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Zions Bancorporation · 2 Zions Bancorp · 2 Zions · 1

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2016 Future of Financials Conference

document TEXT-001-HOUSE_OVERSIGHT_014315.txt Nov 17, 2016 House Oversight Committee — Epstein Estate Records (Nov 2025)

…l Research • Note: WFC is scheduled to report October customer activity in Retail Banking on Thur, Nov. 17th at 9am ET. Zions Bancorporation (ZION), C-3-7, Underperform • Sentiment post-election appears constructive on growth prospects. Consistent with other bank management teams...

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)

…gnature Bank, SunTrust Banks, SVB Financial, Synovus, TCF, Texas Capital, US. Bancorp, UMB Financial Corp, Wells Fargo, Zions. LPF&S or an affiliate was a manager of a public offering of securities of this issuer within the last 12 months: Ares Management, Assoc Banc-Corp, Banc o...

Table 19: S&P 500 companies with high (>35%) median 5-year effective tax rates and low (<10%) foreig

document IMAGES-007-HOUSE_OVERSIGHT_023088.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…fective Tax Ticker Company Name Sector Industry % Rate % FE FirstEnergy Corp. Utilities Electric Utilities 0% 35.3 ZION Zions Bancorporation Financials Banks 0% 35.2 MO Altria Group, Inc. Consumer Staples Tobacco 0% 35.1 EXC Exelon Corporation Utilities Electric Utilities 0% 35.1...

UMB Financial Corp, Wells Fargo, Zions

document IMAGES-002-HOUSE_OVERSIGHT_014394.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

UMB Financial Corp, Wells Fargo, Zions. 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 inv...

Top 10 US Ideas Quarterly

document TEXT-001-HOUSE_OVERSIGHT_014622.txt Jan 3, 2017 House Oversight Committee — Epstein Estate Records (Nov 2025)

… RF RF US Erika Najarian Synovus Financial Corp. SNV SNV US Ebrahim H. Poonawala U.S. Bancorp USB USB US Erika Najarian Zions Bancorp ZION ZION US Erika Najarian Bank of Hawaii Corp. BOH BOH US Ebrahim H. Poonawala Cullen/Frost Bankers Inc CFR CFR US Ebrahim H. Poonawala M&T Bank...