Epstein File EFTA01513367: Financial Trust Company (DS10)

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💨IMPACT LEVEL 1 — MEH

Epstein File EFTA01513367: Financial Trust Company (DS10)

Financial RecordDate unavailableEFTA015133671 keyword hits

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This document is a financial statement from Financial Trust Company, Inc. showing portfolio activity, account valuations, and tax information for a specific reporting period. The statement reflects a beginning market value of $249,610.52, withdrawals of $230,533.32, and an ending investment value with accruals of $19,635.34. The document includes income breakdowns showing taxable income of $257.35, tax-exempt income of $533.33, and realized and unrealized gains/losses.

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Financial Trust Company

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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. 249,610.52 (230,533.32) 257.35 300.00 19,635.34 Account Taxable Tax-Exempt Other Income Realized Gain/Loss Unrealized Tax Summary

Excerpt 3

Number Income Income & Receipts Short-term Long-term Gain/Loss **FINANCIAL** **TRUST** **COMPANY**, INC. 257.35 533.33 1Unrealized Gain/Loss represents data from the