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Summary of Closed Trades (5-Jun-1 7)
document IMAGES-007-HOUSE_OVERSIGHT_023599.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

… SX5E put spread, short SX7E call trade) to limit potential risk from a “Yes” in the Italian referendum Bankof America Merrill Lynch Global Equity Volatility Insights |O6 June 2017. 25 HOUSE_OVERSIGHT_023599

Norfolk Southern (NSC)
document IMAGES-003-HOUSE_OVERSIGHT_014638.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…elley and Vivek Arya, hereby certify that the views each of us has expressed in this research report Bankof America <> Merrill Lynch Top 10 US Ideas Quarterly | 03 January 2017. 17 HOUSE_OVERSIGHT_014638

Downside risks are: 1) integration risk from smartwatches and other wearables
document IMAGES-003-HOUSE_OVERSIGHT_014941.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

… lead to lower PMC growth, the need to acquire competing sites to maintain growth or market share, and Bankof America Merrill Lynch Internet/e-Commerce | 06 April2017 955 HOUSE_OVERSIGHT_014941

Refining the reflation rotation
document IMAGES-002-HOUSE_OVERSIGHT_014461.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…al that has lagged badly and seen valuations de-rate. BankofAmerica <2” 2 European Equity Strategy | 01 December 2016 Merrill Lynch HOUSE_OVERSIGHT_014461

Notable trends and dislocations (Europe)
document IMAGES-003-HOUSE_OVERSIGHT_014982.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…orrelation now seems supported likely driven by the unwind of reflation trades (Chart 18). Bankof America <> ariective Merrill Lynch Global Equity Volatility Insights | 20 June 2017 11 HOUSE_OVERSIGHT_014982

Politics — populism in the Eurozone?
document IMAGES-002-HOUSE_OVERSIGHT_014475.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

… all nature of French presidential elections. As James ; Bankof America 16 European Equity Strategy | 01 December 2016 Merrill Lynch HOUSE_OVERSIGHT_014475

Ristimaki Boulan PO:US$20 PO:US$21 PO:US$21
document IMAGES-007-HOUSE_OVERSIGHT_023607.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…curity is not covered. Chart is current as of May 31,2017 or such later date as indicated. Bankof America <> ariective Merrill Lynch Global Equity Volatility Insights | O06 June 2017 33 HOUSE_OVERSIGHT_023607

Eurozone political calendar 2017
document IMAGES-002-HOUSE_OVERSIGHT_014474.txt Mar 15, 2017 House Oversight Committee — Epstein Estate Records (Nov 2025)

…ministration and that German elections carry less risk than the earlier French presidential elections. Bankof America Merrill Lynch European Equity Strategy |O1 December 2016 15 HOUSE_OVERSIGHT_014474

11/14/2017 Viking Global to Back Rockefeller Wealth Firm Led by Fleming - Bloomberg
document IMAGES-001-HOUSE_OVERSIGHT_012050.txt Oct 4, 2017 House Oversight Committee — Epstein Estate Records (Nov 2025)

…sition, people with knowledge of the decision said at the time. Before joining Morgan Stanley, Fleming was president of Merrill Lynch & Co. C) Replay In addition to wealth and asset management, the new company will create a unit focusing on advising large multinational companie...

Volatility in Asia
document IMAGES-003-HOUSE_OVERSIGHT_014987.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…0/110% corridor variance swap: 5 vol points deg oes Bankof America 16 Global Equity Volatility Insights | 20 June 2017 Merrill Lynch HOUSE_OVERSIGHT_014987

Summary of Open Trades (19-Jun-17)
document IMAGES-003-HOUSE_OVERSIGHT_014992.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…v yields have surpassed HY credit yield & equities o er more gearing to rising PMI's, earnings and FCF Bankof America Merrill Lynch Global Equity Volatility Insights | 20 June 2017 21 HOUSE_OVERSIGHT_014992