Contract analysis

1. Introduction and Purpose Calderwood & Harkness LLP has been engaged by Jonathan R. Caldwell to design and implement a comprehensive generational estate plan. The engagement was opened on February 6, 2023, and the formal engagement letter was executed by Mr. Caldwell on February 15, 2023. The Calderwood & Harkness team assigned to this matter consists of the following professionals: Victoria Chambers (Responsible P

2. Client Background and Context For your reference and to facilitate the identification of the responsive records, we set forth below a summary of the pertinent background information regarding Mr. Caldwell and his immediate family: Client: Jonathan Robert Caldwell Date of Birth: March 14, 1956 (age 67) Residence: 418 East 72nd Street, Apt. 14A, New York, NY 10021 Social Security Number (last four digits): XXX-XX-47

3. Data and Document Requests We set forth below, organized by category, the specific documents and data we require from your firm. Where we have indicated estimated fair market values, those figures are based on preliminary information provided by Mr. Caldwell and are subject to verification through the materials requested and the independent appraisals to be performed by Ashford Valuation Group LLC. 3.1 Federal and

4. Coordination with Other Advisors As you would expect with an engagement of this scope and complexity, Calderwood & Harkness is coordinating with a number of Mr. Caldwell's other professional advisors. In addition to Strathmore Corporation & Greaves, we will be working with and, in certain cases, directing information requests to the following: • Havensbrook Wealth Advisors LLC (Diana R. Linden, Managing Director,

5. Confidentiality and Privilege All materials provided by Strathmore Corporation & Greaves in response to this request will be treated as confidential by Calderwood & Harkness and will be maintained in accordance with our firm's document retention and information security policies. To the extent applicable, the materials provided and the communications between our firms in connection with this engagement are intende

6. Delivery Instructions All documents and data responsive to this request should be transmitted to: Monica Reyes, Lead Associate Calderwood & Harkness LLP 375 Park Avenue, 42nd Floor New York, NY 10152 Telephone: (212) 555-4088 Email: mreyes@calderwoodharkness.com with copies to: Sylvia Hartwell, Specialist Partner, Tax Calderwood & Harkness LLP Telephone: (212) 555-4120 Email: shartwell@calderwoodharkness.com Ellio

7. Closing We greatly appreciate Strathmore Corporation & Greaves's assistance in assembling these materials and recognize the significant volume of the request. We are also grateful for your firm's longstanding service to Mr. Caldwell and his family, and we look forward to collaborating with you and your colleagues throughout this engagement. We expect the current engagement to run through approximately September 20