EFTA Document EFTA01356684

KYC Print Page 7 of 43 Estimated Annual Income($): Estimated amount of investable assets($): <$1 MM Estimated Net Worth(S): <51 MM Amount of assets planned to invest with PWM($): 20,000.00 Other Known Financial Insbtutions: Institution: Country: ESt. Assets Under Mgt: Institution: Country: Est. Assets Under Mgt: Institution: Country: Est. Assets Under Mgt: Please indicate the family situation of the individual (marital status, other family members, etc.): Married to Karyna Shu