Epstein File EFTA01504091: Document from Set 10 (DS10)

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Epstein File EFTA01504091: Document from Set 10 (DS10)

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JPMorgan client service team document listing account summary information and portfolio management staff including Paul Morris, Janet Young, Gina Swetra, and Pauline Esposito. The document addresses reporting of securities acquired through outside brokers and notes that beginning in July, missing cost basis information would display as 'N/A' rather than zero.

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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 Cash & Fixed Income 4 result, we cannot accurately calculate gain/loss for this Gina Swetra **Client** Service Team Portfolio

Excerpt 3

Beginning with July statements, securities Pauline Esposito **Client** Service Team missing this cost basis information will display "N/A" instead of "zero