Epstein File EFTA01583078: Southern Trust and Asset (DS10)

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Epstein File EFTA01583078: Southern Trust and Asset (DS10)

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This document is a JPMorgan account statement for Southern Trust Company, Inc., account W97565001, for the period September 1-30, 2013. It presents an equity summary with beginning and ending market values, changes in value, and current allocation percentages. Holdings include a Chicago Board Options Exchange Index call option (10/16/13 @ $16.60) and concentrated equity positions tracked during the monthly reporting period.

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Southern Trust asset

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Excerpt 1

P.PMorgan **SOUTHERN** **TRUST** COMPANY, INC ACCT.

Excerpt 2

W97565001 For the Period 9/1/13 to 9/30/13 Equity Summary Beginning Ending Change Current **Asset** Categories Market Value Market Value In Value Allocation

Excerpt 3

Yield Concentrated & Other Equity CHICAGO BOARD OPTIONS EXCHANGE INDEX 1.35 10.000 1,350.00 955.36 394.64 CALL 10/16/13 @ 16 Underlying **Asset** Price = $16.60