Target Data SourceInvestor_NameInstitutionQualificationsInvestor_ResponsibleInvestor_RelationshipInvestment_StrategyInvestment_TypeInvestor_Initial_Investment_DateInvestor_Initial_InvestmentTotal_Assets_ManagedInvestor_Partner_CodeInvestor_Tax_IDInvestor_Participate_In_HIInvestor_Blue_SkyInvestor_AmountInvestor_CommentsInvestor_Tracking_NumberInvestor_ExpertiseInvestor_CategoriesInvestor_Email_1Investor_Mailing_AddressInvestor_Mailing_Address_CityInvestor_Mailing_Address_CountryInvestor_Mailing_Address_Postal_CodeInvestor_Mailing_Address_StateInvestor_Mailing_Address_StreetInvestor_Web_PageInvestor_UDFInvestorText1Investor_UDFInvestorText2Investor_UDFInvestorText3Investor_UDFInvestorText4Investor_UDFInvestorText5Investor_UDFInvestorArea1Investor_UDFInvestorArea2Investor_UDFInvestorDropdown1Investor_UDFInvestorDropdown2Investor_UDFInvestorDropdown3Investor_UDFInvestorDropdown4Investor_UDFInvestorDropdown5Contact_Full_NameContact_TitleContact_Last_NameContact_First_NameContact_Middle_NameContact_SuffixContact_NickNameContact_Mailing_AddressContact_Mailing_Address_CityContact_Mailing_Address_CountryContact_Mailing_Address_Postal_CodeContact_Mailing_Address_StateContact_Mailing_Address_StreetContact_Email_1Contact_Business_PhoneContact_FaxContact_JobTitleContact_CompanyContact_DepartmentContact_OfficeContact_ProfessionContact_Manager_NameContact_Assistant_NameContact_Spouse_NameContact_Children_NamesContact_UDFContactText1Contact_UDFContactText2Contact_UDFContactText3Contact_UDFContactText4Contact_UDFContactText5Contact_UDFContactArea1Contact_UDFContactArea2Contact_UDFContactDropdown1Contact_UDFContactDropdown2Contact_UDFContactDropdown3Contact_UDFContactDropdown4Contact_UDFContactDropdown5Contact_CC_NameContact_CC_EmailContact_FaxCCExcel_Investor_NameExcel_Beginning_BalanceExcel_AdditionsExcel_WithdrawalsExcel_Ending_BalanceExcel_F6Excel_F7Excel_F8Excel_F9Excel_F10Excel_F11Excel_F12Excel_F13Excel_F14Excel_F15Excel_F16Excel_F17Excel_F18Excel_F19Excel_F20Excel_F21Excel_F22Excel_F23Excel_F24Excel_F25Excel_F26Excel_F27Excel_F28Excel_F29Excel_F30Excel_F31Excel_F32Excel_F33Excel_F34Excel_F35Excel_F36Excel_F37Excel_F38Excel_F39Excel_F40Excel_F41Excel_F42Excel_F43Excel_F44Excel_F45Massachusetts Retirement TrustCITCOQualified PurchaserJohn SmithProspectAggressive; GrowthFree assets3/1/04100001700000Restricted2500005Institutional Investor2222 Quicy AveCambridge MACambridgeUnited States of AmericaMA2222 Quicy AveMr. Peter SmartMr.SmartPeterCFOSpringfield InvestmentsMassachusetts Retirement Trust400400$200.00600Massachusetts Retirement TrustCITCOQualified PurchaserJohn SmithProspectAggressive; GrowthFree assets3/1/04100001700000Restricted2500005Institutional Investor2222 Quicy AveCambridge MACambridgeUnited States of AmericaMA2222 Quicy AveDavid NaspoNaspoDavidJustin BoulevardNew Conton, CT 02012New ContonUnited States of America02012CTJustin Boulevarddavid.naspo@attws.com(617) 513-9637Sales RepUBS SecuritiesMassachusetts Retirement Trust400400$200.00600Massachusetts Retirement TrustCITCOQualified PurchaserJohn SmithProspectAggressive; GrowthFree assets3/1/04100001700000Restricted2500005Institutional Investor2222 Quicy AveCambridge MACambridgeUnited States of AmericaMA2222 Quicy AveJoe DoeDoeJoejoe@doe.com(212) 212-1231PrincipalJoDo Living TrustMassachusetts Retirement Trust400400$200.00600K-2 Advisors1st SentinelJohn SmithActiveFree assetsNone02500000Unrestricted3000006Registered Investment Advisor100 Fifth AvenueNew York, NY 10011New YorkUnited States of America10011NY100 Fifth AvenueDavid NaspoNaspoDavidJustin BoulevardNew Conton, CT 02012New ContonUnited States of America02012CTJustin Boulevarddavid.naspo@attws.com(617) 513-9637Sales RepUBS SecuritiesK-2 Advisors300300$150.00450K-2 Advisors1st SentinelJohn SmithActiveFree assetsNone02500000Unrestricted3000006Registered Investment Advisor100 Fifth AvenueNew York, NY 10011New YorkUnited States of America10011NY100 Fifth AvenueChuck HoodianHoodianChuckNew10 West StreetSouthville, IN 02138SouthvilleUnited States of America02138IN10 West Streetjsmith@smith.con(781) 246-3720(516) 997-2933VPMorgan StanleyK-2 Advisors300300$150.00450Harvard University EndowmentCambridge AssociatesJane BrownProspectGrowthFree assets1/1/0410002101000Unrestricted02Institutional Investor3030 Washington St.Newton, MANewtonUnited States of AmericaMA3030 Washington St.David NaspoNaspoDavidJustin BoulevardNew Conton, CT 02012New ContonUnited States of America02012CTJustin Boulevarddavid.naspo@attws.com(617) 513-9637Sales RepUBS SecuritiesHarvard University Endowment100100$50.00150Harvard University EndowmentCambridge AssociatesJane BrownProspectGrowthFree assets1/1/0410002101000Unrestricted02Institutional Investor3030 Washington St.Newton, MANewtonUnited States of AmericaMA3030 Washington St.Chuck HoodianHoodianChuckNew10 West StreetSouthville, IN 02138SouthvilleUnited States of America02138IN10 West Streetjsmith@smith.con(781) 246-3720(516) 997-2933VPMorgan StanleyHarvard University Endowment100100$50.00150Harvard University EndowmentCambridge AssociatesJane BrownProspectGrowthFree assets1/1/0410002101000Unrestricted02Institutional Investor3030 Washington St.Newton, MANewtonUnited States of AmericaMA3030 Washington St.Brendon GurvitzGurvitzBrendon1 New streetNew York, NY 02012New YorkUnited States of America02012NY1 New streetjsmith@smith.con(415) 276-8009CTI SolutionsHarvard University Endowment100100$50.00150Harvard University EndowmentCambridge AssociatesJane BrownProspectGrowthFree assets1/1/0410002101000Unrestricted02Institutional Investor3030 Washington St.Newton, MANewtonUnited States of AmericaMA3030 Washington St.Joe DoeDoeJoejoe@doe.com(212) 212-1231PrincipalJoDo Living TrustHarvard University Endowment100100$50.00150Harvard University EndowmentCambridge AssociatesJane BrownProspectGrowthFree assets1/1/0410002101000Unrestricted02Institutional Investor3030 Washington St.Newton, MANewtonUnited States of AmericaMA3030 Washington St.Seth CatallyCatallySeth8 Greenwich Office ParkGreenwich, CT 06831-5195GreenwichUnited States of America06831-5195CT8 Greenwich Office Parkseth@greenwich.com+1 (800) 800-7972 x 467Senior AssociateGreenwich AssociatesHarvard University Endowment100100$50.00150Harvard University EndowmentCambridge AssociatesJane BrownProspectGrowthFree assets1/1/0410002101000Unrestricted02Institutional Investor3030 Washington St.Newton, MANewtonUnited States of AmericaMA3030 Washington St.David P. BarryBarryDavidP.Southville, IN 02138SouthvilleUnited States of America02138INbwy@broadelec.com(617) 288-7900+1 (617) 822-8881PartnerSheppard and Beck, LLPHarvard University Endowment100100$50.00150Yale Endowment FundCambridge AssociatesJane BrownActiveMaximize returnsFree assets2/1/04100000004550050000-111-1234Restricted1000000000Do not mention Harvard-Yale game.1TechnologyInstitutional Investorfund@yale.com199 Main StreetNew Haven, CT 20398New HavenUnited States of America20398CT199 Main Streethttp://www.yaleendowment.comGold AccountInsert user-defined text hereJason BorneBorneJasonjborne@bone.con(212) 556-5656Born, Inc.Yale Endowment Fund600600$300.00900Yale Endowment FundCambridge AssociatesJane BrownActiveMaximize returnsFree assets2/1/04100000004550050000-111-1234Restricted1000000000Do not mention Harvard-Yale game.1TechnologyInstitutional Investorfund@yale.com199 Main StreetNew Haven, CT 20398New HavenUnited States of America20398CT199 Main Streethttp://www.yaleendowment.comGold AccountInsert user-defined text hereDavid NaspoNaspoDavidJustin BoulevardNew Conton, CT 02012New ContonUnited States of America02012CTJustin Boulevarddavid.naspo@attws.com(617) 513-9637Sales RepUBS SecuritiesYale Endowment Fund600600$300.00900

LabelsContact_Full_NameContact_TitleContact_Last_NameContact_First_NameContact_Middle_NameContact_SuffixContact_Mailing_AddressContact_Mailing_Address_CityContact_Mailing_Address_CountryContact_Mailing_Address_Postal_CodeContact_Mailing_Address_StateContact_Mailing_Address_StreetChuck HoodianHoodianChuck10 West StreetSouthville, IN 02138SouthvilleUnited States of America2138IN10 West StreetDavid NaspoNaspoDavidJustin BoulevardNew Conton, CT 02012New ContonUnited States of America2012CTJustin Boulevard

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