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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...

Figure 4 - CBD Plasticulture Model - University of Kentucky
document IMAGES-008-HOUSE_OVERSIGHT_024830.txt Feb 25, 2019 House Oversight Committee — Epstein Estate Records (Nov 2025)

COWEN COLLABORATIVE INSIGHTS February 25, 2019 - Figure 4 - CBD Plasticulture Model - University of Kentucky CBD% Price per % Dry Matter Yield Gross Returns Per Acre Transplants (clone} Fertilizer -Nitrogen (urea) -Phosphorus (P205} -Potassium (P20) Planting/Setting Blac...

The J.P. Morgan View: Local forces are dominating
email TEXT-001-HOUSE_OVERSIGHT_030844.txt Mar 29, 2013 House Oversight Committee — Epstein Estate Records (Nov 2025)

From: [email protected] To: Undisclosed recipients:; Subject: The J.P. Morgan View: Local forces are dominating Sent: 3/29/2013 8:48:11 PM Attachments: JPM_The J.P. Morgan View_2013-03-28_1084792.pdf Global Asset Allocation ________________________________ The J.P. Morgan V...

UBS View Prefer value and large caps in Europe, mid caps in US
document IMAGES-007-HOUSE_OVERSIGHT_024156.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

Equity styles UBS View Prefer value and large caps in Europe, mid caps in US ¢ We recommend that investors look for value opportunities in Europe: The cheapest stocks within each sector are at extreme relative valuations, which should begin to normalize. Within Financials, howev...

{mobile apps, premium nanny, date night payment services etc.) may not see much
document IMAGES-003-HOUSE_OVERSIGHT_014940.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

{mobile apps, premium nanny, date night payment services etc.) may not see much traction, 4) lower conversion rates on mobile, 5) mobile conversions with 30% fee to Apple and Google Play marketplaces could negatively impact margins, and 6) international expansion may not be succe...

Exhibit 12: US Labor Productivity Growth
document IMAGES-003-HOUSE_OVERSIGHT_014547.txt Jun 22, 2016 House Oversight Committee — Epstein Estate Records (Nov 2025)

Exhibit 12: US Labor Productivity Growth Periods of slow productivity growth have been followed by periods of stronger productivity gains. Average Annual Growth Rate (%) 40 3.5 2 2 1889-1917 1917-1927 1927-1940 1940-1948 1948-1973 1973-1995 1995-2004 2004-2015 Data through...

Exhibit 48: S&P 500 Price-to-Trend Earnings vs
document IMAGES-003-HOUSE_OVERSIGHT_014584.txt Dec 31, 2016 House Oversight Committee — Epstein Estate Records (Nov 2025)

Exhibit 48: S&P 500 Price-to-Trend Earnings vs. Subsequent Calendar-Year Price Return Starting valuation multiples tell us little about equity returns over the following year. S&P 500 Returns 1 Year Forward (%) 50 - R?=5.2% 40 « ° oe 30 - ° ° % ¢ + 20 ¢ @,¢ o . * ° 10 wep see...

Other Important Disclosures
document IMAGES-002-HOUSE_OVERSIGHT_014422.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

Disclosures Important Discl osures 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 invest...

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)

Equity Investment Rating Distribution: Financial Services Group (as of 30 Sep 2016) Coverage Universe Count Percent Inv. Banking Relationships* Count Percent Buy 113 46.89% Buy 89 18.76% Hold 66 27.39% Hold 55 83.33% Sell 62 29.13% Sell 40 64.52% Equity Investment Rating Distrib...

The J.P. Morgan View: Local forces are dominating
email TEXT-001-HOUSE_OVERSIGHT_031114.txt Mar 29, 2013 House Oversight Committee — Epstein Estate Records (Nov 2025)

From: [email protected] To: Undisclosed recipients:;; Subject: The J.P. Morgan View: Local forces are dominating Sent: 3/29/2013 8:48:11 PM Attachments: JPM_The J.P. Morgan View_2013-03-28_1084792.pdf Global Asset Allocation ________________________________ The J.P. Morgan...

the paramount requirement 16 months after 1 emailed to you their importance. , I suggest you
document IMAGES-007-HOUSE_OVERSIGHT_023327.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

the paramount requirement 16 months after 1 emailed to you their importance. , I suggest you consider having the 49percent of phaidon merged into artspance and have Richard buy artspace. re-do bank loans. no need to pay interest at higher rates on boat or plane. . as Richard is...

Preference: neutral
document IMAGES-008-HOUSE_OVERSIGHT_025284.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

Base metals Preference: neutral Current (24 Oct) (last month): Copper USD 7,815/mt (8,271); Nickel USD 16,336/mt (18,351); Aluminum USD 1,912/mt (2,079) UBS View 6-month target: Copper: USD 8,800/mt; Nickel: USD 19,000/mt; Aluminum: USD 2,100/mt e After the swift uptick in pri...

ONE DOLLAR -- '�-=-----o..� vv.virginislandsdailynevvs.com
document TEXT-001-HOUSE_OVERSIGHT_021718.txt Jul 29, 2013 House Oversight Committee — Epstein Estate Records (Nov 2025)

--�-------- - ONE DOLLAR -- '�-=-----o..� vv.virginislandsdailynevvs.com • Virgin Islands 1..JIUII, S S � _ A . . . __ P � litzer Prize-witining ne�spaper '1li; :.j COIlYrlght � 2013 Omty News Puhh'.hillg Cu MONDAV, JULY 29, 2013 82nd ear, No. 22764 ,... - - _ _ - II · __ _ _ I-...