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Reference portfolio
document IMAGES-007-HOUSE_OVERSIGHT_024140.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

Reference portfolio Tactical asset allocation deviations from benchmark* Currency allocation underweight neutral overweight underweight neutral overweight a a a a a a aT Cash USD 7 | Equities total EUR — ae | UT”t”t~(‘(<(Cséi<‘i;*;é‘CSé@Y!COC;*d?#SC*CO*éirCSCS”~*dY US GBP Eur...

Morgan Stanley | RESEARCH
document IMAGES-008-HOUSE_OVERSIGHT_025582.txt Aug 8, 2017 House Oversight Committee — Epstein Estate Records (Nov 2025)

Morgan Stanley | RESEARCH OAK.N Oaktree: We value OAK using a sum-of-the-parts, supported by a DCF, and back into an implied target multiple on next 3 years DE and ENI. Our PT implies a 12.6x multiple on 2019 EPS, reflecting a 7% pre- mium to historical valuation of 11.8x given...

5“ 4 BRA HH (1015) dob (2187)
document IMAGES-006-HOUSE_OVERSIGHT_022434.txt Sep 9, 2015 House Oversight Committee — Epstein Estate Records (Nov 2025)

IN THE NEWS: US OPEN TENNIS DEFLATEGATE EUROPEAN REFUGEE CRISIS DONALD TRUMP TOM BRADY 8. =. S. NEWYORK POST. 2. ds 5“ 4 BRA HH (1015) dob (2187) —— Stream now Prime instant video og ae Stream now LITTLE ACCIDENTS 0060 The Upper East Side’s last affordable pocket goes luxe...

Filer's Name Page Number
document IMAGES-001-HOUSE_OVERSIGHT_010643.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

Filer's Name Page Number Donald J. Trump 27 of 51 Part 2: Filer's Employment Assets and Income Description attached schedule Value Income Type Income Amount | (Part 2 - EXHIBIT A) Reference # The America We Deserve N/A None (or less than $201) Publisher: Renaissance Books Und...

RE: Re
email IMAGES-012-HOUSE_OVERSIGHT_032821.txt Oct 4, 2018 House Oversight Committee — Epstein Estate Records (Nov 2025)

From: Weingarten, Rei Sent: 10/5/2018 1:48:46 PM To: J [[email protected]] Subject: RE: Re: Importance: — High Finally read the nytimes piece closely....with all due respect | am guessing you are wrong in dismissing/trivializing it....seems there are some hard facts that a...

KLC’s mission is to provide a quality education to children from birth to college. KLC was formed fr
document IMAGES-008-HOUSE_OVERSIGHT_024515.txt Dec 31, 2005 House Oversight Committee — Epstein Estate Records (Nov 2025)

11. THE OPERATING COMPANY (“KLC OPCO”) KLC’s mission is to provide a quality education to children from birth to college. KLC was formed from the combination of KLC and AER which occurred in May 2003 and the subsequent acquisition of KinderCare in January of 2005. Based in Portl...

From: Weingarten, Reid
email TEXT-002-HOUSE_OVERSIGHT_032816.txt Oct 3, 2018 House Oversight Committee — Epstein Estate Records (Nov 2025)

From: Weingarten, Reid Sent: 10/3/2018 1:02:13 PM To: J [[email protected]] Subject: Re: Importance: High Had a gut that's where you would come out Sent from my BlackBerry 10 smartphone. From: J Sent: Wednesday, October 3, 2018 7:34 AM To: Weingarten, Reid Subject: Re: fred g...

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...

Re: Saudi money
email TEXT-001-HOUSE_OVERSIGHT_031631.txt Oct 19, 2016 House Oversight Committee — Epstein Estate Records (Nov 2025)

From: jeffrey E. [[email protected]] Sent: 10/19/2016 3:02:57 PM To: Thomas Jr., Landon Subject: Re: Saudi money Importance: High http s ://www.the guardian. com/us-news/2016/jul/07/donald-trump-s exual-ass ault-lawsuits-norm-lub ow On Wed, Oct 19, 2016 at 10:28 AM, Thomas Jr...

Fwd: Do you know this Guy? You should
email IMAGES-010-HOUSE_OVERSIGHT_028487.txt Mar 28, 2015 House Oversight Committee — Epstein Estate Records (Nov 2025)

From: ee Sent: 3/29/2015 2:22:23 PM To: [email protected] Subject: Fwd: Do you know this Guy? You should Attachments: MailAttachment.jpeg; MailAttachment.joeg; MailAttachment.jpoeg; MailAttachment.jpeg From: To: Sent: 3/28/2015 5:59:43 P.M. Eastern Daylight Time Subj: Fwd...

Re: You should see this movie/documentary
email IMAGES-011-HOUSE_OVERSIGHT_031986.txt Feb 6, 2011 House Oversight Committee — Epstein Estate Records (Nov 2025)

—_ Sent: 2/6/2011 9:35:06 PM To: [email protected] Subject: Re: You should see this movie/documentary seems very one-sided and as if the makers didn't quite see the bigger picture i'm not sure the finance industry really had too much of a choice ----- Original Message-----...

In connection with the Spinoff, we entered into a lease agreement dated November 1, 2014, with Drive
document IMAGES-007-HOUSE_OVERSIGHT_024352.txt Nov 1, 2014 House Oversight Committee — Epstein Estate Records (Nov 2025)

Table of Contents LEASE AGREEMENT In connection with the Spinoff, we entered into a lease agreement dated November 1, 2014, with DriveTime that governs our access to and utilization of space at DriveTime inspection and reconditioning centers (“IRCs”) for vehicle inspection and...

assume $4.7/share in value for the core business based Verizon's pending acquisition
document IMAGES-003-HOUSE_OVERSIGHT_014945.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

assume $4.7/share in value for the core business based Verizon's pending acquisition value of $4.83bn less $300mn for potential revisions. Downside risks to our PO are: 1} Alibaba stock valuation declines, 2) Alibaba valuation discount is higher than expected, 3) Verizon's pendi...

In December 2016, we entered into a lease agreement with Verde Investments Inc. (“Verde”), an affili
document IMAGES-007-HOUSE_OVERSIGHT_024353.txt Jan 1, 2018 House Oversight Committee — Epstein Estate Records (Nov 2025)

Table of Contents TOLLESON, AZ INSPECTION AND RECONDITIONING CENTER LEASE In December 2016, we entered into a lease agreement with Verde Investments Inc. (“Verde”), an affiliate of DriveTime, for an IRC in Tolleson, Arizona. The lease commenced in February, 2017. In August 2018...