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Re: Schulte Research: Deep dives into PRC fin tech ownership and Trump cabinet ownership. (DO NOT FO
email TEXT-001-HOUSE_OVERSIGHT_026041.txt Dec 16, 2016 House Oversight Committee — Epstein Estate Records (Nov 2025)

…t.png; mime-attachment.gif; mime-attachment.jpg Importance: High Good. Sorting out Tulum at the moment. Over 40 people wanted to come. The Cenote project didn't get funded yet so we are sorting out accommodations. David Sauvage who you met is coming (https://docs.google.com/docum...

© UBS 2012. The key symbol and UBS are among the registered and unregistered trademarks of UBS. All
document IMAGES-008-HOUSE_OVERSIGHT_025290.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…sed in this document were obtained from sources believed to be reliable and in good faith, but no representation or warranty, express or implied, is made as to its accuracy or completeness (other than disclosures relating to UBS and its affiliates). All information and opinions a...

The 4-Hour Workweek
document TEXT-001-HOUSE_OVERSIGHT_013796.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…s 29 years than Steve Jobs has in his 51.” —TOM FOREMSKI, journalist and publisher of SiliconValleyWatcher.com “If you want to live life on your own terms, this is your blueprint.” —MIKE MAPLES, cofounder of Motive Communications (IPO to $260M market cap) and founding executive o...

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

…nesses relating to the class of securities or financial instruments for which such analyst is responsible. Other Important Disclosures From time to time research analysts conduct site visi from the issuer for such visits. Prices are indicative and for information purposes on r...

[DECEMBER DRAFT--- 287 pages]
document TEXT-001-HOUSE_OVERSIGHT_020153.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…en more remote, he next went to Russia, a country which has no extradition treaty with the United States. And Russia granted him asylum. His escape left in its wake an incredibly-important unsolved mystery: how did a young analyst at the NSA succeeded in penetrating all the lay...

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...

General Investment Related Disclosures
document IMAGES-003-HOUSE_OVERSIGHT_014497.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

… or other financial instrument or any derivative related to such securities or instruments (e.g., options, futures, warrants, and contracts for differences). This report is not intended to provide personal investment advice and it does not take into account the specific investmen...

Morgan Stanley | sesearcs NORTH AMERICA INSIGHT ~~
document IMAGES-008-HOUSE_OVERSIGHT_025583.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…tanley Mexico, Casa de Bolsa, S.A. de C:V., Morgan Stanley Canada Limited and their affiliates as necessary. For important disclosures, stock price charts and equity rating histories regarding companies that are the subject of this report, please see the Morgan Stanley Research...

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)

…s or other financial instrument or any derivative related to such securities or instruments (e.g, options, futures, warrants, and contracts for differences). This report is not intended to provide personal investment advice and it does not take into account the specific investme...

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

Disclosures Important Discl osures 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 invest...

o account the specific investment o
document IMAGES-002-HOUSE_OVERSIGHT_014458.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…bq ime, hold a BofA Merrill Ww me recipient of this report. In the event that the recipient received this report pursuant to a contract therewith MLPF&S may be deemed transactions, including transactions i the issuer. Short-term trading ide y rating. gor restricting "shorts...

indicators of future results
document IMAGES-007-HOUSE_OVERSIGHT_024178.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…s directors, officers and employees’ or clients may adopt long or short positions or deal as principal or agent in relevant securities or may have a relationship with and provide financial services to issuers of relevant securities that are linked to the subject matters discussed...

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)

…o ith, and reach different conclusions from, the information presented in that the recipient received this report pursuant to a contract o be acting as an investment adviser, such status relates, if at all, solely to the person with whom MLPF&S writing by MLPF&S). MLPF&S is and...

Global Asset Allocation
document TEXT-001-HOUSE_OVERSIGHT_026572.txt Nov 9, 2012 House Oversight Committee — Epstein Estate Records (Nov 2025)

…uffeted by a steady news flow on wide gaps between each side’s position. See page 7 for analyst certification and important disclosures. Global Asset Allocation Jan Loeys AC (1-212) 834-5874 [email protected] JPMorgan Chase Bank NA John Normand (44-20) 7134-1816 john.normand...