Epstein File EFTA01500427: Client and Southern Trust (DS10)

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Epstein File EFTA01500427: Client and Southern Trust (DS10)

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This document is a JP Morgan account statement for Southern Trust Company, Inc. located at 270 Park Avenue, New York, covering the period January 1-31, 2014. The statement includes account summary, holdings, cash and fixed income details, and portfolio activity, with a client service team consisting of William Sheridan (Banker), Justin Nelson (Banker), Paul Barrett (Investment Specialist), Janet Young, Gina Magliocco, and Jason Grosse.

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client Southern Trust JP Morgan asset

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PersonKeyword

Excerpt 1

Contents Page William Sheridan Banker Account Summary 2 Justin Nelson Banker Holdings Paul Barrett Investment Specialist Cash & Fixed Income 4 Janet Young **Client**

Excerpt 2

Service Team Portfolio Activity 7 Gina Magliocco **Client** Service Team Jason Grosse **Client** Service Team Online access www.jpmorganonline.com Please see

Excerpt 3

**SOUTHERN** **TRUST** COMPANY, INC ACCT. 270 Park Avenue, New York, NY 10017-2014 For the Period 1/1/14 to 1/31/14 Asset Account J.P.