Epstein File EFTA01504177: Document from Set 10 (DS10)

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💨IMPACT LEVEL 1 — MEH

Epstein File EFTA01504177: Document from Set 10 (DS10)

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This document is a client communication from a Morgan banking team containing a table of contents for account materials including account summary, holdings, cash and fixed income information, and portfolio activity. The document lists contact information for team members including Paul Morris (Banker), Paul Barrett (Investment Specialist), Janet Young (Client Service Team), and Gina Magliocco (Client Service Team). The document addresses pricing procedures for securities where current prices cannot be obtained.

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Morgan Team Table of Contents Page **Client** News Effective in the second quarter, we will be implementing a Paul Morris Banker Account Summary 2 new pricing

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In Paul Barrett Investment Specialist Holdings cases where we are unable to obtain a current price from Janet Young **Client** Service Team Cash & Fixed Income

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4 an internal or external source for a particular security, the Gina Magliocco **Client** Service Team Portfolio Activity 6 price column on your statement