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Chart 81: What do you expect to be the main driver of success for robo advisors?
document IMAGES-002-HOUSE_OVERSIGHT_014369.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

Chart 81: What do you expect to be the main driver of success for robo advisors? 50% 45% 40% 35% 30% 29% 20% 15% 10% 5% 0% A low and An efficient | Advanced portfolio Department of Access toa transparent cost technology and construction that — Labor fiduciary human in volatil...

a Roth conversion. From the current language of the effective date, it is unclear whether this would
document IMAGES-010-HOUSE_OVERSIGHT_029444.txt Dec 31, 2026 House Oversight Committee — Epstein Estate Records (Nov 2025)

TAX BULLETIN 2018-1: TAX REFORM SIGNED INTO LAW a Roth conversion. From the current language of the effective date, it is unclear whether this would prevent a 2017 Roth conversion from being recharacterized in 2018. e Taxation of alimony. Under 2017 law, alimony and separate ma...

Images 008 House Oversight 024579
document IMAGES-008-HOUSE_OVERSIGHT_024579.txt Dec 31, 2026 House Oversight Committee — Epstein Estate Records (Nov 2025)

19. APPENDICES INDEX TO THE APPENDICES 19.1. APPENDIX A: DETAILED BIOGRAPHIES KUE MANAGEMENT 148 KUE ADVISORY BOARD 152 KLC MANAGEMENT 153 REAL ESTATE MANAGEMENT TEAM / GREENSTREET REAL ESTATE PARTNERS 155 KSI BOARD OF DIRECTORS 156 k12 MANAGEMENT 157 19.2 APPENDIX B: KLC MD&...

Table 10: Tax impact from taxation of accumulated overseas profits at 10%/8.75% rates (assuming
document IMAGES-007-HOUSE_OVERSIGHT_023079.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

Table 10: Tax impact from taxation of accumulated overseas profits at 10%/8.75% rates (assuming mandatory tax i.e. all overseas profits are taxed) Cash taximpact ($bn) | One-time tax hit to GAAP earnings Sector Trump (10%) Blueprint (8.75%) = Trump (10%) Blueprint (8.75%) Consum...

Oakland, California
document IMAGES-008-HOUSE_OVERSIGHT_024776.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

OY > A =a Plan ce Auntie Dolores Oakland, California www.auntiedolores.com Auntie Dolores is a producer of branded can- nabis-infused edibles. The company produces a variety of edibles, including pretzels, biscuits, brownies, cookies, corn and nuts. The compa- ny’s products ar...

What Are the Different Types of
document IMAGES-007-HOUSE_OVERSIGHT_022578.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

What Are the Different Types of Resolutions with SEC? Civil Injunctive Actions and Remedies In a civil injunctive action, SEC seeks a court order compelling the defendant to obey the Jaw in the future. Violating such an order can result in civil or criminal con- tempt proceedin...

Dear Harvard Business School
document IMAGES-010-HOUSE_OVERSIGHT_029104.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

Dear Harvard Business School, | am extremely excited to share my application with you. For years now it has been my dream to attend your MBA program, studying amongst the world’s best professors and most achieved students to earn the edu- cation that will influence the rest of m...

An impresario in the broadest and most creative sense
document IMAGES-004-HOUSE_OVERSIGHT_017544.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

An impresario in the broadest and most creative sense of the word, Quincy Jones’ career has encompassed the roles of composer, record producer, artist, film producer, arranger, conductor, instrumentalist, TV producer, record company executive, magazine founder, multi-media entre...

Since 2005, the Fund Managers have managed the remaining portfolio of healthcare technology
document IMAGES-007-HOUSE_OVERSIGHT_024056.txt Mar 31, 2014 House Oversight Committee — Epstein Estate Records (Nov 2025)

VII. ONGOING RELATIONSHIP WITH SPROUT FUNDS Since 2005, the Fund Managers have managed the remaining portfolio of healthcare technology investments in Sprout Capital VI, L.P., Sprout Capital VII, L.P., and Sprout Capital IX, L.P. under a Sub-Management Agreement between Credit S...

Re: Press: LA Times - Federal jury decides Middle East bank did not defraud Orange County entreprene
email TEXT-001-HOUSE_OVERSIGHT_030105.txt Aug 11, 2016 House Oversight Committee — Epstein Estate Records (Nov 2025)

From: jeffrey E. [[email protected]] Sent: 8/12/2016 4:15:15 AM To: Kathy Ruemmler Subject: Re: Press: LA Times - Federal jury decides Middle East bank did not defraud Orange County entrepreneur Importance: High Flag: Follow up Cool On Thursday, 11 August 2016, Kathy Ruemmler...

Equistone Partners Europe will retain a stake along with company management
document IMAGES-006-HOUSE_OVERSIGHT_021102.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

Equistone Partners Europe will retain a stake along with company management. www.winkemann.de Public Offerings ¢ Deutsche Bank (NYSE: DB) plans to debut an IPO of its asset-management arm, DWS, for Monday next week, according to Reuters. It could list on the Frankfurt exchange...

KLC OpCo provides a wide range of quality programs that are continuously updated to reflect current
document IMAGES-008-HOUSE_OVERSIGHT_024516.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

KLC OpCo provides a wide range of quality programs that are continuously updated to reflect current thinking and to meet the needs of individual children, Programs have been developed in conjunction with nationally recognized experts in ECE and various curricula reflect the lates...

owns 68 (included in the 649 centers) Montessori schools which cater to K-12 students. LPA's residen
document IMAGES-008-HOUSE_OVERSIGHT_024500.txt Feb 28, 2006 House Oversight Committee — Epstein Estate Records (Nov 2025)

owns 68 (included in the 649 centers) Montessori schools which cater to K-12 students. LPA's residential Academies are typically located in residential, middle-income neighborhoods. As of February 28, 2006, the company reported LTM sales and EBITDA of $411 million and $33 million...

Ernest Garcia IT 2018) = = —_ _ —
document IMAGES-007-HOUSE_OVERSIGHT_024343.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

Table of Contents eo NON-BUSINESS INCREMENTAL COST CELLPHONE NAME YEAR MATCH(i) AIRCRAFT USAGK(ii) OF COMPANY CAR Gii) EXPENSKE(iv) TOTAL Ernest Garcia IT 2018) = = —_ _ —_ 2017 — 12,782 — 3,367 16,149 2016 = 34,349 16,460 3,199 54,008 Mark Jenkins 2018 3,115 — 18,500 365 21,980...

¢ 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...