Further Describe Source of Wealth /Detail the history of wealth for each of the sources. (e.g. For trusts, how did settlor accumulate wealth? For inheritance. h w did family accumulate wealth?For business owners. how long in business, how many employees. level of profitability? Indicate type of business, countries of major activities, important business partners.) Estimated Annual Income (S) Estimated amount of investable assets(S): Estimated Net Worth(S) Amount of assets planned to invest with PWM(S) Other Known Financial Institutions: Institution Country. Est Assets Under Mgt institution Country. Est Assets Under Mgt Institution Country: Es Assets Under Mgt Please indicate the family situation of the individual (marital status. other family membe s. etc ) One sheet must be established for EACH LEGAL ENTITY in Section 2. Account Summa 3C. Legal Entity Details (For all Legal Entities) Legal Entity Name: The 2017 Caterpillar Trust - Type of Entity: 0 FoundationiAssociation 2 Trust 0 Company 0 Estate 0 Partnership Purpose of Entity: pi rvate Investment E RulanthropiciCharitable 7 Commercial Type of Entity Other (specify). Purpose of Entity Other (specify): Country of incorporation/ registration. Virgin Islands. U S Date of incorporation / registration. 1/3/2017 Volcker Status Determination Required Volcker Flag: No Address (city, street, post code). 6100 Red Hook Quarter B3. St Thomas 00802 United States U.S TIN( El N. 28-6639711 Provide a description of the entity's organizational structure. its ownership structure and its Top Management. For trusts, foundations. include information about evocability.settlor and beneficiaries.etc - This is a grantor retained nnuity trust that holds membership interest in IGO Company LLC This trust will terminate two years from the date of initial funding a d annual annuity distributions will be paid to the grantor only. Upon termination. the membership interest will then transfer to th