Epstein File EFTA01502445: Asset (DS10)

Epstein Index›Documents›EFTA01502445

💨IMPACT LEVEL 1 — MEH

Epstein File EFTA01502445: Asset (DS10)

Financial RecordDate unavailableEFTA015024451 keyword hits

1

views

0

shares

0

reactions

0

persons

1

keywords

2

excerpts

This financial statement covers July 1-31, 2013, and details Epstein's asset allocation across multiple categories. It shows cash holdings of $4,976,532.36 (34% of assets), corporate bonds of $2,788,500.00 (17%), and fixed income securities totaling approximately $9.6 million, with specific breakdowns by maturity periods and asset types.

👤 Named in This Document

No named persons linked yet

🔑 Evidence Keywords

asset

📋 Key Excerpts2

PersonKeyword

Excerpt 1

For the Period 7/1/13 to 7/31/13 Cash & Fixed Income Summary Beginning Ending Change Current **Asset** Categories **Asset** Categories Market Value Market Value

Excerpt 2

-6 months1 9,644,941.87 63% Cash 4,976,532.36 34% 1-5 years 3,329,450.00 21% Corporate Bonds 2,788,500.00 17% 5-10 years 1,052,500.00 6% Mortgage and **Asset**