Epstein File EFTA01510381: Financial Trust Company (DS10)

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💨IMPACT LEVEL 1 — MEH

Epstein File EFTA01510381: Financial Trust Company (DS10)

Financial RecordDate unavailableEFTA015103811 keyword hits

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This document is a financial statement for Financial Trust Company, Inc. showing quarterly portfolio activity with a beginning market value of $13,488,713.45, withdrawals of $8,513,518.53, distributions of $179,138.15, and investment losses of $1,734,204.63, resulting in an ending market value of $3,420,135.49. The account shows taxable income of $126,506.75, tax-exempt income of $52,631.40, and realized losses of $1,734,204.68.

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Financial Trust Company

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PersonKeyword

Excerpt 1

Contributions/ Income & Change in Ending Market Value Portfolio Activity Number Market Value Withdrawals Distributions Investment Value with Accruals **FINANCIAL**

Excerpt 2

**TRUST** **COMPANY** INC 13,488,713.45 (8,513,518.53) 179,138.15 (1,734,204.63) 3,420,135.49 Account Taxable Tax-Exempt Other Income Realized Gain/Loss Unrealized

Excerpt 3

Tax Summary Number Income Income & Receipts Short-term Long-term Gain/Loss¹ **FINANCIAL** **TRUST** **COMPANY** INC 126,506.75 52,631.40 (1,734,204.68) 1Unrealized