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OGE Form 278e (March 2014)
document TEXT-001-HOUSE_OVERSIGHT_016699.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

OGE Form 278e (March 2014) U.S. Office of Government Ethics· 5 C.F.R. art 2634 Form A roved: 0MB No. (3209-0001) Annual 2018 Janua 20, 2017 Executive Branch Personnel Public Financial Disclosure Report (OGE Form 278e) Filer's Information Last Name First Name MI Position Trump Do...

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

action may be limited by regulations prohibiting or restricting "shortselling" in many jurisdictions. Investors are urged to seek advice regarding the applicability of such regulations prior to executing any short idea contained in this report. Foreign currency rates of exchange...

Important Disclosures
document IMAGES-003-HOUSE_OVERSIGHT_014496.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

Disclosures Important Disclosures FUNDAMENTAL EQUITY OPINION KEY: Opinions include a Volatility Risk Rating, an Investment Rating and an Income Rating. VOLATILITY RISK RATINGS, indicators of potential price fluctuation, are: A - Low, B - Medium and C - High. INVESTMENT RATINGS r...

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...

Thank you for reviewing this publication
document IMAGES-003-HOUSE_OVERSIGHT_014617.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

Thank you for reviewing this publication which is intended to discuss general market activity, industry or sector trends, or other broad-based economic, market or political conditions. It should not be construed as research. Any reference to a specific company or security is for...

OGE Fonn 278e (March 2014)
document IMAGES-001-HOUSE_OVERSIGHT_010622.txt Apr 19, 2017 House Oversight Committee — Epstein Estate Records (Nov 2025)

OGE Fonn 278e (March 2014) Instructions for Part 1 Note: This is a public form. Do not include account numbers, street addresses, or family member names. See instructions for required information. Filer's Name Page Number Donald J. Trump a Part 1: Filer's Positions Held Outside...

corporation, owns more than 10% of their stock
document IMAGES-007-HOUSE_OVERSIGHT_023363.txt Sep 11, 2001 House Oversight Committee — Epstein Estate Records (Nov 2025)

In re: TERRORIST ATTACKS ON SEPTEMBER 11, 2001., 2012 WL 257568 (2012) corporation, owns more than 10% of their stock. Appellant TIG Insurance Company is a member of the Fairfax Financial Group. Appellant’s parent organization, Fairfax Financial Holdings Ltd, a publicly traded...

Unlike the check-the-box rules, there are conflicting views regarding the treatment of a grantor
document IMAGES-009-HOUSE_OVERSIGHT_026585.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

Unlike the check-the-box rules, there are conflicting views regarding the treatment of a grantor trust as a DRE. While the plain language of the Code's grantor trust rules appears to imply that a wholly grantor trust (i.¢., a trust that is deemed to be entirely owned by a single...

COLLABORATIVE INSIGHTS February 25, 2019
document IMAGES-008-HOUSE_OVERSIGHT_024917.txt Feb 25, 2019 House Oversight Committee — Epstein Estate Records (Nov 2025)

COWEN COLLABORATIVE INSIGHTS February 25, 2019 ADDENDUM Stocks Mentioned In Important Disclosures Ticker Company Name WEED Canopy Growth Corporation GWPH GW Pharmaceuticals Plc TLRY Tilray TPB Turning Point Brands Important Disclosures and Information Relating to Cowen Wash...

Important Information Division
document IMAGES-008-HOUSE_OVERSIGHT_025695.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

Investment Management Important Information Division You may obtain documents for ETFs or ETNs for free by 1) visiting EDGAR on the SEC website at http://(www.sec.gov/; 2) contacting your Private Wealth Management team; or 3) calling toll-free at 1-866-471-2526. Unlike traditio...

»f Spanish families — including
document IMAGES-006-HOUSE_OVERSIGHT_022072.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

TERSON »f Spanish families — including had invested with Drysdale. indreds of millions of dollars. 2 investors. ey Epstein was help in recover- ing stupid,” she told him. lyn accent. They blended well vely. is willing to help. e, with the money. The family lit? A scheme. H...

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)

MLPF&S or one of its affiliates is a regular issuer of traded financial instruments linked to securities that may have been recommended in this report. MLPF&S or one of its affiliates may, at any time, hold a trading position (long or short) in the securities and financial instru...