Epstein File EFTA01500262: Southern Trust and Asset (DS10)

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Epstein File EFTA01500262: Southern Trust and Asset (DS10)

Financial RecordDate unavailableEFTA015002621 keyword hits

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This document is a JPMorgan account statement for Southern Trust Company, Inc. covering the period September 1-30, 2013. It details an equity summary showing market values, allocation percentages, and specific holdings including a Chicago Board Options Exchange Index call option expiring October 16, 2013, with an underlying asset price of $16.60. The statement tracks concentrated equity positions and their changes in value during the reporting period.

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Southern Trust asset

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PersonKeyword

Excerpt 1

P.PMorgan **SOUTHERN** **TRUST** COMPANY, INC ACCT.

Excerpt 2

For the Period 9/1/13 to 9/30/13 Equity Summary Beginning Ending Change Current **Asset** Categories Market Value Market Value In Value Allocation Concentrated

Excerpt 3

Yield Concentrated & Other Equity CHICAGO BOARD OPTIONS EXCHANGE INDEX 1.35 10.000 1,350.00 955.36 394.64 CALL 10/16/13 @ 16 Underlying **Asset** Price = $16.60