{
  "docId": "019dd923-5e88-73ef-bd5a-315ef6fa8caf",
  "docSlug": "91d0a26e10e3c41d",
  "documentTitle": "2023.05.31 Bernstein Conference",
  "authorId": "GoldmanSachs",
  "authorName": "Morgan Stanley",
  "documentKindSlug": "consulting-deck",
  "documentKindLabel": "Consulting deck",
  "sourceTypeSlug": "equity_research",
  "sourceTypeLabel": "Equity research",
  "presentationDate": null,
  "orientation": "landscape",
  "aspectRatio": 1.778,
  "pageNumber": 13,
  "pageCount": 14,
  "prevPage": 12,
  "nextPage": 14,
  "slideType": "appendix_disclosure",
  "function": "appendix",
  "density": "dense",
  "nDataPoints": 0,
  "notes": null,
  "elementsJson": [
    "numbered_list"
  ],
  "metadataConfidence": 1,
  "imagePath": null,
  "slideHref": "/slides/019dd923-5e88-73ef-bd5a-315ef6fa8caf/13",
  "deckHref": "/decks/019dd923-5e88-73ef-bd5a-315ef6fa8caf",
  "deckJsonHref": "/decks/019dd923-5e88-73ef-bd5a-315ef6fa8caf.json",
  "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd5a-315ef6fa8caf#slide-13",
  "components": [
    {
      "bbox": {
        "h": 0.08,
        "w": 0.9,
        "x": 0.05,
        "y": 0.3
      },
      "kind": "paragraph",
      "text": "These notes refer to metrics and/or terms presented on Slide 6: 1. Rolling Three-Year Net New Assets represents NNA aggregated across the stated time periods. 2020 NNA is Pro Forma for E*TRADE... 2. Rolling Last 3 Years represents the period from 3Q 2020 to May 18, 2023.",
      "attrs": null,
      "subkind": "paragraph",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "243eedf9-a288-4ff4-befc-bedb56e66e1b",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.05,
        "w": 0.9,
        "x": 0.05,
        "y": 0.23
      },
      "kind": "paragraph",
      "text": "These notes refer to metrics and/or terms presented on Slide 5: 1. Core Client Relationships represent Advisor-Led Households as of 4Q 2019.",
      "attrs": null,
      "subkind": "paragraph",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "688b287a-faf9-4396-a0ec-8ea0bceefeb4",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.07,
        "w": 0.9,
        "x": 0.05,
        "y": 0.41
      },
      "kind": "paragraph",
      "text": "These notes refer to metrics and/or terms presented on Slide 7: 1. The attainment of these objectives assumes a normal market environment... 2. IM Client Assets represent Investment Management's assets under management ('AUM').",
      "attrs": null,
      "subkind": "paragraph",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "74dd1937-bb53-4a11-9766-cf8484fdd06b",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.06,
        "w": 0.9,
        "x": 0.05,
        "y": 0.62
      },
      "kind": "paragraph",
      "text": "These notes refer to metrics and/or terms presented on Slide 10: 1. Assumptions are illustrative...",
      "attrs": null,
      "subkind": "paragraph",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "99740cbc-2175-4c27-8773-bbc55a42a51a",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.08,
        "w": 0.9,
        "x": 0.05,
        "y": 0.51
      },
      "kind": "paragraph",
      "text": "These notes refer to metrics and/or terms presented on Slide 9: 1. Assumptions are illustrative... 2. Today refers to 1Q 2023.",
      "attrs": null,
      "subkind": "paragraph",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "c54b1585-25ce-4d82-a9ba-2203fd9c093b",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.04,
        "w": 0.18,
        "x": 0.05,
        "y": 0.11
      },
      "kind": "title",
      "text": "End Notes",
      "attrs": null,
      "subkind": "headline",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "81a852ea-a074-46b4-b421-058edd4de21a",
      "frameworkName": null,
      "frameworkSlug": null
    }
  ],
  "metrics": [],
  "tools": [],
  "frameworks": [],
  "arcBeats": [],
  "loops": [],
  "imagePathAlt": null,
  "thumbSrc": null,
  "thumbSrcAlt": null,
  "locked": true
}