Epstein File EFTA01508378: Asset (DS10)

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💨IMPACT LEVEL 1 — MEH

Epstein File EFTA01508378: Asset (DS10)

Financial RecordDate unavailableEFTA015083781 keyword hits

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JPMorgan Chase Bank statement for an Asset Account and JPMSI Brokerage Account held by Financial Trust Company, Inc. The portfolio totals approximately $29.2 million to $31.5 million across reporting periods, with 43% allocated to cash and short-term investments and 49% to equities. The statement shows taxable interest income of $140,358.93 and dividend income of $55,026.67 for the reporting period.

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asset Financial Trust Company bank statement

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Excerpt 1

12,859,727.45 12,472,149.43 648,551.75 5.2 Equities 14,437,809.54 15,157,349.76 0.0 Except for the Deposit Account (if elected), and the cash in your **Asset**

Excerpt 2

("CHASE USA7). none of the investments referred to in this statement of your Total 29,179,148.68 31,542,200.90 12,472,149.43 648,551.75 2.2 **Asset** Account

Excerpt 3

**Asset** Allocation Income Summary 43% Cash and Short Term This Period USD Year to Date USD* Taxable Interest 140,358.93 49% Equities Dividends 55,026.67