Epstein File EFTA01361623: Treat (DS10)

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💨IMPACT LEVEL 1 — MEH

Epstein File EFTA01361623: Treat (DS10)

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This document is a tax or investment account administration excerpt detailing default methods for handling securities, including 'First In First Out' methodology for stocks in dividend reinvestment plans and other securities, and bond amortization elections with 'Treat' accounting options. No specific individuals, dates, or financial amounts are referenced.

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treat

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Excerpt 1

for Stocks in a Dividend Reinvestme Plan: FIRST IN FIRST OUT Default Method for all Other Securities: FIRST IN FIRST OUT Bond Amortization Elections: **Treat**