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Chart 3: Decomposition of performance of 1) S&P 500 stocks exposed to fiscal stimulus* and 2) top
document IMAGES-007-HOUSE_OVERSIGHT_023074.txt Aug 21, 2016 House Oversight Committee — Epstein Estate Records (Nov 2025)

…his cash can be brought back and put to work in the US. This differs from the 2004 repatriation tax holiday, which was optional. Under the Blueprint, accumulated overseas earnings will be subject to a transition tax of 8.75%! (for those held in cash/cash equivalents) or 3.5% (fo...

Table 32: Zillow estimate summary
document IMAGES-003-HOUSE_OVERSIGHT_014935.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…fAML vs. Street Above Above Above Above Source: BofA Merrill Lynch Global Research estimates Zillow has effectively captured the online U.S. real estate market, allowing them to accelerate monetization and access to a large TAM with $87bn in total real estate commissions paid i...

comp, but overall demand remains robust. Instagram feedback was notably positive
document IMAGES-003-HOUSE_OVERSIGHT_014909.txt Apr 4, 2017 House Oversight Committee — Epstein Estate Records (Nov 2025)

comp, but overall demand remains robust. Instagram feedback was notably positive, with many suggesting the demand is additive (not reallocation from core Facebook). Estimates vs Consensus Our 1Q17 and 2Q17 revenue and EBITDA estimates are ahead above the Street. We assume ~800b...

Chart 78: What do you believe will be the structure of the payments industry in 5-7 years?
document IMAGES-002-HOUSE_OVERSIGHT_014367.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

Chart 78: What do you believe will be the structure of the payments industry in 5-7 years? 80% 60% 40% 20% 0% Dominated by large Controlled by large Controlled bysavvy Dominated by dynamic incumbent payment incumbent institutions tech companies eco-system of savvy brands en...

Table 12: Selected drivers of Saudi consumer
document IMAGES-003-HOUSE_OVERSIGHT_016138.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

Table 12: Selected drivers of Saudi consumer Direction Comment Oil prices Volatile Indirect impact through economic activity and confidence Population growth Decreasing Direct impact through lower number of expatriates and national birth rate Public sector wage growth Flat to co...

2017: a good year for domestic demand
document IMAGES-002-HOUSE_OVERSIGHT_014414.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…oticeable laggard in the current recovery and the main reason why Japan’s economy has barely grown since the 2014 consumption tax hike. This is not for a lack of income growth: real employee compensation (wages + employment) has staged an impressive recovery of late, rising 1.2%...

Director | Global Equities
document IMAGES-002-HOUSE_OVERSIGHT_014399.txt Nov 18, 2016 House Oversight Committee — Epstein Estate Records (Nov 2025)

…ynch Merrill Lynch, Pierce, Fenner & Smith Incorporated Japan Investment Strategy Nikkei to 20,000: Inventory cycle upturn — cyclicals; inflation — banks, insurance Investment Strategy 18 November 2016 Key takeaways ° Solid macro and weaker JPY positive for Japan equities,...

Pacific) Limited
document Pacific) Limited House Oversight Committee — Epstein Estate Records (Nov 2025)

regulated by the Hong Kong Securities and Futures Commission (HKSFC) and the Hong Kong Monetary Authority (HKMA); Merrill Lynch (Singapore): Merrill Lynch (Singapore)

Merrill Lynch Kingdom of Saudi Arabia Company
document regulated by Comissao de Valores Mobiliarios; Merrill Lynch KSA Company House Oversight Committee — Epstein Estate Records (Nov 2025)

Merrill Lynch Kingdom of Saudi Arabia Company

Fleming was president of Merrill Lynch & Co
document knowledge of the decision said at the time. Before joining Morgan Stanley House Oversight Committee — Epstein Estate Records (Nov 2025)

Fleming was president of Merrill Lynch & Co.