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PERSONAL FINANCIAL STATEMENT prepared for Dorian Rothschild on April 18, 2012

Name Address Home Phone SSN Birthdate Dorian Rothschild 60 Arthur St. San Rafael, CA 94901 (415) 332-9876 123-45-6789 March 11, 1982

This statement is prepared to be attached to a loan application.

DETAILED LISTING OF ASSETS Checking Accounts: Bank/Financial Institution Redwood Bank

Account No. 1234567

Balance
$20,500.00

_____________ Total Checking Account


$20,500.00

Savings Accounts: Bank/Financial Institution Redwood Bank

Account No. 1234567

Balance
$64,000.00

_____________ Total Savings Accounts


$64,000.00

Accounts Receivable: Debtor Mark Beene

Balance
$5,200.00

_____________ Total Accounts Receivable


$5,200.00

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Household Goods/Furnishings: Description dining table beige leather furniture set master bed T.V.

Value
$3,000.00 $9,500.00 $2,300.00 $1,600.00

_____________ Total Household Goods/Furnishings


$16,400.00

Jewelry: Description Harry Winston Wreath other various jewelry

Value
$3,500,000.00 $36,000.00

_____________ Total Value of Jewelry


$3,536,000.00

Vehicles: Make Ferrari

Model and Year Enzo 2006

Value
$990,000.00

_____________ Total Value of Vehicles


$990,000.00

Recreational Equipment: Description mountain bike solomon skis 2 snowmobiles

Value
$4,000.00 $800.00 $5,000.00

_____________ Total Value of Equipment


$9,800.00

Real Estate - Personal Residence(s): Address 60 Arthur St.

Years Owned 7

Value
$3,600,000.00

_____________ Total Value of Personal Residence(s)


$3,600,000.00

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Real Estate - Other: Address 440 Montgomery St.

Value
$850,000.00

_____________ Total Value of Other Real Estate


$850,000.00

Stocks and Mutual Funds: Description 2000 share exocon stock

Value
$18,000.00

_____________ Total Value of Stocks and Mutual Funds


$18,000.00

Bonds: Description 55 Zing bonds

Value
$450,000.00

_____________ Total Value of Bonds


$450,000.00

TOTAL ASSETS: Total Assets


$9,559,900.00

DETAILED LISTING OF LIABILITIES Mortgages - Personal Residence: Lender Loan No. Onbach Financial Services 4132051

Monthly Payment
$2,500.00

Balance Due
$240,000.00

_____________ Total Personal Residence Mortgage(s)


$240,000.00

Home Equity Loans: Lender Loan No. Onbach Financial Services 4320001

Monthly Payment
$800.00

Balance Due
$60,000.00

_____________

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Total Home Equity Loans

$60,000.00

Vehicle Loans: Lender M&M Lenders Inc.

Loan No. 5345

Monthly Payment
$1,900.00

Balance Due
$322,000.00

_____________ Total Vehicle Loans


$322,000.00

Credit Card Debt: Credit Card Co. Bank of Orinda

Account No. 123543

Monthly Payment
$600.00

Balance Due
$12,050.00

_____________ Total Credit Card Debt


$12,050.00

TOTAL LIABILITIES: Total Liabilities NET WORTH:


$634,050.00 $8,925,850.00

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SUMMARY LISTING OF ASSETS AND LIABILITIES ASSETS Checking Accounts Savings Accounts Accounts Receivable Household Goods/Furnishings Jewelry Vehicles Recreational Equipment Personal Residence Real Estate - Other Stocks and Mutual Funds Bonds Amount
$20,500.00 $64,000.00 $5,200.00 $16,400.00 $3,536,000.00 $990,000.00 $9,800.00 $3,600,000.00 $850,000.00 $18,000.00 $450,000.00

_____________ TOTAL ASSETS:


$9,559,900.00

LIABILITIES Mortgage - Personal Residence Home Equity Loans Vehicle Loans Credit Card Debt

Amount
$240,000.00 $60,000.00 $322,000.00 $12,050.00

_____________ TOTAL LIABILITIES: NET WORTH:


$634,050.00 $8,925,850.00

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SOURCES OF MONTHLY INCOME: Salaries and Wages: Employer Rothschild & Partners LLC Total Monthly Wages Investment Accounts Trusts Other Sources

Annual Wages
$1,200,000.00

Monthly Wages
$100,000.00 $100,000.00 $14,500.00 $10,000.00 $0.00

_____________ TOTAL MONTHLY INCOME MONTHLY EXPENSES: Child Care Food Health Care/Medication Utilities Housing/Rent Other Mortgage Loans Auto Loans Auto Insurance Other Insurance Credit Cards Student Loans Other Expenses (including clothing, recreation, misc.)
$124,500.00

$0.00 $3,000.00 $1,000.00 $3,700.00 $2,500.00 $800.00 $1,900.00 $2,200.00 $5,000.00 $600.00 $0.00 $0.00

_____________ TOTAL MONTHLY EXPENSES


$20,700.00

I certify and warrant that to the best of my knowledge the information contained in this Personal Financial Statement is true, correct and complete.

__________________________________________ Dorian Rothschild

__________________________________________ Date

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