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¢ InsightsPod is pre-revenue
document IMAGES-010-HOUSE_OVERSIGHT_029000.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

Sales Forecast ¢ InsightsPod is pre-revenue ¢ Estimated break-even point is between 18 to 24 months ¢ Sales Target is $4m in 2020 HOUSE_OVERSIGHT_029000

the sales charge would reduce the mutual fund’s performance
document performance. You are not subject to a sales charge for mutual funds purchased through PWM. If a sales charge were applicable House Oversight Committee — Epstein Estate Records (Nov 2025)

the sales charge would reduce the mutual fund’s performance.