Extract to table

1018-00002, including work product, correspondence, memoranda, research materials, notes, and all other documents generated or received in connection with this engagement, shall be retained in accordance with Calderwood & Harkness's standard document-retention policy

Accordingly, all materials must be retained through at least February 22, 2031

All electronic files shall be archived in the Firm's document-management system under Matter No

Paper files, to the extent they exist, shall be stored in the Firm's off-site records-management facility and indexed to the matter number

With respect to the forensic data collected and hosted by Tavrenis Stern Consulting Group LLC — including CRM call-note records, email communications, and text messages of the fourteen (14) identified Northeast-region sales representatives — such data shall be preserved in accordance with the document-retention schedule established at the commencement of the engagement

Upon the expiration of the agreed retention period, or upon earlier instruction from the client, the data shall be returned to Penterra or destroyed in accordance with the terms of the Tavrenis Stern engagement letter and the client's written instructions