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Important Caveats on F2010 Medicare Liability Improvement
document IMAGES-006-HOUSE_OVERSIGHT_020949.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

Important Caveats on F2010 Medicare Liability Improvement e Medicare Part A and Part B unfunded liability improved to -$16 trillion in F2010, up 47% from -$31 trillion in F2009, per the Board of Medicare Trustees. e The improvement was driven primarily by downward revisions of...

The Challenge Before Us
document IMAGES-006-HOUSE_OVERSIGHT_021065.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

The Challenge Before Us Policymakers, businesses and citizens need to share responsibility for past failures and develop a plan for future successes. Past generations of Americans have responded to major challenges with collective sacrifice and hard work. Will ours also rise t...

Financial Experts Tend to ‘Assume What Can Go Wrong
document IMAGES-006-HOUSE_OVERSIGHT_020964.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

Financial Experts Tend to ‘Assume What Can Go Wrong, Will Go Wrong, and Usually Manage Expenses in that Way e In projecting scenarios, financial experts would note that USA Inc.’s revenue and expenses are highly correlated to economic changes — for example, a 0.1 percentage poi...

Real Estate Bubble: Root Causes—Government Home Ownership Push +
document IMAGES-006-HOUSE_OVERSIGHT_020933.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

Real Estate Bubble: Root Causes—Government Home Ownership Push + Declining Interest & Savings Rates + Aggressive Borrowing and Lending Led to 10+ Years of Rising Home Ownership USA Home Ownership Rates vs. Interest Rates vs. Personal Savings Rates, 1965 - 2010 0, _ i 0, 70% Jun...

Technology + Infrastructure + Education Investments
document IMAGES-006-HOUSE_OVERSIGHT_021025.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

Technology + Infrastructure + Education Investments Drove ~90% of Labor Productivity Growth for Past ~30 Years Sources of USA Average Labor Productivity Growth, 1977-2000 = Technology Investment i Infrastructure & Other Investment 1 Education (Labor Quality) 1 Other (Total...

Entitlement Spending: Lacks Sufficient Dedicated Funding
document IMAGES-006-HOUSE_OVERSIGHT_020878.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

Entitlement Spending: Lacks Sufficient Dedicated Funding Entitlement programs were created with the best of intentions by the Government. They serve many of the nation’s poorest, whose struggles have been made worse by the financial crisis. However, with the exception of Social...

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...

Regulatory Changes
document IMAGES-007-HOUSE_OVERSIGHT_024082.txt Jun 22, 2011 House Oversight Committee — Epstein Estate Records (Nov 2025)

Regulatory Changes On June 22, 2011, to implement provisions of Title IV of the Dodd-Frank Wall Street Reform and Consumer Protection Act, the U.S. Securities and Exchange Commission (the “SEC”) adopted final rules implementing new exemptions from the registration requirements o...

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

Morgan Stanley | RESEARCH Executive Summary Will the Alts simplify their structure and convert to C-corporations from partnerships? What would this mean for valuations? We think the Tax Cuts and Jobs Act could accelerate cost-benefit analyses and decision- making by management...

II’s address is 1720 W. Rio Salado Parkway, Suite A, Tempe, AZ 85281
document IMAGES-007-HOUSE_OVERSIGHT_024360.txt Feb 27, 2019 House Oversight Committee — Epstein Estate Records (Nov 2025)

Table of Contents sole beneficiary of the Ernest Irrevocable 2004 Trust III and Mr. Garcia III and his children are the beneficiaries of the Ernest C. Garcia IIT Multi- Generational Trust III. This information is based on the Form 4 filed with the SEC by Mr. Garcia II on Februar...

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...