EFTA01438134.pdf

Holiday Cards (2) Relationship Name Family Office Name First Last Email Paul/Stew Address City State Zip Receive Card (Y/N) Algappan, Arun Arun Alagappan Paul 210 East 86th St, Suite 601 New York NY 10028 Amster, Yosi Yosi Amster Paul 340 Madison Ave, 21st Fl New York NY 10173 Annandale Capital Stew 325 Nor Dallas TX 75201 n Anschutz Scott Carpenter Stew 555 Seventeenth Stre et, Suite 2400 Denver CO 80202 Archer, Thomas J. Thomas Archer Paul 90 Park Ave New York NY 10016 Arcus Steve Edwards Stew 3060 Peachtree Rd. NW Suite 1880 Atlanta GA 30305 n Arcus Steve Sloan Stew 3060 Peachtree Rd. NW Suite 1880 Atla nta GA 30305 Attori, Gregory Gregory Attorri Paul 485 Park Ave, Suite 4B New York NY 10022 Augenblick, Andy Andy Augenblick Paul 730 Park Ave New York NY 10021 Barry, Mitchell Mitchell Barry Paul 7 Penn Plaza, Suite 1400 New York NY 10001 BBR Partners Todd Whitenack Stew 140 E. 45th Street, 26th Floor New York NY Beller, Harry Harry Beller Paul 12 Golar Dr Monsey NY 1095 2 Bhalla, Ajay Ajay Bhalla Paul Blank David Homrich Stew 3223 Howell Mill Road, Northwest Atla nta GA 30347 Blue Mountain Peter Greatrex Paul 280 Park Ave , 12th FL New York NY Bluestem LLC Brian Merrins Stew 212 E. Main Street, Suite 20 1 Charlottesville VA 22902 Brandis, Steve Steve Brandis Paul 215 W 40th St, 10th Fl New York NY 10018 Bright Group Darren Campf Stew 200 Greenbrier Road Summersville WV 26651 Bulloch, Roger Roger Bulloch Stew 5701 West Sunset Las Vegas NV 89118 Caruso Affiliated Kelly Masuda Stew 101 The Grove Drive Los Angeles CA 90036 Caruso, Richard Gary Dilella Stew 795 E. Lancaster Avenue Suit e 200 Villanova PA Caruso, Richard Richard Caruso ew 795 E. Lancaster Avenue Suite 200 Villanova 19085 Cavalry Andrew zar° aul CFM Rob Cain IIIIIIIIIIIIIIIll Stew 720 University Avenue, Suite 200 Los Gatos CA 95032 CFM Tim Sarhatt Stew 720 University Avenue, Suite 200 Los Gatos CA 95032 Cline, Michael Michael Cline aul 51 Madison Ave, Fl 31 New York NY 10010 Cold Spring Harbor Laboratory Dill Ayres Paul 1 Bungtown Rd Cold Spring Harbor NY 11724 Cold Spring Harbor Laboratory Richard Leeds Paul 11 Harbor Park Dr Port Washington NY 11050 Coleman, Gail Gail Coleman Paul 405 Lexington Ave, Fl 71 New York NY 10174 Cox, Berry Craig Wideman Stew 2100 McKinney Ave, Suite 1700 Dall as TX 75201 Cross, Lisa Adreinne Cannella Paul 300 Old Country Rd, Suite 351 Mineola NY 11510 Crystal, Jonathan Jonathan Crystal Paul Fianncial Sq 32 Old Slip New York Cummings Matt Ireland Paul Danziger, Thomas Thomas ger Paul 405 Park Ave New York NY 10022 Dart Management Sharon Cornwell Office Park Shamrock Grand Cayman Greg Martin Ca manillans Stew Stew Windward 3, Regatta 3500 W. Olive Avenue, Suite 700 Burb ank CA 91505 Shamrock Stanley Gold Stew 132 S Rodeo Drive 5th Floor Beve rly Hills CA 90212 Dock Street John Diederich Stew 510 Feheley Drive King of Prussia PA 19406 Dorrance Family Clint Gossage Stew 7600 East Doubletree Ranch R oad, Suite 300 Scottsdale Dorrance Family Jason Stiles Stew 7600 East Doubletree Ranch R oad, Suite 300 Scottsdale 1, 111111 Duncan Investments Gregg Hammer Stew 1100 Louisiana Street, Suite 5200 Houston TX 77002 EFTA01438134 Dzialga, Kirsten S Mark Kristen Dzialga Paul 15 Meadowcroft Lane Gree nwich CT 6830 Edge Harry Jones Stew 1380 W. Paces Ferry Rd. Suite 1000 Atlanta GA 30327 Edge Paul Izlar Stew 1380 W. Paces Ferry Rd. Suite 1000 Atlanta GA 30327 Edge Whit Davis Stew 1380 W. Paces Ferry Rd. Suite 1000 Atlanta GA 30327 n Ehrenkraz, Pamela Pamela Ehrenkranz Paul 51 West 52nd St New York NY 10019 Elysium Management Brad Wechsler Paul 800 Park Ave, 12th F 1 New York Essig Erin Enright Stew 174 Nassau Street 1320 Princeton NJ 08542 ONE CARD FOR BOTH (MARRIED) Essig Stuart Essig Stew 174 Nassau Street 1320 Princeton NJ 08542 ONE CARD FOR BOTH (MARRIED) EverWatch Financial Frohman Anderson Stew 559 South Main Stree t Providence RI 02903 EverWatch Financial Joe Monaco Stew 8 Sound Shore Drive, Suite 2 00 Greenwich CT 06830 EverWatch Financial Matt Womble Stew 8 Sound Shore Drive, Suite 2 00 Greenwich CT 06830 EverWatch Financial Tyler Webb Stew 8 Sound Shore Drive, Suite 2 00 Greenwich CT 06830 Falk, Charles Charles Falk Paul 25 Devonshire Lane Mendham NJ 7945 Fine, Lonnie Lonnie Fine Paul 10 Fifth St Valley Strea m NY 11581 Fitzgibbons, John John Fitzgibbons Paul 405 Lexington Ave, F 1 71 New York Ford Gary Shultz Stew 200 Crescent Court Suite 1365 Dallas TX 75021 Forrestal Capital Annette Franqui Stew 1450 Brickell Avenue Miami FL 33131 Forrestal Capital Jonathan .com Stew 1450 Brickel 1 Avenue Miami FL 33131 Gaslow, Lawrence Peter Gaslow aul 105 Madison Ave, 1St h Fl New York NY 10016 General Atlantic Gene Lynch aul General Atlantic Family Office Rich om Paul 3 Pickwick P laza Greenwich CT Georgetown U Mike Barry Stew 1000 Potomac Street Suite 301 Wash ington DC 20007 Getz Family Mike Olsen Stew 6730 North Scottsdale Road, Suite 25 O Scottsdale AZ 85253 Glenmede Christoper Zafiriou Stew 1650 Market Street Suite 1200 Philadelphia PA 19103 n Glickman, Donald Don Glickman Paul Granite Group Lyle Himebaugh III Stew 187 Danbury Road Wilton CT 06897 Granite Group Richard Zipkis Stew 187 Danbury Road Wilton CT 06897 Green, Alex Alex Green Stew 911 Carriage Way Southlake TX 76092 Guilford Company James Landrigan Stew P.O. Box 13439 Rich mond VA 23225 n Highlander Partners Stanley Bould Stew 300 Crescent Court S uite 550 Dallas TX 75201 Holterbosch, Heidi Heidi Holterbosch Paul 375 Park Ave New York NY 10152 Illig, Cliff Cliff Illig not primary) Stew 8900 State Line Road 5th Flo or Leawood KS 66206 Illig, Cliff Robb Heineman Stew 8900 State Line Road 5th Floor Leawood KS Infinity Q Drew Tarlow Stew 888 7th Avenue New York NY 10106 n Infinity Q Scott Lindell Stew 888 7th Avenue New York NY 10106 n Ironsides AM Mark Roberts Stew 511 Tarrytown Center Rocky Mount NC 27804 Jain, Neil Neil Jain Paul 158 Third St, PO Box 583 Mine ola NY 11501 Jesselson Capital Michael Jesselson Paul 130 Ave of A merica, Suite 4101 New York NY JL Squared Group Jonathan Liggett Stew 2929 Arch St reet, 13th Floor Philadelphia PA JL Squared Group Michael Wigrizer Stew 2929 Arch St reet, 13th Floor Philadelphia PA 19104 n Keenan, William Howard William Keenan Paul 410 Park Ave New EFTA01438135 York NY 10022 Keiser, Jason Jason Keiser Paul Kelly, Judy Judy Kelly .com Paul 445 Park Ave, Suite 1502 New York NY 10022 Kimmel, Adam Adam Kimmel Paul Klein, Martin Martin Klein Paul 580 5th Ave, 5th Fl New York NY 10036 Kristoff, Mark Mark Kristoff Paul 825 Third Ave, 9th F 1 New York NY 10022 Laffont, Philppe Philippe Paul 9 West 57th St New York NY 10019 Larocca, Robert Robert Larocca Paul 135 Crossways Park Drive Woodbury NY 11797 Lennar Bruce Gross Paul 700 Northwest 107th Ave Miami FL 3317 2 Levy, Jared Jared Levy Paul 1633 Broadway New York NY 10019 Lindemann Family Eran Schreiber Stew 231 East 76t h Street 6K New York NY 10028 Lindemann Family Adam Lindemann Stew 980 Madison 3rd Floor New York NY 10075 Lindemann Family George Lindemann Stew 4500 Biscayn e Blvd Miami FL 33137 Lindemann Family Aggie Graupera Stew 4500 Biscayn e Blvd Miami FL 33137 M20 Inc Michael O'Connell Stew 515 South Figueroa Street, S uite 1050 Los Angeles 71 M20 Inc M-K O'Connell Stew 515 South Figueroa Street, S uite 1050 Los Angeles Makan, Divesh ICONIQ Capital LLC Earl Lee Stew 394 Pacific Ave, 2nd Floor San Francisco CA 94111 n Makan, Divesh ICONIQ Capital LLC Kevin Foster Stew 394 Pacific Ave, 2nd Floor San Francisco CA 94111 n Makan, Divesh ICONIQ Capital LLC Steve Kim Stew 394 Pacific Ave, 2nd Floor San Francisco CA 94111 Makena Capital Management Paul 2755 Sand Hill Rd, Suite 200 Menlo Park CA 9402 5 Mariner Capital Paul 485 Lexi n ton Ave 28th Fl New York NY Meister, Robert Bob Meister Paul Meister, Todd Todd Meister Paul Merage MIG Capital Richard Merage Stew 660 Newport Center Drive. Su ite 1300 Newport Beach Michael, Neal Neal Milch Paul NY Moriwaki, Gary S. Gary Moriwaki Paul 100 Park Ave , 3rd Fl New York Murray, Thomas Thomas Murray Paul Murstein, Alvin Alvin Murstein corn Paul New York NY Murstein, Alvin Andrew Murstein Paul New York NY Nicholas Gosha Zandt Stew 15 Enterprise, Ste. 550 Alis o Viejo CA 92656 Nicholas Milo Gonzalez Stew 15 Enterprise, Ste. 550 Aliso Viejo Orix Bonnie Mitre Stew 1717 Main Street, Suite 1100 Dallas TX 75201 Parami Eric Attias Stew 6 East 74th Street New York NY 10021 Parami Rahul Vaid Stew 6 East 74th Street New York NY 10021 Pensler, Sandy Sandy Paul NY Peregrine Group Paul Dallas TX 75201 Persico, Anthony Anthony Paul Rose, Simon Simon Rose Paul Schaefer, Marla Marla Schaefer Paul Schmidt, Eric Hillspire LLC Chuck Chai Stew 1010 El Camino Real, Suite 200 Menlo Park CA 94025 Schmidt, Eric Hillspire LLC Amber Caska Stew 1010 El Camino Real, Suite 200 Menlo Park CA 94025 Seelig, Mark Mark Seelig SK Family Office Charles com Paul Slome, Ian Ian Slome Stew 150 East 58th Street, 34th F loor New York NY Slome, Ian John Service Stew 150 East 58th Street, 34th F loor New York NY 10155 Snyder, Daniel Karl Schreiber ■ Stew 11900 River Road Potomac MD 20854 Sonen Capital David Hood ew 50 Osgood Place, Ste. 320 San Francisco CA 94133 Sonen Capital Eyal Bilgrai Stew 50 Osgood Place, Ste. 320 San Francisco CA 94133 n EFTA01438136 Spruce Private Investors LLC John Bailey Stew 263 Tresser Blvd, 15th Floor Stamford CT 06901 Spruce Private Investors LLC Robert Bastone Stew 263 Tresser Blvd, 15th Floor Stamford Stiritz, William P. Lynn Morgan Stew n Stiritz, William P. William Stiritz Stew 835 S 8th St St. Louis MO 63102 n Tharani, Haresh Haresh Paul True North Advisors Paul 8350 N. Central Expressway, Ste. 725 Dallas TX United Company Lois Clarke Stew 1005 Glenway Avenue Bristol VA 24201 Vass Pipe Sonny Jain Paul Wanek, Todd Thirdlake Capita oa im ergand Paul Wanek, Todd Thirdlake Capital Ken Jones Paul Weiss, George George Weiss Paul Hartford CT White Deer Energy Kristin Paul Willett Advisors Brad tew New York NY Brightstar Capital Renee Noto om 450 Park Avenue Suit e 1400 New York NY 10022 54 Madison Eric Murzyn 520 Madison Ave New York NY 1002 2 54 Madison Rudy Sahay 520 Madison Ave New York NY 1002 2 Silverstone Capital Management Sam Bakhshandehpour 1880 Century Park Ea st, Suite 1016 Los Angeles CA 90067 For internal use only EFTA01438137