Epstein File EFTA01491822: Financial Trust Company (DS10)

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Epstein File EFTA01491822: Financial Trust Company (DS10)

Financial RecordDate unavailableEFTA014918221 keyword hits

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This document is a J.P. Morgan Financial Trust Company investment account statement showing portfolio values and market data. Two accounts are referenced with combined market values of approximately $65.8 million and $5.4 million, with a net loss of $2.77 million noted in one account. The document references client gift planning notifications.

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Financial Trust Company client

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Excerpt 1

on Client News Number Market Value Market Value In Value Page Alert: Investment Account(s) If you plan to make gifts of securities this year, please **FINANCIAL**

Excerpt 2

**TRUST** **COMPANY** INC 65,800,792.94 63,033,870.20 (2,766,922.74) 5 notify your Client Service Representative before **FINANCIAL** **TRUST** **COMPANY** INC 5,437,462.01