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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...

US - Electric Utilities Coverage Cluster
document IMAGES-003-HOUSE_OVERSIGHT_014641.txt Jan 3, 2017 House Oversight Committee — Epstein Estate Records (Nov 2025)

US - Electric Utilities Coverage Cluster BofA Merrill Lynch Investment rating Company ticker Bloomberg symbol Analyst BUY American Electric Power AEP AEP US Brian Chin American Water Works AWK AWK US Brian Chin Black Hills Corporation BKH BKH US Brian Chin Dominion Resources D D...

US - Aerospace and Defense Coverage Cluster
document IMAGES-003-HOUSE_OVERSIGHT_014640.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

US - Aerospace and Defense Coverage Cluster BofA Merrill Lynch Investment rating Company ticker Bloomberg symbol Analyst BUY AerCap Holdings NV. AER AER US Kristine T. Liwag Air Lease Corporation AL ALUS Kristine T. Liwag Bombardier Inc. YBBD B BBD/B CN Ronald J. Epstein Booz A...

James Niedel, MD, Ph.D., (70), Venture Partner, joined Sprout in May 2002 and helped found
document IMAGES-007-HOUSE_OVERSIGHT_024024.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…joining Sprout, Jim was Chief Science and Technology Officer for GlaxoSmithKline (“GSK”). From 1995 to 2001, he led Global Research and Development, Information Technology and Product Strategy and was a member of the board of directors of Glaxo Wellcome plc. From 1988 to 1995 Jim...

Except as otherwise expressly noted, all performance information contained herein, including
document IMAGES-007-HOUSE_OVERSIGHT_024108.txt Mar 31, 2014 House Oversight Committee — Epstein Estate Records (Nov 2025)

Appendix 5 ENDNOTES Except as otherwise expressly noted, all performance information contained herein, including rates of return, is as of March 31, 2014 and is unaudited. The performance information is based on the cumulative invested capital, cumulative cash dividends and rea...

Investment (saving) under the mattress yields only the psychic value of liquidity
document IMAGES-001-HOUSE_OVERSIGHT_011105.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

Investment (saving) under the mattress yields only the psychic value of liquidity. Actual capital growth depends on rate of return as much as amount invested. If return holds the same as it was before, growth and net ex ante investment will be equal. Growth will be less than cons...

Investment Gold man
document IMAGES-009-HOUSE_OVERSIGHT_026968.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…ts. Current performance may be lower or higher than the performance data quoted. To request the most current or historical performance data, or asset classification schema information, please contact your PWM team at the number provided on your monthly statement or toll-free in t...

indicators of future results
document IMAGES-007-HOUSE_OVERSIGHT_024178.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

… This document has been prepared by UBS AG, its subsidiary or affiliate ("UBS"). The information is intended as a general market commentary and provided solely for marketing and information purposes. Opinions expressed herein are those of UBS Wealth Management & Swiss Bank's Chi...

Sovereign segmentation is crucial to understanding Investment sovereigns
document IMAGES-009-HOUSE_OVERSIGHT_026682.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

Sovereign segmentation is crucial to understanding Investment sovereigns attitudes and responses to external themes Investment sovereigns do not have any liabilities, Economic challenges affect sovereigns differently, allowing for long time horizons and high exposure to accordin...

Jeffrey Epstein: 1953-1969
document TEXT-001-HOUSE_OVERSIGHT_022058.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

… the United States as Lithua- nian refugees. Relatives on that side of the family who remained in the old country would all perish in the course of Adolf Hitler's campaign to exterminate European Jewry. Epstein's father, Seymour, was a manual laborer, like his father before him....

A Wednesday, September 28, 2016
document IMAGES-007-HOUSE_OVERSIGHT_023571.txt Sep 28, 2016 House Oversight Committee — Epstein Estate Records (Nov 2025)

A Wednesday, September 28, 2016 “ Developing nations in Central Asia, Europe, Southeast Asia, Africa and other regions need to have our news perspectives and voices heard.” Wilson Flores, columnist at the Philippine Star newspaper + €¢ 4} CHINA DAILY COMMERCE Trade initiat...

Eye on the Market | March 15, 2012 J.P Morgan
document IMAGES-007-HOUSE_OVERSIGHT_024134.txt Mar 15, 2012 House Oversight Committee — Epstein Estate Records (Nov 2025)

…ta as bad as it looks? Is European data as bizarre as it looks? adequacy rules; created a program through which municipalities can issue bonds with government guarantees (rather than having to borrow from banks); eased first time homebuyer restrictions; and injected capital into...

Eye on the Market | August 4, 2011 J.P Morgan
document IMAGES-008-HOUSE_OVERSIGHT_025230.txt Aug 4, 2011 House Oversight Committee — Epstein Estate Records (Nov 2025)

Eye on the Market | August 4, 2011 J.P Morgan Today the Delaware, with the caption “America’s structural resilience, fortitude and ingenuity will carry the economy and financial markets in 2011 —and beyond”. Our job is not to point to where we would like the financial markets t...

helped cushion portfolio returns when markets declined. We won’t know until the data comes in, but w
document IMAGES-008-HOUSE_OVERSIGHT_025227.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

… this time. [5] The “Eye on the Market” has endlessly chronicled this year the fissures which are now affecting financial markets: European sovereign risk and inadequate bank capitalization; weak labor compensation as an Achilles heel of the US profits recovery, given its negati...

Eye on the Market, July 25, 2011
email TEXT-001-HOUSE_OVERSIGHT_025215.txt Jul 25, 2011 House Oversight Committee — Epstein Estate Records (Nov 2025)

… PDF document is much easier to read) Topics: US debt ceiling negotiations, a more ambitious European bailout plan (finally), and how large cap growth stocks and rising corporate profits are patiently waiting for both of them to end White Castle. Twenty five years ago, I had...