72),"Yes","No")=Yes Infinity Q IF(ISTEXT(D73), "Yes","No")=Yes Infinity Q IF(ISTEXT(D74), "Yes","No")=Yes Ironsides AM IF(ISTEXT(D75), "Yes","No•) =Y es Jain, Neil Neil Jain IF(ISTEXT(D7 6),"Yes","No")=Yes Jesselson Capital Michael Jesselson 10019 IF(ISTEXT(D77),"Yes","No")=Yes JL Squared Group IF(ISTEXT(D7 8),"Yes","No")=Yes JL Squared Group IF(ISTEXT(D7 9),"Yes","No")=Yes Keenan, William Howard William Keenan IF(ISTEXT(D8 0),"Yes","No")=Yes Keiser, Jason Jason Keiser IF(ISTEXT(D81),"Yes","No")=No Kelly, Judy Judy Kelly IF(I STEXT(D82),"Yes","No")=Yes Kimmel, Adam Adam Kimmel IF(ISTEXT(D83),"Yes","No")=No Klein, Martin Martin Klein IN IF(ISTEXT(D8 4),"Yes","No")=Yes Kristoff, Mark Mark Kristoff IF(I STEXT(D85),"Yes","No")=Yes Laffont, Philppe Philippe IF(I EFTA01437600 STEXT(D86),"Yes","No")=Yes Larocca, Robert Robert Larocca • IF(I STEXT(D87),"Yes","No")=Yes Lennar Bruce Gross • IF(ISTEXT(D88), "Yes","NO")=Y es Levy, Jared Jared Levy • IF(ISTEXT(D89), "Yes" ,"No")=Yes Lindemann Family Eran Schreiber IF(ISTEXT(D90),"Yes","No")=NO M20 Inc • IF(ISTEXT(D91), "Yes" ,"No")=Yes Makan, Divesh 1 ICONIQ Capital LLC IF(ISTEXT(D92),"Yes","No")=Yes • Makan, Divesh 1 ICONIQ Capital LLC IF(ISTEXT(D93),"Yes","No")=Yes • Makan, Divesh 1 ICONIQ Capital LLC IF(ISTEXT(D94),"Yes","No")=Yes • Makena Capital Management • STEXT(D95),"Yes","No")=Yes Mariner Capital • IF(ISTEXT(D96), "Yes", "NO")=Y es Meister, Robert Bob Meister IF(ISTEXT(D97),"Yes","No")=No Meister, Todd Todd Meister IF(ISTEXT(D98),"Yes","No")=No Merage Richard Merage • IF(I 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 IF(ISTEXT(D103),"Yes","No")=No Murstein, Alvin Andrew Murstein New York NY IF(ISTEXT(D104),"Yes","No")=No Nicholas Gosha Zandt IF(ISTEXT(D105),"Yes","No")=No Nicholas Milo Gonzalez IF(I STEXT(D106),"Yes","No")=Yes Orix Bonnie Mitra IF(ISTEXT(D107),"Yes ","No")=Yes Parami Eric Attias • IF(ISTEXT(D108),"Yes ","No")=Yes Parami Rahul Vaid IF(ISTEXT(D109),"Yes ","No")=Yes Pensler, Sandy Sandy Pensler NY IF(ISTEXT(D110),"Yes","No")=No Peregrine Group IF(ISTEXT(D111),"Yes ","No")=Yes Persico, Anthony Anthony Persico IF(ISTEXT(D112),"Yes","No")=No Rose, Simon Simon Rose IF(ISTEXT(D113),"Yes","No")=No Schaefer, Marla Marla Schaefer IF(ISTEXT(D114),"Yes","No")=No Schmidt, Eric Chuck Chai IF(I STEXT(D115),"Yes","No")=Yes Schmidt, Eric • IF(ISTEXT(D116),"Yes ","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 • MI 5 IF(ISTEXT(D120),"Yes","No")=Yes Snyder, Daniel Karl Schreiber IF(ISTEXT(D1 21),"Yes","No")=Yes Sonen Capital David Hood • IF(I STEXT(D122),"Yes","No")=Yes Sonen Capital • IF(ISTEXT(D123),"Yes ","No")=Yes Spruce Private Investors LLC STEXT(D124),"Yes","No")=Yes • IF(I Spruce Private Investors LLC STEXT(D125),"Yes","No")=Yes • IF(I Stiritz, William P. Lynn Morgan IF(ISTEXT(D126),"Yes","No")=No Stiritz, William P. William Stiritz IF(ISTEXT(D1 27),"Yes","No")=Yes Tharani, Haresh Haresh Tharani IF(ISTEXT(D128),"Yes","No")=No Thomson Stefan Clulow IF(ISTEXT(D1 29),"Yes","No")=Yes True North Advisors • IF(ISTEXT(D1 30),"Yes","No")=Yes United Company Lois Clarke IF(ISTEXT(D131),"Yes ","No")=Yes Vass Pipe Sonny Jain IF(ISTEXT(D132),"Yes","No")=No Wanek, Todd Joakim Bergander IF(ISTEXT(D133),"Yes","No")=No Wanek, Todd Ken Jones IF(ISTEXT(D134),"Yes","No")=No Weiss, George George Weiss Hartford CT IF(ISTEXT(D135),"Yes","No")=No EFTA01437601 White Deer Energy Kristin IF(ISTEXT(D136),"Yes","No")=No Willett Advisors Brad Briner New York NY IF(ISTEXT(D137),"Yes","No")=No Winston Advisors Christopher Donabedian MI IF(ISTEXT(D138),"Yes","No")=Yes Yorktown Partners, LLC Bryan H. Lawrence 10022 IF(ISTEXT(D139),"Yes","No")=Yes Yorktown Partners, LLC George Petrides IF(ISTEXT(D140),"Yes","No")=No Yorktown Partners, LLC Peter Leidel NY IF(ISTEXT(D141),"Yes","No")=No Zubillaga, Alex Alex Zubillaga • IF(I STEXT(D142),"Yes","No")=Yes Zuckerberg, Lloyd Lloyd Zuckerberg IF(ISTEXT(D143),"Yes","No")=No Andrew Farkas MI IF(ISTEXT(D144),"Yes","No")= Yes Anup Patel IF(ISTEXT(D145),"Yes","No")=No Ari Glass IF(ISTEXT(D146),"Yes","No")=No Avi Kestenbaum IF(ISTEXT(D147),"Yes","No")=No Barry Bloom MO IF(ISTEXT(D148),"Yes","No")=Yes Ben Rechler IF(ISTEXT(D149),"Yes","No")=No Brian Blechman IF(ISTEXT(D150),"Yes","No")=No Brooks Duncan IF(ISTEXT(D151),"Yes","No")=No Bryan R. Lawrence IF(ISTEXT(D152) "Yes","No")=No Bryce Markus IF(ISTEXT(D153),"Yes","No")=No Caroline Conegliano IF(ISTEXT(D154) "Yes","No")=No Cary Brody IF(ISTEXT(D155),"Yes","No")=No Cathy Handley IF(ISTEXT(D156),"Yes","No")=No Charles Krusen IF(ISTEXT(D157),"Yes","No")=No Christopher Goldberg IF(ISTEXT(D158) "Yes","No")=No Colby Rollins IF(ISTEXT(D159),"Yes","No")=No Curtis Conway IF(ISTEXT(D160),"Yes","No")=No Daniel Heflin IF(ISTEXT(D161),"Yes","No")=No David Manlowe IF(ISTEXT(D162),"Yes","No")=No David Angstreich IF(ISTEXT(D163),"Yes","No")=No David Halliwill IF(ISTEXT(D164),"Yes","No")=No David 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 IF(ISTEXT(D184),"Yes","No")=Yes 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 • IF(ISTEXT(D1 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 IF(ISTEXT(D201),"Yes","No")=Yes William McBride IF(ISTEXT(D202),"Yes","No")=No Alan Kufeld IF(ISTEXT(D203),"Yes","No")= 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 EFTA01437602