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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...

CAPITAL CHAPTER VI U.S. and International Cannabis Market Estimates
document IMAGES-008-HOUSE_OVERSIGHT_024751.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

ACKRELL CAPITAL CHAPTER VI U.S. and International Cannabis Market Estimates illustrate the impact of varying these factors with the following sensitivity analysis, which shows the estimated market size at maturity using a range of penetration rates and monthly spending weighted...

Hour'. (you Americans seek instant gratification — and the converse)
document IMAGES-009-HOUSE_OVERSIGHT_026732.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

Hour'. (you Americans seek instant gratification — and the converse). Its theme was that this century is special: it’s the first when one species, ours, has the planet’s future in its hands. We’re deep in an era that’s called the anthropocene. We have huge powers for good. We co...

Article 1. The Washington Post
document TEXT-001-HOUSE_OVERSIGHT_030156.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

 22 June, 2011 Article 1. The Washington Post Avoiding a summer of blood David Ignatius Article 2. Project Syndicate The Middle East’s Slow-Motion Revolution Prince El Hassan bin Talal Article 3. Stratfor Turkey's Inevitable Problems With Neighbors Article 4. Agence Global A De...

Citigroup Inc. (C)
document IMAGES-002-HOUSE_OVERSIGHT_014380.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

Citigroup Inc. (C) We use a three-factor valuation framework (P/E, P/TBV, DCF} to arrive at our $60 PO, assigning a 0.9x multiple to 2017E TBV and 11x multiple on '17E blended NA and EM earnings. We have weighted the P/E and P/TBV factors equally at 40%, and our DCF analysis by...

UBS WM Global Chief Investment Officer
document IMAGES-008-HOUSE_OVERSIGHT_025289.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

Contact list UBS WM Global Chief Investment Officer Alexander Friedman [email protected] UBS WM Head of Investment Mark Haefele [email protected] UBS WM Global Investment Office Themes / UHNW Asset Allocation Advisory Asset Allocation Discretionary Alternative Inv...

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...

Donald J. Trump 30 of 51
document IMAGES-001-HOUSE_OVERSIGHT_010646.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

Filer's Name Donald J. Trump 30 of 51 Part 2: Filer's Employment Assets and Income Description attached schedule Value Income Type Income Amount (Part 2 - EXHIBIT A) Reference # DT MARKS VANCOUVER LP N/A 1087 None (or less than $1,001) royalties Over $5,000,000 Value reported...

OGE Form 278e (March 2014)
document IMAGES-001-HOUSE_OVERSIGHT_010655.txt Apr 15, 2017 House Oversight Committee — Epstein Estate Records (Nov 2025)

…nt numbers, street addresses, or family member names. See instructions for required information. Page Number Donald J. Trump 39 of 51 Part 6: Other Assets and Income pt Value Income Type sj So ® mn io) = = no} =A iS = COLAB INC COM nN Nn we Lo w Ww (vs) ww Ww w ww w No N f...

Market’s unusual lack of volatility
document IMAGES-001-HOUSE_OVERSIGHT_012095.txt Nov 1, 2017 House Oversight Committee — Epstein Estate Records (Nov 2025)

…should usher in a new era with more focus on the quality of growth over the quantity. President Xi now awaits President Trump’s State visit to Beijing on November 84, Investors will likely be focused on issues ranging from trade to North Korea, though major breakthroughs appear u...

OGE Form 278e (March 2014)
document IMAGES-001-HOUSE_OVERSIGHT_010656.txt Apr 15, 2017 House Oversight Committee — Epstein Estate Records (Nov 2025)

…et addresses, or family member names. See instructions for required information. Filer's Name : Page Number Donald J. Trump 40 of 51 Part 6: Other Assets and Income a [EI [Vale nvome Type ~] o an e = Ss = 3 s 42 Ww mo) z ra = = = = = 4 an 3 12 |z x a |6 |S a > on A oO z r...

Morgan Stanley | RESEARCH
document IMAGES-008-HOUSE_OVERSIGHT_025555.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…to do work on them if they were to con- vert to C-corps. We had conversations around conversion a year ago as President Trump took office amid promises of tax reform, and the subject came up on nearly every 4Q16 earnings call. Management teams seemed to table the idea because of...

OGE Form 278e (March 2014)
document IMAGES-001-HOUSE_OVERSIGHT_010657.txt Apr 15, 2017 House Oversight Committee — Epstein Estate Records (Nov 2025)

…umbers, street addresses, or family member names. See instructions for required information. Hi eee, a oe en Donald J. Trump 41 of 51 Part 6: Other Assets and Income pa EIR [Vae Income Type ALESFORCE COM INC CHWAB CHARLES COM N & a = 3 s. S 5 EALED AIR CORP COM NEW CO Ww...