Subject: RE: Annual Review From: Stewart Oldfield ffi Date: Thu, 17 Aug 2017 17:09:15 -0400 To: Cynthia Rodriguez Bella Klein Bella, make Cynthia take you out to lunch (or drinks, or both) after all of this . . . Thanks as always for helping us stay in compliance on all of this stuff. Stew From: Cynthia Rodriguez Sent: Thursday, Au ust 17, 2017 4:56 PM To: Bella Klein Cc: Stewart Oldfield Subject: Annual Review Hi Bella, Hope all is well. For our final portion of the annual review, we are updating the trust accounts on file to be in line with our current KYC policy. For all trusts, our recent policy requires the following information for all beneficiaries: Name Date of Birth Social Security Number Photo ID EFTA01432442