EVENSKY & KATZ, LLC
Legal name: EVENSKY & KATZ/FOLDES WEALTH MANAGEMENT
CRD #109698 SEC #801-60104 CORAL GABLES, FL 305-448-8882
SEC Registered
Total AUM
$3.1B
Discretionary
$3.1B
Employees
38
Clients
251
Accounts
5,522
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Florida
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Dec 19, 2025
- Branch Offices
- 3
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BIELOW, MARIA, CHAVES | I | CHIEF COMPLIANCE OFFICER | NA | |
| BIELOW, MARIA, CHAVES | I | CHIEF COMPLIANCE OFFICER | NA | |
| BIELOW, MARIA, CHAVES | I | CHIEF COMPLIANCE OFFICER | NA | |
| BIELOW, MARIA, CHAVES | I | CHIEF COMPLIANCE OFFICER | NA | |
| BIELOW, MARIA, CHAVES | I | CHIEF COMPLIANCE OFFICER | NA | |
| BIELOW, MARIA, CHAVES | I | CHIEF COMPLIANCE OFFICER | NA | |
| BIELOW, MARIA, CHAVES | I | CHIEF COMPLIANCE OFFICER | NA | |
| BIELOW, MARIA, CHAVES | I | CHIEF COMPLIANCE OFFICER | NA | |
| BIELOW, MARIA, CHAVES | I | CHIEF COMPLIANCE OFFICER | NA | |
| BIELOW, MARIA, CHAVES | I | CHIEF COMPLIANCE OFFICER | NA | |
| BIELOW, MARIA, CHAVES | I | CHIEF COMPLIANCE OFFICER | NA | |
| BIELOW, MARIA, CHAVES | I | CHIEF COMPLIANCE OFFICER | NA | |
| BIELOW, MARIA, CHAVES | I | CHIEF COMPLIANCE OFFICER | NA | |
| BIELOW, MARIA, CHAVES | I | CHIEF COMPLIANCE OFFICER | NA | |
| BIELOW, MARIA, CHAVES | I | CHIEF COMPLIANCE OFFICER, OFFICER | NA | Control |
| BIELOW, MARIA, CHAVES | I | CHIEF COMPLIANCE OFFICER, OFFICER | NA | Control |
| BIELOW, MARIA, CHAVES | I | CHIEF COMPLIANCE OFFICER, OFFICER | NA | Control |
| BIELOW, MARIA, CHAVES | I | CHIEF COMPLIANCE OFFICER | NA | |
| BIELOW, MARIA, CHAVES | I | CHIEF COMPLIANCE OFFICER | NA | |
| BIELOW, MARIA, CHAVES | I | CHIEF COMPLIANCE OFFICER, OFFICER | NA | Control |
| BIELOW, MARIA, CHAVES | I | CHIEF COMPLIANCE OFFICER, OFFICER | NA | Control |
| BIELOW, MARIA, CHAVES | I | CHIEF COMPLIANCE OFFICER | NA | |
| BIELOW, MARIA, CHAVES | I | CHIEF COMPLIANCE OFFICER | NA | |
| BIELOW, MARIA, CHAVES | I | CHIEF COMPLIANCE OFFICER, OFFICER | NA | Control |
| BIELOW, MARIA, CHAVES | I | CHIEF COMPLIANCE OFFICER, OFFICER | NA | Control |
| BIELOW, MARIA, CHAVES | I | CHIEF COMPLIANCE OFFICER | NA | |
| BIELOW, MARIA, CHAVES | I | CHIEF COMPLIANCE OFFICER | NA | |
| BIELOW, MARIA, CHAVES | I | CHIEF COMPLIANCE OFFICER, OFFICER | NA | Control |
| BIELOW, MARIA, CHAVES | I | CHIEF COMPLIANCE OFFICER, OFFICER | NA | Control |
| BIELOW, MARIA, CHAVES | I | CHIEF COMPLIANCE OFFICER, OFFICER | NA | Control |
| BIELOW, MARIA, CHAVES | I | CHIEF COMPLIANCE OFFICER, OFFICER | NA | Control |
| BIELOW, MARIA, CHAVES | I | CHIEF COMPLIANCE OFFICER | NA | |
| BIELOW, MARIA, CHAVES | I | CHIEF COMPLIANCE OFFICER | NA | |
| BIELOW, MARIA, CHAVES | I | CHIEF COMPLIANCE OFFICER, OFFICER | NA | Control |
| BIELOW, MARIA, CHAVES | I | CHIEF COMPLIANCE OFFICER, OFFICER | NA | Control |
| BIELOW, MARIA, CHAVES | I | CHIEF COMPLIANCE OFFICER, OFFICER | NA | Control |
| BIELOW, MARIA, CHAVES | I | CHIEF COMPLIANCE OFFICER, OFFICER | NA | Control |
| BIELOW, MARIA, CHAVES | I | CHIEF COMPLIANCE OFFICER, OFFICER | NA | Control |
| BIELOW, MARIA, CHAVES | I | CHIEF COMPLIANCE OFFICER, OFFICER | NA | Control |
| BIELOW, MARIA, CHAVES | I | CHIEF COMPLIANCE OFFICER, OFFICER | NA | Control |
| BIELOW, MARIA, CHAVES | I | CHIEF COMPLIANCE OFFICER, OFFICER | NA | Control |
| BIELOW, MARIA, CHAVES | I | CHIEF COMPLIANCE OFFICER, OFFICER | NA | Control |
| BIELOW, MARIA, CHAVES | I | CHIEF COMPLIANCE OFFICER, OFFICER | NA | Control |
| BIELOW, MARIA, CHAVES | I | CHIEF COMPLIANCE OFFICER, OFFICER | NA | Control |
| BIELOW, MARIA, CHAVES | I | CHIEF COMPLIANCE OFFICER, OFFICER | NA | Control |
| BIELOW, MARIA, CHAVES | I | CHIEF COMPLIANCE OFFICER, OFFICER | NA | Control |
| BIELOW, MARIA, CHAVES | I | CHIEF COMPLIANCE OFFICER, OFFICER | NA | Control |
| BIELOW, MARIA, CHAVES | I | CHIEF COMPLIANCE OFFICER, OFFICER | NA | Control |
| BIELOW, MARIA, CHAVES | I | CHIEF COMPLIANCE OFFICER, OFFICER | NA | Control |
| BIELOW, MARIA, CHAVES | I | CHIEF COMPLIANCE OFFICER, OFFICER | NA | |
| BIELOW, MARIA, CHAVES | I | CHIEF COMPLIANCE OFFICER, OFFICER | NA | |
| BIELOW, MARIA, CHAVES | I | CHIEF COMPLIANCE OFFICER, OFFICER | NA | |
| BIELOW, MARIA, CHAVES | I | CHIEF COMPLIANCE OFFICER, OFFICER | NA | |
| BIELOW, MARIA, CHAVES | I | CHIEF COMPLIANCE OFFICER | NA | |
| BIELOW, MARIA, CHAVES | I | CHIEF COMPLIANCE OFFICER | NA | |
| BIELOW, MARIA, CHAVES | I | CHIEF COMPLIANCE OFFICER | NA | |
| BIELOW, MARIA, CHAVES | I | CHIEF COMPLIANCE OFFICER | NA | |
| BIELOW, MARIA, CHAVES | I | CHIEF COMPLIANCE OFFICER | NA | |
| BIELOW, MARIA, CHAVES | I | CHIEF COMPLIANCE OFFICER | NA | |
| BIELOW, MARIA, CHAVES | I | CHIEF COMPLIANCE OFFICER | NA | |
| BIELOW, MARIA, CHAVES | I | CHIEF COMPLIANCE OFFICER | NA | |
| BIELOW, MARIA, CHAVES | I | CHIEF COMPLIANCE OFFICER | NA | |
| BIELOW, MARIA, CHAVES | I | CHIEF COMPLIANCE OFFICER | NA | |
| BIELOW, MARIA, CHAVES | I | CHIEF COMPLIANCE OFFICER | NA | |
| BIELOW, MARIA, CHAVES | I | CHIEF COMPLIANCE OFFICER | NA | |
| BIELOW, MARIA, CHAVES | I | CHIEF COMPLIANCE OFFICER | NA | |
| BIELOW, MARIA, CHAVES | I | CHIEF COMPLIANCE OFFICER | NA | |
| BIELOW, MARIA, CHAVES | I | CHIEF COMPLIANCE OFFICER | NA | |
| BIELOW, MARIA, CHAVES | I | CHIEF COMPLIANCE OFFICER | NA | |
| EVENSKY, HAROLD, RAY | I | ELECTED MANAGER | NA | |
| EVENSKY, HAROLD, RAY | I | ELECTED MANAGER | NA | |
| EVENSKY, HAROLD, RAY | I | ELECTED MANAGER | NA | |
| EVENSKY, HAROLD, RAY | I | ELECTED MANAGER | NA | |
| EVENSKY, HAROLD, RAY | I | ELECTED MANAGER | NA | |
| EVENSKY, HAROLD, RAY | I | MANAGEMENT COMMITTE MEMBER, CHAIRMAN | NA | Control |
| EVENSKY, HAROLD, RAY | I | MANAGEMENT COMMITTE MEMBER, CHAIRMAN | NA | Control |
| EVENSKY, HAROLD, RAY | I | MANAGEMENT COMMITTE MEMBER, CHAIRMAN | NA | Control |
| EVENSKY, HAROLD, RAY | I | ELECTED MANAGER | NA | |
| EVENSKY, HAROLD, RAY | I | ELECTED MANAGER | NA | |
| EVENSKY, HAROLD, RAY | I | MANAGEMENT COMMITTE MEMBER, CHAIRMAN | NA | Control |
| EVENSKY, HAROLD, RAY | I | MANAGEMENT COMMITTE MEMBER, CHAIRMAN | NA | Control |
| EVENSKY, HAROLD, RAY | I | ELECTED MANAGER | NA | |
| EVENSKY, HAROLD, RAY | I | ELECTED MANAGER | NA | |
| EVENSKY, HAROLD, RAY | I | MANAGEMENT COMMITTE MEMBER, CHAIRMAN | NA | Control |
| EVENSKY, HAROLD, RAY | I | MANAGEMENT COMMITTE MEMBER, CHAIRMAN | NA | Control |
| EVENSKY, HAROLD, RAY | I | ELECTED MANAGER | NA | |
| EVENSKY, HAROLD, RAY | I | ELECTED MANAGER | NA | |
| EVENSKY, HAROLD, RAY | I | MANAGEMENT COMMITTE MEMBER, CHAIRMAN | NA | Control |
| EVENSKY, HAROLD, RAY | I | MANAGEMENT COMMITTE MEMBER, CHAIRMAN | NA | Control |
| EVENSKY, HAROLD, RAY | I | MANAGEMENT COMMITTE MEMBER, CHAIRMAN | NA | Control |
| EVENSKY, HAROLD, RAY | I | MANAGEMENT COMMITTE MEMBER, CHAIRMAN | NA | Control |
| EVENSKY, HAROLD, RAY | I | ELECTED MANAGER | NA | |
| EVENSKY, HAROLD, RAY | I | ELECTED MANAGER | NA | |
| EVENSKY, HAROLD, RAY | I | MANAGEMENT COMMITTE MEMBER, CHAIRMAN | NA | Control |
| EVENSKY, HAROLD, RAY | I | MANAGEMENT COMMITTE MEMBER, CHAIRMAN | NA | Control |
| EVENSKY, HAROLD, RAY | I | MANAGEMENT COMMITTE MEMBER, CHAIRMAN | NA | Control |
| EVENSKY, HAROLD, RAY | I | MANAGEMENT COMMITTE MEMBER, CHAIRMAN | NA | Control |
| EVENSKY, HAROLD, RAY | I | MANAGEMENT COMMITTE MEMBER, CHAIRMAN | NA | Control |
| EVENSKY, HAROLD, RAY | I | MANAGEMENT COMMITTE MEMBER, CHAIRMAN | NA | Control |
| EVENSKY, HAROLD, RAY | I | MANAGEMENT COMMITTE MEMBER, CHAIRMAN | NA | Control |
| EVENSKY, HAROLD, RAY | I | MANAGEMENT COMMITTE MEMBER, CHAIRMAN | NA | Control |
| EVENSKY, HAROLD, RAY | I | MANAGEMENT COMMITTE MEMBER, CHAIRMAN | NA | Control |
| EVENSKY, HAROLD, RAY | I | MANAGEMENT COMMITTE MEMBER, CHAIRMAN | NA | Control |
| EVENSKY, HAROLD, RAY | I | FOUNDER, MEMBER | NA | Control |
| EVENSKY, HAROLD, RAY | I | FOUNDER, MEMBER | NA | Control |
| EVENSKY, HAROLD, RAY | I | FOUNDER, MEMBER | NA | Control |
| EVENSKY, HAROLD, RAY | I | FOUNDER, MEMBER | NA | Control |
| EVENSKY, HAROLD, RAY | I | FOUNDER, MEMBER | NA | Control |
| EVENSKY, HAROLD, RAY | I | FOUNDER, MEMBER | NA | Control |
| FOLDES, STEVEN, MICHAEL | I | MANAGEMENT COMMITTEE MEMBER, VICE-CHAIRMAN | NA | Control |
| FOLDES, STEVEN, MICHAEL | I | MANAGEMENT COMMITTEE MEMBER, VICE-CHAIRMAN | NA | Control |
| FOLDES, STEVEN, MICHAEL | I | MANAGEMENT COMMITTEE MEMBER, VICE-CHAIRMAN | NA | Control |
| FOLDES, STEVEN, MICHAEL | I | MANAGEMENT COMMITTEE MEMBER, VICE-CHAIRMAN | NA | Control |
| FOLDES, STEVEN, MICHAEL | I | MANAGEMENT COMMITTEE MEMBER, VICE-CHAIRMAN | NA | Control |
| FOLDES, STEVEN, MICHAEL | I | MANAGEMENT COMMITTEE MEMBER, VICE-CHAIRMAN | NA | Control |
| FOLDES, STEVEN, MICHAEL | I | MANAGEMENT COMMITTEE MEMBER, VICE-CHAIRMAN | NA | Control |
| FOLDES, STEVEN, MICHAEL | I | MANAGEMENT COMMITTEE MEMBER, VICE-CHAIRMAN | NA | Control |
| FOLDES, STEVEN, MICHAEL | I | MANAGEMENT COMMITTEE MEMBER, VICE-CHAIRMAN | NA | Control |
| FOLDES, STEVEN, MICHAEL | I | MANAGEMENT COMMITTEE MEMBER, VICE-CHAIRMAN | NA | Control |
| FOLDES, STEVEN, MICHAEL | I | MANAGEMENT COMMITTEE MEMBER, VICE-CHAIRMAN | NA | Control |
| FOLDES, STEVEN, MICHAEL | I | MANAGEMENT COMMITTEE MEMBER, VICE-CHAIRMAN | NA | Control |
| FOLDES, STEVEN, MICHAEL | I | MANAGEMENT COMMITTEE MEMBER, VICE-CHAIRMAN | NA | Control |
| FOLDES, STEVEN, MICHAEL | I | MANAGEMENT COMMITTEE MEMBER, VICE-CHAIRMAN | NA | Control |
| FOLDES, STEVEN, MICHAEL | I | MANAGEMENT COMMITTEE MEMBER, VICE-CHAIRMAN | NA | Control |
| FOLDES, STEVEN, MICHAEL | I | MANAGEMENT COMMITTEE MEMBER, VICE-CHAIRMAN | NA | Control |
| FOLDES, STEVEN, MICHAEL | I | MANAGEMENT COMMITTEE MEMBER, VICE-CHAIRMAN | NA | Control |
| FOLDES, STEVEN, MICHAEL | I | MANAGEMENT COMMITTEE MEMBER, VICE-CHAIRMAN | NA | Control |
| FOLDES, STEVEN, MICHAEL | I | MANAGEMENT COMMITTEE MEMBER, VICE-CHAIRMAN | NA | Control |
| FOLDES, STEVEN, MICHAEL | I | MANAGEMENT COMMITTEE MEMBER, VICE-CHAIRMAN | NA | Control |
| FOLDES, STEVEN, MICHAEL | I | MANAGEMENT COMMITTEE MEMBER, VICE-CHAIRMAN | NA | Control |
| FOLDES, STEVEN, MICHAEL | I | MANAGEMENT COMMITTEE MEMBER, VICE-CHAIRMAN | NA | Control |
| FOLDES, STEVEN, MICHAEL | I | MANAGEMENT COMMITTEE MEMBER, VICE-CHAIRMAN | NA | Control |
| FOLDES, STEVEN, MICHAEL | I | MANAGEMENT COMMITTEE MEMBER, VICE-CHAIRMAN | NA | Control |
| FOLDES, STEVEN, MICHAEL | I | MANAGEMENT COMMITTEE MEMBER, VICE-CHAIRMAN | NA | Control |
| FOLDES, STEVEN, MICHAEL | I | MANAGEMENT COMMITTEE MEMBER, VICE-CHAIRMAN | NA | Control |
| FOLDES, STEVEN, MICHAEL | I | MANAGEMENT COMMITTEE MEMBER, VICE-CHAIRMAN | NA | Control |
| GARCIA, DAVID, LEE | I | MANAGEMENT COMMITTEE MEMBER | NA | Control |
| GARCIA, DAVID, LEE | I | MANAGEMENT COMMITTEE MEMBER | NA | Control |
| GARCIA, DAVID, LEE | I | MANAGEMENT COMMITTEE MEMBER | NA | Control |
| GARCIA, DAVID, LEE | I | MANAGEMENT COMMITTEE MEMBER | NA | Control |
| GARCIA, DAVID, LEE | I | MANAGEMENT COMMITTEE MEMBER | NA | Control |
| GARCIA, DAVID, LEE | I | MANAGEMENT COMMITTEE MEMBER | NA | Control |
| GARCIA, DAVID, LEE | I | MANAGEMENT COMMITTEE MEMBER | NA | Control |
| GARCIA, DAVID, LEE | I | MANAGEMENT COMMITTEE MEMBER | NA | Control |
| GARCIA, DAVID, LEE | I | MANAGEMENT COMMITTEE MEMBER | NA | Control |
| GARCIA, DAVID, LEE | I | MANAGEMENT COMMITTEE MEMBER | NA | Control |
| GARCIA, DAVID, LEE | I | MANAGEMENT COMMITTEE MEMBER | NA | Control |
| GARCIA, DAVID, LEE | I | MANAGEMENT COMMITTEE MEMBER | NA | Control |
| GARCIA, DAVID, LEE | I | MANAGEMENT COMMITTEE MEMBER | NA | Control |
| GARCIA, DAVID, LEE | I | MANAGEMENT COMMITTEE MEMBER | NA | Control |
| GARCIA, DAVID, LEE | I | MANAGEMENT COMMITTEE MEMBER | NA | Control |
| GARCIA, DAVID, LEE | I | MANAGEMENT COMMITTEE MEMBER | NA | Control |
| GARCIA, DAVID, LEE | I | MANAGEMENT COMMITTEE MEMBER | NA | Control |
| GARCIA, DAVID, LEE | I | MANAGEMENT COMMITTEE MEMBER | NA | Control |
| GARCIA, DAVID, LEE | I | MANAGEMENT COMMITTEE MEMBER | NA | Control |
| GARCIA, DAVID, LEE | I | MANAGEMENT COMMITTEE MEMBER | NA | Control |
| GARCIA, DAVID, LEE | I | MANAGEMENT COMMITTEE MEMBER | NA | Control |
| GARCIA, DAVID, LEE | I | MANAGEMENT COMMITTEE MEMBER | NA | Control |
| GARCIA, DAVID, LEE | I | MANAGEMENT COMMITTEE MEMBER | NA | Control |
| GARCIA, DAVID, LEE | I | MANAGEMENT COMMITTEE MEMBER | NA | Control |
| GARCIA, DAVID, LEE | I | MANAGEMENT COMMITTEE MEMBER | NA | Control |
| GARCIA, DAVID, LEE | I | MANAGEMENT COMMITTEE MEMBER | NA | Control |
| GARCIA, DAVID, LEE | I | MANAGEMENT COMMITTEE MEMBER | NA | Control |
| HOROWITZ, BRETT, DAVID | I | MANAGEMENT COMMITTEE MEMBER | NA | Control |
| HOROWITZ, BRETT, DAVID | I | MANAGEMENT COMMITTEE MEMBER | NA | Control |
| JONES, LANE, MCMASTER | I | CHIEF OPERATING OFFICER | NA | |
| JONES, LANE, MCMASTER | I | MEMBER | NA | |
| JONES, LANE, MCMASTER | I | CHIEF OPERATING OFFICER | NA | |
| JONES, LANE, MCMASTER | I | MEMBER | NA | |
| JONES, LANE, MCMASTER | I | MEMBER | NA | |
| JONES, LANE, MCMASTER | I | CHIEF OPERATING OFFICER | NA | |
| JONES, LANE, MCMASTER | I | CHIEF OPERATING OFFICER | NA | |
| JONES, LANE, MCMASTER | I | CHIEF OPERATING OFFICER | NA | |
| JONES, LANE, MCMASTER | I | CHIEF OPERATING OFFICER | NA | |
| JONES, LANE, MCMASTER | I | CHIEF OPERATING OFFICER | NA | |
| JONES, LANE, MCMASTER | I | CHIEF OPERATING OFFICER | NA | |
| JONES, LANE, MCMASTER | I | MEMBER | NA | |
| JONES, LANE, MCMASTER | I | CHIEF OPERATING OFFICER | NA | |
| JONES, LANE, MCMASTER | I | MEMBER | NA | |
| JONES, LANE, MCMASTER | I | MEMBER | NA | |
| JONES, LANE, MCMASTER | I | MEMBER | NA | |
| JONES, LANE, MCMASTER | I | MEMBER | NA | |
| JONES, LANE, MCMASTER | I | MEMBER | NA | |
| JONES, LANE, MCMASTER | I | MEMBER | NA | |
| JONES, LANE, MCMASTER | I | MEMBER | NA | |
| JONES, LANE, MCMASTER | I | MEMBER | NA | |
| JONES, LANE, MCMASTER | I | MEMBER | NA | |
| KATZ, DEENA, BOONE | I | ELECTED MANAGER | NA | |
| KATZ, DEENA, BOONE | I | ELECTED MANAGER | NA | |
| KATZ, DEENA, BOONE | I | ELECTED MANAGER | NA | |
| KATZ, DEENA, BOONE | I | ELECTED MANAGER | NA | |
| KATZ, DEENA, BOONE | I | ELECTED MANAGER | NA | |
| KATZ, DEENA, BOONE | I | MEMBER, CO-CHAIR | NA | |
| KATZ, DEENA, BOONE | I | MEMBER, CO-CHAIR | NA | |
| KATZ, DEENA, BOONE | I | MEMBER, CO-CHAIR | NA | |
| KATZ, DEENA, BOONE | I | ELECTED MANAGER | NA | |
| KATZ, DEENA, BOONE | I | ELECTED MANAGER | NA | |
| KATZ, DEENA, BOONE | I | MEMBER, CO-CHAIR | NA | |
| KATZ, DEENA, BOONE | I | MEMBER, CO-CHAIR | NA | |
| KATZ, DEENA, BOONE | I | ELECTED MANAGER | NA | |
| KATZ, DEENA, BOONE | I | ELECTED MANAGER | NA | |
| KATZ, DEENA, BOONE | I | MEMBER, CO-CHAIR | NA | |
| KATZ, DEENA, BOONE | I | MEMBER, CO-CHAIR | NA | |
| KATZ, DEENA, BOONE | I | ELECTED MANAGER | NA | |
| KATZ, DEENA, BOONE | I | ELECTED MANAGER | NA | |
| KATZ, DEENA, BOONE | I | MEMBER, CO-CHAIR | NA | |
| KATZ, DEENA, BOONE | I | MEMBER, CO-CHAIR | NA | |
| KATZ, DEENA, BOONE | I | MEMBER, CO-CHAIR | NA | |
| KATZ, DEENA, BOONE | I | MEMBER, CO-CHAIR | NA | |
| KATZ, DEENA, BOONE | I | ELECTED MANAGER | NA | |
| KATZ, DEENA, BOONE | I | ELECTED MANAGER | NA | |
| KATZ, DEENA, BOONE | I | MEMBER, CO-CHAIR | NA | |
| KATZ, DEENA, BOONE | I | MEMBER, CO-CHAIR | NA | |
| KATZ, DEENA, BOONE | I | MEMBER, CO-CHAIR | NA | |
| KATZ, DEENA, BOONE | I | MEMBER, CO-CHAIR | NA | |
| KATZ, DEENA, BOONE | I | MEMBER, CO-CHAIR | NA | |
| KATZ, DEENA, BOONE | I | MEMBER, CO-CHAIR | NA | |
| KATZ, DEENA, BOONE | I | MEMBER, CO-CHAIR | NA | |
| KATZ, DEENA, BOONE | I | MEMBER, CO-CHAIR | NA | |
| KATZ, DEENA, BOONE | I | MEMBER, CO-CHAIR | NA | |
| KATZ, DEENA, BOONE | I | MEMBER, CO-CHAIR | NA | |
| KATZ, DEENA, BOONE | I | FOUNDER, MEMBER | NA | Control |
| KATZ, DEENA, BOONE | I | FOUNDER, MEMBER | NA | Control |
| KATZ, DEENA, BOONE | I | FOUNDER, MEMBER | NA | Control |
| KATZ, DEENA, BOONE | I | FOUNDER, MEMBER | NA | Control |
| KATZ, DEENA, BOONE | I | FOUNDER, MEMBER | NA | Control |
| KATZ, DEENA, BOONE | I | FOUNDER, MEMBER | NA | Control |
| SALTER, KATHRYN, JEAN | I | MANAGEMENT COMMITTEE MEMBER | NA | Control |
| SALTER, KATHRYN, JEAN | I | MANAGEMENT COMMITTEE MEMBER | NA | Control |
| SALTER, KATHRYN, JEAN | I | MANAGEMENT COMMITTEE MEMBER | NA | Control |
| SALTER, KATHRYN, JEAN | I | MANAGEMENT COMMITTEE MEMBER | NA | Control |
| SALTER, KATHRYN, JEAN | I | MANAGEMENT COMMITTEE MEMBER | NA | Control |
| SALTER, KATHRYN, JEAN | I | MANAGEMENT COMMITTEE MEMBER | NA | Control |
| SALTER, KATHRYN, JEAN | I | MANAGEMENT COMMITTEE MEMBER | NA | Control |
| SALTER, KATHRYN, JEAN | I | MANAGEMENT COMMITTEE MEMBER | NA | Control |
| SALTER, KATHRYN, JEAN | I | MANAGEMENT COMMITTEE MEMBER | NA | Control |
| SALTER, KATHRYN, JEAN | I | MANAGEMENT COMMITTEE MEMBER | NA | Control |
| SALTER, KATHRYN, JEAN | I | MANAGEMENT COMMITTEE MEMBER | NA | Control |
| SALTER, KATHRYN, JEAN | I | MANAGEMENT COMMITTEE MEMBER | NA | Control |
| SALTER, KATHRYN, JEAN | I | MANAGEMENT COMMITTEE MEMBER | NA | Control |
| SALTER, KATHRYN, JEAN | I | MANAGEMENT COMMITTEE MEMBER | NA | Control |
| SALTER, KATHRYN, JEAN | I | MANAGEMENT COMMITTEE MEMBER | NA | Control |
| SALTER, KATHRYN, JEAN | I | MANAGEMENT COMMITTEE MEMBER | NA | Control |
| SALTER, KATHRYN, JEAN | I | MANAGEMENT COMMITTEE MEMBER | NA | Control |
| SALTER, KATHRYN, JEAN | I | MANAGEMENT COMMITTEE MEMBER | NA | Control |
| SALTER, KATHRYN, JEAN | I | MANAGEMENT COMMITTEE MEMBER | NA | Control |
| SALTER, KATHRYN, JEAN | I | MANAGEMENT COMMITTEE MEMBER | NA | Control |
| SALTER, KATHRYN, JEAN | I | MANAGEMENT COMMITTEE MEMBER | NA | Control |
| SALTER, KATHRYN, JEAN | I | MANAGEMENT COMMITTEE MEMBER | NA | Control |
| SALTER, KATHRYN, JEAN | I | MANAGEMENT COMMITTEE MEMBER | NA | Control |
| SALTER, KATHRYN, JEAN | I | MANAGEMENT COMMITTEE MEMBER | NA | Control |
| SALTER, KATHRYN, JEAN | I | MANAGEMENT COMMITTEE MEMBER | NA | Control |
| SALTER, KATHRYN, JEAN | I | MANAGEMENT COMMITTEE MEMBER | NA | Control |
| EVENSKY & KATZ, INC. | DE | MEMBER | D | Control |
| EVENSKY & KATZ, INC. | DE | MEMBER | D | Control |
| EVENSKY & KATZ, INC. | DE | MEMBER | D | Control |
| EVENSKY & KATZ, INC. | DE | MEMBER | D | Control |
| EVENSKY & KATZ, INC. | DE | MEMBER | D | Control |
| EVENSKY & KATZ, INC. | DE | MEMBER | D | Control |
| EVENSKY & KATZ, INC. | DE | MEMBER | D | Control |
| EVENSKY & KATZ, INC. | DE | MEMBER | D | Control |
| EVENSKY & KATZ, INC. | DE | MEMBER | D | Control |
| EVENSKY & KATZ, INC. | DE | MEMBER | D | Control |
| EVENSKY & KATZ, INC. | DE | MEMBER | D | Control |
| EVENSKY & KATZ, INC. | DE | MEMBER | D | Control |
| EVENSKY & KATZ, INC. | DE | MEMBER | D | Control |
| EVENSKY, HAROLD, RAY | I | CHAIRMAN | D | Control |
| EVENSKY, HAROLD, RAY | I | CHAIRMAN | D | Control |
| EVENSKY, HAROLD, RAY | I | PRESIDENT | D | Control |
| EVENSKY, HAROLD, RAY | I | PRESIDENT | D | Control |
| EVENSKY, HAROLD, RAY | I | CHAIRMAN | D | Control |
| EVENSKY, HAROLD, RAY | I | CHAIRMAN | D | Control |
| EVENSKY, HAROLD, RAY | I | CHAIRMAN | D | Control |
| EVENSKY, HAROLD, RAY | I | PRESIDENT | D | Control |
| EVENSKY, HAROLD, RAY | I | CHAIRMAN | D | Control |
| EVENSKY, HAROLD, RAY | I | CHAIRMAN | D | Control |
| KATZ, DEENA, BOONE | I | PRESIDENT | D | Control |
| KATZ, DEENA, BOONE | I | PRESIDENT | D | Control |
| KATZ, DEENA, BOONE | I | CHAIRMAN | D | Control |
| KATZ, DEENA, BOONE | I | CHAIRMAN | D | Control |
| KATZ, DEENA, BOONE | I | PRESIDENT | D | Control |
| KATZ, DEENA, BOONE | I | PRESIDENT | D | Control |
| KATZ, DEENA, BOONE | I | PRESIDENT | D | Control |
| KATZ, DEENA, BOONE | I | CHAIRMAN | D | Control |
| KATZ, DEENA, BOONE | I | PRESIDENT | D | Control |
| KATZ, DEENA, BOONE | I | PRESIDENT | D | Control |
| EVENSKY & KATZ, INC. | DE | MEMBER | C | Control |
| EVENSKY & KATZ, INC. | DE | MEMBER | C | Control |
| EVENSKY & KATZ, INC. | DE | MEMBER | C | Control |
| EVENSKY & KATZ, INC. | DE | MEMBER | C | Control |
| EVENSKY & KATZ, INC. | DE | MEMBER | C | Control |
| EVENSKY & KATZ, INC. | DE | MEMBER | C | Control |
| EVENSKY & KATZ, INC. | DE | MEMBER | C | Control |
| EVENSKY & KATZ, INC. | DE | MEMBER | C | Control |
| EVENSKY & KATZ, INC. | DE | MEMBER | C | Control |
| EVENSKY & KATZ, INC. | DE | MEMBER | C | Control |
| EVENSKY & KATZ, INC. | DE | MEMBER | C | Control |
| EVENSKY & KATZ, INC. | DE | MEMBER | C | Control |
| EVENSKY & KATZ, INC. | DE | MEMBER | C | Control |
| EVENSKY & KATZ, INC. | DE | MEMBER | C | Control |
| EVENSKY & KATZ, INC. | DE | MEMBER | C | Control |
| EVENSKY & KATZ, INC. | DE | MEMBER | C | Control |
| EVENSKY & KATZ, INC. | DE | MEMBER | C | Control |
| EVENSKY & KATZ, INC. | DE | MEMBER | C | Control |
| EVENSKY & KATZ, INC. | DE | MEMBER | C | Control |
| EVENSKY & KATZ, INC. | DE | MEMBER | C | Control |
| EVENSKY & KATZ, INC. | DE | MEMBER | C | Control |
| EVENSKY & KATZ, INC. | DE | MEMBER | C | Control |
| EVENSKY & KATZ, INC. | DE | MEMBER | C | Control |
| EVENSKY & KATZ, INC. | DE | MEMBER | C | Control |
| EVENSKY & KATZ, INC. | DE | MEMBER | C | Control |
| EVENSKY & KATZ, INC. | DE | MEMBER | C | Control |
| EVENSKY & KATZ, INC. | DE | MEMBER | C | Control |
| EVENSKY & KATZ, INC. | DE | MEMBER | C | Control |
| EVENSKY & KATZ, INC. | DE | MEMBER | C | Control |
| EVENSKY, HAROLD, RAY | I | SECRETARY | C | Control |
| EVENSKY, HAROLD, RAY | I | SECRETARY | C | Control |
| EVENSKY, HAROLD, RAY | I | CHAIRMAN | C | Control |
| FRANCIS, BARTON, CRAIG | I | PRESIDENT | C | Control |
| KATZ, DEENA, BOONE | I | PRESIDENT | C | Control |
| KATZ, DEENA, BOONE | I | PRESIDENT | C | Control |
| KATZ, DEENA, BOONE | I | SECRETARY | C | Control |
| EVENSKY, DAVID, SAMUEL | I | MANAGEMENT COMMITTEE MEMBER | B | Control |
| EVENSKY, DAVID, SAMUEL | I | MANAGEMENT COMMITTEE MEMBER | B | Control |
| EVENSKY, DAVID, SAMUEL | I | MANAGEMENT COMMITTEE MEMBER | B | Control |
| EVENSKY, DAVID, SAMUEL | I | MANAGEMENT COMMITTEE MEMBER | B | Control |
| EVENSKY, DAVID, SAMUEL | I | MANAGEMENT COMMITTEE MEMBER | B | Control |
| EVENSKY, DAVID, SAMUEL | I | MANAGEMENT COMMITTEE MEMBER | B | Control |
| EVENSKY, DAVID, SAMUEL | I | MANAGEMENT COMMITTEE MEMBER | B | Control |
| EVENSKY, DAVID, SAMUEL | I | MANAGEMENT COMMITTEE MEMBER | B | Control |
| EVENSKY, DAVID, SAMUEL | I | MANAGEMENT COMMITTEE MEMBER | B | Control |
| EVENSKY, DAVID, SAMUEL | I | MANAGEMENT COMMITTEE MEMBER | B | Control |
| EVENSKY, DAVID, SAMUEL | I | MANAGEMENT COMMITTEE MEMBER | B | Control |
| EVENSKY, DAVID, SAMUEL | I | MANAGEMENT COMMITTEE MEMBER | B | Control |
| EVENSKY, DAVID, SAMUEL | I | MANAGEMENT COMMITTEE MEMBER | B | Control |
| EVENSKY, DAVID, SAMUEL | I | MANAGEMENT COMMITTEE MEMBER | B | Control |
| EVENSKY, DAVID, SAMUEL | I | MANAGEMENT COMMITTEE MEMBER | B | Control |
| EVENSKY, DAVID, SAMUEL | I | MANAGEMENT COMMITTEE MEMBER | B | Control |
| EVENSKY, DAVID, SAMUEL | I | MANAGEMENT COMMITTEE MEMBER | B | Control |
| EVENSKY, DAVID, SAMUEL | I | MANAGEMENT COMMITTEE MEMBER | B | Control |
| EVENSKY, DAVID, SAMUEL | I | MANAGEMENT COMMITTEE MEMBER | B | Control |
| EVENSKY, DAVID, SAMUEL | I | MANAGEMENT COMMITTEE MEMBER | B | Control |
| EVENSKY, DAVID, SAMUEL | I | MANAGEMENT COMMITTEE MEMBER | B | Control |
| EVENSKY, DAVID, SAMUEL | I | MANAGEMENT COMMITTEE MEMBER | B | Control |
| EVENSKY, DAVID, SAMUEL | I | MANAGEMENT COMMITTEE MEMBER | B | Control |
| EVENSKY, DAVID, SAMUEL | I | MANAGEMENT COMMITTEE MEMBER | B | Control |
| EVENSKY, DAVID, SAMUEL | I | MANAGEMENT COMMITTEE MEMBER | B | Control |
| EVENSKY, DAVID, SAMUEL | I | MANAGEMENT COMMITTEE MEMBER | B | Control |
| EVENSKY, DAVID, SAMUEL | I | MANAGEMENT COMMITTEE MEMBER | B | Control |
| EVENSKY, DAVID, SAMUEL | I | MANAGEMENT COMMITTEE MEMBER | B | Control |
| EVENSKY, DAVID, SAMUEL | I | MANAGEMENT COMMITTEE MEMBER | B | Control |
| EVENSKY, DAVID, SAMUEL | I | MANAGEMENT COMMITTEE MEMBER | B | Control |
| EVENSKY, DAVID, SAMUEL | I | MANAGEMENT COMMITTEE MEMBER | B | Control |
| EVENSKY, DAVID, SAMUEL | I | MANAGEMENT COMMITTEE MEMBER | B | Control |
| EVENSKY, DAVID, SAMUEL | I | MANAGEMENT COMMITTEE MEMBER | B | Control |
| EVENSKY, DAVID, SAMUEL | I | MANAGEMENT COMMITTEE MEMBER | B | Control |
| EVENSKY, DAVID, SAMUEL | I | MANAGEMENT COMMITTEE MEMBER | B | Control |
| EVENSKY, DAVID, SAMUEL | I | MANAGEMENT COMMITTEE MEMBER | B | Control |
| EVENSKY, DAVID, SAMUEL | I | MANAGEMENT COMMITTEE MEMBER | B | Control |
| EVENSKY, DAVID, SAMUEL | I | MANAGEMENT COMMITTEE MEMBER | B | Control |
| EVENSKY, DAVID, SAMUEL | I | MANAGEMENT COMMITTEE MEMBER | B | Control |
| EVENSKY, DAVID, SAMUEL | I | MANAGEMENT COMMITTEE MEMBER | B | Control |
| EVENSKY, DAVID, SAMUEL | I | MANAGEMENT COMMITTEE MEMBER | B | Control |
| EVENSKY, DAVID, SAMUEL | I | MANAGEMENT COMMITTEE MEMBER | B | Control |
| EVENSKY, DAVID, SAMUEL | I | MANAGEMENT COMMITTEE MEMBER | B | Control |
| EVENSKY, DAVID, SAMUEL | I | MANAGEMENT COMMITTEE MEMBER | B | Control |
| EVENSKY, DAVID, SAMUEL | I | MANAGEMENT COMMITTEE MEMBER | B | Control |
| HOROWITZ, BRETT, DAVID | I | MANAGEMENT COMMITTEE MEMBER | B | Control |
| HOROWITZ, BRETT, DAVID | I | MANAGEMENT COMMITTEE MEMBER | B | Control |
| HOROWITZ, BRETT, DAVID | I | MANAGEMENT COMMITTEE MEMBER | B | Control |
| HOROWITZ, BRETT, DAVID | I | MANAGEMENT COMMITTEE MEMBER | B | Control |
| HOROWITZ, BRETT, DAVID | I | MANAGEMENT COMMITTEE MEMBER | B | Control |
| HOROWITZ, BRETT, DAVID | I | MANAGEMENT COMMITTEE MEMBER | B | Control |
| HOROWITZ, BRETT, DAVID | I | MANAGEMENT COMMITTEE MEMBER | B | Control |
| HOROWITZ, BRETT, DAVID | I | MANAGEMENT COMMITTEE MEMBER | B | Control |
| HOROWITZ, BRETT, DAVID | I | MANAGEMENT COMMITTEE MEMBER | B | Control |
| HOROWITZ, BRETT, DAVID | I | MANAGEMENT COMMITTEE MEMBER | B | Control |
| HOROWITZ, BRETT, DAVID | I | MANAGEMENT COMMITTEE MEMBER | B | Control |
| HOROWITZ, BRETT, DAVID | I | MANAGEMENT COMMITTEE MEMBER | B | Control |
| HOROWITZ, BRETT, DAVID | I | MANAGEMENT COMMITTEE MEMBER | B | Control |
| HOROWITZ, BRETT, DAVID | I | MANAGEMENT COMMITTEE MEMBER | B | Control |
| HOROWITZ, BRETT, DAVID | I | MANAGEMENT COMMITTEE MEMBER | B | Control |
| HOROWITZ, BRETT, DAVID | I | MANAGEMENT COMMITTEE MEMBER | B | Control |
| HOROWITZ, BRETT, DAVID | I | WEALTH MANAGER | B | Control |
| HOROWITZ, BRETT, DAVID | I | WEALTH MANAGER | B | Control |
| HOROWITZ, BRETT, DAVID | I | WEALTH MANAGER | B | Control |
| HOROWITZ, BRETT, DAVID | I | WEALTH MANAGER | B | Control |
| JONES, LANE, MCMASTER | I | MANAGEMENT COMMITTEE MEMBER, CHIEF INVESTMENT OFFICER | B | Control |
| JONES, LANE, MCMASTER | I | MANAGEMENT COMMITTEE MEMBER, CHIEF INVESTMENT OFFICER | B | Control |
| JONES, LANE, MCMASTER | I | MANAGEMENT COMMITTEE MEMBER, CHIEF INVESTMENT OFFICER | B | Control |
| JONES, LANE, MCMASTER | I | MANAGEMENT COMMITTEE MEMBER, CHIEF INVESTMENT OFFICER | B | Control |
| JONES, LANE, MCMASTER | I | MANAGEMENT COMMITTEE MEMBER, CHIEF INVESTMENT OFFICER | B | Control |
| JONES, LANE, MCMASTER | I | MANAGEMENT COMMITTEE MEMBER, CHIEF INVESTMENT OFFICER | B | Control |
| JONES, LANE, MCMASTER | I | MANAGEMENT COMMITTEE MEMBER, CHIEF INVESTMENT OFFICER | B | Control |
| JONES, LANE, MCMASTER | I | MANAGEMENT COMMITTEE MEMBER, CHIEF INVESTMENT OFFICER | B | Control |
| JONES, LANE, MCMASTER | I | MANAGEMENT COMMITTEE MEMBER, CHIEF INVESTMENT OFFICER | B | Control |
| JONES, LANE, MCMASTER | I | MANAGEMENT COMMITTEE MEMBER, CHIEF INVESTMENT OFFICER | B | Control |
| JONES, LANE, MCMASTER | I | MANAGEMENT COMMITTEE MEMBER, CHIEF INVESTMENT OFFICER | B | Control |
| JONES, LANE, MCMASTER | I | MANAGEMENT COMMITTEE MEMBER, CHIEF INVESTMENT OFFICER | B | Control |
| JONES, LANE, MCMASTER | I | MANAGEMENT COMMITTEE MEMBER, CHIEF INVESTMENT OFFICER | B | Control |
| JONES, LANE, MCMASTER | I | MANAGEMENT COMMITTEE MEMBER, CHIEF INVESTMENT OFFICER | B | Control |
| JONES, LANE, MCMASTER | I | MANAGEMENT COMMITTEE MEMBER, CHIEF INVESTMENT OFFICER | B | Control |
| JONES, LANE, MCMASTER | I | MANAGEMENT COMMITTEE MEMBER, CHIEF INVESTMENT OFFICER | B | Control |
| JONES, LANE, MCMASTER | I | MANAGEMENT COMMITTEE MEMBER, CHIEF INVESTMENT OFFICER | B | Control |
| JONES, LANE, MCMASTER | I | MANAGEMENT COMMITTEE MEMBER, CHIEF INVESTMENT OFFICER | B | Control |
| JONES, LANE, MCMASTER | I | MANAGEMENT COMMITTEE MEMBER, CHIEF INVESTMENT OFFICER | B | Control |
| JONES, LANE, MCMASTER | I | MANAGEMENT COMMITTEE MEMBER, CHIEF INVESTMENT OFFICER | B | Control |
| JONES, LANE, MCMASTER | I | MANAGEMENT COMMITTEE MEMBER, CHIEF INVESTMENT OFFICER | B | Control |
| JONES, LANE, MCMASTER | I | MANAGEMENT COMMITTEE MEMBER, CHIEF INVESTMENT OFFICER | B | Control |
| JONES, LANE, MCMASTER | I | MANAGEMENT COMMITTEE MEMBER, CHIEF INVESTMENT OFFICER | B | Control |
| JONES, LANE, MCMASTER | I | MANAGEMENT COMMITTEE MEMBER, CHIEF INVESTMENT OFFICER | B | Control |
| JONES, LANE, MCMASTER | I | MANAGEMENT COMMITTEE MEMBER, CHIEF INVESTMENT OFFICER | B | Control |
| JONES, LANE, MCMASTER | I | MANAGEMENT COMMITTEE MEMBER, CHIEF INVESTMENT OFFICER | B | Control |
| JONES, LANE, MCMASTER | I | MANAGEMENT COMMITTEE MEMBER, CHIEF INVESTMENT OFFICER | B | Control |
| JONES, LANE, MCMASTER | I | MANAGEMENT COMMITTEE MEMBER, CHIEF INVESTMENT OFFICER | B | Control |
| JONES, LANE, MCMASTER | I | MANAGEMENT COMMITTEE MEMBER, CHIEF INVESTMENT OFFICER | B | Control |
| JONES, LANE, MCMASTER | I | MANAGEMENT COMMITTEE MEMBER, CHIEF INVESTMENT OFFICER | B | Control |
| JONES, LANE, MCMASTER | I | MANAGEMENT COMMITTEE MEMBER, CHIEF INVESTMENT OFFICER | B | Control |
| JONES, LANE, MCMASTER | I | MANAGEMENT COMMITTEE MEMBER, CHIEF INVESTMENT OFFICER | B | Control |
| JONES, LANE, MCMASTER | I | MANAGEMENT COMMITTEE MEMBER, CHIEF INVESTMENT OFFICER | B | Control |
| JONES, LANE, MCMASTER | I | MANAGEMENT COMMITTEE MEMBER, CHIEF INVESTMENT OFFICER | B | Control |
| JONES, LANE, MCMASTER | I | MANAGEMENT COMMITTEE MEMBER, CHIEF INVESTMENT OFFICER | B | Control |
| JONES, LANE, MCMASTER | I | MANAGEMENT COMMITTEE MEMBER, CHIEF INVESTMENT OFFICER | B | Control |
| JONES, LANE, MCMASTER | I | MANAGEMENT COMMITTEE MEMBER, CHIEF INVESTMENT OFFICER | B | Control |
| JONES, LANE, MCMASTER | I | MANAGEMENT COMMITTEE MEMBER, CHIEF INVESTMENT OFFICER | B | Control |
| JONES, LANE, MCMASTER | I | MANAGEMENT COMMITTEE MEMBER, CHIEF INVESTMENT OFFICER | B | Control |
| JONES, LANE, MCMASTER | I | MANAGEMENT COMMITTEE MEMBER, CHIEF INVESTMENT OFFICER | B | Control |
| JONES, LANE, MCMASTER | I | MANAGEMENT COMMITTEE MEMBER, CHIEF INVESTMENT OFFICER | B | Control |
| JONES, LANE, MCMASTER | I | MANAGEMENT COMMITTEE MEMBER, CHIEF INVESTMENT OFFICER | B | Control |
| JONES, LANE, MCMASTER | I | MANAGEMENT COMMITTEE MEMBER, CHIEF INVESTMENT OFFICER | B | Control |
| JONES, LANE, MCMASTER | I | MANAGEMENT COMMITTEE MEMBER, CHIEF INVESTMENT OFFICER | B | Control |
| JONES, LANE, MCMASTER | I | MANAGEMENT COMMITTEE MEMBER, CHIEF INVESTMENT OFFICER | B | Control |
| MCGRATH, MATTHEW, A | I | MANAGEMENT COMMITTEE MEMBER, MANAGING PARTNER | B | Control |
| MCGRATH, MATTHEW, A | I | MANAGEMENT COMMITTEE MEMBER, MANAGING PARTNER | B | Control |
| MCGRATH, MATTHEW, A | I | MANAGEMENT COMMITTEE MEMBER, MANAGING PARTNER | B | Control |
| MCGRATH, MATTHEW, A | I | MANAGEMENT COMMITTEE MEMBER, MANAGING PARTNER | B | Control |
| MCGRATH, MATTHEW, A | I | MANAGEMENT COMMITTEE MEMBER, MANAGING PARTNER | B | Control |
| MCGRATH, MATTHEW, A | I | MANAGEMENT COMMITTEE MEMBER, MANAGING PARTNER | B | Control |
| MCGRATH, MATTHEW, A | I | MANAGEMENT COMMITTEE MEMBER, MANAGING PARTNER | B | Control |
| MCGRATH, MATTHEW, A | I | MANAGEMENT COMMITTEE MEMBER, MANAGING PARTNER | B | Control |
| MCGRATH, MATTHEW, A | I | MANAGEMENT COMMITTEE MEMBER, MANAGING PARTNER | B | Control |
| MCGRATH, MATTHEW, A | I | MANAGEMENT COMMITTEE MEMBER, MANAGING PARTNER | B | Control |
| MCGRATH, MATTHEW, A | I | MANAGEMENT COMMITTEE MEMBER, MANAGING PARTNER | B | Control |
| MCGRATH, MATTHEW, A | I | MANAGEMENT COMMITTEE MEMBER, MANAGING PARTNER | B | Control |
| MCGRATH, MATTHEW, A | I | MANAGEMENT COMMITTEE MEMBER, MANAGING PARTNER | B | Control |
| MCGRATH, MATTHEW, A | I | MANAGEMENT COMMITTEE MEMBER, MANAGING PARTNER | B | Control |
| MCGRATH, MATTHEW, A | I | MANAGEMENT COMMITTEE MEMBER, MANAGING PARTNER | B | Control |
| MCGRATH, MATTHEW, A | I | MANAGEMENT COMMITTEE MEMBER, MANAGING PARTNER | B | Control |
| MCGRATH, MATTHEW, A | I | MANAGEMENT COMMITTEE MEMBER, MANAGING PARTNER | B | Control |
| MCGRATH, MATTHEW, A | I | MANAGEMENT COMMITTEE MEMBER, MANAGING PARTNER | B | Control |
| MCGRATH, MATTHEW, A | I | MANAGEMENT COMMITTEE MEMBER, MANAGING PARTNER | B | Control |
| MCGRATH, MATTHEW, A | I | MANAGEMENT COMMITTEE MEMBER, MANAGING PARTNER | B | Control |
| MCGRATH, MATTHEW, A | I | MANAGEMENT COMMITTEE MEMBER, MANAGING PARTNER | B | Control |
| MCGRATH, MATTHEW, A | I | MANAGEMENT COMMITTEE MEMBER, MANAGING PARTNER | B | Control |
| MCGRATH, MATTHEW, A | I | MANAGEMENT COMMITTEE MEMBER, MANAGING PARTNER | B | Control |
| MCGRATH, MATTHEW, A | I | MANAGEMENT COMMITTEE MEMBER, MANAGING PARTNER | B | Control |
| MCGRATH, MATTHEW, A | I | MANAGEMENT COMMITTEE MEMBER, MANAGING PARTNER | B | Control |
| MCGRATH, MATTHEW, A | I | MANAGEMENT COMMITTEE MEMBER, MANAGING PARTNER | B | Control |
| MCGRATH, MATTHEW, A | I | MANAGEMENT COMMITTEE MEMBER, MANAGING PARTNER | B | Control |
| MCGRATH, MATTHEW, A | I | MANAGEMENT COMMITTEE MEMBER, MANAGING PARTNER | B | Control |
| MCGRATH, MATTHEW, A | I | MANAGEMENT COMMITTEE MEMBER, MANAGING PARTNER | B | Control |
| MCGRATH, MATTHEW, A | I | MANAGEMENT COMMITTEE MEMBER, MANAGING PARTNER | B | Control |
| MCGRATH, MATTHEW, A | I | MANAGEMENT COMMITTEE MEMBER, MANAGING PARTNER | B | Control |
| MCGRATH, MATTHEW, A | I | MANAGEMENT COMMITTEE MEMBER, MANAGING PARTNER | B | Control |
| MCGRATH, MATTHEW, A | I | MANAGEMENT COMMITTEE MEMBER, MANAGING PARTNER | B | Control |
| MCGRATH, MATTHEW, A | I | MANAGEMENT COMMITTEE MEMBER, MANAGING PARTNER | B | Control |
| MCGRATH, MATTHEW, A | I | MANAGEMENT COMMITTEE MEMBER, MANAGING PARTNER | B | Control |
| MCGRATH, MATTHEW, A | I | MANAGEMENT COMMITTEE MEMBER, MANAGING PARTNER | B | Control |
| MCGRATH, MATTHEW, A | I | MANAGEMENT COMMITTEE MEMBER, MANAGING PARTNER | B | Control |
| MCGRATH, MATTHEW, A | I | MANAGEMENT COMMITTEE MEMBER, MANAGING PARTNER | B | Control |
| MCGRATH, MATTHEW, A | I | MANAGEMENT COMMITTEE MEMBER, MANAGING PARTNER | B | Control |
| MCGRATH, MATTHEW, A | I | MANAGEMENT COMMITTEE MEMBER, MANAGING PARTNER | B | Control |
| MCGRATH, MATTHEW, A | I | MANAGEMENT COMMITTEE MEMBER, MANAGING PARTNER | B | Control |
| MCGRATH, MATTHEW, A | I | MANAGEMENT COMMITTEE MEMBER, MANAGING PARTNER | B | Control |
| MCGRATH, MATTHEW, A | I | MANAGEMENT COMMITTEE MEMBER, MANAGING PARTNER | B | Control |
| MCGRATH, MATTHEW, A | I | MANAGEMENT COMMITTEE MEMBER, MANAGING PARTNER | B | Control |
| MCGRATH, MATTHEW, A | I | MANAGEMENT COMMITTEE MEMBER, MANAGING PARTNER | B | Control |
| EVENSKY, DAVID, SAMUEL | I | MEMBER | A | |
| EVENSKY, DAVID, SAMUEL | I | MEMBER | A | |
| EVENSKY, DAVID, SAMUEL | I | MEMBER | A | |
| EVENSKY, DAVID, SAMUEL | I | MEMBER | A | |
| EVENSKY, DAVID, SAMUEL | I | MEMBER | A | |
| EVENSKY, DAVID, SAMUEL | I | MEMBER | A | |
| EVENSKY, DAVID, SAMUEL | I | MEMBER | A | |
| EVENSKY, DAVID, SAMUEL | I | MEMBER | A | |
| EVENSKY, DAVID, SAMUEL | I | MEMBER | A | |
| EVENSKY, DAVID, SAMUEL | I | MEMBER | A | |
| EVENSKY, DAVID, SAMUEL | I | MEMBER | A | |
| EVENSKY, DAVID, SAMUEL | I | MANAGEMENT COMMITTEE MEMBER | A | Control |
| EVENSKY, DAVID, SAMUEL | I | MANAGEMENT COMMITTEE MEMBER | A | Control |
| EVENSKY, DAVID, SAMUEL | I | MEMBER | A | |
| EVENSKY, DAVID, SAMUEL | I | MEMBER | A | |
| GANG, TAYLOR, MILTON | I | SHAREHOLDER, MEMBER | A | |
| GANG, TAYLOR, MILTON | I | SHAREHOLDER, MEMBER | A | |
| GANG, TAYLOR, MILTON | I | SHAREHOLDER, MEMBER | A | |
| GANG, TAYLOR, MILTON | I | SHAREHOLDER, MEMBER | A | |
| GANG, TAYLOR, MILTON | I | SHAREHOLDER, MEMBER | A | |
| GANG, TAYLOR, MILTON | I | SHAREHOLDER, MEMBER | A | |
| GANG, TAYLOR, MILTON | I | SHAREHOLDER, MEMBER | A | |
| GANG, TAYLOR, MILTON | I | SHAREHOLDER, MEMBER | A | |
| GANG, TAYLOR, MILTON | I | SHAREHOLDER, MEMBER | A | |
| GANG, TAYLOR, MILTON | I | SHAREHOLDER, MEMBER | A | |
| GANG, TAYLOR, MILTON | I | SHAREHOLDER, MEMBER | A | |
| GANG, TAYLOR, MILTON | I | SHAREHOLDER, MEMBER | A | |
| GANG, TAYLOR, MILTON | I | SHAREHOLDER, MEMBER | A | |
| GANG, TAYLOR, MILTON | I | SHAREHOLDER, MEMBER | A | |
| GANG, TAYLOR, MILTON | I | SHAREHOLDER, MEMBER | A | |
| GANG, TAYLOR, MILTON | I | SHAREHOLDER, MEMBER | A | |
| GANG, TAYLOR, MILTON | I | SHAREHOLDER, MEMBER | A | |
| GANG, TAYLOR, MILTON | I | SHAREHOLDER, MEMBER | A | |
| GANG, TAYLOR, MILTON | I | SHAREHOLDER, MEMBER | A | |
| GANG, TAYLOR, MILTON | I | MANAGEMENT COMMITTEE MEMBER | A | Control |
| GANG, TAYLOR, MILTON | I | MANAGEMENT COMMITTEE MEMBER | A | Control |
| GANG, TAYLOR, MILTON | I | MANAGEMENT COMMITTEE MEMBER | A | Control |
| GANG, TAYLOR, MILTON | I | MANAGEMENT COMMITTEE MEMBER | A | Control |
| GANG, TAYLOR, MILTON | I | MANAGEMENT COMMITTEE MEMBER | A | Control |
| GANG, TAYLOR, MILTON | I | MANAGEMENT COMMITTEE MEMBER | A | Control |
| GANG, TAYLOR, MILTON | I | MANAGEMENT COMMITTEE MEMBER | A | Control |
| GANG, TAYLOR, MILTON | I | MANAGEMENT COMMITTEE MEMBER | A | Control |
| GANG, TAYLOR, MILTON | I | MANAGEMENT COMMITTEE MEMBER | A | Control |
| GANG, TAYLOR, MILTON | I | MANAGEMENT COMMITTEE MEMBER | A | Control |
| GANG, TAYLOR, MILTON | I | MANAGEMENT COMMITTEE MEMBER | A | Control |
| GANG, TAYLOR, MILTON | I | MANAGEMENT COMMITTEE MEMBER | A | Control |
| GANG, TAYLOR, MILTON | I | MANAGEMENT COMMITTEE MEMBER | A | Control |
| GANG, TAYLOR, MILTON | I | MANAGEMENT COMMITTEE MEMBER | A | Control |
| GANG, TAYLOR, MILTON | I | MANAGEMENT COMMITTEE MEMBER | A | Control |
| GANG, TAYLOR, MILTON | I | MANAGEMENT COMMITTEE MEMBER | A | Control |
| GANG, TAYLOR, MILTON | I | MANAGEMENT COMMITTEE MEMBER | A | Control |
| GANG, TAYLOR, MILTON | I | MANAGEMENT COMMITTEE MEMBER | A | Control |
| GANG, TAYLOR, MILTON | I | MANAGEMENT COMMITTEE MEMBER | A | Control |
| GANG, TAYLOR, MILTON | I | MANAGEMENT COMMITTEE MEMBER | A | Control |
| GANG, TAYLOR, MILTON | I | MANAGEMENT COMMITTEE MEMBER | A | Control |
| GANG, TAYLOR, MILTON | I | MANAGEMENT COMMITTEE MEMBER | A | Control |
| GANG, TAYLOR, MILTON | I | MANAGEMENT COMMITTEE MEMBER | A | Control |
| GANG, TAYLOR, MILTON | I | MANAGEMENT COMMITTEE MEMBER | A | Control |
| GANG, TAYLOR, MILTON | I | MANAGEMENT COMMITTEE MEMBER | A | Control |
| GANG, TAYLOR, MILTON | I | MANAGEMENT COMMITTEE MEMBER | A | Control |
| GARCIA, DAVID, LEE | I | MANAGEMENT COMMITTEE MEMBER | A | Control |
| GARCIA, DAVID, LEE | I | MANAGEMENT COMMITTEE MEMBER | A | Control |
| GARCIA, DAVID, LEE | I | MANAGEMENT COMMITTEE MEMBER | A | Control |
| GARCIA, DAVID, LEE | I | MANAGEMENT COMMITTEE MEMBER | A | Control |
| GARCIA, DAVID, LEE | I | MANAGEMENT COMMITTEE MEMBER | A | Control |
| GARCIA, DAVID, LEE | I | MANAGEMENT COMMITTEE MEMBER | A | Control |
| GARCIA, DAVID, LEE | I | MANAGEMENT COMMITTEE MEMBER | A | Control |
| GARCIA, DAVID, LEE | I | MANAGEMENT COMMITTEE MEMBER | A | Control |
| GARCIA, DAVID, LEE | I | MANAGEMENT COMMITTEE MEMBER | A | Control |
| GARCIA, DAVID, LEE | I | MANAGEMENT COMMITTEE MEMBER | A | Control |
| GARCIA, DAVID, LEE | I | MANAGEMENT COMMITTEE MEMBER | A | Control |
| GARCIA, DAVID, LEE | I | MANAGEMENT COMMITTEE MEMBER | A | Control |
| GARCIA, DAVID, LEE | I | MANAGEMENT COMMITTEE MEMBER | A | Control |
| GARCIA, DAVID, LEE | I | MANAGEMENT COMMITTEE MEMBER | A | Control |
| GARCIA, DAVID, LEE | I | MANAGEMENT COMMITTEE MEMBER | A | Control |
| GARCIA, DAVID, LEE | I | MANAGEMENT COMMITTEE MEMBER | A | Control |
| GARCIA, DAVID, LEE | I | MANAGEMENT COMMITTEE MEMBER | A | Control |
| GARCIA, DAVID, LEE | I | MANAGEMENT COMMITTEE MEMBER | A | Control |
| GARCIA, DAVID, LEE | I | MANAGEMENT COMMITTEE MEMBER | A | Control |
| GARCIA, DAVID, LEE | I | MANAGEMENT COMMITTEE MEMBER | A | Control |
| HOROWITZ, BRETT, DAVID | I | MANAGEMENT COMMITTEE MEMBER | A | Control |
| HOROWITZ, BRETT, DAVID | I | MANAGEMENT COMMITTEE MEMBER | A | Control |
| HOROWITZ, BRETT, DAVID | I | MANAGEMENT COMMITTEE MEMBER | A | Control |
| HOROWITZ, BRETT, DAVID | I | MANAGEMENT COMMITTEE MEMBER | A | Control |
| HOROWITZ, BRETT, DAVID | I | MANAGEMENT COMMITTEE MEMBER | A | Control |
| HOROWITZ, BRETT, DAVID | I | MANAGEMENT COMMITTEE MEMBER | A | Control |
| HOROWITZ, BRETT, DAVID | I | MANAGEMENT COMMITTEE MEMBER | A | Control |
| HOROWITZ, BRETT, DAVID | I | MANAGEMENT COMMITTEE MEMBER | A | Control |
| HOROWITZ, BRETT, DAVID | I | MANAGEMENT COMMITTEE MEMBER | A | Control |
| HOROWITZ, BRETT, DAVID | I | MANAGEMENT COMMITTEE MEMBER | A | Control |
| HOROWITZ, BRETT, DAVID | I | MANAGEMENT COMMITTEE MEMBER | A | Control |
| HOROWITZ, BRETT, DAVID | I | MANAGEMENT COMMITTEE MEMBER | A | Control |
| HOROWITZ, BRETT, DAVID | I | MANAGEMENT COMMITTEE MEMBER | A | Control |
| HOROWITZ, BRETT, DAVID | I | MANAGEMENT COMMITTEE MEMBER | A | Control |
| HOROWITZ, BRETT, DAVID | I | MANAGEMENT COMMITTEE MEMBER | A | Control |
| HOROWITZ, BRETT, DAVID | I | MANAGEMENT COMMITTEE MEMBER | A | Control |
| HOROWITZ, BRETT, DAVID | I | MANAGEMENT COMMITTEE MEMBER | A | Control |
| HOROWITZ, BRETT, DAVID | I | MANAGEMENT COMMITTEE MEMBER | A | Control |
| HOROWITZ, BRETT, DAVID | I | MANAGEMENT COMMITTEE MEMBER | A | Control |
| HOROWITZ, BRETT, DAVID | I | MANAGEMENT COMMITTEE MEMBER | A | Control |
| HOROWITZ, BRETT, DAVID | I | MANAGEMENT COMMITTEE MEMBER | A | Control |
| HOROWITZ, BRETT, DAVID | I | MANAGEMENT COMMITTEE MEMBER | A | Control |
| HOROWITZ, BRETT, DAVID | I | MANAGEMENT COMMITTEE MEMBER | A | Control |
| HOROWITZ, BRETT, DAVID | I | MANAGEMENT COMMITTEE MEMBER | A | Control |
| HOROWITZ, BRETT, DAVID | I | MANAGEMENT COMMITTEE MEMBER | A | Control |
| JONES, LANE, MCMASTER | I | MANAGEMENT COMMITTEE MEMBER | A | Control |
| JONES, LANE, MCMASTER | I | MANAGEMENT COMMITTEE MEMBER | A | Control |
| MCGRATH, MATTHEW, A | I | MEMBER | A | |
| MCGRATH, MATTHEW, A | I | MEMBER | A | |
| MCGRATH, MATTHEW, A | I | MEMBER | A | |
| MCGRATH, MATTHEW, A | I | MEMBER | A | |
| MCGRATH, MATTHEW, A | I | MEMBER | A | |
| MCGRATH, MATTHEW, A | I | MEMBER | A | |
| MCGRATH, MATTHEW, A | I | MEMBER | A | |
| MCGRATH, MATTHEW, A | I | MEMBER | A | |
| MCGRATH, MATTHEW, A | I | MEMBER | A | |
| MCGRATH, MATTHEW, A | I | MEMBER | A | |
| MCGRATH, MATTHEW, A | I | MEMBER | A | |
| MCGRATH, MATTHEW, A | I | MANAGEMENT COMMITTEE MEMBER | A | Control |
| MCGRATH, MATTHEW, A | I | MANAGEMENT COMMITTEE MEMBER | A | Control |
| MCGRATH, MATTHEW, A | I | MEMBER | A | |
| MCGRATH, MATTHEW, A | I | MEMBER | A | |
| SALTER, JOHN, RYAN | I | WEALTH MANAGER | A | |
| SALTER, JOHN, RYAN | I | WEALTH MANAGER | A | |
| SALTER, JOHN, RYAN | I | WEALTH MANAGER | A | |
| SALTER, JOHN, RYAN | I | WEALTH MANAGER | A | |
| SALTER, JOHN, RYAN | I | WEALTH MANAGER | A | |
| SALTER, JOHN, RYAN | I | WEALTH MANAGER | A | |
| SALTER, JOHN, RYAN | I | WEALTH MANAGER | A | |
| SALTER, JOHN, RYAN | I | WEALTH MANAGER | A | |
| SALTER, JOHN, RYAN | I | WEALTH MANAGER | A | |
| SALTER, JOHN, RYAN | I | WEALTH MANAGER | A | |
| SALTER, JOHN, RYAN | I | WEALTH MANAGER | A | |
| SALTER, JOHN, RYAN | I | WEALTH MANAGER | A | |
| SALTER, JOHN, RYAN | I | WEALTH MANAGER | A | |
| SALTER, JOHN, RYAN | I | WEALTH MANAGER | A | |
| SALTER, JOHN, RYAN | I | WEALTH MANAGER | A | |
| SALTER, JOHN, RYAN | I | WEALTH MANAGER | A | |
| SALTER, JOHN, RYAN | I | WEALTH MANAGER | A | |
| SALTER, JOHN, RYAN | I | WEALTH MANAGER | A | |
| SALTER, JOHN, RYAN | I | WEALTH MANAGER | A | |
| SALTER, JOHN, RYAN | I | WEALTH MANAGER | A |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| EVENSKY, HAROLD, RAY | I | EVENSKY & KATZ INC. | D | Control |
| EVENSKY, HAROLD, RAY | I | EVENSKY & KATZ INC. | D | Control |
| EVENSKY, HAROLD, RAY | I | EVENSKY & KATZ INC. | D | Control |
| EVENSKY, HAROLD, RAY | I | EVENSKY & KATZ INC. | D | Control |
| EVENSKY, HAROLD, RAY | I | EVENSKY & KATZ INC. | D | Control |
| EVENSKY, HAROLD, RAY | I | EVENSKY & KATZ INC. | D | Control |
| EVENSKY, HAROLD, RAY | I | EVENSKY & KATZ INC. | D | Control |
| EVENSKY, HAROLD, RAY | I | EVENSKY & KATZ INC. | D | Control |
| EVENSKY, HAROLD, RAY | I | EVENSKY & KATZ INC. | D | Control |
| EVENSKY, HAROLD, RAY | I | EVENSKY & KATZ INC. | D | Control |
| EVENSKY, HAROLD, RAY | I | EVENSKY & KATZ INC. | D | Control |
| EVENSKY, HAROLD, RAY | I | EVENSKY & KATZ INC. | D | Control |
| EVENSKY, HAROLD, RAY | I | EVENSKY & KATZ INC. | D | Control |
| EVENSKY, HAROLD, RAY | I | EVENSKY & KATZ INC. | D | Control |
| EVENSKY, HAROLD, RAY | I | EVENSKY & KATZ INC. | D | Control |
| EVENSKY, HAROLD, RAY | I | EVENSKY & KATZ INC. | D | Control |
| EVENSKY, HAROLD, RAY | I | EVENSKY & KATZ INC. | D | Control |
| EVENSKY, HAROLD, RAY | I | EVENSKY & KATZ INC. | D | Control |
| EVENSKY, HAROLD, RAY | I | EVENSKY & KATZ INC. | D | Control |
| EVENSKY, HAROLD, RAY | I | EVENSKY & KATZ INC. | D | Control |
| EVENSKY, HAROLD, RAY | I | EVENSKY & KATZ INC. | D | Control |
| EVENSKY, HAROLD, RAY | I | EVENSKY & KATZ INC. | D | Control |
| EVENSKY, HAROLD, RAY | I | EVENSKY & KATZ INC. | D | Control |
| EVENSKY, HAROLD, RAY | I | EVENSKY & KATZ INC. | D | Control |
| EVENSKY, HAROLD, RAY | I | EVENSKY & KATZ INC. | D | Control |
| EVENSKY, HAROLD, RAY | I | EVENSKY & KATZ INC. | D | Control |
| EVENSKY, HAROLD, RAY | I | EVENSKY & KATZ INC. | D | Control |
| EVENSKY, HAROLD, RAY | I | EVENSKY & KATZ INC. | D | Control |
| EVENSKY, HAROLD, RAY | I | EVENSKY & KATZ INC. | D | Control |
| EVENSKY, HAROLD, RAY | I | EVENSKY & KATZ INC. | D | Control |
| EVENSKY, HAROLD, RAY | I | EVENSKY & KATZ INC. | D | Control |
| EVENSKY, HAROLD, RAY | I | EVENSKY & KATZ INC. | D | Control |
| EVENSKY, HAROLD, RAY | I | EVENSKY & KATZ INC. | D | Control |
| EVENSKY, HAROLD, RAY | I | EVENSKY & KATZ INC. | D | Control |
| EVENSKY, HAROLD, RAY | I | EVENSKY & KATZ, INC. | D | Control |
| EVENSKY, HAROLD, RAY | I | EVENSKY & KATZ, INC. | D | Control |
| EVENSKY, HAROLD, RAY | I | EVENSKY & KATZ, INC. | D | Control |
| EVENSKY, HAROLD, RAY | I | EVENSKY & KATZ, INC. | D | Control |
| EVENSKY, HAROLD, RAY | I | EVENSKY & KATZ, INC. | D | Control |
| EVENSKY, HAROLD, RAY | I | EVENSKY & KATZ, INC. | D | Control |
| KATZ, DEENA, BOONE | I | EVENSKY & KATZ INC. | D | Control |
| KATZ, DEENA, BOONE | I | EVENSKY & KATZ INC. | D | Control |
| KATZ, DEENA, BOONE | I | EVENSKY & KATZ INC. | D | Control |
| KATZ, DEENA, BOONE | I | EVENSKY & KATZ INC. | D | Control |
| KATZ, DEENA, BOONE | I | EVENSKY & KATZ INC. | D | Control |
| KATZ, DEENA, BOONE | I | EVENSKY & KATZ INC. | D | Control |
| KATZ, DEENA, BOONE | I | EVENSKY & KATZ INC. | D | Control |
| KATZ, DEENA, BOONE | I | EVENSKY & KATZ INC. | D | Control |
| KATZ, DEENA, BOONE | I | EVENSKY & KATZ INC. | D | Control |
| KATZ, DEENA, BOONE | I | EVENSKY & KATZ INC. | D | Control |
| KATZ, DEENA, BOONE | I | EVENSKY & KATZ INC. | D | Control |
| KATZ, DEENA, BOONE | I | EVENSKY & KATZ INC. | D | Control |
| KATZ, DEENA, BOONE | I | EVENSKY & KATZ INC. | D | Control |
| KATZ, DEENA, BOONE | I | EVENSKY & KATZ INC. | D | Control |
| KATZ, DEENA, BOONE | I | EVENSKY & KATZ INC. | D | Control |
| KATZ, DEENA, BOONE | I | EVENSKY & KATZ INC. | D | Control |
| KATZ, DEENA, BOONE | I | EVENSKY & KATZ INC. | D | Control |
| KATZ, DEENA, BOONE | I | EVENSKY & KATZ INC. | D | Control |
| KATZ, DEENA, BOONE | I | EVENSKY & KATZ INC. | D | Control |
| KATZ, DEENA, BOONE | I | EVENSKY & KATZ INC. | D | Control |
| KATZ, DEENA, BOONE | I | EVENSKY & KATZ INC. | D | Control |
| KATZ, DEENA, BOONE | I | EVENSKY & KATZ INC. | D | Control |
| KATZ, DEENA, BOONE | I | EVENSKY & KATZ INC. | D | Control |
| KATZ, DEENA, BOONE | I | EVENSKY & KATZ INC. | D | Control |
| KATZ, DEENA, BOONE | I | EVENSKY & KATZ INC. | D | Control |
| KATZ, DEENA, BOONE | I | EVENSKY & KATZ INC. | D | Control |
| KATZ, DEENA, BOONE | I | EVENSKY & KATZ INC. | D | Control |
| KATZ, DEENA, BOONE | I | EVENSKY & KATZ INC. | D | Control |
| KATZ, DEENA, BOONE | I | EVENSKY & KATZ INC. | D | Control |
| KATZ, DEENA, BOONE | I | EVENSKY & KATZ INC. | D | Control |
| KATZ, DEENA, BOONE | I | EVENSKY & KATZ INC. | D | Control |
| KATZ, DEENA, BOONE | I | EVENSKY & KATZ INC. | D | Control |
| KATZ, DEENA, BOONE | I | EVENSKY & KATZ INC. | D | Control |
| KATZ, DEENA, BOONE | I | EVENSKY & KATZ INC. | D | Control |
| KATZ, DEENA, BOONE | I | EVENSKY & KATZ, INC. | D | Control |
| KATZ, DEENA, BOONE | I | EVENSKY & KATZ, INC. | D | Control |
| KATZ, DEENA, BOONE | I | EVENSKY & KATZ, INC. | D | Control |
| KATZ, DEENA, BOONE | I | EVENSKY & KATZ, INC. | D | Control |
| KATZ, DEENA, BOONE | I | EVENSKY & KATZ, INC. | D | Control |
| KATZ, DEENA, BOONE | I | EVENSKY & KATZ, INC. | D | Control |
Registrations
Federal
IA
Dec 19, 2025 REGISTERED
Notice Filings (26)
AL AZ CA CO CT DC FL GA IL LA MA MD MI MN MO NC NJ NY OH PA SC TN TX VA VT WA
Address
4000 PONCE DE LEON BOULEVARDSUITE 850
CORAL GABLES, FL 33146
United States
Phone: 305-448-8882