EFTA02551228

From: Noam Chomsky < Sent: Saturday, December 9, 2017 7:40 PM To: jeffrey E.; Valeria Chomsky Subject: Fwd: Chomsky / Bainco Can I respond to Scharmer by requesting that she cont=ct Richard Kahn? ------ =--- Forwarded messa From: Va=eria Chomsky < Date: Sat, Dec 9, 201= at 12:36 PM Subject: Fwd: Chomsky / Bainco To: Noam Chomsky < Cc: &quo=;jeffrey E." <jeevacation=gmail.com <mailto:jeevacation@gmail.com» :e OK. Thanks, Jeffrey. <=div> Forwarded message F=om: jeffrey E. <jeevacation@gmail.c=m> Date: Sat, Dec 9, 2017 at 2:32 PM Subject: Re: Chom=ky / Bainco To: Valeria Chomsk tell her your attorney or advisor will respond. please=give me the name of your legal counsel On Sat, Dec 9, 2017 at 8:31 PM, Valeria Chomsky < > wrote: FYI. What =hould Noam say? Forwarded message F=om: Noam Chomsk «= href="mailto target="_blank" =/a» Date: Fri, Dec 8, 2017 at 12:41 PM Subject: Fwd: Chom=ky / Bainco To: Valeria Chomsky > > EFTA_R1_01707204 EFTA02551228 Forwarded messa e = From: Isabel Scharmer > > Date: Fri, Dec 8, 2017 at 10:01 AMSub ect: Chomsky / Bainco To: Noam Chomsky < <mailto:nchom=ky3@gmail.com» Cc: Sam Ba=n < », Kathleen O'Malley < », Robert Katz < Dear Noam, We hope you and Valeria are well. As we approa=h the end of 2017, we are writing to clarify our understanding of your rel=tionship with Bainco at this time. Outlined below are the accounts you have at Bainco a=d our understanding of our continuing services for you, pending any near t=rm decisions that you may make regarding your account. We very much =ould appreciate further clarification by the end of the year so we can continue to provide our best advice regar=ing your assets and our best judgment to maximize benefits to you and your=family. • Noam Chomsky IRA and Inherited IRAs: You have instructed us to take no action w=th respect to these accounts and, consequently, we have refunded the 4Q17 =anagement fee. We will continue to provide quarterly reports as in the past. • Noam Chomsky Revocable Trust and Gull Haven Lan=: We are not actively managing these accounts and are not charging a manag=ment fee. We will continue to provide quarterly reports as in =he past. * Carol Chomsky Exempt and Non-Exempt Marital Tru=ts: We are continuing to manage the assets in these accounts and will cont=nue to bill our annual management fee on a quarterly basis as in the past =1% for Non-Exempt and 1.25% for Exempt Marital Trusts). Please let us know at your earliest convenience if o=r understanding is incorrect on any of these accounts or if we should anti=ipate changes to custodian or asset manager. Regards, Isabel and Sam 2 EFTA_R1_01707205 EFTA02551229 Isabel Scharmer, CFA Managing Director Portfolio Strategist 699 Boylston Stre=t <https://maps.google.com/?q=699+Boylston+S=reet&entry=gmail&source=g> 10th Floor Boston, MA 02116 =span style="color#0563c1;text-decoration:none"> chttps://www.bainco.com/bainco-named-2017-=inancial- times-300-top-registered-investment-advisersh This communication is for informational purposes only. It is not intended a= an offer or solicitation for the purchase or sale of any security or fina=cial instrument or as an official confirmation of any transaction. Market =rices, data and other information are not warranted as to completeness or =ccuracy and are subject to change without notice. The comments or statemen=s made herein do not necessarily reflect the opinions of Bainco Internatio=al Investors, LLC, its subsidiaries and affiliates. The email may contain =onfidential or proprietary information. If you are not the intended recipi=nt of this email, please immediately reply to the sender and make the send=r aware of the mistake and then delete the email. =AO please note The information contained in this communicati=n is confidential, may be attorney-client privileged, may constitute=inside information, and is intended only for the use of the addressee. =t is the property of JEE Unauthorized use, disclosure or copying of =his communication or any part thereof is strictly prohibited and may=be unlawful. If you have received this communication in error, please n=tify us immediately by return e-mail or by e-mail to jeevacation@gmail.com <mailto:=eevacation@gmail.com> , and =estroy this communication and all copies thereof, including all attachm=nts. copyright -all rights reserved 3 EFTA_R1_01707206 EFTA02551230