Epstein File EFTA01501824: Document from Set 10 (DS10)

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💨IMPACT LEVEL 1 — MEH

Epstein File EFTA01501824: Document from Set 10 (DS10)

General DocumentDate unavailableEFTA015018240 keyword hits

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This document is a table of contents or account summary page for a Morgan wealth management client account. It lists team members including Paul Morris (Banker), Janet Young (Client Service Team - Equity), Gina Swetra (Client Service Team - Cash & Fixed Income), and Pauline Esposito (Client Service Team), and references account summaries, portfolio activity, and cost basis information for securities acquired through outside brokers.

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client

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PersonKeyword

Excerpt 1

Morgan Team Table of Contents Page **Client** News Occasionally, when a security is acquired through an Paul Morris Banker Account Summary 2 outside broker

Excerpt 2

As a Janet Young **Client** Service Team Equity 4 result, we cannot accurately calculate gain/loss for this Gina Swetra **Client** Service Team Cash & Fixed Income

Excerpt 3

Beginning with July statements, securities Pauline Esposito **Client** Service Team Portfolio Activity 8 missing this cost basis information will display "