Epstein File EFTA01455322: Asset (DS10)

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💨IMPACT LEVEL 1 — MEH

Epstein File EFTA01455322: Asset (DS10)

Financial RecordDate unavailableEFTA014553221 keyword hits

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This document is an asset account statement showing an ending account value of $104,219,698.69 with estimated annual income of $3,646,365.03. The client advisor is identified as Tazia Smith. The account total is $104,219,698.69 representing 100% allocation, with account holdings including equity and other asset classes detailed in the portfolio breakdown and allocation disclosure sections.

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Excerpt 1

Portfolio 417,409.86 1,391,369.24 Ending Account Value $104,219,698.69 $104,219,698.69 Your Client Advisor: Estimated Annual Income $3,646,365.03 TAZIA SMITH **Asset**

Excerpt 2

390,461.66 384,391.25 0.37% Other 363,000.00 0.00 0.00 0.00% Account Total (Pie Chart) $90,573,050.28 $103,635,665.44 $104,219,698.69 100.00% See the **Asset**

Excerpt 3

Allocation Disclosure and Footnotes section for important information regarding your **Asset** Allocation.