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      "text": "WM Client Assets represents those assets for which WM is providing services including financial advisor-led brokerage, custody, administrative and investment advisory services; self-directed brokerage services; financial and wealth planning services; workplace services, including stock plan administration, and retirement plan services. The metric shown is for the most recent year in the stated periods.",
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      "text": "IM refers to Morgan Stanley's Investment Management segment. Client Assets represent reported WM client assets and IM assets under management ('AUM'). Certain WM client assets are invested in IM products and are also included in IM's AUM. The attainment of this objective assumes a normal market environment and may be impacted by external factors that cannot be predicted at this time, including geopolitical, macroeconomic and market conditions and future legislation and regulations and any changes thereto. Please also refer to the Notice on Slide 2 of this presentation.",
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      "text": "Pre-Tax Margin represents WM Pre-Tax Profit divided by net revenues. Pre-Tax Profit refers to income from continuing operations before income taxes. The attainment of this objective assumes a normal market environment and may be impacted by external factors that cannot be predicted at this time, including geopolitical, macroeconomic and market conditions and future legislation and regulations and any changes thereto. Please also refer to the Notice on Slide 2 of this presentation.",
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      "text": "Reflects availability of the noted offerings across Morgan Stanley's Wealth Management ('WM') segment and the following peers: Bank of America Global Wealth and Investment Management, BlackRock, Charles Schwab, UBS Wealth Management Americas and Wells Fargo Wealth and Investment Management.",
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