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¢ Gabi, a San Francisco-based insurance shopping services, has raised $9.5 million in
document IMAGES-006-HOUSE_OVERSIGHT_021101.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

¢ Gabi, a San Francisco-based insurance shopping services, has raised $9.5 million in Series A funding led by Canvas Ventures, with participation from Correlation Ventures, Northwestern Mutual Future Ventures, Securian Ventures, A.Capital Ventures and Project A. www.gabi.com ¢ D...

Economic flows of IDGT
document IMAGES-006-HOUSE_OVERSIGHT_022356.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

Economic flows of IDGT* Example - Initial Funding Total assets transferred to trust Valuation discount Valuation of assets for gift tax purposes Seed capital/coverage Trust term Lifetime gift tax exemption applied Gift tax paid Applicable interest rate (AFR) Annual intere...

Sprout Capital Healthcare Technology Portfolios
document IMAGES-007-HOUSE_OVERSIGHT_024031.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

Sprout Capital Healthcare Technology Portfolios: Since 1995, members of the New Leaf team made all of the healthcare technology investments in the Sprout Funds while they were part of the investing team at the Sprout Group. The Sprout Funds were venture capital funds that were d...

All Funds Gross and Net Returns
document IMAGES-007-HOUSE_OVERSIGHT_024105.txt Mar 31, 2014 House Oversight Committee — Epstein Estate Records (Nov 2025)

Appendix 2 All Funds Gross and Net Returns $ amounts in millions, as of March 31, 2014 Total Cost Realized Unrealized Realized Overall Realized Overall New Leaf Ventures II, L.P. (2008) New Leaf Ventures I, L.P. (2005) Sprout Capital IX, L.P. (2000) (Healthcare Technology) S...

Table 10: Summary of closed trades as of 19-Jun-17
document IMAGES-003-HOUSE_OVERSIGHT_014996.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…e captured the recent Tech sector outperformance in a period when Financials lagged driven by lower rates Source: BofA Merrill Lynch Global Research. Prices reflective of most recently available data which may be delayed in some cases. “Trade Value” represents current valuation...

Tail risk 4: Bo) triggers curve steepening and vol rise
document IMAGES-003-HOUSE_OVERSIGHT_014776.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

… ———‘y20y Volatility (RHS) (bp}y 1 50 08 40 06 30 04 02 ad 0 10 -0.2 0 Nov-15 Feb-16 May-16 Aug-16 Nov-16 Source: BofA Merrill Lynch Global Research BankofAmerica <2” 46 Global Rates, FX & EM 2017 Year Ahead | 16 November 2016 . Merrill Lynch HOUSE_OVERSIGHT_014776

likely. Mr. Gray also thinks that concerns over the commercial real estate market
document IMAGES-002-HOUSE_OVERSIGHT_014356.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

… __ following strong estate market & deployment/returns structure distributions fundraising hedge funds Source: BofA Merrill Lynch Global Research e Mr. Gray thinks the economic narrative has changed for the U.S., from low growth and low interest rates to a more pro-growth ou...

CEFOTAJ Business Proposal
document TEXT-001-HOUSE_OVERSIGHT_019448.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

 CEFOTAJ Business Proposal Jacmel, Haiti Table of Contents Executive Summary 3 Introduction 4 Background 4 Country Profile Background 5 General Geographical and Macroeconomic Situation 5 U.S. and Haiti Relationship 6 Haiti before th...

While central bank investment tranches are
document IMAGES-009-HOUSE_OVERSIGHT_026718.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

While central bank investment tranches are in some ways comparable to sovereign portfolios, they are differentiated by the former's broader market functions While there are similarities in the approach taken to investment tranches (in terms of risk asset allocation and developm...

Attachments
email TEXT-001-HOUSE_OVERSIGHT_016413.txt Jan 15, 2019 House Oversight Committee — Epstein Estate Records (Nov 2025)

…VERSIGHT 016418 Paul V. Morris Managing Director —The Morris Group Private Banking and Investment Group Bank of America Merrill Lynch One Bryant Park, 28th Floor This message, and any attachments, is for the intended recipient(s) only, may contain information that is privileged,...

First Bancorp Puerto Rico (FBP)
document IMAGES-002-HOUSE_OVERSIGHT_014382.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

… improvement in the efficiency ratio, 2} BankofAmerica <2” 68 2016 Future of Financials Conference | 17 November 2016 Merrill Lynch HOUSE_OVERSIGHT_014382

Financials trade for Monday
email IMAGES-002-HOUSE_OVERSIGHT_014313.txt Nov 11, 2016 House Oversight Committee — Epstein Estate Records (Nov 2025)

…go higher, it’s unlikely that they can get back to the peaks... Regards, Amanda Amanda Ens Director Bank of America Merrill Lynch Merrill Lynch, Pierce, Fenner & Smith Incorporated One Bryant Park, 5th Floor, New York, NY 10036 HOUSE_OVERSIGHT_014313

Options Risk Statement
document IMAGES-007-HOUSE_OVERSIGHT_023603.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…directly, related to the specific recommendations or view expressed in this research report. Special Disclosures BofA Merrill Lynch is currently acting as Financial Advisor to Royal Dutch Shell PLC in connection with its proposed sale of its UK North Sea assets to Chrysaor LTD,...