Epstein File EFTA01512823: Client and Financial Trust Company (DS10)

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💨IMPACT LEVEL 1 — MEH

Epstein File EFTA01512823: Client and Financial Trust Company (DS10)

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This document is a J.P. Morgan account statement for a Financial Trust Company margin account located at 270 Park Avenue, New York, NY, covering the period June 1-30, 2010. The statement includes account summary information, holdings, and portfolio activity managed by a team including banker Paul Morris, investment specialist Jeffrey Matusow, and client service representatives Janet Young and William Doherty III. The document provides transaction details and online access information for account management.

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client Financial Trust Company

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PersonKeyword

Excerpt 1

Morgan Team Table of Contents Page Paul Morris Banker Account Summary 2 Jeffrey Matusow Investment Specialist Holdings Janet Young **Client** Service Team

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Cash and Short Term 3 William Doherty III **Client** Service Team Portfolio Activity 4 Online access www.MorganOnline.com Transactions cleared and carried

Excerpt 3

**FINANCIAL** **TRUST** **COMPANY**, INC. ACCT. 270 Park Avenue, New York, NY 10017 For the Period 6/1/10 to 6/30/10 Margin Account J.P.