Epstein File EFTA01510849: Financial Trust Company (DS10)

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💨IMPACT LEVEL 1 — MEH

Epstein File EFTA01510849: Financial Trust Company (DS10)

Financial RecordDate unavailableEFTA015108491 keyword hits

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This document is a financial statement for Financial Trust Company Inc. showing portfolio activity and account summary data. The statement reflects a market value of approximately $11.5 million in contributions, $2.5 million in withdrawals, and an ending investment value with accruals of $15.3 million. The account shows taxable income of $64.70, short-term realized gains/losses of $(1,042.84), and long-term unrealized gains of $860,523.34.

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Financial Trust Company

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Excerpt 1

Contributions/ Income & Change in Ending Market Value Portfolio Activity Number Market Value Withdrawals Distributions Investment Value with Accruals **FINANCIAL**

Excerpt 2

**TRUST** **COMPANY** INC 11,497,776.65 2,502,843.16 64.70 1,291,058.02 15,291,839.60 Account Taxable Tax-Exempt Other Income Realized Gain/Loss Unrealized Tax

Excerpt 3

Summary Number Income Income & Receipts Short-term Long-term Gain/Loss **FINANCIAL** **TRUST** **COMPANY** INC 64.70 (1,042.84) 860,523.34 1Unrealized Gain/Loss represents