Epstein File EFTA01510942: Client and Asset (DS10)

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💨IMPACT LEVEL 1 — MEH

Epstein File EFTA01510942: Client and Asset (DS10)

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This document is a J.P. Morgan Securities LLC consolidated investment account summary for the period March 1-31, 2013. It details brokerage and margin accounts where all investment decisions are made by the client, with JPMS providing no discretionary asset allocation or investment management services. The document includes account beginning and ending balances, changes, and estimated current asset allocation and market values.

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client asset

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Excerpt 1

Brokerage and margin accounts are non-discretionary and all investment decisions are made by the **client**. J.P.

Excerpt 2

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

Excerpt 3

P.PMorgan For the Period 3/1/13 to 3/31/13 Consolidated Summary INVESTMENT ACCOUNTS Beginning Ending Change Estimated Current **Asset** Allocation Market Value