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Other Important Disclosures
document IMAGES-002-HOUSE_OVERSIGHT_014422.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…t as recorded in the report timestamp. Individuals identified as economists do not function as research analysts under U.S. law and reports prepared by them are not research reports under applicable U.S. rules and regulations. Macroeconomic analysis is considered investment rese...

Subject to tax at individual rates up to 39.6% An individual taxpayer generally may deduct
document IMAGES-010-HOUSE_OVERSIGHT_029442.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

TAX BULLETIN 2018-1: TAX REFORM SIGNED INTO LAW PASS-THROUGH ENTITY TAXES 2017 Law 2018 Law Subject to tax at individual rates up to 39.6% An individual taxpayer generally may deduct 20% of domestic qualified business income from a partnership, S corporation, or sole proprieto...

personal investment advice and it does not take into account the specific investment o!
document IMAGES-001-HOUSE_OVERSIGHT_010615.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

This research report provides general information only. Neither the information nor any opinion expressed constitutes an offer or an invitation to make an offer, to buy or sell any securities or other financial instrument or any derivative related to such securities or instrument...

this report may be used or reproduced or quoted in any manner whatsoever in Taiwan by t
document IMAGES-003-HOUSE_OVERSIGHT_014651.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

this report may be used or reproduced or quoted in any manner whatsoever in Taiwan by t This research report provides general information on other financial instrument or any derivative related to such personal investment advice and it does not take into financial advice regar...

Important Disclosures
document IMAGES-007-HOUSE_OVERSIGHT_023094.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

Disclosures Important Disclosures BofA Merrill Lynch Research Personnel (including the analyst(s) responsible for this report) receive compensation based upon, among other factors, the overall profitability of Bank of America Corporation, including profits derived from investmen...

Learning Corporation. Previously, Mr. Neumann was with TCW / Crescent Mezzanine where he
document IMAGES-008-HOUSE_OVERSIGHT_024584.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

Learning Corporation. Previously, Mr. Neumann was with TCW / Crescent Mezzanine where he completed mezzanine financings primarily for leveraged buyout transactions. Prior thereto, Mr. Neumann worked in the investment banking division of Deutsche Bank (Bankers Trust) in the Financ...

19.2. Appendix B: Knowledge Learning Corporation: Management’s Discussion &
document IMAGES-008-HOUSE_OVERSIGHT_024591.txt Dec 31, 2005 House Oversight Committee — Epstein Estate Records (Nov 2025)

19.2. Appendix B: Knowledge Learning Corporation: Management’s Discussion & Analysis of Financial Condition and Results of Operations for the Fiscal Years Ended December 31, 2005, 2004 and 2003 158 HOUSE_OVERSIGHT_024591

allowed funds to be used for home schooling was dropped at the last minute and is not in the final
document IMAGES-010-HOUSE_OVERSIGHT_029445.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…for final recommendations and before changing or implementing any financial, tax, or estate planning strategy. Neither U.S. Trust nor any of its affiliates or advisors provide legal, tax or accounting advice. Clients should consult with their legal and/or tax advisors before mak...

UMB Financial Corp, Wells Fargo, Zions
document IMAGES-002-HOUSE_OVERSIGHT_014394.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

UMB Financial Corp, Wells Fargo, Zions. BofA Merrill Lynch Research Personnel (including the analyst(s) responsible for this report) receive compensation based upon, among other factors, the overall profitability of Bank of America Corporation, including profits derived from inv...

Cite as: 586 U.S. (2019) 13
document IMAGES-010-HOUSE_OVERSIGHT_028571.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

Cite as: 586 U.S. (2019) 13 BREYER, J., dissenting 1502. Some of these organizations, including the International Finance Corporation (IFC), themselves believe they do not need broad immunity in commercial areas, and they have waived it. See, e.g., Articles of Agreement of the...

Years with Industry
document IMAGES-008-HOUSE_OVERSIGHT_024586.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…resident, Assistant Treasurer. Mr. Moreland has also worked with Deloitte Consulting, Blue Shield of California and the U.S. General Accounting Office. Mr. Moreland earned an MBA from the University of Michigan and a B.S. in Economics from the University of Texas at Arlington. E...

(Slip Opinion) OCTOBER TERM, 2018 1
document IMAGES-010-HOUSE_OVERSIGHT_028540.txt Oct 31, 2018 House Oversight Committee — Epstein Estate Records (Nov 2025)

…d by the Reporter of Decisions for the convenience of the reader. See United States v. Detroit Timber & Lumber Co., 200 U.S. 321, 337. SUPREME COURT OF THE UNITED STATES Syllabus JAM ET AL. v. INTERNATIONAL FINANCE CORP. CERTIORARI TO THE UNITED STATES COURT OF APPEALS FOR TH...