Epstein File EFTA01491863: Document from Set 10 (DS10)

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💨IMPACT LEVEL 1 — MEH

Epstein File EFTA01491863: Document from Set 10 (DS10)

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This document is a table of contents and account summary from Morgan Stanley for a client portfolio. It lists team members including Paul Morris (Banker), Paul Barrett (Investment Specialist), Janet Young (Client Service Team), and William Doherty III (Client Service Team), and outlines sections covering account summary, holdings, cash and short-term assets, options, other assets, portfolio activity, and online access information. The document provides an overview of portfolio management and client service structure but contains no specific financial amounts or transaction details in the excerpts provided.

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client

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PersonKeyword

Excerpt 1

Morgan Team Table of Contents Page Paul Morris Banker Account Summary 2 Paul Barrett Investment Specialist Holdings Janet Young **Client** Service Team Cash

Excerpt 2

and Short Term 4 William Doherty III **Client** Service Team Options 5 Other Assets 6 Portfolio Activity 7 Online access www.MorganOnline.com Transactions