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C .26 MERRILL LYNCH EFTA01572923 PIERCE FENNER & SMIT (ID: 539830-10-9) LOCKHEED MARTIN CORP @ 108.2592 5,629.48 BROKERAGE 1.04 TAX &/OR SEC .10 CREDIT SUISSE FIRST BOSTON LLC (ID: 539830-10-9) Total Settled Sales/Maturities/Redemptions $38,565.81 ($31,747.54) $3,706.08 L $3,112.19 S (138.000) (52.0
MAXWELL- OAP FDG 270 Park Avenue, New York, NY 10017-2014 ACCT. For the Period 7/1/13 to 7/31/13 Investment Management Account J.P. Morgan Team James Buckley Jason Bell Janet Young Gina Magliocco Jason Grosse Online access Banker Investment Specialist Client Service Team Client Service Team Clien
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CORP @ 62.845 188.54 BROKERAGE 0.05 CITIGROUP GLOBAL MKTS INC (ID: 87612E-10-6) UNITED PARCEL SERVICE INC CL B @ 99.2164 12,005.18 BROKERAGE 1.82 CREDIT SUISSE FIRST BOSTON LLC (ID: 911312-10-6) ($26,601.02) 3.000 121.000 62.863 99.231 (188.59) (12,007.00) Quantity 197.000 32.000 Per Unit Amount
MAXWELL- OAP FDG 270 Park Avenue, New York, NY 10017-2014 ACCT. For the Period 1/1/14 to 1/31/14 Investment Management Account J.P. Morgan Team James Buckley Jason Bell Janet Young Gina Magliocco Jason Grosse Online access Banker Investment Specialist Client Service Team Client Service Team Clien
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9 @ 106.125 CITIGROUP GLOBAL MARKETS INC/SALOM (ID: 410345-AF-9) CELANESE US HOLDINGS LLC 4.625% 11/15/2022 DTD EFTA01574403 11/13/2012 @ 96.27 CREDIT SUISSE FIRST BOSTON LLC (ID: 15089Q-AD-6) ALLBRITTON COMMUNICATION 8% MAY 15 2018 DTD 04/30/2010 @ 106.50 MLPFS INC/FIXED INCOME (ID: 016745-AL-5) D R
LAINE MAXWELL-HY 270 Park Avenue, New York, NY 10017-2014 ACCT. For the Period 7/1/13 to 7/31/13 Investment Management Account J.P. Morgan Team James Buckley Jason Bell Janet Young Gina Magliocco Jason Grosse Online access Banker Investment Specialist Client Service Team Client Service Team Clien
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(5,000.000) 106.125 5,306.25 (5,412.50) (106.25) L 7/8 7/11 Sale High Cost CELANESE US HOLDINGS LW 4.625% 11/15/2022 DTD 11/13/2012 0 96.27 CREDIT SUISSE FIRST BOSTON LLC (ID: 15089Q-AD-6) (5,000.000) 9627 4,813.50 (5,105.00) (291.50) S 7/8 7/11 Sale High Cost ALLBRITTON COMMUNICATION 8% MAY
090 dr '711, JP \ !organ Chase Bank, N.A. 270 Park Avenue. 10017.2014 Investment Management Account J.P. Morgan Team Table of Contents Page James Buckley Banker 212/464-1536 Account Summary 2 Jason Bell Janet Young Investment Specialist Client Service Team 212/464.2084 Holdings Cash 8 Fixed
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Mutual Connections (132)
Entities connected to both Credit Suisse and James Buckley
Ghislaine Maxwell
PERSON57 w/ Credit·186 w/ James
JB
Jason Bell
PERSON13 w/ Credit·178 w/ James
JPMorgan Chase
ORGANIZATION35 w/ Credit·123 w/ James
J. Robert Oppenheimer
PERSON148 w/ Credit·4 w/ James
Michael Cohen
PERSON141 w/ Credit·11 w/ James
JG
Jason Grosse
PERSON4 w/ Credit·139 w/ James
Nassau
LOCATION19 w/ Credit·89 w/ James
the Internal Revenue Service
ORGANIZATION21 w/ Credit·79 w/ James
Deutsche Bank
ORGANIZATION91 w/ Credit·2 w/ James
George W. Bush
PERSON85 w/ Credit·3 w/ James
Newark
LOCATION30 w/ Credit·48 w/ James
Julie K. Brown
PERSON52 w/ Credit·7 w/ James
Bank of America
ORGANIZATION27 w/ Credit·28 w/ James
GM
Gina Magliocco
PERSON4 w/ Credit·42 w/ James
NEW YORK NY
LOCATION29 w/ Credit·16 w/ James
Goldman Sachs
ORGANIZATION27 w/ Credit·9 w/ James
AMERICAN INTL GROUP
ORGANIZATION17 w/ Credit·7 w/ James
MULTI CPN
ORGANIZATION14 w/ Credit·7 w/ James
J.P. Morgan Securities LLC
ORGANIZATION4 w/ Credit·17 w/ James
BOISE
LOCATION14 w/ Credit·7 w/ James