Extract to table

Sinclair, Chief Operating Officer of Stonecrest Realty Holdings LLC, shall serve as the primary point of contact for coordination of distributions, capital calls, and other matters affecting the trust property

Fenton, Chief Financial Officer of Caldwell Ridgeline Capital LLC, shall serve as the primary point of contact

The Trustee acknowledges that the appraisal reports prepared by Ashford Valuation Group LLC form the basis for the valuations reported on the Grantor's IRS Form 709 for the 2023 tax year, and the Trustee agrees to cooperate fully with any IRS examination, audit, or challenge of such valuations, as further described in Section 6

The Trustee shall cause the securities to be held in a properly titled brokerage account and shall ensure that all dividends, interest, and other distributions received with respect to the securities are properly credited to the trust

The Trustee shall oversee the interests held by GRAT B in coordination with the management of Stonecrest Realty Holdings LLC, including Robert M

The Trustee shall comply with all applicable transfer, notice, and governance provisions of Caldwell Ridgeline Capital LLC and the respective fund entities, and shall coordinate with Gregory S