Epstein File EFTA01485784: Document from Set 10 (DS10)

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💨IMPACT LEVEL 1 — MEH

Epstein File EFTA01485784: Document from Set 10 (DS10)

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This is a JPMorgan Private Client portfolio statement or account summary document dated December 1, 2011, containing a table of contents and contact information for the client service team. Named contacts include Paul Morris (Banker), Janet Young (Client Service Team), and Gina Magliocco (Client Service Team). The document references holdings, cash and fixed income portfolio sections, and includes guidance on making securities gifts before year-end for tax purposes.

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client

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PersonKeyword

Excerpt 1

Morgan Team Table of Contents Page **Client** News If you plan to make gifts of securities this year, please Paul Morris Banker Account Summary 2 notify your

Excerpt 2

**Client** Service Representative before Janet Young **Client** Service Team Holdings December 1, 2011.

Excerpt 3

This will allow us to process your Gina Magliocco **Client** Service Team Cash & Fixed Income 4 request before year-end and meet the deadline for tax Portfolio