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

… quoted in any manner whatsoever in Taiwan by the press or any other person without the express written consent of BofA Merrill Lynch. This research report provides general information only. Neither the information nor any opinion expressed constitutes an offer or an invitation...

executing any short idea contained in this report
document IMAGES-002-HOUSE_OVERSIGHT_014395.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

….K. regulatory regime, including the Financial Services Scheme, do not apply in general to business coordinated by BofA Merrill Lynch entities located outside of the United Kingdom. BofA Merrill Lynch Global Research policies relating to conflicts of interest are described at htt...

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)

…contain a shor short-term price impact on the e reflects both a longer term total be more or less positive than as BofA Merrill Lynch is aware that acti executing any short idea contained in this repo! For incl UK ocated outsi u ime, hold a BofA Merrill Ww methods of recipient of...

CIO WM Global Investment Office
document TEXT-001-HOUSE_OVERSIGHT_025247.txt Oct 25, 2012 House Oversight Committee — Epstein Estate Records (Nov 2025)

CIO WM Global Investment Office CIO monthly video www.ubs.com/cio-video For smartphone users: scan the code with an app like "scan" UBS CIO Monthly Extended November 2012 Published 25 October 2012 This report has been prepared by UBS AG. Please see important disclaimers and disc...

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)

…ers, m instruments may be difficult to income from lose their enti Futures and o disclosure documents. Investmi BofA Merrill L action may be limited by regulations prohibiting or restricting "shortse executing any short idea con his report m hat presents In the event tl the...

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

…incipal inves This report may contain a short- reflects both a longer term total be more or less positive than as BofA Merrill Lynch is aware that e Foreign currency rates o bq ime, hold a BofA Merrill Ww me recipient of this report. In the event that the recipient received...

Power, Fortune and Survival in the Age of Networks
document TEXT-001-HOUSE_OVERSIGHT_018232.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

 The Seventh Sense Power, Fortune and Survival in the Age of Networks Joshua Cooper Ramo 1 . Part One: The Nature of Our Age In which the revolutionary character of our era is explained. The need for a new instinct is introduced. The historical stakes are weighed. Chapter 1: The...

time, hold a trading position (long or short) in the securities and financial instruments discussed
document IMAGES-003-HOUSE_OVERSIGHT_014950.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…me, hold a trading position (long or short) in the securities and financial instruments discussed in this report. BofA Merrill Lynch, through business units other than BofA Merrill Lynch Global Research, may have issued and may in the future issue trading ideas or recommenda h d...

USDJPY testing 110. Buy Japan upside
email TEXT-001-HOUSE_OVERSIGHT_014397.txt Nov 17, 2016 House Oversight Committee — Epstein Estate Records (Nov 2025)

…L.P. 17-1M-2016 14:10:30 Source: Bloomberg HOUSE OVERSIGHT 014398 Amanda Ens Director I Global Equities Bank of America Merrill Lynch Merrill Lynch, Pierce, Fenner & Smith Incorporated Japan Investment Strategy Nikkei to 20,000: Inventory cycle upturn —> cyclicals; inflation —> b...

ONE FERRY BUILDING, SUITE 255 SAN FRANCISCO, CA 94111 [email protected]
document TEXT-001-HOUSE_OVERSIGHT_024271.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…ISTRATION / CFO Kranz & Associates LEGAL Sidley Austin TAX / AUDIT Crawford Pimintel BANK Silicon Valley Bank CUSTODIAN Merrill Lynch BTC VAULT Xapo & BitGo ONE FERRY BUILDING, SUITE 255 SAN FRANCISCO, CA 94111 [email protected] 17 USE CASES FOR BLOCKCHAIN TECHNOLOGY Fi...

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

Global Asset Allocation 09 November 2012 The J.P. Morgan View Do US elections change anything? � Asset allocation –– The equity market has priced out the Romney win scenario, but from these levels, our economic and market outlook and risks are unchanged. These keep us medium-ter...

Equity Investment Rating Distribution: Financial Services Group (as of 30 Sep 2016)
document IMAGES-002-HOUSE_OVERSIGHT_014393.txt Sep 30, 2016 House Oversight Committee — Epstein Estate Records (Nov 2025)

…Hold 730 23.24% Hold 538 13.10% Sell 858 27.32% Sell 514 59.91% * Issuers that were investment banking clients of BofA Merrill Lynch or one of its affiliates within the past 12 months. For purposes of this Investment Rating Distribution, the coverage universe includes only stock...

They say that you can read a person’s feelings on his face. But if so, either
document TEXT-001-HOUSE_OVERSIGHT_027849.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

Night Flight They say that you can read a person’s feelings on his face. But if so, either I’m a very good actor – the opposite of what anyone who has worked closely with me would tell you – or the journalists clustered in front of me weren’t very good face-readers. They said th...