Epstein Secrets

p Election No Aggressive/Speculative High Risk Achieve capital appreciation (emphasis on growth of capital, not on income) Higher Fluctuations, Higher Returns Longer than 10 years (through several market cycles) No You have indicated that all beneficiaries for this trust are individuals (natural persons)

York, NY 10065 • 7007 Net Worth Information Annual Income Liquid Assets (cash and marketable securities) Net Worth (excluding primary residence) Federal Marginal Tax Rate You have indicated that you do not derive a substantial amount of your income / wealth (over 50%) from a country outside of the United States. Ran

Risk Tolerance Aggressive/Speculative High Risk Achieve capital appreciation (emphasis on growth of capital, not on income) Higher Fluctuations, Higher Returns Longer than 10 years (through several market cycles)]. No Investment Objective Risk/Return Objectives Investment Time Horizon a Short-Term Liq

AND ABOVE Range from $10,000,000 AND ABOVE 37% and above Liquid Assets (cash and marketable securities) Net Worth (excluding primary residence) Federal Marginal Tax Rate You have indicated that you do not derive a substantial amount of your income / wealth (over 50%) from a country outside of the United States. Inv

Risk Tolerance Aggressive/Speculative High Risk Achieve capital appreciation (emphasis on growth of capital, not on income) Higher Fluctuations, Higher Returns Longer than 10 years (through several market cycles). No Investment Objective Risk/Return Objectives Investment Time Horizon a Short-Term Liqu

AND ABOVE Range from $10,000,000 AND ABOVE 37% and above Liquid Assets (cash and marketable securities) Net Worth (excluding primary residence) Federal Marginal Tax Rate You have indicated that you do not derive a substantial amount of your income / wealth (over 50%) from a country outside of the United States. Inv

isk Aggressive/Speculative Investment Objective Achieve capital appreciation (emphasis on growth of capital, not on income) Higher Fluctuations, Higher Returns Longer than 10 years (through several market cycles)M No Risk/Return Objectives Investment Time Horizon a Short-Term Liquidity Needs Sweep Acc

AND ABOVE Range from $10,000,000 AND ABOVE 37% and above Liquid Assets (cash and marketable securities) Net Worth (excluding primary residence) Federal Marginal Tax Rate You have indicated that you do not derive a substantial amount of your income / wealth (over 50%) from a country outside of the United States. Inv