Fiduciaries (Prudent Investor Election) - Financial Regulation

A

Account No. 2-565 Salomon Smith Barney

6/5/2001

Account No. 9-565 Salomon Smith Barney

6/5/2001

Account No. 12-302 Salomon Smith Barney

6/4/2002

Account No. 7-786 Smith Barney

3/25/2004

Account No. 10752 Citigroup Global Markets

8/13/2004

Account No. 16-502 Smith Barney

10/19/2004

Account No. 11-508 Smith Barney

10/25/2004

Account No. 16-320 Citigroup Global Markets

7/25/2005

Account No. 11-155 Citigroup Global Markets

4/27/2006

Account No. 04665 Citigroup Global Markets

10/30/2006

Account No. 04661 Citigroup Global Markets

10/30/2006

Account No. 559-12 Smith Barney

2/1/2008

Account No. 1155C Smith Barney

9/11/2009

Account No. 1158C Smith Barney

9/16/2009

Account No. 1156C Smith Barney

9/16/2009

Abell, W. Sheppardson

2/20/2001

Abell, W. Sheppardson

12/26/2012

Adams, Richard T

8/1/2008

Adelberg, Rudow, Dorf & Hendler, LLC

11/13/2012

Albrecht, Douglas H

7/17/2006

Allen, Carrie Lee

8/5/2020

Alpert, Andrew

12/19/2002

Altman, Gary

8/10/2012

Amalfitano, Maria

7/3/2001

Anstey, Mark M.

11/8/2000

Applefield, David B.

11/13/2012

Arbit, Terry S.

1/14/2011

B

Baldino, Brett F. 

10/17/2019

Bayless, Amanda C.

10/24/2008

Bell, Donna

5/28/2002

Beres, William P., Jr.

11/2/2000

Bernstein, Aaron

9/6/008

Bernstein, Jonathon

1/17/2002

Biddison, Susan H.

1/29/2007

Blaustein, Mary Jane

5/2/2007

Bliss, Edward P.

12/5/2005

Bowers, Larry A.

9/5/2008

Boylaiz, A. Patrick

3/25/2010

Brooks, Joseph A.

2/14/2000

Brown, George

4/5/2007

Brown, Jeremy Earle

3/11/2002

Brown, Nanci S

2/6/2006

Brown IV, Sewell A.

Brown, Stuart D.

4/24/2001

Burch, Richard C.

6/17/2005

Burch, Richard C.

3/27/2008

C

Campbell, Frank

10/1/2012

Campbell, Julia B.

5/31/2011

Cantin, Mary J. 

4/6/2000

Cantor, Amy J.

12/16/2004

Carpenter, Robert 

7/15/2010

Cooper, Carol G.

11/13/2012

Core, Eric M.

12/15/2005

Coyne, Mary Beth

2/29/2004

Cronin, Alice W.

12/22/1999

Cruttenden, Danielle M.

1/30/2014

Cruttenden, Danielle M.

2/5/2014

D

Dagurt, Sheldon G.

8/23/1999

Daniels, Mark H.

1/26/2002

De Stefano, Gina M.

8/23/1999

DeGraba, Susanna G.

9/5/2008

Dinn, Irwin J.

6/17/2009

Dolina, Anna M.

9/25/2002

Doody, Robert J.

9/20/2021

E

Edwards, Peter

1/12/2001

Ellingsworth, Richard

5/28/2003

Ellison, S. Ronald

8/23/1999

Evans, Jeffrey S.

11/13/2012

F

Farrell, Kathryn Ann

3/10/2009

Fee, Edwin G

11/15/2000

Feldman, Charles J.

9/8/2015

Fidis, Marcia C.

10/28/2002

Foran, Louis J.

11/12/2007

Ford, David A.

7/11/2016

G

Garten, Alan F.M.

8/23/1999

Garten, Herbert S.

8/23/1999

Garten, Lawrence M.

8/23/1999

Garten, Morris L.

8/23/1999

Ginsburg, Yale M.

11/13/2012

Ginsburg, Yale M.

8/17/2016

Gladstone, Leslie L.

4/22/2015

Glick, Susan M.

5/19/2009

Goldman Sacks Trust

8/30/2010

Goodman, Ann Karwacki

12/8/2000

Gordon, Jennifer J.

2/26/2001

Gordon, Solvin W.

2/14/2002

Gorgie, Betsy

9/1/2008

Grogg, Sheryl

3/4/2015

Gustafson, Cari Howlin

8/1/2016

H

Heddleson, Linda K.

6/10/2002

Hendler, Michael G.

11/13/2012

Henninger, Laura L.

1/25/2007

Hill, Susan

1/21/2010

Horne, Robert M.

11/13/2012

Horne, Robert M.

6/25/2020

Howlin, Holly 

7/11/2016

Hunt, John

12/6/2000

I

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J

Jack, Michael J.

8/23/1999

Jeffries, Mervyn

4/11/2000

Jenkins, Alfreda F.

5/19/2005

Judd, Reena G.W.

8/25/2008

K

Kallina, Emanuel J., II

7/10/2012

Katcef, William M.

8/1/2000

Keidan, Gene Fiaccone

5/25/2012

Kelly, Marlene

4/15/2004

Knott, Lauren Brown

5/5/2023

Koepke, Kathleen M.

2/11/2000

Kolodner, F. Kirk

11/13/2012

Kohn, Robert

9/21/2021

Kohn, Thomas D,

11/13/2012

Kovens, Edward B.

5/10/2000

Krame, Evan J.

4/19/2012

Krauthamer, Harold

4/23/2015

L

La Barbera, Jennifer

6/30/2008

Ladensohn, David A.

1/22/2008

Lalumia, Matthew P.

7/17/2002

Lalumia, Matthew P.

7/20/2015

Lamm, Jason

7/11/2008

Landsman Law Group

1/2/2024

Lang, Elisabeth

9/21/2021

Lehr, Michael E.

7/8/2013

Lemon, Robert E.

2/13/2002

Lenrow, Jay L.

11/13/2012

Leonard, Garrett F.

2/7/2009

Levine, Andrew

8/8/2000

Levy, Timothy J.

7/15/2007

Liu, Helen

3/3/2009

Lohr, Walter G. Jr

11/21/2008

Lurie, Jerald B.

11/13/2012

M

Macuilla, Marybeth

6/6/2000

Mayberry, Pamela E.

2/14/2003

Mayer, Andrew C.

10/21/2016

Mayer, James L.

3/17/2016

Mering, Donald R.

4/12/2001

Mering, Donald R.

6/15/2004

Mering, Donald R.

10/25/2004

Mering, Donald R.

2/8/2005

Mering, Donald R.

3/18/2002

Merrill, Abel

3/19/2001

Merriman, Jack C,

1/4/2000

Miller, Mark L.

11/13/2012

Morgan, Gerald D.

11/20/1999

Morsberger, Anita

6/27/2000

Moses, Jerold A.

8/23/1999

Muir, Kenneth K.

9/5/2008

N

Nash, Adam W.

1/20/2003

Nash, Caroline K.

10/28/2002

Noar, Mark

5/26/2006

Nolan, James J.

5/6/2015

Noren, Marc B.

11/13/2012

O

Oakley, Larry C.

1/3/2011

O’Byrne, Mary E.

1/26/2022

O'Hare, Christopher

11/29/1999

Oring, Ira L.

8/23/1999

Ottinger, Marc

11/4/2004

P

Parsons, George R. Jr.

7/8/1999

Pernick, Craig A.

9/14/2021

Person, C.J.

11/13/2012

Peterson, Gary B. 

6/2/2003

Pettit, Rosser J.

3/6/2000

Pettit, Rosser J.

3/6/2000

Pettit, Rosser J.

12/19/2000

Pires, Lucia R.

10/20/2017

Plack, Martha

9/7/2007

Polt, Leslie J.

11/13/2012

Pope-Onwukwe, Karren

12/26/2010

Potter, James G.

6/13/2001

Q

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R

Radding, Andrew

11/13/2012

Randall, Terry L

3/21/2001

Rathman, Richard G.

4/12/2002

Robertson, Janet S.

5/25/2012

Roblyer, Michael R.

11/14/2012

Rodbell, Alice 

11/17/2008

Rogers, Darryl S. 

4/25/2006

Romanoff, Mark B.

9/9/2008

Rosenbaum, Susan

1/16/2001

Rosenberg, Henry 

8/18/2008

Royack, Matthew D.

11/13/2012

Rudow, David B.

11/13/2012

Ryan, Patrick, The Law Offices of Patrick Ryan

5/3/2022

S

Sall, Nancy

10/15/2008

Saltzman, Oren D.

11/13/2012

Schonberger, Steven D

3/7/2000

Schrebler, Roland M.

8/23/1999

Scott, Jeffrey D.

9/18/2001

Segev, Giora

7/20/1999

Sleigh, Stephen

9/21/2021

Snyder, Andrew

8/11/2008

Sotomayor, Randy

1/9/2003

Spatz, Marshall C.

9/5/2008

Spector, Harry G. 

5/23/2007

Springs, Orlando W.

12/2/2005

Stanley, Jane Kheel

5/16/2000

Stanley, Jane Kheel

3/9/2007

Stone, Walter R.

11/13/2012

Sims, Jane Frankel

5/9/2012

T

Tarbox, Lamont E.

9/5/2008

Taylor, Brian David

2/11/2004

Treft, Jennifer

02/26/2022

Tucker, Jack

3/7/2008

U

Urban, Theodore W. 

9/5/2008

V

Versteegen, Nicola

8/10/2008

W

Wainwright, Frank W.

11/20/2000

Ward, Matthew

02/26/2022

Washington, Geoffrey W.

11/13/2012

Weisse, Robin L

5/10/2012

Wen, Julia D.

11/1/2007

Whitehurst, Linda P.

6/13/2001

Whitehurst, William W., Jr.

8/10/2001

Wolff, Julia A.

4/7/2000

Willis, Lawrence W.

5/5/2000

Wunder, Paige A.

8/8/2008

Wilson, Neal J.

9/5/2008

Williams, Linda

8/19/2013

Wooden, Paul F.

12/16/2014

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Y

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