Epstein File EFTA01510758: Financial Trust Company and Asset (DS10)

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Epstein File EFTA01510758: Financial Trust Company and Asset (DS10)

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J.P. Morgan Financial Trust Company, Inc. account statement for the period November 1-30, 2012, showing asset allocation and portfolio performance. The document reports equity holdings of $4,128,933.33 (42% allocation) and cash & fixed income holdings, with estimated annual income of $421,051.20.

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Financial Trust Company asset

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Excerpt 1

P.Morgan **FINANCIAL** **TRUST** **COMPANY** INC ACCT, For the Period 11/1/12 to 11/30/12 Account Summary Beginning Ending Change Estimated Current Asset Allocation

Excerpt 2

P.Morgan FINANCIAL TRUST COMPANY INC ACCT, For the Period 11/1/12 to 11/30/12 Account Summary Beginning Ending Change Estimated Current **Asset** Allocation

Excerpt 3

**Asset** Allocation Market Value Market Value In Value Annual Income Allocation Equity 3,997,354.83 4,128,933.33 131,578.50 421,051.20 42% Cash & Fixed Income