Epstein File EFTA01510360: Asset (DS10)

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💨IMPACT LEVEL 1 — MEH

Epstein File EFTA01510360: Asset (DS10)

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This is a JPMorgan consolidated investment account summary for the period December 1-31, 2011, detailing asset allocation across investment accounts with beginning and ending values and estimated current asset allocation percentages. The document notes that JPMorgan Securities LLC does not provide discretionary investment management services or asset allocation advice. No specific account holder name or transaction amounts are disclosed in the excerpt.

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asset

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Excerpt 1

P.PMorgan For the Period 12/1/11 to 12/31/11 Consolidated Summary INVESTMENT ACCOUNTS Beginning Ending Change Estimated Current **Asset** Allocation **Asset**

Excerpt 2

Morgan Securities LLC ("JPMS") does not provide advice on **asset** allocation or investment management services, nor do its personnel take discretion over