Epstein File EFTA01492677: Asset (DS10)

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💨IMPACT LEVEL 1 — MEH

Epstein File EFTA01492677: Asset (DS10)

Financial RecordDate unavailableEFTA014926771 keyword hits

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Monthly account statement from J.P. Morgan Financial Trust Company Inc. covering January 1-31, 2012, for an account with beginning market value of $23,130,482.46 and ending market value of $25,608,891.51, representing a gain of $2,478,409.05. The statement shows estimated annual income of $775,531.75 and current asset allocation of 36% in Equity and Alternative investments. The specific account holder is not identified in the excerpt.

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asset Financial Trust Company

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PersonKeyword

Excerpt 1

P.PMorgan FINANCIAL TRUST COMPANY INC ACCT For the Period 1/1/12 to 1/31/12 Account Summary Beginning Ending Change Estimated Current **Asset** Allocation

Excerpt 2

**Asset** Allocation Market Value Market Value In Value Annual Income Allocation Equity 23,130,482.46 25,608,891.51 2,478,409.05 775,531.75 36% Alternative